Palm Beach CRM
for small teams.
Built for 5-15 person teams across the Town of Palm Beach. $400/mo flat for 15 seats — not $50/seat times 15 reps. The CRM Palm Beach wealth advisors, boutique law firms, and luxury real estate teams pick when they don't want to spend a lot on big systems. Made in Fort Lauderdale by Zay CRM.
$400/mo flat, not $100/seat × 15 reps = $1,500.
A 15-person Palm Beach firm on HubSpot Sales Hub Professional pays roughly $1,500/mo (15 × $100/seat list, May 2026). On Salesforce Sales Cloud Enterprise the same headcount runs roughly $2,475/mo (15 × $165/seat list, May 2026), annual contract. Zay CRM Growth: $400/mo flat. Month-to-month. Full vs HubSpot →
Palm Beach CRM that doesn't punish you for hiring.
The Town of Palm Beach is small in footprint and dense in concentration: Worth Avenue retail, Royal Palm Way private banking and wealth management, South County Road professional services, and the Royal Poinciana Plaza area for boutique consumer brands. The shared trait across these operators is high-touch client work delivered by small teams — 5 to 15 people running careful, named-account relationships rather than transactional pipelines.
That kind of operation rarely fits a per-seat CRM well. The team is too small to absorb $100/seat enterprise pricing without it eating real margin, but the work itself is too substantive for a $15/seat starter tool that lacks contracts, e-sign, automation, and AI. Zay CRM Growth lands in the gap: $$400/mo flat, $15 seats, e-sign and AI assistant and unified inbox and managed phone all included.
Zay CRM Growth is built for exactly that operator. Pipeline + deals, contracts + e-sign, unified inbox (email + Instagram DM + Facebook Messenger + SMS), server-side automation, Zay Phone with managed A2P 10DLC, BYO AI keys with zero markup. Flat $$400/mo for $15 seats. Cancel any time.
Sibling pages for the rest of Palm Beach County: West Palm Beach, Jupiter, Delray Beach, and Boca Raton. For regulated practices (concierge medicine, dermatology) see Zay Custom HIPAA.
What Palm Beach teams actually use.
Flat tier. No per-seat math.
Starter $100/mo · 5 seats included. Growth $400/mo · 15 seats (recommended). Pro $950/mo · 50 seats. 20% off annual. 7-day trial. Full pricing matrix →
Start 7-day trial →Best CRM for Palm Beach professional services?+
For 5-15 person Palm Beach firms (legal, wealth management, family office support, luxury real estate, concierge services) Zay CRM Growth at $400/mo flat is the right shape. Pipeline + deals, e-sign for engagement letters, unified inbox (email + SMS + Instagram), automation, BYO AI. The 15-seat math: HubSpot Sales Hub Pro is ~$1,500/mo at list. Zay Growth is $400/mo flat for 15 seats.
Where is Zay CRM built?+
Fort Lauderdale, FL — roughly 45 minutes south of Palm Beach via I-95. The whole product team is local: engineering, support, founder. Phone +1-321-666-1102 reaches the office during business hours (Mon-Fri 9am-6pm ET).
Do you serve the Town of Palm Beach and surrounding island businesses?+
Yes. Active coverage across Worth Avenue retail, Royal Palm Way professional services, South County Road, and the Royal Poinciana Plaza area. Mix of wealth advisors, boutique law firms, luxury real estate brokerages, interior designers, and luxury hospitality back-office teams.
How does this compare to Salesforce for a Palm Beach firm?+
Pricing math. Salesforce Sales Cloud Enterprise is ~$165/seat/mo at list (as of May 2026) on an annual contract. A 10-person Palm Beach firm pays roughly $1,650/mo. Zay CRM Growth is $400/mo flat with no annual contract. Salesforce is the right answer at 50+ seats with bespoke workflows — under 15 seats, the math rarely justifies it. See /vs-salesforce for the full breakdown.
Is there a HIPAA tier for medical practices on the island?+
Zay CRM SaaS is not HIPAA. For Palm Beach concierge medicine practices, dermatology offices, or any practice handling PHI, talk to us about Zay Custom HIPAA — bespoke build with signed BAA, SOC 2 Type II controls, custom DPA, dedicated infrastructure. Starts at $25,000 setup + $2,999/mo.
Can we migrate from our existing CRM?+
Yes. CSV import on every tier. Export from HubSpot, Salesforce, Pipedrive, Close, Wealthbox, Redtail, or raw Excel. Field mapping is automatic for standard properties. Most teams complete the migration in under an hour.
Palm Beach pipeline, running before lunch.
7-day trial. $400/mo flat for $15 seats. Built and supported from Fort Lauderdale.
Start 7-day trial →