Memberships
Make every membership part of a lasting relationship.
Keep member information, giving, conversations, and next steps together. Configure forms and programs around how people join, renew, and take part in your organization.
Available today. Contact our team to choose the plan for your membership program.
Explore Gratona Memberships
A new member becomes an engaged returning member
Gratona Memberships
Interactive example · sample recordsStep 1 of 4
Welcome a member
Collect the information your membership model needs and connect the member to the right organization or household.
- Record
- Morgan Ellis · membership
- Status
- Application received
- Owner
- Membership team
Tali’s part in the work
Prepare a welcome checklist from the membership record.
Try this step with the sample record. No real records or messages are changed.
A missed renewal may reflect a change in contact details or circumstances.
Review the member history and assign a personal follow-up.
Read the full walkthrough
Welcome a member
Collect the information your membership model needs and connect the member to the right organization or household.
Connect participation
Keep dues, event participation and communication history together so your team can see engagement beyond a renewal date.
Prepare renewal
Review renewal dates and outstanding work. Assign follow-up with the member’s history and preferences in view.
Continue the relationship
Record the renewal outcome and keep relevant opportunities visible to the people who support the member.
Explore the steps with sample records, then see your team’s workflow in a live demo.
A fuller view of each member
See the person behind the membership, with contact and household details, gifts, notes, and follow-up in the same CRM.
A process that fits your program
Use configurable fields, forms, and programs to capture the membership details you need. Shape your records around your categories, renewal process, and benefits.
Follow-up with a clear owner
Give staff a place to record conversations and assign the next task, whether someone is joining, approaching renewal, or asking about a benefit.
From joining to staying involved
Connect the administrative work of membership to the ongoing relationship with each person.
Step 1
Define your membership program
Choose the information your team needs for membership categories, dues arrangements, renewal dates, and benefits. Configure your forms and program records around that process.
Step 2
Welcome the member
Collect the joining details and keep them with the relationship record. Assign a welcome task so the next conversation has an owner.
Step 3
Support participation
Use events and communications to invite members into your work. Review the person’s giving and conversation history before reaching out.
Step 4
Follow through on renewal
Use your recorded renewal details to organize outreach. Assign tasks, record replies, and update the membership information as your team completes the renewal.
Inside the member record
See the membership and the person together.
Your team should be able to pick up a member conversation with the information needed to help.
- Membership details
Configured fields, forms, and program records
Keep the membership information your organization collects in a consistent place.
- Relationship history
Contact details, households, giving, and conversations
Understand how a member supports your organization beyond a single renewal.
- Next step
Task owner, due date, status, and notes
Make welcome calls, renewal outreach, and member questions actionable for staff.
Bring a joining or renewal example to your demo and see how it fits your member records and follow-up.
Build around the way your members participate
- Map membership categories, renewal dates, and benefits to the fields your team will maintain.
- Choose forms and payment arrangements that fit your dues process.
- Decide who handles welcome messages, renewal outreach, and member questions.
- Confirm your plan and any chapter or organization-branded app requirements with our team.
Common questions
Can a member also be a donor?
Yes. Membership workflows sit alongside the fundraising CRM, so your team can work with member details, giving history, household information, conversations, and tasks together.
How do renewals work?
Configure the membership details and dates your team needs, then use tasks and communications to manage renewal follow-up. We will walk through your dues and payment process with you during setup.
Can we manage member events too?
Yes. Gratona Events supports registration, check-in, and event follow-up. Confirm the event scope you need as part of your membership plan.
Choose the right fit
Compare membership management software around your work.
Connect joining, dues, participation, events and renewal work with the people and organizations in your community.
Open the comparison guide- 01Individual and organization membership models
- 02Dues and renewal handling
- 03Events and ongoing engagement
- 04Member self-service and data portability
Getting started
Start with one complete workflow.
Map membership types, dues, renewal rules and organization relationships. Import existing members and review a join-to-renewal scenario with the team.
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 welcome a member, connect participation, prepare renewal, continue the relationship with your team.
How does Tali fit into the work?
Summarize recent participation before the next conversation. 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 Memberships 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.
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