Leads, prospects and clients
One lifecycle from first contact to client, with statuses, an activity timeline that keeps old and new values, conversion, and duplicate detection and merge.
SterlingForce CRM
Everything your firm runs on, in one place.
From the first marketing lead to the issued policy, SterlingForce keeps every partner, manager and assistant on the same page, with intelligence built in and one simple flat fee.
See the product
Real screens from SterlingForce.
Taken from our demo system, with names changed.
What's inside
Built around the advisory sales cycle.
Appointments and booking
A built-in booking engine with partner booking links, slot types, reminders and no-show handling, plus Google, Outlook and ICS calendar sync to avoid double-booking.
Intake and Update
A guided fact finder partners complete after each meeting, with full update history and the next appointment booked from the same form.
New business
Completed sales with product, carrier, premium and commission split details, plus a document upload and processing queue.
Presentation builder
A client presentation deck built from intake answers, including state pension, Social Security and fixed index annuity slides, exported to PDF.
Events and seminars
School calls, lunch and meal seminars with venues, rosters, attendee outcomes, check-in and ROI roll-ups.
Leaderboard and goals
Monthly and annual rankings for every product category, partner goals, and an embeddable leaderboard for the office screen.
Reports and dashboards
A report builder with bar, line, pie and table views, saved filters, plus role dashboards for partners and managers.
Recruiting
Candidates, pipeline and outreach for growing your partner team, with job-board integrations.
Intelligence
It ranks, extracts and reminds.
- Partner matching scores every partner by license, working state, language, skills, agent rating, location and current workload.
- AI document processing extracts data from PDFs and scans, suggests import column mappings and cleans typos, using OpenAI, Anthropic Claude or Google Gemini.
- Automation rules act on changes, such as emailing an owner when a lead becomes qualified.
- Reminders and relationship automation handle SMS and email reminders, no-shows and client birthday calls.
Security
Advanced security, by default.
- Single sign-on with SAML 2.0, tested with Google Workspace, Okta and Azure AD.
- Role-based permissions for view, create, edit, delete, import and export on every area.
- A complete audit trail: every create, update and delete with the user, time, IP address and old and new values.
- Soft delete with a recycle bin, visible admin impersonation, signed webhooks and scoped API keys.
- A commissions vault with owner approval, authenticator-app codes and AES-256 encryption.
Moving from Salesforce
Bring your history with you.
Purpose-built import tools move your Salesforce data in, matched by Salesforce ID, then by email, with duplicates handled. Our team has already migrated more than 10 million records for customers.
What comes with you
During the move, an opportunity sync can push changes back to Salesforce so both systems stay aligned until you switch over.
Integrations
Works with the tools you already use.
Calendars, texting, email, Slack, Salesforce, AI and single sign-on, connected to the same records your team works in.
Calendars and meetings
Appointments sync to Google and Outlook calendars or any ICS feed, with Zoom links and Calendly bookings attached.
- Google Calendar
- Outlook
- Zoom
- Calendly
- ICS feeds
Text and calls
Reminders, no-show follow-ups and seminar invites go out by text through Twilio or SimpleTexting, with Dialpad for calls.
- Twilio
- SimpleTexting
- Dialpad
Email from your own domain
Booking confirmations, intake summaries and campaigns send over your SMTP server, and IMAP mailboxes bring replies back in.
- Gmail
- SMTP
- IMAP
Team alerts in Slack
Bookings and updates post to your Slack channels or arrive as direct messages, so the team sees them as they happen.
- Slack
Salesforce import and sync
Your Salesforce history comes in matched by Salesforce ID, and opportunities sync back while both systems run side by side.
- Salesforce
AI document processing
Pull names, policies and figures out of PDFs and scans, with suggested import mappings and typo fixes.
- OpenAI
- Anthropic Claude
- Google Gemini
Single sign-on
Your team signs in with the identity provider you already run, through SAML single sign-on.
- Google Workspace
- Okta
- Azure AD
Recruiting sources
Import candidates from LinkedIn, Indeed and ZipRecruiter into Talent, ready to screen and move through your hiring stages.
- Indeed
- ZipRecruiter
Webhooks and API
Signed webhooks tell your other systems what changed, and scoped API keys let them read and write safely.
- Webhooks
- REST API
Questions
SterlingForce CRM: common questions.
Can't find your answer? Our team is available Monday to Friday, 6 AM to 5 PM Central.
What makes SterlingForce an intelligent CRM?
It ranks partners for every appointment by license, working state, language, skills, agent rating, location and workload. It pulls data out of PDFs and scans with AI, and it follows up automatically with rules, SMS and email reminders.
Which AI providers does SterlingForce work with?
AI document processing works with OpenAI, Anthropic Claude or Google Gemini.
How is SterlingForce secured?
SAML single sign-on with Google Workspace, Okta or Azure AD, role-based permissions for each record type, a full audit trail with old and new values, soft delete with a recycle bin, and visible impersonation.
Can we run SterlingForce next to Salesforce during the move?
Yes. An opportunity sync pushes changes back to Salesforce, so both systems stay aligned until you switch over.
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.