Set the path once. See the whole relationship.
Gratona
DAY 02 OF 05
✦ ✦ ✦ JOURNEYS + TIMELINE ✦ ✦ ✦
Set the path once. See the whole relationship.
Great follow-up used to depend on someone remembering.
Remember to welcome a first-time giver. Notice when a month is missed. Celebrate an anniversary worth remembering.
Then the week fills up. The reminder stays in someone’s head, and the right follow-up arrives late or not at all.
JOURNEYS GIVES EVERY MOMENT A PATH.
Your team chooses the donor activity and conditions that begin each workflow.
A first gift can begin a welcome. A missed month can prompt a check-in. A giving anniversary can cue an acknowledgment.
You set the strategy and the steps. When the conditions you selected are met, Journeys keeps the workflow you designed moving.
You decide the steps. Journeys keeps them moving, even when the week gets busy.
TIMELINE KEEPS THE CONTEXT TOGETHER.
Inside each donor profile, calls, meetings, notes, and offline interactions appear alongside gifts, emails, calendar events, and other donor activity.
After a call or meeting, a teammate can add the interaction directly to the profile. The context stays with the relationship instead of disappearing between systems.
Instead of searching across inboxes, notes, and spreadsheets, your team sees one complete relationship history in one place.
The next person who opens the profile can understand what happened, what matters now, and where the relationship is going.
Journeys keeps the next step moving.
Timeline keeps the whole story close.
Want to see how Gratona fits your team’s workflow? Book a demo →
The Stewardship Era. Day Two
Two reveals down. Three remain.
Tomorrow, the big night gets an upgrade.
The Gratona Team
See all five launches together, live.
Friday, July 24 at 1 p.m. ET. Bring your questions.