Platform evaluation
Evaluate Gratona against your data and operating model.
A useful CRM evaluation goes beyond a feature checklist. It tests how the platform represents your relationships, moves your history, connects your systems, governs AI access, and prices the work required to launch.
Reviewed
Relationship data model
Examine people, households, organizations, relationships, gifts, soft credits, programs, and the reporting rules that join them.
Explore the data model →Export and migration
Define source inventory, field and relationship mapping, duplicate handling, dry-run evidence, reconciliation, recurring-payment continuity, and cutover ownership.
Read the migration guide →API coverage and test access
Compare read and write coverage, webhooks, authentication, permissions, idempotency, API documentation, and the current route to test access.
Review developer access →Tali and donor data
See which record types connected AI tools may access, how permissions apply, where human review remains required, and which provider terms should be confirmed in writing.
See how AI uses data →Available, beta, and roadmap
Use one current list for shipped modules, private betas, roadmap items, and their standard plan entry.
Check availability →Plan and price drivers
Understand how modules, workflow complexity, integrations, implementation, organization structure, usage, security, and service requirements affect scope.
Review pricing drivers →Compare platforms with the same evidence
Start with representative records and workflows from your own organization. Include a household with shared giving, a donor with soft credits, a recurring gift, a restricted fund, a program relationship, and a report that finance must reconcile. Ask each vendor to show how those records are stored, changed, exported, and audited.
Use the same migration sample, integration requirements, security questions, and acceptance criteria for every platform. Written answers should identify what is available now, what requires configuration or implementation, and what remains in beta or on the roadmap. This makes product scope and total cost easier to compare.
What to request before a decision
- A proposal that names modules, plan, AI allowance, implementation work, integrations, support, renewal terms, and exclusions.
- A representative migration assessment with record types, relationship mapping, exceptions, reconciliation tests, and payment continuity.
- An API and security assessment tied to the exact integrations, scopes, data access, provider terms, and environments you will use.
- Acceptance criteria for the reports and workflows your development, program, finance, and leadership teams need on day one.