Expert Access for Blackbaud CRM

Extend the functionality of Blackbaud CRM with a set of essential add-ons and integrations that enhance productivity around data management and fundraising tasks. With Expert Access, your team can utilize over 30 tools that support software integrations, engage CRM users, and activate mobile features to expand your fundraising efforts in Blackbaud CRM.

Access all solutions under one subscription
Rely on a knowledgeable team of Blackbaud CRM developers for tech support
Join a community of clients who share ideas for current and future solutions

32

custom tools

(and counting) that empower your fundraising and IT teams.

10x

faster to merge duplicates

using the Duplicate Compare Utility.

100%

client satisfaction

with our Expert Access program.

Featured Tools

Velocity

A powerful data management engine that can be used by both the developers and the non-technical users on your team. Velocity is a fast ETL solution that resides within Blackbaud CRM. Use Velocity to transfer data in and out of any source, enact logic in staging through scripting, and place your data into any form within the system

List Builder Generator

Create customized list builders using fields defined in ad-hoc queries. The generated list builder can be seamlessly integrated into any page or tab section within Blackbaud CRM. This tool provides options for context and offers a robust editing interface for field lookup types.

Outlook Add-In

Bring Blackbaud CRM to the forefront of your fundraisers’ primary communication platform: their Outlook inbox. The Outlook Add-In integrates Microsoft Outlook with BBCRM, enabling fundraisers to easily save biographical updates, manage prospects, and track email activity from their inbox.

Duplicate Compare Utility

Merge duplicates 10x faster than Blackbaud’s out-of-box Duplicates Report and Manual Constituent Merge. An expansion of the standard Blackbaud CRM tool, the Duplicate Compare Utility simplifies the process of comparing duplicate records and marking them for future action.

FROGz

Empower your fundraisers to work on-the-go with their phones or tablets. Our version of Blackbaud’s Fundraiser on the Go (FROG) app features significant enhancements for improved functionality and user experience.

Email Template Manager

Quickly create modern, responsive email templates in BBIS. Once templates are created, pull them into BBIS to add merge fields, links and email content.

Save time on routine tasks.

Request a demo

Zuri Group has been a trusted and valuable partner for many years, and the Expert Access program is a logical way for us to continue to leverage the impressive technical work that Zuri has undertaken for its clients to get the most out of their Blackbaud CRM investment.” Associate Vice Chancellor of Advancement Operations, Texas Christian University

Welcome to Expert Access

Elevate Blackbaud CRM.

Get Expert Access

Streamline your work with custom tools.

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