CRM Custom Tools

Expert Access Solutions from Zuri Group

Custom Tools for Blackbaud CRM by Zuri Group

Zuri Group has created several customizations to allow Blackbaud CRM clients available through our Expert Access program to streamline the use of their system by better managing, engaging, and stewarding donors.

Our team is also available to help your organization deploy these customizations at no extra cost. Contact us if you need any assistance.

Constituent Converter

Convert an organization into an individual record or an individual into an organization record.

Constituent Tiles

Make your key data more accessible and improve user experience.

Constituent Summary View

See the prospect manager’s name next to the lookup ID.

Have an idea for a Blackbaud CRM customization you’d like to see?

Our developers want to know! Visit our Idea Board to share your suggestion and vote on other enhancement ideas from your colleagues.

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