Question 1

Who is Tali?

Accepted Answer

Tali is your AI development teammate, built for nonprofit development teams. Tali uses permitted donor, funder, sponsor, board, and field-story context to prepare owned work your team reviews and completes. Tali works inside Gratona, the nonprofit CRM and fundraising platform: donor records, giving pages, communications, tasks, and approvals, not in isolation. Tali is the AI teammate; Gratona is the system of record Tali works inside, adding development capacity without acting alone.

Question 2

How does review work?

Accepted Answer

Tali prepares drafts and recommended next steps from available context. Your team reviews the source, edits the work, and decides whether an external action should happen. Tali is available, and the approved pilot scope determines which assisted workflows are available.

Question 3

What data does Tali use?

Accepted Answer

Tali uses the Gratona records and connected context your organization authorizes for the workflow. Source references, permissions, and review stay attached so your team can verify the result before using it.

Question 4

Can Gratona replace my Bloomerang, Salesforce, or other CRM?

Accepted Answer

It can, depending on the records, workflows, integrations, and reporting your organization needs. Gratona includes the donor CRM, giving, sponsorship, communication, task, and reporting foundation. A migration plan should confirm field mapping, recurring-payment ownership, validation, cutover, and any roadmap dependency before you replace an existing system.

Question 5

Can we use Gratona if we already use Bloomerang or Salesforce?

Accepted Answer

Yes. Your organization can evaluate Gratona alongside an existing CRM and decide which system owns each record and workflow. Available imports and integrations depend on the systems involved, so the written implementation scope should define the data flow before any consolidation.

Question 6

What does Tali do versus what the platform does?

Accepted Answer

Use Tali to help prepare briefs, drafts, reminders, and next steps for review. Use Gratona for the donor records, giving history, tasks, reports, permissions, and activity behind that work. Tali is the AI teammate; Gratona is the system of record it works inside.

Question 7

Does Tali send messages automatically?

Accepted Answer

Tali is designed around reviewed work. It can prepare a donor, funder, or board message, but your team verifies the source context and approves any external action. The exact assisted steps available are confirmed in your configured scope.

Question 8

Do we get fundraising pages and reports too?

Accepted Answer

Gratona includes giving pages, recurring and sponsorship giving, campaigns, and reporting workflows. Confirm the exact form, dashboard, export, and Tali scope against your organization’s requirements during the demo.

Question 9

How does Gratona Sponsorships relate to Gratona?

Accepted Answer

Gratona Sponsorships is the sponsorship module within Gratona, the AI-native fundraising CRM for nonprofits. It provides the sponsor-recipient relationship depth behind the wider platform and Tali.

Question 10

Can I use Gratona without sponsorship?

Accepted Answer

Yes. Sponsorship is an optional module within the wider Gratona CRM. Your organization can use donor records, giving, communications, tasks, reports, events, mission trips, and multi-entity operations without running a sponsorship program. Grants is in private beta.

Question 11

Who is this for first?

Accepted Answer

Gratona is built for nonprofits whose development teams carry donor, sponsorship, giving, board, and field-story follow-up by hand. If your fundraisers are losing the next right action to busywork and disconnected tools, Tali can help prepare reviewed work from permitted context.

Question 12

Is there a free tier?

Accepted Answer

Current plan details live on the pricing page so we can keep packaging accurate as we experiment. The model is nonprofit-friendly and usage-based, not per-seat, so adding staff does not change the subscription cost. See the pricing page for the latest tiers.

Question 13

Is Tali available?

Accepted Answer

Yes. Book a demo to see how Tali uses permitted donor, sponsorship, giving, and board context to prepare next actions your team reviews, and to discuss your workflow scope.

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