Is HowardCRM - The Ultimate Medicare Insurance CRM or XfilesPro: Advanced File Management & External Integration for Salesforce cheaper?

Both HowardCRM - The Ultimate Medicare Insurance CRM and XfilesPro: Advanced File Management & External Integration for Salesforce offer paid plans only. HowardCRM - The Ultimate Medicare Insurance CRM starts at paid; XfilesPro: Advanced File Management & External Integration for Salesforce starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, HowardCRM - The Ultimate Medicare Insurance CRM or XfilesPro: Advanced File Management & External Integration for Salesforce?

HowardCRM - The Ultimate Medicare Insurance CRM (5.0★, 2 reviews) and XfilesPro: Advanced File Management & External Integration for Salesforce (5.0★, 200 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose HowardCRM - The Ultimate Medicare Insurance CRM or XfilesPro: Advanced File Management & External Integration for Salesforce?

HowardCRM - The Ultimate Medicare Insurance CRM holds the higher average rating (5.0★ vs 5.0★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, HowardCRM - The Ultimate Medicare Insurance CRM or XfilesPro: Advanced File Management & External Integration for Salesforce?

Both apps are one-click installs from the Salesforce AppExchange. XfilesPro: Advanced File Management & External Integration for Salesforce has the deeper published review base (200 vs 2), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

HowardCRM - The Ultimate Medicare Insurance CRM typically suits early-stage and growth-mode teams based on its published review base (2 reviews). XfilesPro: Advanced File Management & External Integration for Salesforce typically suits early-stage and growth-mode teams based on its published review base (200 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

HowardCRM - The vs XfilesPro: Advanced — Salesforce

HowardCRM - The Ultimate Medicare Insurance CRM vs XfilesPro

Side-by-side comparison · 24 data points

HowardCRM - The Ultimate Medicare Insurance CRM

5.0·2reviews

HowardCRM is a Salesforce-powered CRM built for Medicare and health insurance agents. It centralizes clients, policies, plans, and households with built-in compliance, enrollment workflows, and commission tracking in one secure platform at scale.

salesforcepaid

Change

1. Listing metadata

Field-level data

	HowardCRM - The Ultimate Medicare Insurance CRM	XfilesPro
Tagline	“HowardCRM is a Salesforce-powered CRM built for Medicare and health insurance agents. It centralizes clients, policies, plans, and households with built-in compliance, enrollment workflows, and commission tracking in one secure platform at scale.”246 chars	“Integrate SharePoint, Amazon S3 (AWS S3), Google Drive & OneDrive with Salesforce for secure document management, external file storage, and lower storage costs. Start your free 7-day trial and experience seamless file management.”231 chars
Description	1111 / 2000 chars56% used	1199 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	HowardCRM, LLC	XfilesPro Labs Pvt Ltd
Listed	January 19, 2026

At a glance

8 metrics · auto-computed

Feature comparison between HowardCRM - The Ultimate Medicare Insurance CRM and XfilesPro: Advanced File Management & External Integration for Salesforce
Metric	HowardCRM - The Ultimate Medicare Insurance CRM	XfilesPro: Advanced File Management & External Integration for Salesforce
Rating	★ 5.0 ★	5.0 ★
Total reviews	2	★ 200
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	9	9
Languages	1 supported	1 supported
Listed since	Jan 2026	Dec 2013

AppRanks verdict

Generated from live data on this page

The call

HowardCRM - The Ultimate Medicare Insurance CRM and XfilesPro: Advanced File Management & External Integration for Salesforce are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.

Pricing

Pricing entry tiers: HowardCRM - The Ultimate Medicare Insurance CRM at paid, XfilesPro: Advanced File Management & External Integration for Salesforce at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

XfilesPro: Advanced File Management & External Integration for Salesforce has the larger user base (200 reviews vs 2), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. HowardCRM - The Ultimate Medicare Insurance CRM's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most admins the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: HowardCRM - The Ultimate Medicare Insurance CRM audit • XfilesPro: Advanced File Management & External Integration for Salesforce audit

Last updated	—	—

3. Features

As listed by each developer

HowardCRM - The Ultimate Medicare Insurance CRM

Scope of Appointment & Enrollment Forms — Send, store, text, or email compliant SOA and enrollment forms directly from the platform.
Carrier-Agnostic Enrollment — Enroll clients in any carrier or plan, regardless of FMO or upline.
Commission & Policy Lifecycle Tracking — Track commissionable activity, enrollments, renewals, and production across multiple policy types and throughout policy lifecycles.
Preloaded Medicare & ACA Plans — All Medicare and ACA plans included at no extra cost with current carrier and plan data.
Household & Contact Management — Organize clients using household grouping, contact hierarchies, and related records.
Provider & Drug Lookup — Verify physician networks and perform formulary checks with built-in provider and prescription tools.
Reports & Dashboards — Analyze carriers, plans, products, and segments with custom reports and dashboards.
AEP-Ready Analytics — Quickly assess MAPD, PDP and Med Supp books to identify opportunities during Annual Enrollment Period.
HIPAA Compliant & SOC 2 Type II Audited — Independently assessed against HowardCRM itself, not just the platform beneath it. BAA available to every agency; SOC 2 Type II report available under NDA.

XfilesPro

SharePoint Integration+AWS S3, Google Drive & OneDrive Integrate SharePoint & other cloud storage like Amazon S3, Google Drive, and OneDrive for file storage. Manage documents within Salesforce, enable bi-directional sync, and reduce storage costs.
AI-Powered Salesforce Document Management Centralize document management across Salesforce, SharePoint, Amazon S3, Google Drive, and OneDrive with AI-powered organization, intelligent search, smart tagging, and version control.
Automate Folder Creation post SharePoint Integration Automatically create folders & subfolders in SharePoint, Amazon S3, Google Drive & OneDrive for Accounts, Cases, and custom Salesforce objects.
Enterprise Document Security & Governance Secure files in SharePoint, Google Drive, AWS S3 & OneDrive with role-based permissions, folder security, password-protected sharing, audit trails, expiring links, & enterprise governance controls.
Automatically Upload Salesforce Files to SharePoint Automatically upload files & email attachments to SharePoint, Google Drive, AWS S3, and OneDrive. Keep records synchronized while improving accessibility and reducing Salesforce storage costs.

Keyword	HowardCRM - The Ultimate Medicare Insurance CRM	XfilesPro
powerful forms	#92	#56

7. App details

Long-form description · keyword frequency

HowardCRM - The Ultimate Medicare Insurance CRM

HowardCRM is a Salesforce-powered, turnkey CRM designed exclusively for Medicare and health insurance agents. It centralizes your entire book of business—clients, prospects, policies, plans, and household relationships—in one secure platform. HowardCRM is HIPAA compliant and has completed a SOC 2 Type II audit. Both were assessed against HowardCRM itself, not inherited from the platform beneath it. A Business Associate Agreement is available to every agency, and the SOC 2 Type II report is available under NDA. HowardCRM comes preloaded with all Medicare and ACA plans at no additional cost, so agents always work from accurate, up-to-date carrier and plan data. Core workflows include compliant Scope of Appointment (SOA) and Enrollment Forms that can be sent, stored, texted, or emailed directly from the platform. Agents can enroll clients in any carrier or plan, regardless of FMO or upline, while HowardCRM tracks commissionable activity across the full policy lifecycle—enrollments, renewals, and overall production—with built-in reporting and dashboards for AEP planning and ongoing book analysis.

Top keywords

howardcrm5×3.01%
agents3×1.81%
platform3×1.81%
available2×1.20%
book2×1.20%
business2×1.20%
carrier2×1.20%
clients2×1.20%
compliant2×1.20%
ii2×1.20%
medicare2×1.20%
plan2×1.20%

XfilesPro

XfilesPro is an AI-powered Salesforce SharePoint Integration and document management solution that helps Salesforce teams integrate Salesforce with Microsoft SharePoint, AWS S3, Google Drive, & OneDrive for secure external file storage. Automatically create SharePoint, AWS S3, Google Drive, & OneDrive, upload & sync Salesforce files, manage SharePoint files, and collaborate securely - all without leaving Salesforce. Trusted by 1,000+ customers and backed by 16+ years of Salesforce expertise, XfilesPro helps organizations reduce Salesforce file storage costs, automate document management, and build a centralized SharePoint document repository with enterprise-grade security, compliance, and AI-powered search. Built for Sales Cloud, Service Cloud, Experience Cloud, Field Service, and custom Salesforce applications, XfilesPro delivers a seamless document management experience across every business process. Why XfilesPro? ✔ AI-Powered Salesforce Integration ✔ Supports SharePoint, Google Drive, OneDrive & AWS S3 ✔ 1,000+ Customers Worldwide ✔ 15+ Years of Salesforce Expertise ✔ Enterprise Security, Compliance & Audit Trails ✔ Reduce Salesforce Storage Costs with External File Storage

Top keywords

salesforce11×7.33%
sharepoint6×4.00%
document4×2.67%
storage4×2.67%
xfilespro4×2.67%
ai-powered3×2.00%
aws3×2.00%
aws s33×2.00%

HowardCRM - The Ultimate Medicare Insurance CRM vs XfilesPro

HowardCRM - The Ultimate Medicare Insurance CRM

1. Listing metadata

XfilesPro

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

HowardCRM - The Ultimate Medicare Insurance CRM · 2 changes

XfilesPro · 8 changes

7. App details

Frequently asked

Is HowardCRM - The Ultimate Medicare Insurance CRM or XfilesPro: Advanced File Management & External Integration for Salesforce cheaper?

Which has better reviews, HowardCRM - The Ultimate Medicare Insurance CRM or XfilesPro: Advanced File Management & External Integration for Salesforce?

Should I choose HowardCRM - The Ultimate Medicare Insurance CRM or XfilesPro: Advanced File Management & External Integration for Salesforce?

Which is faster to set up, HowardCRM - The Ultimate Medicare Insurance CRM or XfilesPro: Advanced File Management & External Integration for Salesforce?

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Which works better for small vs large Salesforce AppExchange admins?

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