CRM for membership organizations

Configure forms and programs around your dues, renewal process and member benefits. Keep the donor relationships behind your membership program connected to gifts, household records, conversations and tasks.

Run campaigns, collect gifts and send acknowledgements. Use Gratona Events for registration, check-in, payments and follow-up. Your team can manage the event and continue the donor conversation afterward.

Review giving history and past conversations before reaching out. Assign the next task so your team knows who will follow up. Use donor activity and campaign reports to prepare for fundraising reviews.

Tali helps your team prepare, draft, summarize, and recommend next steps from trusted donor context. Your team reviews donor-facing AI work before it goes out.

Gratona provides a ready-to-use platform and an organization-branded app in the App Store through Gratona Network. Manage local access, shared records and central reporting across chapters and partner organizations. Your developer can also use Gratona’s APIs to build a custom experience or connect existing tools.

Walk through a member joining, paying dues, renewing and using a benefit. Then open that member’s donor record, register them for an event and assign a follow-up task. Check that your team can find the full relationship without searching separate lists.

For a move from another system, review your member fields, giving history, renewal dates and payment arrangements before cutover. Use our migration guide to plan the checks.