See your fundraising work come together
Bring the three workflows that matter most to your team. Explore how Gratona connects donor records, recurring giving, events, trips and programs with the research and stewardship work that keep relationships moving.
Start with Gratona as your CRM. Add Tali when your team is ready. We will walk through your priorities, show where Donor Intelligence and Tali can help, and discuss migration, scope and cost. Grants is in private beta.
45 minutes
A working session mapped to how your team raises money today
Your real workflow
We map the donor, sponsorship, giving, reporting, and board follow-up you carry by hand
Any timezone
Available globally, pick a time that works for your team
No commitment
A working demo with zero pressure, just a clear picture
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What the demo covers
- 1Your current systems, the relationships you manage, and the work your team carries by hand
- 2Donor and household records, recurring giving, and support across multiple programs
- 3Events, mission trips, sponsorships, and multi-entity operations connected to fundraising
- 4Stewardship plans: the relationship owner, scheduled moves, completed interactions, and next steps
- 5Donor Intelligence: public research, permitted CRM context, sources, and ask guidance
- 6Tali preparation: briefs, drafts, and next steps your team reviews before external action
- 7Migration, reporting, included modules, AI capacity, and the full implementation cost
- 8The workflows you want to start with; Grants is in private beta, with scope confirmed in the demo
Follow a relationship from its giving and program history to the next conversation, the person responsible and the work still to do. Your team decides how to develop the relationship; Gratona keeps the context and work connected.
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