HOW IT WORKS
We Install the System. Your Team Uses It.
Most CRM rollouts hand you a blank tool and a training video, then leave you to figure out the rest. Starward works differently: we map how your firm actually sells, install the pipelines and follow-up around that reality, and your team starts using a working system instead of configuring one.
1. Map
We map how work actually moves through your firm
Before anything gets configured, we walk through how leads, meetings, proposals, clients, and referral partners currently move — where they stall, who owns what, and what’s tracked in someone’s head instead of a system.
2. Install
We configure the system around that map
Pipelines, follow-up sequences, appointment reminders, lead routing, and client handoffs get built to match how your firm sells — not a generic template you have to bend to fit.
3. Go Live
Your team starts using one operating system
Leads, meetings, proposals, and referrals run through a single system while repetitive follow-up happens automatically in the background — no separate spreadsheet, no sticky notes.
The Work That Stops Depending on Memory
Lead Capture & Routing
Immediate Follow-Up
Appointment Confirmation
Internal Alerts
Proposal Follow-Up
Stalled Opportunity Nurture
Client Handoff
Referral Nurture
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.