About us

Based in ★ Palm Beach — Working Globally

Palm Consulting is a consulting firm based in the U.S. that helps small businesses and nonprofits turn complex sales, marketing, and fundraising processes into structured, scalable systems.

Palm Consulting is a consulting firm based in the U.S. that helps small businesses and nonprofits turn complex sales, marketing, and fundraising processes into structured, scalable systems.

Palm Consulting is a consulting firm based in the U.S. that helps small businesses and nonprofits turn complex sales, marketing, and fundraising processes into structured, scalable systems.

Our team brings together senior professionals with both business and technical expertise. What makes us different is our focus on creating real value. After an initial consultation, we take the time to carefully analyze your needs and only move forward when we’re confident we can deliver solutions that make a meaningful difference to your organization.

We’re not just Salesforce implementers, we’re partners in helping you build smarter systems that align with your goals, automate what slows you down, and help your team work more efficiently. And because we’re committed to continuous learning, we stay up to date with the latest Salesforce innovations so your systems are always ready for what’s next.

Founded in Florida, we work with clients across the U.S. who want to move beyond spreadsheets and disconnected tools. Whether you’re looking to scale your sales process, engage donors more effectively, or gain better visibility into your operations, we’re here to help, when we know we can truly add value.

Our team brings together senior professionals with both business and technical expertise. What makes us different is our focus on creating real value. After an initial consultation, we take the time to carefully analyze your needs and only move forward when we’re confident we can deliver solutions that make a meaningful difference to your organization.

We’re not just Salesforce implementers, we’re partners in helping you build smarter systems that align with your goals, automate what slows you down, and help your team work more efficiently. And because we’re committed to continuous learning, we stay up to date with the latest Salesforce innovations so your systems are always ready for what’s next.

Founded in Florida, we work with clients across the U.S. who want to move beyond spreadsheets and disconnected tools. Whether you’re looking to scale your sales process, engage donors more effectively, or gain better visibility into your operations, we’re here to help, when we know we can truly add value.

0

+

CLIENTS

0

+

HOURS

0

+

PROJECTS

0

+

CERTIFICATIONS

0

+

CLIENTS

0

+

HOURS

0

+

PROJECTS

0

+

CERTIFICATIONS

0

+

CLIENTS

0

+

HOURS

0

+

PROJECTS

0

+

CERTIFICATIONS

Our Values

Our Values

Our Values

Client-Centered, Always

Client-Centered, Always

We design every solution around the client’s goals. We listen, adapt, and stay focused on solving the right problems with clarity and purpose.

We design every solution around the client’s goals. We listen, adapt, and stay focused on solving the right problems with clarity and purpose.

Strategic Growth

Strategic Growth

We’re constantly expanding our skills and knowledge to better serve the businesses and nonprofits we work with. Every project is an opportunity to improve.

We’re constantly expanding our skills and knowledge to better serve the businesses and nonprofits we work with. Every project is an opportunity to improve.

Excellence in Execution

Excellence in Execution

We take pride in doing things well. From the first conversation to final delivery, we bring structure, experience, and high standards to everything we do.

We take pride in doing things well. From the first conversation to final delivery, we bring structure, experience, and high standards to everything we do.

Integrity in Every Step

Integrity in Every Step

We keep our word and own our work. Trust is at the heart of how we collaborate with each other and with our clients.

We keep our word and own our work. Trust is at the heart of how we collaborate with each other and with our clients.

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

You can contact us at:

hello@palmconsulting.io

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

You can contact us at:

hello@palmconsulting.io

Let's be in touch

Contact Us

Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.

You can contact us at:

hello@palmconsulting.io

© 2025 - Palm Consulting Team

© 2025 - Palm Consulting Team

© 2025 - Palm Consulting Team