Gratona feature overview
Updated 3 months ago
Gratona brings donor records, gifts, programs, campaigns, stewardship, communications, reports, and AI-assisted development work into one fundraising CRM.
Donor CRM
Keep identity, household relationships, giving history, communication preferences, notes, files, tasks, and interactions on a shared donor record. Saved views and segmentation help your team organize portfolios and find the right audience for follow-up.
Gifts and recurring giving
Review donations, refunds, failed payments, soft credits, designations, and recurring activity in one worksheet. Use Donation Management for the gift workflow.
Programs, campaigns, trips, and events
Create recipient programs, general donation campaigns, peer-to-peer fundraising, trips, and events. Configure forms, public pages, payment options, and website experiences for each fundraising model. See Program Management.
Stewardship and donor intelligence
Prioritize relationship work using giving milestones, recent interactions, portfolios, cohorts, and follow-up signals. Stewardship Hub helps your team decide who needs attention and why.
Communications and automations
Manage conversations, newsletters, SMS, print mailings, receipts, acknowledgements, and relationship journeys. Some communication workflows are available only when the related feature or program model is enabled. See Communication Tools.
Reports and analytics
Create reusable reports across donors, gifts, programs, campaigns, commitments, and engagement. Choose fields and filters, pin metrics, schedule delivery, and export worksheets. See Reporting and Analytics.
Payments and integrations
Connect supported payment gateways and external systems for accounting, email, calendars, storage, marketing, background checks, signatures, and workflow automation. See Integrations.
Website fundraising
Publish donation campaigns, recipient program pages, event registration, and donor login experiences on your website. Smart Embed resizes as supporters move through the experience. See Website Integration.
Tali and the work graph
Tali prepares source-backed follow-ups, summaries, report starters, and recommended next steps from the relationship context in your CRM. Your team reviews and approves what reaches a donor, funder, participant, or board member. See About Gratona.
Permissions and access
Control what teammates can see and do with role and permission settings. Access can vary by organization, program, feature, and record type. See Permissions and Access Control.