Simple consulting CRM pricing. Follow-up systems included.
You are not buying a blank CRM and a login. Every plan includes the system built for you — pipelines, proposal follow-up, no-show recovery, client handoff and referral nurture, configured around how your firm actually sells and running before you start using it. What changes as you move up is how much of it you can open and edit yourself, and how many people and contacts it has to hold.
One system. Four levels of access to it.
$97/month
For a solo consultant or small firm that wants the follow-up running without managing it.
- Business development pipeline, built and running
- Proposal follow-up, no-show recovery and client handoff live from day one
- Calendar, scheduling and unified conversations
- 2 users · 2,000 contacts
- Workflow builder not self-serve — the automations still run
- iPhone & Android app included
- Claude AI integration over MCP
$197/month
For firms that will want to change the follow-up themselves once they see what works.
- Everything in Core
- Full workflow builder — Campaigns, Triggers and Workflows
- Complete marketing controls and nurture campaigns
- Full payment and invoicing tools
- 5 users · 5,000 contacts
- iPhone & Android app included
- Claude AI integration over MCP
$297/month
For a growing team that has outgrown five seats and wants the client-facing tools too.
- Everything in Core Plus
- Client portal and review requests
- Widgets and video testimonials
- All 63 Starward tools, course and community tools included
- 10 users · 10,000 contacts
- iPhone & Android app included
- Claude AI integration over MCP
$497/month
For firms where capacity, not capability, is the thing that binds.
- Everything in Team
- Unlimited users
- Unlimited contacts
- Choose Firm when 10 users or 10,000 contacts becomes the constraint
- iPhone & Android app included
- Claude AI integration over MCP
Every prebuilt automation runs on every plan. Self-serve workflow-builder access begins at Core Plus.
The same system. Included, not extra.
Implementation is included at every price. Nobody hands you a blank tool and a training video.
Every prebuilt automation runs on every plan, Core included. Only self-serve builder access changes.
You map your exported contacts into our import template, tags included. We load it during onboarding, so your list lands segmented rather than flat.
Most firms are running inside a fortnight of us having what we need from you.
Choose by your situation, not the feature count
“I am the firm, and I have no time to run a CRM.”
You want the follow-up to happen without you touching it. You are never going to open an automation builder, and you should not have to. Core.
“We will want to change the follow-up ourselves.”
Someone in the firm is comfortable editing a sequence and will want to, once you see which follow-up actually lands. Core Plus.
“More than five of us touch sales.”
Seats are the deciding factor, and you want the client-facing tools — portal, reviews, testimonials — alongside them. Team.
“Our team and our list are both past the limits.”
Ten users or ten thousand contacts is what would force the upgrade, not a missing capability. Firm.
Still unsure? The scorecard takes four minutes and tells you which gaps your firm actually has — a better guide than a feature list.
Compare consulting CRM pricing, plan by plan
| Capability | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Done-for-you CRM system | ✓ | ✓ | ✓ | ✓ |
| iPhone & Android app | ✓ | ✓ | ✓ | ✓ |
| AI tools | ✓ | ✓ | ✓ | ✓ |
| CRM + pipelines | ✓ | ✓ | ✓ | ✓ |
| Calendar & scheduling | ✓ | ✓ | ✓ | ✓ |
| Sites, funnels & forms | ✓ | ✓ | ✓ | ✓ |
| Reporting | ✓ | ✓ | ✓ | ✓ |
| Email marketing | ✓ | ✓ | ✓ | ✓ |
| Social planner | ✓ | ✓ | ✓ | ✓ |
| Existing automations run | ✓ | ✓ | ✓ | ✓ |
| Build/edit automations | — | ✓ | ✓ | ✓ |
| Full marketing suite | — | ✓ | ✓ | ✓ |
| Full payment suite | — | ✓ | ✓ | ✓ |
| Full memberships/client tools | — | — | ✓ | ✓ |
| Full reputation suite | — | — | ✓ | ✓ |
| Tool access | 47/63 | 56/63 | 63/63 | 63/63 |
| Users | 2 | 5 | 10 | Unlimited |
| Contacts | 2,000 | 5,000 | 10,000 | Unlimited |
What the setup actually involves
Implementation is included at every price, and it is the part that makes the software worth having. We map how leads, meetings, proposals, clients and referral partners move through your firm today — where they stall, who owns what, and what is currently tracked in someone’s head. Then we configure the pipelines, follow-up sequences, reminders, routing and handoffs around that map rather than a generic template.
Contacts come across during onboarding. We send you our import template; you export your list from wherever it lives now — CSV or Excel, either works — and map it into that template. One of its columns is for tags: the groupings you actually mail to, whether that is by source, by service line, or by how well you know them. We load it from there.
The mapping step is deliberate. Importing raw exports straight from another system is how you end up with duplicated records, names in the wrong fields, and a list nobody trusts enough to mail. And most migrations leave the sorting undone entirely, which is why the first targeted campaign never quite happens. Yours lands clean and segmented, so you can mail a defined group in week one rather than next quarter.
Forms and lead capture connect to your current website, or you can build on the Sites tools included in every plan. Calendar and scheduling come with the system, so there is nothing separate to reconcile.
Then it goes live, and your team uses a working system instead of configuring one. The full process is set out on How it works, and what runs underneath it is on the platform page.
- An honest walk through how you sell today
- Your contacts mapped into our import template, tag column filled in
- Access to the calendar and domain you want connected
- One person who can answer questions during setup
Anything specific to your firm — how much data migrates, and what training your team needs — is agreed during onboarding rather than assumed here.
All 63 tools
AI Agents (7)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Agent Studio | ✓ | ✓ | ✓ | ✓ |
| AI Studio | ✓ | ✓ | ✓ | ✓ |
| Ask AI | ✓ | ✓ | ✓ | ✓ |
| Content AI | ✓ | ✓ | ✓ | ✓ |
| Conversation AI | ✓ | ✓ | ✓ | ✓ |
| Reviews AI | ✓ | ✓ | ✓ | ✓ |
| Voice AI | ✓ | ✓ | ✓ | ✓ |
Automation (3)
Automations run on every plan; workflow-builder access is unavailable on Core.
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Campaigns | — | ✓ | ✓ | ✓ |
| Triggers | — | ✓ | ✓ | ✓ |
| Workflows | — | ✓ | ✓ | ✓ |
Calendar (1)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Calendar | ✓ | ✓ | ✓ | ✓ |
CRM (7)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Contacts & Conversations | ✓ | ✓ | ✓ | ✓ |
| Custom Objects | ✓ | ✓ | ✓ | ✓ |
| Email System | ✓ | ✓ | ✓ | ✓ |
| Opportunities | ✓ | ✓ | ✓ | ✓ |
| Phone | ✓ | ✓ | ✓ | ✓ |
| Smartlists | ✓ | ✓ | ✓ | ✓ |
| Tags | ✓ | ✓ | ✓ | ✓ |
Labs (1)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Labs | — | ✓ | ✓ | ✓ |
Landing (2)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ | ✓ |
| Launchpad | ✓ | ✓ | ✓ | ✓ |
Marketing (6)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Brand Boards | ✓ | ✓ | ✓ | ✓ |
| Email Marketing | ✓ | ✓ | ✓ | ✓ |
| Social Planner | ✓ | ✓ | ✓ | ✓ |
| Countdown Timers | — | ✓ | ✓ | ✓ |
| Snippets | — | ✓ | ✓ | ✓ |
| Trigger Links | — | ✓ | ✓ | ✓ |
Media Storage (1)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Media Storage | ✓ | ✓ | ✓ | ✓ |
Memberships (5)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| GoKollab | ✓ | ✓ | ✓ | ✓ |
| Certificates | — | — | ✓ | ✓ |
| Client Portal | — | — | ✓ | ✓ |
| Communities | — | — | ✓ | ✓ |
| Courses | — | — | ✓ | ✓ |
Mobile App (1)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Mobile App | ✓ | ✓ | ✓ | ✓ |
Payments (4)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Payment Links | ✓ | ✓ | ✓ | ✓ |
| Payments Core | ✓ | ✓ | ✓ | ✓ |
| Documents & Contracts | — | ✓ | ✓ | ✓ |
| Invoices | — | ✓ | ✓ | ✓ |
Private Integrations (1)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Private Integrations | ✓ | ✓ | ✓ | ✓ |
Reporting (8)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Agent Report | ✓ | ✓ | ✓ | ✓ |
| Appointment Report | ✓ | ✓ | ✓ | ✓ |
| Attribution Report | ✓ | ✓ | ✓ | ✓ |
| Call Report | ✓ | ✓ | ✓ | ✓ |
| Custom Reports | ✓ | ✓ | ✓ | ✓ |
| FB Ads Report | ✓ | ✓ | ✓ | ✓ |
| Google Ads Report | ✓ | ✓ | ✓ | ✓ |
| Local Marketing Audit | ✓ | ✓ | ✓ | ✓ |
Reputation Management (4)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| GBP Optimization | ✓ | ✓ | ✓ | ✓ |
| Review Widgets | — | — | ✓ | ✓ |
| Reviews & Requests | — | — | ✓ | ✓ |
| Video Testimonials | — | — | ✓ | ✓ |
Sites (12)
| Tool | Core | Core Plus | Team | Firm |
|---|---|---|---|---|
| Analytics | ✓ | ✓ | ✓ | ✓ |
| Blogs | ✓ | ✓ | ✓ | ✓ |
| Chat Widget | ✓ | ✓ | ✓ | ✓ |
| Domains and URL Redirects | ✓ | ✓ | ✓ | ✓ |
| Forms | ✓ | ✓ | ✓ | ✓ |
| Funnels | ✓ | ✓ | ✓ | ✓ |
| QR Codes | ✓ | ✓ | ✓ | ✓ |
| Quizzes | ✓ | ✓ | ✓ | ✓ |
| Stores | ✓ | ✓ | ✓ | ✓ |
| Surveys | ✓ | ✓ | ✓ | ✓ |
| Webinars | ✓ | ✓ | ✓ | ✓ |
| Websites | ✓ | ✓ | ✓ | ✓ |
Before you choose a plan
Does Core really include the automations?
Yes. Every prebuilt automation runs on Core exactly as it does on Firm. What Core does not include is self-serve access to the workflow builder, which begins at Core Plus.
How many users and contacts do I get?
Two users and 2,000 contacts on Core, five and 5,000 on Core Plus, ten and 10,000 on Team, and unlimited on Firm.
Can I bring my existing contacts across?
Yes. We give you an import template during onboarding; you map your existing export into it, tags and all, and we load it from there. Mapping into a known format is what keeps the import clean — and it means your list arrives segmented and ready to mail rather than flat.
Can I change plan later?
Yes. Most firms move up when seats or contact volume start to bind rather than because a capability is missing — which is why the chooser above is written around capacity and control.
How long does setup actually take?
About two weeks in most cases, measured from when we have your contact list, calendar and domain access — not from the day you sign. We will tell you if your situation looks longer before you commit.
Do I need the course and community tools?
Probably not. They are included from Team onward because the platform ships with them, but most consulting firms buy Starward for the follow-up. Do not let them decide your plan — seats usually should.
Every plan arrives already running.
Pick the plan that matches your seats and how much you want to edit yourself. If you would rather see where your follow-up is leaking first, start with the scorecard.