CRM for Consulting Firms
Most CRMs are built for generic sales teams and left for a consulting firm to configure from scratch. Starward is built specifically around how small consulting and advisory firms actually sell: relationship-driven leads, a discovery call, a proposal, a decision, a handoff to delivery, and an ongoing referral relationship.
What a Consulting Firm Actually Needs From a CRM
Not a generic contact database — a system that matches how consulting engagements actually move.
A Pipeline That Matches the Sales Motion
Lead, Qualified, Discovery, Proposal, Decision, Won — not a generic deals board built for transactional sales.
Follow-Up That Doesn’t Depend on Memory
New leads, discovery calls, and proposals all get an automatic next step, without a person having to remember to send it.
A Real Handoff to Delivery
A Won opportunity updates the client record and starts the delivery pipeline automatically — sales context doesn’t get lost in translation.
Referral Relationships Tracked Like Revenue
Most consulting firms live on referrals but manage them from memory. A dedicated pipeline tracks partners the same way active deals are tracked.
How This Is Different From a Generic CRM
A generic CRM (HubSpot, Pipedrive, Salesforce) gives you a contact list and a blank pipeline builder, then leaves the consulting-specific configuration — discovery-to-proposal follow-up, client handoff, referral nurture — entirely up to you. Starward ships with that configuration already built.
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.
Take Control · Most Popular
Core Plus — $197/mo
Unlock hands-on automation, marketing, and payment controls.
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.
Alternatives
If you’re evaluating options, it’s worth comparing directly. See how Starward compares to HubSpot for small consulting firms →
Frequently Asked Questions
Is Starward another CRM I have to build myself?
No. Starward ships with the pipelines, follow-up, reminders, and handoffs already built and running — you’re not starting from a blank CRM.
Who is Starward designed for?
Independent advisors and small consulting or advisory firms that generate leads through referrals, LinkedIn, and events but don’t have a system turning those leads into booked calls and signed clients.
Does Core include automation?
Yes. Every prebuilt automation runs on Core. You simply don’t have self-serve access to the workflow builder until Core Plus.
Can I build my own automations?
Yes, starting on Core Plus, which unlocks full access to the Campaigns, Triggers, and Workflows builder.
Can I import existing contacts?
Yes, existing contacts can be imported as part of setup.
Can multiple consultants use the system?
Yes. User seats scale by plan — 2 on Core, 5 on Core Plus, 10 on Team, and unlimited on Firm.
Does Starward connect to my current website?
Yes, forms and lead capture can connect to your existing site, or you can build directly on Starward’s included Sites tools.
Can I keep my calendar?
Yes, Starward’s calendar and scheduling tools are included on every plan.
What happens after a proposal is sent?
Starward automatically starts a defined follow-up sequence so no proposal goes quiet without a next step.
What happens after a prospect becomes a client?
The opportunity is marked Won, the client record updates, the delivery pipeline starts, the owner is notified, and onboarding/kickoff scheduling begins automatically.
Can Starward manage referral partners?
Yes, the Relationships & Referrals pipeline tracks partners from first relationship through active referral and ongoing nurture.
How long does setup take?
Setup is done-for-you and covered by a 14-day go-live guarantee once all required inputs and approvals are provided.
What does setup include?
Mapping how leads, meetings, proposals, clients, and referral partners currently move through your firm, then configuring the prebuilt pipelines, follow-up, reminders, routing, and handoffs to match.
How does billing work?
Monthly subscription billing through the live Starward checkout, with tiers based on user seats and contact volume.
Where do clients log in?
Stop Managing Follow-Up in Your Head
Put every lead, discovery call, proposal, client handoff, and referral relationship into a system that knows what happens next.