Platform

Everything between
a lead and a referral.

The homepage shows the outcome. This is what runs underneath it — first capture through referral nurture, plus the AI, sites, reporting, and payment tooling included on every plan.

The spine

One continuous path. No handoff gaps.

Capture

Website, LinkedIn, referral, event — one CRM, with source attribution and ownership.

Convert

Pipeline stages, booking, reminders, and proposal follow-up that runs on schedule.

Deliver

Won work starts onboarding automatically — no re-keying between sales and delivery.

Compound

Referral partners tracked, thanked, and nurtured like open opportunities.

What runs

Seven systems, already configured

Lead capture & CRM

Every source lands in one place

Website, LinkedIn, referral, event — all into one CRM with source attribution, assignment, and activity history already built in.

See lead management →

Sales pipeline

Shaped like a consulting sale

Lead through Won, with stage ownership and next actions defined — not a blank board.

See sales pipeline →

Automation

Runs on every plan

Follow-up, reminders, and handoffs fire automatically. Core Plus and up can open the builder and edit them directly.

See follow-up automation →

Calendars & appointments

Booked, confirmed, reminded, recovered

Booking, confirmation, reminders, rescheduling, and no-show recovery, synced to your team’s calendars.

See appointment automation →

Proposal follow-up

Nothing goes quiet

Every proposal gets a defined next step instead of fading after the best sales call.

See proposal follow-up →

Client delivery

Won work onboards itself

A signed client moves into onboarding automatically — no manual handoff between sales and delivery.

See client onboarding →

Referral management

Partners tracked like pipeline

Referral partners get the same discipline as active sales opportunities — attribution, thanks, nurture.

See referral management →

Mobile app

Off the laptop, not out of the loop

iPhone and Android access to leads, calendar, and conversations, included on every plan.

See the mobile app →

Claude integration · MCP

Ask your CRM questions in plain language

Starward Edge speaks the Model Context Protocol, so you can connect it to Claude and work against the real account — open proposals, stalled conversations, referral partners who have gone quiet. Included on every plan.

See the Claude connection →

Also included

Demand capture, in the same system

Websites, funnels, forms, surveys, webinars, blogs, chat, QR codes, and quizzes — all included, all connected to the same pipeline, so a lead never has to be copied between tools.

AI capabilities

Seven AI tools, from Core up

Conversation AI, Content AI, and Voice AI among them. Use them where they remove repetitive work — not as a substitute for your consulting judgement.

Start With the System. Add Control and Scale When You Need It.

Done For You

Core — $97/mo

The operating system is installed and runs for you.

Full Platform

Team — $297/mo

Unlock the complete Starward toolset for growing teams.

Unlimited

Firm — $497/mo

Everything in Team with no user or contact ceiling.

See it running

Find out what’s missing in yours.

The scorecard takes four minutes and maps your firm against the seven systems above.