SterlingForce
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CRM comparison
How SterlingForce compares.
Five CRMs, two questions: what does your firm pay for as it grows, and what limits does it hit along the way? SterlingForce has no user licenses. You pay one flat fee for your own environment on your own server, hosted by our team, and custom work is included.
At a glance
How the five CRMs compare.
Pricing model, limits and fit for insurance and advisory firms, side by side.
- Strong fit for advisory firms
- Partial, or takes extra work
- Extra cost, or not built in
| What matters | SterlingForce | Salesforce | HubSpot | GoHighLevel | monday.com |
|---|---|---|---|---|---|
| Pricing model | One flat fee for your own environment; no user licenses; custom work included | A license per user, per month, by edition | Paid seats per hub, plus marketing-contact tiers | Flat monthly plan, plus metered phone, SMS, email and AI | Per-seat plans in seat buckets, minimum of three seats |
| Adding a teammate | Included | Another license | Another paid seat | Included | The next seat bucket |
| Charges that grow with use | None for records or storage | Extra storage beyond the org allocation | Higher contact tiers as your list grows | Phone, SMS, email and AI billed by usage | Higher plans for more automation actions |
| Platform | Your own environment on your own server, hosted by our team | Shared multi-tenant SaaS | Shared multi-tenant SaaS | Shared multi-tenant SaaS | Shared multi-tenant SaaS |
| Platform limits | No shared-platform quota on records, storage or API calls | Storage, daily API, governor, object and field limits by edition | Daily API limits by tier; custom objects on Enterprise | Sub-account cap on the entry plan | Monthly automation and integration action caps |
| Insurance workflows | Built in: policies, carriers, licensed states, pensions, fact finder | Customization or industry add-ons | Custom properties and objects | Custom fields and pipelines | Boards and custom columns |
| Routing to the right advisor | Ranked by license, state, language, skills and workload | Routing rules or add-ons | Round-robin meeting links | Round-robin calendars | Built with automations |
| Changing workflows | Tell our team; we build it | Admins, developers or a consulting partner | Admins, or a solutions partner | Agency builders or in-house admins | Board admins and automation recipes |
| Moving from Salesforce | Import tools matched by Salesforce ID, plus side-by-side sync | Not applicable | Salesforce integration and imports | CSV import | Salesforce integration and CSV import |
| Best fit | Insurance and advisory firms that want one fee and a managed instance | Large enterprises with in-house admins and developers | Inbound marketing and sales teams | Marketing agencies serving local businesses | Teams already planning work in monday.com |
| Customer rating | Not yet rated: new on review sites | 4.4 on G2 · 4.4 on Capterra | 4.4 on G2 · 4.5 on Capterra | 4.6 on G2 · 4.2 on Capterra | 4.5 on G2 · 4.7 on Capterra |
Based on each vendor's publicly documented pricing models and platform limits, and public G2 and Capterra ratings, as of October 2026; details vary by plan, edition and contract. Salesforce, HubSpot, HighLevel (GoHighLevel) and monday.com are trademarks of their respective owners. SterlingForce is not affiliated with or endorsed by any of them.
Customer sentiment
What customers say about each CRM.
Public ratings from G2 and Capterra, with the average of the two and the themes that come up most in reviews.
Salesforce
Salesforce Sales Cloud
4.4/ 5
Reviewers like
Deep customization and a huge app ecosystem.
Common complaints
Cost and complexity; many changes need an admin or consultant.
HubSpot
HubSpot Sales Hub and CRM
4.5/ 5
Reviewers like
Easy to learn, with strong marketing tools.
Common complaints
Prices jump at higher tiers and as contacts grow.
GoHighLevel
HighLevel
4.4/ 5
Reviewers like
All-in-one automation for agencies.
Common complaints
A steep learning curve and a complicated setup.
monday.com
monday CRM
4.6/ 5
Reviewers like
Visual, easy boards that teams adopt quickly.
Common complaints
Automation caps and less CRM depth than dedicated tools.
Ratings and review counts from G2 and Capterra public listings as of October 2026; they change daily. The score is the simple average of the two ratings. Themes summarize common points in public reviews.
One by one
Where each one fits, and where SterlingForce is different.
SterlingForce vs Salesforce
Where Salesforce fits
Salesforce is the most configurable CRM there is, and large enterprises with in-house admins and developers get a lot from it. Advisory firms pay for that flexibility with a license for every user, storage and API allocations on a shared platform, and consultants for each change.
How SterlingForce differs
SterlingForce has no user licenses, runs on your own server hosted by our team, and brings your Salesforce history with it.
SterlingForce vs HubSpot
Where HubSpot fits
HubSpot is strong at inbound marketing: forms, email, content and a friendly CRM to go with them. Costs grow on two dials at once, paid seats for each hub and marketing-contact tiers, and custom objects arrive only at Enterprise.
How SterlingForce differs
SterlingForce is built around appointments, partners and policies rather than inbound content, with unlimited users for one flat fee.
SterlingForce vs GoHighLevel
Where GoHighLevel fits
GoHighLevel doesn't charge per user either, and it gives marketing agencies funnels, texting and sub-accounts to resell to local businesses. Phone, SMS, email and AI are billed by usage on top of the plan, and insurance records are something you build yourself.
How SterlingForce differs
SterlingForce is made for insurance and advisory firms, with policies, carriers, licensed states and the fact finder built in, on an instance our team manages for you.
SterlingForce vs monday.com
Where monday.com fits
monday.com is a flexible work-management platform with a CRM product, and it's a natural choice for teams that already plan their work there. Plans are sold in seat buckets starting at three seats, with monthly caps on automation and integration actions.
How SterlingForce differs
SterlingForce is a dedicated CRM for the advisory sales cycle, with no seat count and partner matching, intake and new business built in.
Questions
Comparing CRMs: common questions.
Can't find your answer? Our team is available Monday to Friday, 6 AM to 5 PM Central.
Does SterlingForce charge per user?
No. SterlingForce isn't licensed per user. One flat fee covers your own hosted environment, with unlimited users, data storage and custom work included.
Which of these CRMs is built for insurance and advisory firms?
SterlingForce. Policies, carriers, premiums and splits, licensed states and NPNs, state pensions, the Intake and Update fact finder, seminars and partner matching are built in. Salesforce, HubSpot, GoHighLevel and monday.com are general-purpose and need customization to model them.
How is SterlingForce different from GoHighLevel, which also doesn't charge per user?
GoHighLevel is built for marketing agencies serving local businesses, with phone, SMS, email and AI billed by usage. SterlingForce is built for insurance and advisory firms, runs on each customer's own server hosted by our team, and new features are built for you by that team, included in the fee.
Is SterlingForce a HubSpot alternative?
Yes, for firms whose CRM runs on appointments, partners and policies rather than inbound marketing. HubSpot charges for paid seats and marketing-contact tiers; SterlingForce is one flat fee with unlimited users.
Is SterlingForce a monday.com alternative?
Yes. monday.com is a work-management platform with a CRM product, sold in seat buckets with monthly automation caps. SterlingForce is a dedicated CRM for the advisory sales cycle, with no seat count and no shared-platform quota.
Can we move to SterlingForce from HubSpot, GoHighLevel or monday.com?
Yes. Export your records as CSV and import them with AI-suggested column mappings and duplicates handled. Salesforce has its own purpose-built import tools and a side-by-side sync.
Ready when you are
Compare it with your own workflow.
Book a live demo with our team, or explore the playground on your own right now.