SOLUTIONS · ADVISORY FIRMS
Relationship Tracking and Follow-Up for Advisory Firms
Advisory relationships are built on trust and consistency over time. Starward gives advisory firms a system for tracking prospects, clients, and referral relationships without depending on any one person’s memory.
Built for How Advisory Relationships Actually Develop
Long Nurture Cycles, Tracked
Prospects who aren’t ready today stay in a defined nurture sequence instead of falling out of view entirely.
Consistent Client Follow-Up
Every discovery call, proposal, and check-in gets a defined next step, regardless of who on the team is handling it.
Centers of Influence, Tracked Like Revenue
Referral sources and centers of influence live in their own pipeline, nurtured on an ongoing basis.
One System From First Conversation to Repeat Business
Business Development
- New Lead
- Contacted
- Qualified
- Discovery Booked
- Discovery Complete
- Proposal
- Decision
- Won
- Nurture
Client Delivery
- New Client
- Onboarding
- Kickoff
- In Delivery
- Review
- Complete
- Expansion
Relationships & Referrals
- New Relationship
- Connected
- Partner
- Referral
- Active Partner
- Nurture
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.
Starward is a CRM and follow-up automation system. It does not provide compliance, regulatory, or licensing guidance, and firms remain responsible for their own regulatory obligations.
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.