Custom Tools for Blackbaud CRM
Streamline your CRM workflow and save time on routine tasks. Expert Access for CRM is a bundle of helpful Blackbaud CRM add-ons and integrations developed by Zuri Group. The suite of products includes several unique tools that support software integrations, solve functionality issues, enhance reporting and data tools, and fix critical functions that will advance your fundraising and mission. We’ll continue adding solutions for Blackbaud CRM as our developers create new customizations, making your investment more valuable year-over-year.
Use Expert Access for CRM to:
• Utilize 25+ solutions, integrations, and API sets built for BBCRM
• Build custom reports straight from BBCRM
• Make constituent updates from your Outlook inbox
• Merge duplicate records 10x faster than Blackbaud’s out-of-box tool
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!
App User Disabler
Enable and disable CRM users with the click of a button. If the disabled user is later marked as enabled, the roles and system admin statuses are re-instated.
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.
Blackbaud CRM Data Warehouse Express
Create custom blackbaud Data Warehouse extensions without ever leaving the Blackbaud CRM user interface.
Blackbaud CRM Data Warehouse Utility Sync
Synchronize a copy of your Blackbaud CRM Data Warehouse and obtain direct SQL access to Blackbaud CRM data to use for a variety of purposes.
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 data list.
Constituent Global Changes
This packages includes seven constituent global changes for managing data more effectively, including mass updates to constituent fields.
Duplicate 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 Designation Updater
Update the designation on an event registration payment to reflect the event’s designation.
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.
Use the recipient batch to add recipients to specific purposes that are set up to allow them.
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.