Question 1

We already have a CRM — why do we need this?

Accepted Answer

Gratefully doesn't replace your CRM. It connects to Salesforce or Bloomerang and adds the layer your CRM can't capture — why Margaret gives, what was in your last director's head, what was mid-cultivation when someone left. That context lives in notes, emails, and documents your CRM stores but can't query.

Question 2

Is our donor data safe?

Accepted Answer

Yes — and this is the right question to ask. Your data lives in your organization's isolated environment. It never trains shared AI models, ever. That's a hard architectural guarantee, not a privacy policy. Every AI interaction is governed by a third-party platform with full audit trails and PII detection at every step.

Question 3

How long does setup take?

Accepted Answer

Under an hour for most teams. You connect your existing sources — Salesforce, Bloomerang, shared drives — and Gratefully builds the knowledge graph from what's already there. No data migration. No disruption to your current workflow.

Question 4

What happens to our data if we cancel?

Accepted Answer

It's yours. You can export everything at any time — before, during, or after cancellation. We don't hold data hostage.

Question 5

Do you offer discounts for small nonprofits?

Accepted Answer

We built Gratefully specifically for small development teams — 1 to 3 people — because that's where a single staff transition does the most damage. The pricing reflects that. If you're in a genuinely constrained budget situation, reply to any email from us and we'll talk.

What does a lost donor relationship actually cost?

Things worth asking before you decide

Your CRM remembers every gift. Gratefully remembers every relationship.