Why Sector-Specialist Partners Create Better Outcomes

When you’re choosing a technology partner, the difference between getting started and truly accelerating your impact often comes down to this:

Does your partner already understand your world?

At ImagineCRM, we do. We’ve built our entire business around it.

Our team includes individuals who have worked within foundations. We’ve been grant managers, program officers, and operations leaders. We know what it’s like to juggle applications, track outcomes, manage disbursements, and prepare for audits. We’ve walked in your shoes - and it shows in how we work.

And we’ve now worked with over 100 grantmaking organizations - from small place-based funders to large national and federally funded foundations. That kind of exposure gives us a unique advantage: we don’t just build Salesforce systems - we bring tried, tested, and tailored ideas to the table from day one.

Because we focus our business primarily on this industry, every single project we work on is relevant to the sector.

This deep focus means your project doesn’t start with a blank page. Instead of asking what’s possible, we often start by showing you what’s already working for foundations like yours.

A Real Example: WEND Collective

WEND is an experimental philanthropic initiative that supports social change in areas like Indigenous rights, education, and the arts. Their model is intentionally flexible and responsive, but their old tech setup wasn’t.

“There was just a need for something to replace our manual processes and consolidate our data into one CRM.”

We brought WEND onto Salesforce using our grantmaking Accelerator - then tailored it with tools to match their unique approach. That included custom budgeting systems to support larger community grants, adaptive forms, and screen flows that made it easy for team members to request and track funding.

Moving Quickly Without Compromising on Fit

WEND needed to move fast. We delivered.

Our Accelerator allowed us to meet that deadline without sacrificing quality. And because we understood WEND’s philanthropic model, we could suggest options they hadn’t considered, like using guided forms to improve internal adoption and integrating DocuSign to streamline contracts.

People-First Tech That Actually Works

Great tech doesn’t just get implemented - it gets used. One of the most satisfying parts of WEND’s journey was hearing how their team responded to the new platform.

Making Better Decisions, Faster

With Salesforce in place, WEND gained real-time visibility into budgets, grant statuses, and impact. Dashboards replaced spreadsheets. Reports could be bookmarked and shared. And the team could finally make informed, data-driven decisions without the manual legwork.

How We Can Help

If you’re tired of explaining what LOIs are or mapping out grant cycles from scratch for consultants who don’t understand your world, you’re not alone.

You shouldn’t have to educate your tech partner on the basics. You deserve someone who already knows them, so you can spend your time building something better. Reach out to our team today to learn more.

“We bring options, not just open-ended questions. We help people make well-informed decisions without being overwhelmed.”

– Daisy Sayre Garcia