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. We send you our import template during onboarding. You export your contacts from wherever they live now — CSV or Excel, either is fine — and map them into that template, including a column for tags. We upload it from there. Mapping into a known format is what stops an import turning into duplicated or unusable records. Imported contacts count toward your plan’s contact limit, so it is worth checking the numbers below before migrating a large list.
Will my contacts be organised, or just dumped in?
Organised, because you decide the segments. Our import template has a tag column — you fill in the groupings that actually matter to your firm, and we load them so those tags are live from the first day. That is what makes it possible to mail a defined segment straight away instead of sorting a flat list for months.
Can multiple consultants use the system?
Yes. Every plan includes both user seats and a contact limit: 2 users and 2,000 contacts on Core, 5 users and 5,000 contacts on Core Plus, 10 users and 10,000 contacts on Team, and unlimited users and contacts 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 typically takes about two weeks from the point we have the inputs, access and approvals we need from you.
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.
Can I connect Claude or another AI assistant to my account?
Yes, on every plan. Starward Edge speaks the Model Context Protocol, so Claude can work against your real account — contacts, conversations, opportunities, calendars, invoices and more — with the scopes you approve. See the Claude connection for setup and the full list of what it can reach.
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.