New at ImagineCRM: Managed Services, Conferences, and Team Members

A Message From Our Founder Daisy Garcia

Eight years ago, ImagineCRM was born out of a dream that I could be the best at what I do and be the best mom and person for my family, my community, and no longer sacrifice either. I was introduced to the world of consulting through a Salesforce implementation project that integrated technology with building things declaratively. It was during this transformational period that I began to envision a different way forward.

I am very proud as I look back on that journey and very excited as I look to the future. ImagineCRM is passionate about the role technology plays in driving solutions and adding value to day to day work, especially when supporting nonprofits and foundations.  We are consistently in product expansion mode to utilize the Salesforce platform to resolve complex pain points for our clients. We don’t shy away from difficult projects. Our team of Salesforce experts has 50 years of collective experience in the nonprofit industry and is one of the fastest growing Salesforce partners. I can only continue to dream and imagine what is next.


ImagineCRM office

Introducing Managed Services

ImagineCRM now has a new service offering: managed services. Managed services provides access to a team of experts with specialized knowledge and experience in grantmaking. Our experts can provide guidance, advice, and support to help your organization leverage technology to achieve its goals. For more information, visit our website.


Come See Us at PEAK!

Our team is excited to be an exhibitor at #peak2023baltimore next month. Swing by booth #202 to chat about expert solutions designed to empower your organization and accelerate your impact.


Our Team

Welcome Dana Wellhausen and Kaylee Hudson to ImagineCRM

Hi! I’m Dana.

I’m a Salesforce Consultant and I work with our clients to design and implement Salesforce solutions.

I bring over 13 years of experience in philanthropy, specifically program operations and grants management. I am passionate about helping teams and organizations improve their processes and leverage technology to improve efficiency and effectiveness for both internal staff and external grantees.

Hi! I’m Kaylee.

As the Customer Success Manager, I work with clients to ensure a great implementation experience including testing, training, documentation, and post-implementation support.

With five years of experience focused on customer relations and communications in the nonprofit sector, I enjoy working with our clients on elegant technology solutions and adoption.

We Are Hiring


Innovation Corner

Recent webinars, blogs, and case studies.

Webinar: How to create a flexible reviewer workflow

New tools leveraging Salesforce Grants Management Platform and Salesforce flows.

Watch the Webinar →

Case Study: Arnold Ventures grantmaking solution built on Sales Cloud

Implementing Salesforce allowed Arnold Ventures to have full flexibility with the platform and scale across the organization.

Read More →

Blog: Spring ‘23 Release features you may have missed

Another exciting slate of enhancements and features from Salesforce.

Read More →

Case Study: Candid Connector

Data automation for higher profit & better workflow.

Read More →

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Come See Us at 23NTC!