Questions and answers about the Creativ Platform

The Creativ Platform is an open software platform (SaaS) for non-profit organisations (NPOs) and associations. It combines OM, the industry solution for CRM, fundraising, membership management, campaigns and marketing automation, with easydoo, the platform for work organisation and case management.

It also includes Data & AI for analyses and forecasts, open interfaces (APIs) and many specialised services that are already connected (best-of-breed) – for payments, address quality, email, print and BI, for example.

The Creativ Platform is developed by Creativ Software AG, a Swiss software company based in Widnau in the St. Gallen Rhine Valley. Founded in 1989, the company has been developing software for charities, foundations, associations and trade unions ever since.

Since 2018, Creativ Software has been part of NEXUS Schweiz AG. Today, 26 employees work in support, projects, development, AI, sales and administration. Creativ is a member of Swiss Made Software.

The Creativ Platform is built for charities, foundations, associations, trade unions and other non-profit organisations – from small organisations to large associations with federal structures.

Customers include Krebsliga Schweiz (Swiss Cancer League), Pro Natura, Pro Senectute, Heilsarmee (Salvation Army), Swissaid, Schweizer Paraplegiker-Stiftung (Swiss Paraplegic Foundation), GastroSuisse, Kaufmännischer Verband, Syna and VPOD.

OM maps the organisation-wide relationship with people and organisations and runs the standardised industry processes: CRM with a 360° view, fundraising, membership management, campaigns, customer journeys, output management and the donation and accounts receivable subledger.

easydoo handles the individual case: a case might cover the stewardship of a major donor, a legacy file, a foundation relationship or a counselling case – with documents, meeting notes, tasks, deadlines and, if needed, separate permissions. The two are connected.

The Creativ Platform combines both: it standardises where industry knowledge and best practices create an advantage, and stays flexible where every organisation works differently.

OM comes with proven data models and industry processes and can be extensively tailored to your organisation (customising). Individual processes are mapped in easydoo without overloading the central CRM.

OM supports the entire fundraising process from first contact to booking: donations, regular payments, supporter schemes, sponsorships, pledges, fundraising projects and campaigns.

OM is a full donation and accounts receivable subledger. From payment collection through allocation and booking to a personalised thank-you, the process can be fully automated. New donors recruited on the street, at stands or door to door (face-to-face, door-to-door) are imported directly.

Yes. Membership management in the Creativ Platform maps sections, regions, local groups and other units with their people, roles and responsibilities. Prices, account assignments, bank accounts and invoice forms can differ per section.

Cross-level jobs for invoicing, dunning and renewal run across all levels. Association accounting automatically splits membership fee components across the association levels – including fund contributions. Collective labour agreement (CLA) and fund management as well as member recruitment with referral bonuses are also possible.

With the OM selection tool, target groups can be created, saved and reused without programming skills and without exports. On this basis, multi-wave campaigns using print, email, phone and face-to-face fundraising are possible.

Central output management produces personalised letters, documents and emails – multilingual, in each person’s correspondence language – and delivers print-ready PDFs directly to lettershops or digitally via ePost.

Yes. With the OM Journey Builder, events such as a donation, a registration, a membership or a status change automatically trigger a customer journey. It checks conditions, observes waiting periods, sends emails and other outputs or creates tasks for staff.

If a marketing automation tool such as ActiveCampaign or Brevo is already in use, it can be connected in both directions.

easydoo is the flexible SaaS platform for case management, individual support and work organisation. It is an integral part of the Creativ Platform, but an independent product of easydoo AG. A case brings together the information, documents, responsibilities, status and history of a case; tasks and work steps structure the actual work.

Typical uses are major donor management, foundation fundraising, legacies and bequests, counselling, volunteer management, projects, political affairs and contracts. easydoo is connected to Microsoft 365 and can also be used on the go.

Yes. OM has native web forms for donations, data changes, event registrations, petitions, orders and interest surveys. Entries go straight into the platform and can trigger further processes; with personalised links and QR codes, the person is already recognised in the form.

Self-service portals for donors and members as well as existing websites and webshops can be connected via the open interfaces (APIs).

The Creativ Platform supports QR-bill, LSV, Debit Direct, eBill, TWINT and credit cards as well as the online payment solutions RaiseNow, Soulclick and Payrexx. Incoming payments are automatically allocated to a person, a campaign or a donation product, booked and acknowledged.

Note: SIX will discontinue the LSV+ and BDD direct debit schemes on 30 September 2028; their successor is eBill Direct Debit. Debit Direct from PostFinance will remain.

Already connected are, among others, Swiss Post, ePost, CRIF, Multisource and AZ Direct for addresses, Brevo, SendGrid and ActiveCampaign for email and marketing automation, Power BI, Qlik and Tableau for analytics, lettershops, call centres, financial accounting systems and Microsoft 365 with Outlook, Exchange, Word, Excel and SharePoint.

Further systems are connected via the open interfaces (APIs) of the Creativ Platform.

No. The Creativ Platform is open: existing websites, webshops, portals, specialist solutions and service providers can be connected via APIs. An organisation does not have to replace its entire system landscape.

Specialised services can also change later – a payment provider or a BI system, for example. Because the data flows back into the platform, journeys, tasks and bookings keep running without rebuilding processes.

OM is connected to financial accounting via an interface (API) or batch posting vouchers. OM always knows which bookings have already been transferred; later corrections and cancellations are sent as corrections – nothing twice, nothing missing.

For online payments, the receipt is reconciled with the actual credit (reconciliation) and only then transferred with the correct booking date.

Creativ uses AI where it leads to a concrete action. A proprietary forecasting model, trained on the organisation’s own data, selects the contacts with the highest giving potential for a donation mailing – with at least 5 % more net income; increases of 15 % are not unusual.

AI also detects early when a regular donation fails to arrive and suggests the next best action. Insights directly trigger a journey in OM or a case in easydoo – without exports or media breaks.

OM includes built-in standard statistics and proven reports on fundraising, campaigns, payments and members. For management dashboards, Creativ provides specially prepared BI data sources for Power BI, Qlik or Tableau.

The Creativ Platform is developed in Switzerland and operated as SaaS from Switzerland. Operation and further development are handled by Creativ Software AG.

Roles and permissions control exactly who sees which information – fundraising sees different data than counselling or accounting. Particularly confidential information is kept in protected easydoo cases that only the people involved can access, and it does not appear in campaigns or selections.

Processes under the Swiss Federal Act on Data Protection (FADP) are built in, such as access requests and the right to be forgotten with deletion of data.

Yes. Creativ Software is certified to ISO/IEC 27001 (information security) and ISO 9001 (quality management) – two internationally recognised standards.

ISO/IEC 27001 stands for the systematic protection of sensitive data, consistent risk management and continuous improvement of security processes. ISO 9001 stands for structured, documented processes and a consistent focus on quality and customer satisfaction.

Solutions based on the Creativ Platform start at CHF 20,000. The pricing model is flexible: licensing is based on user requirements, usage and the desired service quality.

The exact price is set in the solution concept and guaranteed by a fixed-price project contract. Data migration and training are part of the project – with no hidden follow-up costs.

Yes. Small organisations also get the full feature set with a lean implementation, and thanks to best practices they benefit from automation. You start with the areas that bring the greatest benefit today and extend the platform step by step – without changing systems.

Implementation follows six steps: initial conversation, analysis of your situation, a personal online presentation of your tailored system landscape with live examples, a solution concept with a fixed-price project contract, delivery from a single source including data migration and training, and finally go-live and transition to operation.

After go-live, the service team takes over; scope and response times are set out in a service level agreement (SLA).

Data migration starts early in the project with a migration concept that examines all data and fields in the previous system and maps them to the new data model. Early in the project, 100 % of the data is migrated as a test so that volumes and special cases can be checked with real data.

The production migration at go-live then simply repeats what has already been tested. Historical data that cannot be clearly assigned is kept in transition tables.

Customers can reach support via the online helpdesk (ticket system), the hotline +41 71 727 21 70 (Monday to Friday, 08:30–11:30 and 14:00–16:30) and by email at info@creativ.ch. Remote maintenance uses TeamViewer – only with your approval.

Every ticket is classified by type of incident, which determines the maximum response time. With a service level agreement (SLA), scheduled support hours, shorter response times or extended business hours are possible.

Best in a personal online presentation. First you tell us about your organisation; then we show you a tailored system landscape with live examples. We respond to requests sent via the contact form within two working days.