Your own server and database
Each firm runs in its own environment with its own database. No other customer's data sits next to yours.
One flat fee · your own server
Your CRM, built with us. No per-user fees.
Tell us how your firm works. We build it into your CRM, host it on your own server, and keep building as you grow. Custom work is included.
- 10M+ records migrated
- 24/7 support
- Unlimited users
Works with the tools you already use
Built with us
Your CRM, shaped around how you work.
Off-the-shelf CRMs make you work their way. During onboarding you bring your content, your forms and your process, and our team fits SterlingForce to your organisation. When you need something new later, we build that too.
Tell us how you work
Walk us through your pipeline, your seminars, your follow-ups and the tools your team relies on.
We build it in
Custom fields, workflows, reports and connectors, built by our team. It's included in your fee.
It runs on your server
Your own environment, not a shared cloud. We host it, look after it and support your team around the clock.
For example, a firm could ask us for this, and we'd build it for them:
- Seminar attendee
- No booking after 3 days
- Send a text
- Alert the agent in Slack
See the product
Everything your team works in, on one screen.
These are real SterlingForce screens from our demo system, with names changed. Try it yourself in the playground.
Pay for your environment, not your headcount.
Add 5 users or 500. Custom work, hosting, storage and 24/7 support are included. One simple flat fee. Talk to us.
Security
Your clients' data, on a server that's yours alone.
On a shared CRM platform, thousands of companies keep their records in one system, so a single breach can reach all of them. SterlingForce gives every firm its own server and its own database, and we can lock it so only your team can reach it.
Single sign-on
Your team signs in with its company accounts through Okta, Azure AD or Google Workspace, using SAML.
Access by role
Set view, create, edit and delete rights for each type of record, and choose whether a role sees its own records, its team's or everyone's.
A full audit trail
Every change is logged with who made it, when, and the value before and after.
Encrypted in transit
Connections use TLS 1.2 or 1.3. Passwords are stored as bcrypt hashes, and saved connection keys are encrypted with AES‑256.
Bots turned away
A human check stands in front of SterlingForce, so automated traffic is stopped before it reaches a sign-in page.
Switching made safe
Leave Salesforce. Keep your history.
SterlingForce ships with a dozen purpose-built Salesforce import tools. Your leads, opportunities, policies, notes and documents come with you, and both systems can run side by side while your team moves over. We've already migrated more than 10 million records for customers, fixing data issues along the way.
Export
Export your Salesforce data as CSV, the way Salesforce already lets you.
Import
Bring in leads, opportunities, new business, notes, documents and intake history, matched by Salesforce ID with duplicates handled.
Run side by side
An opportunity sync can push changes back to Salesforce while your team moves over at its own pace.
Go live
Switch over when you're ready, with your history intact and every change audited.
Watch it work
From marketing lead to booked appointment in a minute.
See the appointment desk take a new lead, rank every partner by license, availability and skill, and book the best match. Then watch a partner work the opportunity and a managing partner lead the team.
Who it's for
Built for advisory firms. Ready for any practice.
Insurance consulting firms
Policies, carriers, premiums and commission splits. Licensed states and NPNs. State pension data, 403(b) and 457(b) accounts, and a client presentation builder.
Healthcare practices
A built-in booking engine with slot types and no-show handling, calendar sync with Google and Outlook, intake forms, document uploads and automated reminders.
Psychology and wellness
Appointments with outcomes, client follow-ups and relationship automation, with role-based access and an audit trail that shows who changed what.
The Sterling family
One home for the tools your firm runs on.
SterlingForce CRM
The intelligent CRM for insurance and advisory firms, built with you on your own server. No per-user fees, custom work included, 24/7 support. Move off Salesforce without losing your history.
Sterling Academy
A SCORM training course builder for onboarding, licensing prep and compliance training. Build courses your LMS already understands. Now in early access.
Questions
SterlingForce and Salesforce: common questions.
Can't find your answer? Our team is available Monday to Friday, 6 AM to 5 PM Central.
Is SterlingForce a Salesforce alternative?
Yes. SterlingForce is a complete CRM that replaces Salesforce for insurance and advisory firms: leads, appointments, intake, new business, events, reports and recruiting in one system, for one flat fee instead of per-user licenses.
Is SterlingForce shared SaaS like Salesforce?
No. Each customer gets their own environment on their own server, which our team hosts and manages, so you don't share platform caps on storage, API calls or automation with other companies. New features, fields and workflows are built for you by our team, with no engineering on your side.
How much does SterlingForce cost?
One simple flat fee for your own environment, hosted on your own server by our team. There are no per-user fees: add 5 users or 500. Custom work, storage and 24/7 support are included. Talk to us for a quote.
Can you help us move our data from Salesforce?
Yes. Our team runs the move with you, and we've already migrated more than 10 million records for customers, fixing data issues along the way. Export your Salesforce data as CSV, and we import your leads, opportunities, new business, intake history, notes, documents and partner accounts with about a dozen purpose-built tools, matched by Salesforce ID and then by email, with duplicates handled.
Can you help us run Salesforce and SterlingForce at the same time?
Yes. During the move, an opportunity sync pushes changes from SterlingForce back to Salesforce, so both systems stay aligned while your team moves over at its own pace. Our team sets it up with you and switches it off when you go live.
What happens to our Salesforce custom fields and workflows?
Tell us what your team relies on. We recreate the fields, pipeline stages, automations and reports you need in SterlingForce as part of the move, so your people keep working the way they do today, without engineers or consultants on your side.
Who is SterlingForce for?
Insurance consulting and advisory firms first, plus healthcare practices, psychology and wellness practices, and any team that books appointments and follows up with clients.
Ready when you are
See SterlingForce with your own workflow.
Book a live demo with our team, or explore the playground on your own right now.