Made for the work
Every screen exists because an appointment desk, a partner or a manager needed it in their day. That's why it knows licensed states, pensions and seminars out of the box.
About
Built by an advisory firm, for advisory firms.
SterlingForce started as the CRM Sterling built for its own insurance and retirement-planning teams. We needed one system for seminars, appointments, partners and policies, without paying per seat for software that didn't fit. Now we offer it to other firms.
What we believe
Software that fits the work, at a fair price.
Fair by design
One single fee with unlimited access. Growing your team should never mean a bigger software bill.
Here when you need us
Advanced security as standard and 24/7 support from the people who build the product.
Why an alternative
Why we built a Salesforce alternative.
Most advisory firms run on Salesforce or another per-seat CRM. Every new agent is another license, storage and API limits come with a shared platform, and each change to a field, a stage or a report turns into a project for consultants.
SterlingForce takes the other path. Each customer gets their own environment on their own server, hosted by our team, with unlimited users and no per-user fees. We build the features and connectors you need with you, and that custom work is included. It ships with purpose-built Salesforce import tools, so moving over keeps your history intact.
Questions
About SterlingForce: common questions.
Can't find your answer? Our team is available Monday to Friday, 6 AM to 5 PM Central.
Who makes SterlingForce?
SterlingForce is built by Sterling, an insurance and retirement-planning advisory firm. It started as the CRM Sterling built for its own teams and is now offered to other firms for one simple flat fee.
Why did Sterling build its own CRM instead of using Salesforce?
Sterling needed one system for seminars, appointments, partners and policies, without paying per seat for software that didn't fit the advisory sales cycle or hitting the caps of a shared platform.
Is SterlingForce only for insurance firms?
No. It's built around the advisory sales cycle, and the same booking engine, intake forms, reminders, roles and audit trail fit healthcare, psychology and wellness practices.
Who supports SterlingForce?
The team that builds it. 24/7 support is included in the one flat fee, and each customer's own server is hosted and looked after by that same team.
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.