Open to the best solutions. Integrated into seamless processes.

Payments are among the central processes of many NPOs and associations. That is why our integration is not limited to QR payments.

OM supports a range of payment and direct debit methods such as QR payments, LSV, Debit Direct, eBill, TWINT and credit card, as well as online payment solutions such as RaiseNow, Soulclick and Payrexx. This allows both traditional and digital payment channels to be incorporated into shared fundraising, membership and accounts receivable processes.

Incoming payments can be automatically matched to a person, a business transaction, a campaign or a donation product and processed. Further processes can follow immediately – for example a thank-you letter, a customer journey or a notification or task for the responsible person.

Many communication functions are integrated directly in OM. Personalised emails, e-campaigns and newsletters are created directly from CRM, fundraising, membership, campaign and activity data. Target groups don’t need to be exported or continuously synchronised with an external system: selection, sending, response and follow-up process all run on the same data.

That doesn’t mean everything has to happen in OM. For design and delivery, we use specialised services such as SendGrid – for example for sophisticated email templates or high sending volumes. OM supplies the target group and personalised content; opens, clicks and unsubscribes flow back to the person.

Marketing automation tools such as ActiveCampaign or Brevo can of course also be connected in both directions: contacts, consents and interests go to the tool, responses and events come back to OM – where they trigger further processes. This is based on our open interfaces (APIs) and partners who have already implemented many such integrations.

Print and digital can be combined: a letter can be followed by a delayed email, and a response to an email can trigger a task for personal contact.

OM is connected directly to financial accounting – via an interface (API) or collective posting vouchers. OM knows at all times which postings have already been transferred and what has been corrected or reversed since. This prevents duplicate or missing postings.

This is possible because OM is not just a CRM in which payments are stored for information purposes. OM is a fully fledged donation and accounts receivable subledger. Agreed and received amounts as well as combined models can be mapped; payment pledges, donations, membership fees and other receivables are managed and linked to people, campaigns and business transactions. If agreed services are managed via accounts receivable, the corresponding revenue postings are created when invoicing.

Reconciliation of incoming payments is also ensured – for connected online payment providers via a match against the actual credit (reconciliation): the payment is posted immediately and acknowledged if required. As soon as the amount is credited to the organisation’s account, the incoming payment is completed with the correct posting date – and only then transferred to financial accounting.

The business detail thus remains in OM, while financial accounting receives exactly the posting information it needs – complete, traceable and without manual double entry.

OM has native web forms that are directly connected to the platform’s data and processes. These can be used, for example, for donation forms, changes of details, event registrations, petitions, orders, interest surveys or contact forms. The information captured can be checked immediately, matched to existing contacts and processed further.

Existing external websites, forms, web shops and portals can also be connected to the Creativ platform via APIs.

For web shops, this means: existing shop systems submit orders via the OM API, and OM creates them automatically – including all accounting aspects. When payment is made by QR bill, the invoice is issued automatically, the incoming payment is reconciled and dunning is ensured. The shop is no longer an isolated silo but becomes part of the end-to-end business process.

This becomes particularly powerful in combination with personalised links and QR codes. A known person can be taken directly from a mailing or an email to a form in which they are already identified.

In campaigns on the street, at stands or on the doorstep, dialogue teams recruit new donors and members in direct conversation. For this to become a long-term relationship, the captured data must reach the platform quickly, completely and in good quality.

OM takes over new sign-ups from dialogue agencies in a structured way – including consents, payment arrangements such as LSV or Debit Direct, and assignment to campaign, location and team. Addresses are checked, duplicates detected and existing people merged rather than created twice.

Follow-up processes can start immediately: a welcome call, a welcome journey, the thank-you or a task if anything is unclear. Analyses by campaign, location and agency show how recruited donations develop – including cancellation and retention rates.