Spring Into Action: Celebrating Milestones, Innovation, and Community Impact 🚀✨
A Note from Daisy
As CEO of ImagineCRM, I spend much of my time listening to nonprofit leaders, foundation teams, and the staff responsible for stewarding critical data and relationships.
Over the years, certain patterns have emerged. Systems succeed or struggle not because of the technology alone, but because of the decisions, assumptions, and values behind how those systems are designed.
The reflections below come from years of working alongside mission‑driven organizations trying to build technology that truly supports their work.
— Daisy
Accelerating Our Impact Through Growth & Learning
🏆 ImagineCRM Recognized as Inc. Regional Winner
We're thrilled to announce that ImagineCRM has been named an Inc. Regional 2026 winner! This prestigious recognition celebrates the fastest-growing private companies across different regions of the United States.
Being honored among this distinguished group of innovators validates our commitment to sustainable growth and client-centered excellence. This achievement reflects the dedication of our entire team and the trust our partners place in us every day.
🎓 Expanding Our Expertise with AI Foundations Training
Congratulations to Denise Carbone, our Director of Delivery, for completing NTEN's AI for Foundations Professional Certificate! This comprehensive program equips foundation staff, program officers, and technology leads with the skills to bring mission-aligned AI practices into their grantmaking work.
Denise's achievement demonstrates our ongoing commitment to staying at the forefront of emerging technologies that can amplify social impact. Her expertise will help us better serve our foundation partners as they navigate the evolving landscape of AI-powered philanthropy. 💡✨
On the Ground at Agentforce World Tour New York
On April 29th, Daisy, Paula, Rebecca, Jillian, and Rosie attended Agentforce World Tour NYC to explore AI innovations that can strengthen nonprofit fundraising.
We came with tough questions: How can automation create more space for human connection? How can AI help fundraisers be more strategic and less reactive? How do we implement these tools in ways that serve mission-critical work?
The experience was invaluable. Every conversation we had goes straight back to serving the organizations that trust us with their most important work. Being in the room where innovation happens means we can bring cutting-edge solutions to the causes that matter most.
Building Connections at the Imagine Impact: Community Solutions Exchange
Last month, we gathered a small group of foundations, nonprofits, and sector peers for the Imagine Impact: Community Solutions Exchange, an invitation-only afternoon of peer conversation, honest questions, and shared learning.
We didn't come with a roadmap to hand out. We came to listen.
The afternoon brought together peer presentations from clients navigating real systems and technology decisions, a look at how ImagineCRM is building AI capacity internally, a demonstration of where agentic AI intersects with grantmaking workflows, and a collaborative workshop where attendees worked through a practical framework for identifying which tasks in their organizations are—and aren't—ready for AI.
The conversation was grounded in something we think matters: you can't automate your way past weak processes or unclear decision ownership. AI works best when it's built into workflows your staff already trust, with governance your leadership has already signed off on.
That's the approach we're taking. Workflow by workflow, with human judgment in the loop from day one.
We're keeping the conversation going. This summer, we're hosting a follow-up webinar in July to go deeper on the themes that surfaced in April—and we'll be gathering again for another community exchange in August. If you'd like to be included in either, reach out. We'd love to keep you in the loop.
We also put together a framework document to help you get started with AI, and we're sharing a demo video of our report submission analysis AI tool, along with day-to-day AI skills you can start using right away. Just reach out to info@imaginecrm.org, and we'll send it your way.
Giving Back: Honoring the Heart of Our Sector
April was National Volunteer Month! Behind every nonprofit and foundation we support are volunteers who pour their hearts into making the world a little better. To the volunteers powering the missions our clients serve every day, the work you do matters. And to the organizations that coordinate and support those volunteers, thank you for making it all possible.
At ImagineCRM, we're honored to help you do that work well. Our team has recently shown up for our communities in different ways. These moments remind us that service is at the heart of everything we do.
While this month gives us a dedicated time to celebrate volunteers, giving back isn't a once-a-year commitment. Our team continues to engage with our communities throughout the year because meaningful change doesn't follow a calendar. It's the ongoing dedication, the consistent showing up, and the year-round service that moves the needle.
Events
Webinar: The AI Journey Starts Here: Real Talk for Grantmaking Organizations — July 9th (more info to follow!)
Community Exchange Chicago — Chicago, August 19th
Technology Association of Grantmakers (TAG) — Chicago, November 11, 2026
Transforming Data into Security
We're leveraging cutting-edge platform capabilities to amplify our clients' mission-critical work. Our enhanced outcomes tracking solution seamlessly integrates data across systems and creates a streamlined experience for grantees, all while maximizing your existing Salesforce investment.
The result? More time for strategic decision-making, less time wrestling with technology.
Interested in how this could work for your organization?
Share Your Story
Has ImagineCRM helped your organization move faster, do more, or simplify the work? We'd love to hear it.
Send your stories to info@imaginecrm.org with the subject line "Customer Success Story." Your experience could inspire another organization stepping into what's possible.
To say thank you, we will pick a story at random and send you a $150 Amazon Gift Card.