Gratona CRM · AI-native CRM software
Relationships and work, with an AI teammate alongside.
Connect people, organizations, conversations, commitments and team handoffs. Tali helps turn shared context into prepared work and reviewed next steps.
Explore Gratona CRM
A relationship moves across teams without losing context
Gratona CRM
Interactive example · sample recordsStep 1 of 4
Connect the relationship
Bring people, organizations and interaction history together so teams understand the context behind the work.
- Record
- Community partner
- Status
- Shared context
- Owner
- Relationship lead
Tali’s part in the work
Prepare a relationship summary from permitted records.
Try this step with the sample record. No real records or messages are changed.
A handoff contains a task but not the supporting information needed to act.
Attach the relevant records and clarify the expected outcome.
Read the full walkthrough
Connect the relationship
Bring people, organizations and interaction history together so teams understand the context behind the work.
Capture the commitment
Record the agreed next step, relevant notes and owner in the same place as the relationship.
Coordinate the handoff
Assign the work with the context, due date and permissions the receiving team needs.
Retain the outcome
Keep completed work and subsequent decisions with the relationship so the next interaction begins with context.
Explore the steps with sample records, then see your team’s workflow in a live demo.
The work, connected from start to finish.
Connect the relationship
Bring people, organizations and interaction history together so teams understand the context behind the work.
Capture the commitment
Record the agreed next step, relevant notes and owner in the same place as the relationship.
Coordinate the handoff
Assign the work with the context, due date and permissions the receiving team needs.
Retain the outcome
Keep completed work and subsequent decisions with the relationship so the next interaction begins with context.
Choose the right fit
Compare ai-native crm software around your work.
Connect people, organizations, conversations, commitments and team handoffs. Tali helps turn shared context into prepared work and reviewed next steps.
Open the comparison guide- 01Relationship model beyond a sales pipeline
- 02Shared context and handoffs
- 03AI preparation, review and permissions
- 04Adoption alongside existing systems
Getting started
Start with one complete workflow.
Start with one relationship-heavy team and a recurring handoff. Map people, organizations, permissions and source systems, then expand from the first working journey.
What should we bring to a demo?
Bring the people who own this workflow, an example of how it runs today and the decision you need to make. Walk through connect the relationship, capture the commitment, coordinate the handoff, retain the outcome with your team.
How does Tali fit into the work?
Summarize the commitment and propose a work brief. Your team keeps responsibility for the review and the next action. Tali works with the context and permissions behind the workflow.
Can we connect this to the rest of Gratona?
Yes. Gratona CRM connects to the shared relationships, information and work in Gratona. Start with the workflow your team needs and use the same platform as more teams participate.