OM
The functional heart
- Contacts & organisations
- Fundraising & donations
- Members & fees
- Campaigns & journeys
The Creativ platform
ISO 27001 & ISO 9001 certifiedThe open software platform for NPOs and associations.
One platform for fundraising, membership management, campaigns, case management and Data & AI.
Industry knowledge, flexibility, data analysis expertise and the best solutions and services – all in one platform.
- Since 1989
- SaaS from Switzerland
Swiss Made Software
More than a CRM
Today, NPOs and associations need more than just a CRM.
What they need is a software landscape that understands fundraising, membership management and individual processes, integrates marketing automation, makes data usable and stays open to specialised solutions. That is what the Creativ platform delivers: a proven industry solution with tried-and-tested data models, processes and best practices – everything in one platform, seamlessly connected from business process to action. Start today and expand easily tomorrow.
The platform
The best of several worlds. Intelligently connected.
OM maps the organisation-wide relationship and drives it with marketing automation and journeys. easydoo maps the individual case, and Data & AI turn both into impact – connected to all contact channels and a combination of the best specialised services (best-of-breed).
Channels & touchpoints
- Website
- Social media
- SMS & WhatsApp
- Phone
- Letters
- Payments
- Face-to-face
Data & AI
Turning data into impact
- Connect data
- Ensure data quality
- Patterns & forecasts
- Next best action
easydoo
The flexible work platform
- Dossiers & cases
- Tasks & work steps
- Workflows
- Collaboration
Open platform – secure, scalable, future-proof
- SaaS
- APIs
- Integrations
- Data protection
- Performance
Best-of-breed services
- Online donations
- Payment services
- Email & SMS
- BI & analytics
- Print & lettershop
- Website
- Social media
- Specialist solutions
Under the “Platform” menu we explain our solution, our product philosophy, integrations and Data & AI in detail. You can also click straight through to them here:
… or ask the website your question directly:
Deliberately combined
The best of an industry solution and a flexible platform.
Proven industry processes where they make a difference. Freedom where every organisation works its own way.
OMIndustry solution
easydooCase and work platform
SaaSOperation and ongoing development
CustomisingTailored to your organisation
Data & AIRecognise patterns. Act.
Best-of-breedIntegrate specialist solutions
Open APIsConnect systems
Solution
Everything NPOs and associations need
People are not just contacts. One person can be a member, donor, regular supporter, subscriber, volunteer or office holder at the same time. OM maps all of these relationships – and the processes that arise from them.
CRM & 360° viewPeople, households, organisations, roles and relationships.
FundraisingFrom first contact to posting – with a donation subledger.
Members & associationsIncluding federal structures, sections and CLA management.
CampaignsSelections, multi-wave campaigns, print and digital.
Customer journeysMarketing automation that strengthens personal relationships.
Case managementMajor donors, legacies, foundations, advisory services and more.
Activities
- Donation CHF 120Autumn campaign · posted automatically
- Thank-you letter sentPrint · lettershop
- Journey “Legacy” · step 2Email opened
- Advisory case openedeasydoo · assigned
Major donor · LegacyAdvice for the Example family
Protected caseOpen
Prepare documentsDocument · Fri 14 Nov
Date of next contact
Task · Due date
In progress
Conversation noteConfidential · case team only
Done
First contactPhone · done
6 documents
3 participants
Linked to OM
IllustrationIntegrations
Open to the best solutions.
Many services relevant to NPOs and associations are already connected. Open APIs keep the platform open to existing and future systems.
- TWINT
- RaiseNow
- Soulclick
- Payrexx
- eBill
- QR-bill
- LSV
- Swiss Post
- ePost
- AZ Direct
- CRIF
- Multisource
- Brevo
- SendGrid
- Power BI
- Qlik
- Tableau
- Microsoft 365
- SharePoint
- Outlook
- Word
- Excel
01
Native functions
Integrated directly into OM and easydoo – without additional systems.
02
Proven integrations
Numerous service providers and systems already connected and tested.
03
Open APIs
For further systems and cross-system processes.
Data & AI
Data becomes knowledge – and knowledge becomes action.
An insight doesn’t end in a dashboard. It directly triggers a journey in OM – or a case in easydoo where personal attention is needed.
For example: our own forecasting model selects the contacts with the highest potential for your next donation mailing.
1989founded
35+years of industry experience
CHDeveloped and operated in Switzerland
Your project
Understand first. Then show. Then guarantee.
No hidden follow-up costs, no unclear requirements: we first understand your situation, show you a tailored system landscape with live examples – and guarantee your solution with a fixed-price project contract.
- 1Initial meeting
- 2Analysis
- 3Presentation
- 4Concept & fixed price
- 5Implementation
- 6Go-live & operations
Our promise
A software project doesn’t succeed through technology alone, but through a clear, shared approach. That is why we listen first, show you concretely what your solution will look like, and stick to what we have agreed – at a fixed price and with dedicated contacts. So you can focus on what matters: your mission.
Stefan WalserCOOGet to know the Creativ platform in a personal online presentation.
No obligation and tailored to your organisation.