Expert Access Solutions
CRM Custom Tools by Zuri Group
Custom Tools for Blackbaud CRM by Zuri Group
Zuri Group has created several customizations to help Blackbaud CRM clients streamline the use of their system by better managing, engaging, and stewarding donors.
Limited versions of the Constituent Converter, Constituent Tiles, and Constituent Summary View can be downloaded free of charge.
If you would like to learn more about the custom tools available through our Expert Access program, contact us today!
Microsoft 365 Outlook
Blackbaud CRM Integration
Track and complete all donor communication and biographical updates directly from Microsoft Outlook into Blackbaud CRM.
Single Sign-On (SSO)
SSO (single sign-on) is a SAML 2.0 Service Provider which seamlessly authenticates users into Blackbaud CRM.
Blackbaud CRM Data Warehouse Express
Create custom blackbaud Data Warehouse extensions without ever leaving the Blackbaud CRM user interface.
BBIS Donation Form
Capture unsubmitted data entered on BBIS Advanced Donation Forms to follow up with
potential donors and complete abandoned transactions.
Luminate Online Sync Enhancements
Extend the standard LO functionality with this pre-packaged set of add-ons to globally identify and manage key constituent data.
EverTrue Blackbaud CRM Integration
This bi-directional integration of EverTrue
and BBCRM data will ensure that your fundraisers have current data at their fingertips.
Constituent Biographical Updater
Route all constituent update requests through a custom workflow to a centralized team where you can review and either approve or deny each request.
Gives users the ability to hide specific constituencies on the constituent datalist.
Auto File Downloader
Schedule the automatic download of a “Business Process” output within Blackbaud CRM. The resulting file(s) can be downloaded to a network share or sent directly to an SFTP server.
Split a large or complex batch into multiple batches to help with back-office processing. For example, split an online gift batch by Credit Card Type to make deposit reconciliation easier.
Revenue Global Changes
This collection of global changes allows users to modify gifts for more effective data. Update the status of a recurring gift, or add or delete revenue attributes from gifts.
Constituent Compare Utility
Review and compare duplicate records and mark them for further action. Merge duplicates 10x faster than out-of-box Duplicates Report and Manual Constituent Merge.
Event Designator Updater
Update the designation on an event registration payment to reflect the event’s designation.
Easily convert an organization into an individual record or an individual into an organization record.