Solution
The industry platform for NPOs and associations
One platform for people, relationships, fundraising, membership management, communication and processes.
NPOs and associations have special requirements for their software. People are not just contacts. One person can be a member, donor, regular supporter, subscriber, event participant, volunteer or office holder at the same time. Organisations work with households, companies, foundations, sections, local groups and other organisational units. On top of this come complex payment processes, fundraising campaigns, membership fees, events, communication, data protection and numerous individual business processes.
We developed our industry platform for exactly this world. The Creativ platform connects OM, our comprehensive industry solution for CRM, fundraising, membership management and communication, with easydoo, our flexible platform for work organisation and case management. Data & AI connect the information from both worlds, recognise connections and turn them into concrete next steps. Added to this are proven best-of-breed solutions and numerous existing integrations.
The result is an open, integrated platform that comes with a great deal of industry-standard functionality while remaining flexible enough to reflect the particular needs of every organisation.
As much industry standard as possible. As much customisation as necessary. And open to the best specialised solutions on the market.
OM – CRM
The specialised CRM for NPOs and associations
At the centre of OM are people, organisations and their relationships with your organisation. OM goes far beyond a classic CRM.
Open a person and you don’t just see an address, but the entire relationship at a glance: contacts, memberships, donations, patronages, sponsorships, subscriptions, events, campaigns, communication, documents, payments and other activities – together with household, contact persons, functions and affiliations. This creates a true 360° view of a person or organisation.
The complex relationship structures typical of NPOs and associations have been one of our core competencies for many years.
Activities
- Donation CHF 120Autumn campaign · posted automatically
- Thank-you letter sentPrint · lettershop
- Journey “Legacy” · step 2Email opened
- Advisory case openedeasydoo · assigned
Fundraising
Fundraising – from first contact to posting
Fundraising is much more than recording a donation. That is why OM supports the entire process.
Donations, regular payments, regular supporter memberships, sponsorships and pledges can be managed just like fundraising projects, campaigns and different forms of funding.
New donors from street, stand and door-to-door fundraising (face-to-face) are imported directly, checked and accompanied with welcome processes.
OM is a fully fledged donation and accounts receivable subledger. Both agreed and actually received amounts – or combinations of the two – can be mapped.
Payment methods such as QR-bill, eBill, TWINT, credit card, Debit Direct and online payment systems can be connected directly – incoming payments are reconciled and securely transferred to financial accounting. Fundraising, CRM and finance processes thus form one continuous flow.
Automation
From payment to thank-you letter – fully automated
End-to-end automation is a particular strength of our platform. A process can, for example, begin with automatic payment collection and run fully automatically through payment receipt, matching and posting all the way to the thank-you letter.
Depending on the amount, campaign, donation type, person or other attributes, the system decides which communication is triggered. The central output management then generates the right personalised documents or emails. For print communication, the process can go one step further: the data and documents produced can be passed directly to a connected lettershop (mailing house).
- 1Payment collection
- 2Payment receipt
- 3Matching
- 4Posting
- 5Choose communication
- 6Thank-you letter
A payment thus becomes a posted business transaction, a documented donation and the right personal thank-you letter – without unnecessary manual steps in between.
Campaigns
Campaigns, selections and multi-wave campaigns
The shared database opens up very extensive possibilities for targeted campaigns. Target groups can be selected based on person, household, organisation, member, donation, campaign, contact and activity data, as well as many other criteria.
With the user-friendly selection tool, even complex selections, segmentations and target group analyses can easily be created, saved and reused – without programming skills and without detours via exports.
This also makes demanding multi-wave campaigns possible. Target and test groups are formed, different mailing waves are controlled, responses are taken into account and follow-up actions are triggered. Processes around premiums and incentives can also be integrated directly into the campaigns. Besides print and email, phone campaigns via a call centre or dialogue campaigns on the street and on the doorstep can also be part of a campaign.
Print and digital are not treated separately. Print mailings, e-campaigns, newsletters, web forms and customer journeys work on the same database and can be combined with one another.
Marketing automation
Customer journeys and marketing automation
With our Journey Builder, data is turned into automated relationship processes. A donation, registration, membership, change of details, event attendance or a change in a person’s status can automatically trigger a customer journey.
The journey can check conditions, treat different target groups differently, take waiting times into account, trigger emails and other outputs or create tasks for staff.
This way, for example, prospects can be developed systematically, new donors welcomed, existing donors cultivated, inactive contacts reactivated or members accompanied through the different phases of their relationship.
If a marketing automation tool such as ActiveCampaign or Brevo is already in use, it can be connected in both directions.
Automation supports the personal relationship – it doesn’t replace it. Where personal contact makes sense, the platform can automatically create the corresponding task for the responsible person. The technology works in the background – the relationship is in the foreground.
Members
Membership management – even for complex and federal organisations
Associations and trade unions place special demands on membership management. Our platform supports not only members and membership fees, but also membership types, roles, functions, affiliations, organisational structures and different responsibilities.
Decentralised and federal structures can also be mapped. Sections, regions, local groups or other organisational units can be linked with people, functions and responsibilities.
Membership products and categories can be defined freely. Prices and price components can differ per section – as can account assignments, bank accounts and invoice forms. Each section works with its own rules, on a shared platform.
Cross-cutting jobs for invoicing, dunning and renewal secure collection across all levels. Association accounting splits the fee components across the individual levels of the association for bookkeeping purposes and distributes the income automatically – including the allocation of fund contributions.
Member recruitment is integrated too: recruiter management with recruitment premiums, planning of recruitment activities in easydoo and tour planning for recruiters.
This makes the platform suitable for organisations where membership management is much more complex than a central membership list. Industry-specific requirements such as collective labour agreement (CLA) and fund management can also be part of the overall solution.
Events
Events – from online registration to invoicing
Events can be fully integrated into the platform. Events, participants, registrations, communication and billing of participants can all be linked. Via integrated web forms, registrations flow directly into the corresponding process.
Attendance also becomes part of the 360° view and can be used for selections, campaigns, follow-up communication or customer journeys. This way, event management doesn’t become a separate data silo.
Recurring relationships
Subscriptions, sponsorships and recurring relationships
In addition to classic memberships and one-off donations, the platform also supports subscriptions, regular supporter memberships, sponsorships, pledges and other recurring relationships. Terms, payments, communication and processes are managed on the same platform.
This makes it possible to integrate different business and funding models without using a separate system for each form of relationship.
Data quality
Data quality and address management for large databases
Good communication starts with good data. That is why we see data quality not as a one-off clean-up exercise, but as an ongoing process: automatic address updates, quality checks and processing of returned mail.
To this end, the services of CRIF, Swiss Post and Multisource are directly integrated. They ensure that relocations and address changes are continuously matched and updated automatically – without manual research.
In addition, AZ Direct’s Data World with the complete Swiss address database is integrated – for external address mailings and acquisition campaigns. Existing contacts can also be enriched with more than 100 additional attributes per address.
A continuous quality cycle
- 1Return
- 2Assess address
- 3Block
- 4Research
- 5Adopt new address
- 6Check
- 7Release
Integrated address services
Hello Anna Sample
Seeweg 4, 8800 Thalwilvalid from 1 DecemberSend changeOMProcess
- ✓Person recognised
- ✓Address updated
- ✓Confirmation sent
- ✓Selections instantly up to date
Sign now
Lea Brunnerlea.brunner@mail.ch☑ Subscribe to newsletterSignOMProcess
- ✓Contact created – duplicates checked
- ✓Signature counted
- ✓Consent stored
- ✓Welcome journey started
Hello Anna Sample
☑ Climate☑ EducationSaveOMProcess
- ✓Person recognised
- ✓Interests saved
- ✓Target group adjusted
- ✓Matching content triggered
Web forms
Web forms and digital processes integrated directly
With us, forms are not isolated data collectors. Integrated web forms can be used for registrations, changes of details, donations, petitions, orders, events, enquiries and numerous other processes.
Entries go straight into the platform and can trigger further processes there. Existing webshops can also be connected: orders are processed automatically, including invoicing, payment reconciliation and dunning.
Self-service
Donor and member portals
Donors and members can view and update their own data, donations and memberships in a portal. This eases the administrative load and strengthens the relationship.
Such self-service portals can be connected via the platform’s open interfaces (APIs) – we have already implemented this several times together with partners. The data flows straight into the platform and is immediately available there for further processes.
Output management
Central output management for print and digital
Communication is an integral part of our platform. With the central output management, personalised documents and messages can be generated and controlled for different channels – from email and newsletters to documents and large print mailings.
Templates, content and processing rules can be applied depending on the recipient, campaign or business transaction. Via integrated production partners, the process chain can extend all the way to the lettershop and physical dispatch – via print-ready PDF delivery to lettershops or digitally via ePost. OM is multilingual: every person receives documents, emails and mailings in their correspondence language.
Communication is not created manually after a business process – it can itself be part of the automated process.
Print & digital – native in OM
Use every existing print output to update data
Every existing print output can also be used to learn more about a contact and to continually complete and update existing data. To do so, a personalised QR code can be printed on a thank-you letter, membership document, donation mailing, invoice, invitation or any other existing print output.
The QR code leads to a web form in which the person is already uniquely identified. They don’t have to re-enter their known master data, but can specifically provide additional or changed information – for example their email address, interests, newsletter preferences, communication preferences, contact wishes or other details.
This information is automatically assigned to the existing contact and can be transferred directly to OM. Changes can in turn influence further processes, selections or customer journeys.
- 1Existing print output
- 2Personalised QR code
- 3Identified contact
- 4Add information
- 5Update CRM automatically
- 6Target communication more precisely
This is how we combine traditional print with digital self-service, data quality and marketing automation – without the need for a separate campaign.
Projects & finance
From the donated franc to project funding – traceably posted
Fundraising projects can be mapped together with their funding. Donations, foundation grants, legacies and other funding sources are allocated to the projects – so you can see at any time how far a project is funded and where the money comes from.
Relationships between projects, campaigns, people, organisations and payments remain traceable. The platform also supports order management processes.
The foundation is OM’s fully fledged donation and accounts receivable subledger. Postings are transferred securely to financial accounting – via an interface (API) or collective posting. It is always clear which postings have already been transferred.
easydoo
easydoo – when relationships turn into processes
But an NPO or association consists of more than CRM, fundraising, members and events. That is why easydoo complements OM’s specialised functions with a flexible platform for work organisation and case management.
Tasks, appointments, documents, communication, dossiers, processes, time and service recording, collaboration and AI-supported functions can be brought together in a shared working environment – connected to Microsoft 365, i.e. Outlook, Word, Excel and SharePoint. Because case management often happens outside the office, easydoo can also be used on mobile devices, for example during visits or on the move.
And if an organisation has a process we don’t know yet, it doesn’t necessarily need a new siloed solution: easydoo provides the flexible foundation for integrating such requirements into the existing platform.
Open
In progress
Done
Data & AI
Analyse, understand, predict
The data and AI world connects information from OM, easydoo and other systems, recognises connections and turns them into concrete next steps – directly in OM or easydoo, without exports or media breaks.
Standard statistics & BI
Proven analyses directly in the platform – complemented where needed by prepared BI data sources for Power BI, Qlik or Tableau.
AI selection for donation mailings
Our own forecasting model, trained on your data, selects the contacts with the highest donation potential for each mailing.
Spot missing donations early
If a regular donation fails to arrive, AI makes the deviation visible – so that a suitable response follows in time.
The next best action
Who should be approached, when, with which offer and through which channel? The answer flows straight into journeys and tasks.
Data protection & trust
Sensitive data – protected, traceable and in the right context
NPOs and associations work with information that requires trust. Roles and permissions therefore control precisely who sees which information – fundraising sees different things than counselling or accounting.
Documents and transactions are managed directly in the context of people, organisations and dossiers – traceably and without filing outside the system. Processes under the Swiss Data Protection Act (FADP) are integrated – such as requests for information and the right to be forgotten, including deletion of data. Systematic quality checks complement this.
The platform is operated as SaaS from Switzerland. Creativ Software is certified to ISO/IEC 27001 (information security) and ISO 9001 (quality management).
Not starting from zero
Your organisation is unique. Your challenges often aren’t.
Many requirements that seem highly individual at first glance are familiar to us from decades of work with NPOs and associations – and we adapt proven processes where your organisation really does work differently. We also take over your existing data using a tested procedure.
Pricing
Predictable from the start
Your solution is comprehensively described in a solution concept and guaranteed at a fixed price with a project contract.
For every size
Tailor-made – from small to very large organisations
Whether you are a small organisation or a large association with federal structures: we offer everyone a tailor-made solution. You start with the areas that bring the greatest benefit today and extend the platform step by step.
Our pricing model is very flexible: we offer licensing that is aligned with your user requirements, usage and the desired quality of service. This way, you pay for what your organisation actually needs.
One platform for every size – with the full range of functions and exactly the scope you need.
Small organisations
The full range of functions, introduced in a lean way. Thanks to best practice, even small teams benefit from automations that usually only large organisations can afford.
Medium-sized organisations
All processes from a single source, with room to grow: extensions are possible at any time – without changing systems.
Large organisations
The same platform, scaled for high volumes, federal structures and many interfaces.
No hidden follow-up costs. No unclear requirements.
Fixed price
Your project contract guarantees the described solution at a fixed price.
Clear solution concept
Your project is comprehensively described before implementation begins.
Project organisation included
We provide the complete implementation team.
Would you like to see how your organisation can be mapped on our platform?
Get to know the Creativ platform in a personal online presentation.