What is Steward?
Steward is a light CRM built customer-success-first. Most CRMs are sales tools with a customer-success tab added on the side. In Steward, every account leads with a health score. Renewals, churn signals, and playbooks live right where you manage the relationship.
The health score is deterministic and explainable — a versioned weighted scorecard with stored factor breakdowns, not a black-box AI guess. You can always see exactly why an account is green, yellow, or red. The number is one you can act on.
Steward is an interactive preview — explore the full product with sample data at stewardcrm.app. Nothing is saved. It's in active development ahead of launch.
What's Inside
Deterministic Health Scoring
A versioned weighted scorecard with stored factor breakdowns and clear override rules — for example, a payment-overdue account forces Red. You can always trace the score to its factors. Never a black box.
CS-First Account Page
Health, renewal dates, and churn signals sit at the center of every account. They're not buried behind a sales pipeline. The relationship is what matters most.
Playbooks & Rules Engine
Cut the busywork. When an account changes health band, a renewal window opens, or a survey comes back, run a playbook or trigger an action. Every trigger is logged.
Portfolio Dashboard
See your full account portfolio at a glance — health distribution, an at-risk list, and gross revenue retention across the renewal window.
Import, Export, Merge & Search
CSV import with per-row validation and quarantine, clean export, contact/account merge, and fast global search across the whole workspace.
Security-First & Multi-Tenant
Structural per-tenant data isolation, role-based access, scoped tokens, and an audit trail on every sensitive action. Security is central to the design, not added later.
Why Steward?
Big CRMs treat customer success as a sales add-on, so health data ends up in a spreadsheet no one trusts. Newer tools use AI scores you can't explain to a customer — or to your own team.
Steward takes the opposite approach. Customer success is the core. The health score is deterministic by design — a number you can trace back to its factors and explain. It's light enough to actually use, built security-first from day one, and designed so you own the logic that drives your renewals.
Status
An interactive preview — feature-complete, pre-launch.
Try It Now
The full product is open to explore with sample data at stewardcrm.app. Sign in with any email to enter the demo workspace. Nothing you do is saved.
What's Next
Steward is in active development. Want early access or a say in where it goes? Reach out on Discord or email us.
FAQ
What is Steward?
A light CRM built customer-success-first. Every account carries a deterministic health score. Renewals, churn signals, and playbooks live on the account page, not added on as an extra.
Is Steward available to use now?
Steward is an interactive preview. Explore the full product with sample data at stewardcrm.app — nothing is saved. It's in active development ahead of launch.
What makes the health scoring different?
The score is deterministic and explainable — a versioned weighted scorecard with stored factor breakdowns and clear override rules, not a black-box AI guess. You can always see exactly why an account is green, yellow, or red.
Who is Steward for?
Customer success and account management teams who want health, renewals, and churn signals at the center of the CRM — not added on top of a sales tool.
Is my data isolated from other customers?
Steward is built multi-tenant with structural per-tenant data isolation and role-based access. Every sensitive action is written to an audit log. The preview uses sample data only.
How do I get early access or give feedback?
Join our Discord or email hello@echoforge.games. We want to hear how you'd use it.
See It In Action
Explore the full CRM with sample data — no signup that matters, nothing saved.
Explore the Preview →