SmartOUTLOOK

Clean email information added to your Blackbaud database with one click: SmartOUTLOOK.

SmartOUTLOOK integrates Raiser’s Edge NXT, Raiser’s Edge 7 and Blackbaud CRM with all common versions of Outlook.

Demos

Videos

See SmartOUTLOOK for Raiser’s Edge NXT, Raiser’s Edge 7 and Blackbaud CRM in action

Slideshow

SmartOUTLOOK for Raiser’s Edge NXT as seen by the user

When you receive an email, SmartOUTLOOK enables you to record it as an action in your database with one click. You can edit the action BEFORE you save it to your database, and using SmartOUTLOOK ensures that ALL email text is searchable from within your database.

It's simple

One click and your emails are saved into Raiser’s Edge NXT, Raiser’s Edge 7  or Blackbaud CRM as actions.

Keeps data clean

SmartOUTLOOK stops errors being entered into your Blackbaud database through automating the copy process so you can rely on your database records.

It's adaptable

SmartOUTLOOK can be pre-configured for your entire team but each user can then set their own preferences.

Fundraiser friendly

Enables your whole team to save emails quickly to your database including your fundraisers. They can even tag all their emails with their canvasser details.

Searchable

One of the key features is that ALL email text is searchable from within your database. You can query across all your records for keywords.

Bridget Costello

“We have users saving emails from Outlook and Outlook 365 to Raiser’s Edge NXT and version 7. SmartOUTLOOK helps all these users do that at the click of a button. And at such a reasonable price too!”

Bridget Costello
Director of Development, Arizona YWCA Metropolitan Phoenix
Supported Platforms

Compatible with all recent desktop editions of Outlook (2010, 2012, 2013 and 2016). SmartOUTLOOK copes with any email provider (including Gmail, Yahoo and Live Mail) that connects to Outlook. SmartOUTLOOK also supports all the common Blackbaud platforms. If you have any other CRM you wish added to the list please contact our team.

Blackbaud CRM

Raiser's Edge

Raiser's Edge NXT

Get your free trial:

Try this product free for 30 days by filling out the form below. No-obligation to buy: just cancel before the end of the 30-day period if this product is not for you.

  • Please indicate how you and your team use Raiser's Edge NXT
    Unsure which version you use? Click here for more help

Raiser’s Edge (Database view / Citrix)

You start Raiser’s Edge by logging in via a web page and then launching RE or you have an icon on your desktop in Windows with the letters RE that you click to launch RE.

Raiser’s Edge NXT (Browser)

You login to RE NXT through your web browser and use RE within the web browser (without using the Database View link)

Please indicate whether you are using Chrome or Internet Explorer