Product philosophy
Industry knowledge, flexibility and openness in one platform
Today, NPOs and associations need more than a CRM. They need a software landscape that understands their functional requirements, supports their daily work, uses data intelligently and at the same time remains open to new requirements and specialised solutions.
That is exactly what we built the Creativ platform for.
Our product philosophy deliberately combines the advantages of different software approaches. With OM we offer a highly specialised industry solution with deep knowledge of fundraising, membership organisations and the organisation-wide relationship with people and organisations. With easydoo we complement it with a flexible case and work platform for individual support, dossiers and organisation-specific processes.
Our Data & AI world connects information, identifies connections and lays the foundation for better decisions and automated actions. Through open APIs and standard integrations, we also incorporate specialised best-of-breed solutions.
The result is an open SaaS industry platform for NPOs and associations.
OM – the functional heart
We start with industry knowledge – not with an empty platform
A purely generic software platform with no existing industry focus offers a great deal of freedom. But it has one decisive disadvantage: the business logic has to be created first. Data models, relationships and processes for donations, members, campaigns or payments have to be designed, configured and implemented.
We deliberately take a different path. With OM, knowledge about NPOs and associations is already at the core of our platform. Typical data structures, relationships and business processes are in place and have been refined over many years.
That is the fundamental advantage of an industry solution: proven data models and best-practice processes do not have to be reinvented for every organisation.
Business logic must first be designed, configured and implemented.
Industry knowledge, data models and best-practice processes are already at the core.
Turnkey, right out of the box
Not just features, but proven best practice: for a wide range of sector-specific processes and requirements, OM comes with tried-and-tested workflows, rules and templates – developed since 1989 together with charities, foundations and associations. You don’t start from scratch; you start where others only arrive after years.
OM doesn’t simply manage data. OM understands its business meaning, maps the organisation-wide relationship with people and organisations and runs the standardised industry processes.
Customisation & configuration
Use best practices – and still stay unique
For us, an industry standard does not mean standard software in the sense of “everyone has to work the same way”. Quite the opposite.
OM can be extensively customised and configured to fit your organisation. The existing industry processes form a proven starting point and can be aligned with the specific organisation.
Our philosophy
We standardise where industry knowledge and best practices create an advantage – and create flexibility where organisations work differently.
Many functional requirements are therefore already solved – and there is enough freedom to reflect an organisation’s particular needs.
easydoo – case management
easydoo extends the industry solution with case management and individual processes
Even the best industry solution should not try to map every piece of personal information, every individual support case and every organisation-specific process in one central CRM data model. That is why we complement OM with easydoo.
easydoo is a flexible SaaS platform for case management, individual support, work organisation and organisation-specific processes. It is an integral part of the Creativ Platform, but an independent product of easydoo AG.
The central idea is important: not every piece of information about a person automatically belongs in the organisation-wide CRM. OM holds the information relevant to the organisation-wide relationship. easydoo additionally creates a specific functional context in which individual cases can be handled and the information they require can be managed.
A case can, for example, represent the personal stewardship of a major donor, a legacy dossier, a volunteer dossier, a foundation relationship, an advisory service, a project or another individual matter. Within this case, information, conversation notes, documents, appointments, responsibilities and next steps can be managed – if required with specific permissions and access restricted to that case.
Open
In progress
Done
This creates an important separation
Cases, tasks & work steps
Case management means more than task management
An easydoo case is not simply a collection of tasks. The case forms the functional context and the overall process. It contains the information, documentation, documents, responsibilities and history relevant to that case. Depending on its type, it has specific fields, statuses, rules, deadlines and process logic.
Below the case, tasks and work steps structure the actual work – with owners, deadlines and statuses.
This allows the handling of a case to be structured very precisely, without having to develop a new specialist system every time.
Areas that can be mapped with easydoo
Data protection & access to information
Keep information where it belongs
An example: in the protected major donor case, the key account manager documents personal information from a conversation and creates a scheduled task for the next contact from it. This information matters for personal support – but it does not need to become part of the person’s general CRM profile. Nor does it show up in campaigns and selections.
Only the people authorised for the case have access. This keeps case-related, process-related or particularly sensitive information in the right context, with access granted selectively.
Knowledge relevant across the organisation stays in OM.
The knowledge needed for a specific case stays in the case.
The information for a specific work step is held in the corresponding task.
This creates a comprehensive view without every piece of information having to be visible to everyone.
Working together
From automated industry process to personal support – and back
The real strength lies in how they work together. Take, for example, someone interested in leaving a legacy.
- OM
Brochure ordered
The person orders a legacy brochure via an OM web form. OM knows the contact, documents the response and can automatically start a customer journey.
- OM
Journey runs automatically
The brochure is sent, and suitable communications can follow over a longer period. As long as this process is standardised and can be automated, it is controlled by OM.
- easydoo
Advisory case opened
If the person signals interest in a personal conversation, an advisory case can automatically be opened in easydoo.
- easydoo
Personal support
A responsible person takes over the individual support. Conversations are documented, personal information is kept in a protected context and next steps are planned via tasks.
- OM
Donation processed
If, for example, a donation is made later, it is in turn processed in OM’s donation subledger. This information is then also available for further support.
This creates a seamless cycle
- OMOrganisation-wide relationship and automation
- easydoo caseIndividual support
- easydoo taskSpecific work step
- OMTransaction or response
- easydooFurther personal support
Data & AI
From insight straight into the process
Data & AI connect information from OM, easydoo and other systems – wherever this makes sense functionally and in terms of data protection. This produces insights and forecasts that can directly trigger a journey in OM or a case in easydoo.
Openness
Openness is part of our product philosophy
A modern platform must not become a closed software world. That is why our platform offers comprehensive APIs and integration options. Existing and future systems can be connected and data exchanged.
An organisation therefore does not have to replace its entire existing system landscape in order to use the Creativ platform.
At the same time, this makes it future-proof: new solutions, data sources or services can be added without fundamentally rebuilding the functional platform.
Best-of-breed – but already integrated
Openness also means not rebuilding every function ourselves: we use specialised solutions where they are particularly powerful – and integrate them in as standardised a way as possible instead of starting a new interface project for every customer.
View all integrationsHybrid approach
A platform that grows with the organisation
Not every organisation needs every capability from day one. An organisation can start with the functions that currently bring the greatest benefit. Further industry processes, cases, data sources, automations, AI functions or specialised services can be added later.
The platform thus evolves together with the organisation’s requirements – without a new software world having to be created for every new challenge.
This is precisely the strength of the hybrid approach: familiar industry processes don’t have to be reinvented. At the same time, individual processes can be mapped in easydoo without burdening the central CRM with every organisation-specific piece of information and process logic.
- 1Start with the greatest benefit
- 2More industry processes & cases
- 3Data sources & automations
- 4AI functions & specialised services
From development
We develop the platform so that it grows with our customers. We build proven sector processes cleanly into OM once, map individual workflows flexibly in easydoo – and connect specialised solutions via open interfaces (APIs) instead of rebuilding everything ourselves. That keeps the platform stable and open to new things at the same time.
Kevin BischofbergerDevelopmentIn a nutshell
Our product philosophy
We combine deep industry knowledge with maximum flexibility and an open architecture: OM maps the organisation-wide relationship with people and organisations and provides the proven industry processes for NPOs and associations. easydoo complements this foundation with individual cases, context-based information and flexible work processes. Data & AI turn this into new insights and options for action – and through open APIs and integrated best-of-breed services, the platform remains open to everything our customers need today and tomorrow.
The result is not just a CRM, nor just any generic platform.
The result is a comprehensive, open software platform for NPOs and associations:
- specialised and standardisedwhere industry knowledge counts
- individual and protectedwhere the specific case defines the context
- automatedwhere processes are repeatable
- personalwhere people are needed
- intelligentin handling data
- opento the best solutions on the market
Get to know the Creativ platform in a personal online presentation.
First, tell us about your organisation. We analyse your situation and show you a system landscape tailored to you – with live examples from our proven approaches (best practices).