PLATFORM · LEAD MANAGEMENT
Every New Opportunity Starts in the Same Place
No more leads split across an inbox, a spreadsheet, and someone’s memory. Every new opportunity lands in one system with the source, the owner, and the next step already attached.
Source Attribution
Every lead arrives tagged with where it came from, so you know which referral partners and channels are actually producing.
Lead Assignment
New leads route to the right person automatically instead of sitting in a shared inbox waiting to be claimed.
Pipeline Creation
A qualified lead moves into the pipeline automatically, with the right stage and next action already set.
Immediate Follow-Up
A new lead gets a first response the moment it arrives, not whenever someone next checks email.
Activity History
Every call, email, and note lives on the lead record, so anyone on the team can pick up the context instantly.
Conversations
Email and text threads stay attached to the lead record instead of scattered across separate inboxes.
Alerts
The right person gets notified the moment a lead needs attention — a reply, a stall, a missed step.
Segmentation
Leads can be grouped by source, service line, or stage so outreach and reporting stay targeted.
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.