HowardCRM is $300 per year. New customers get a 30-day free trial, and data migration, support and training are included rather than sold separately.
The $300 covers the CRM itself: the plan data we build in for you, the household and policy records, the compliance workflow around Scope of Appointment and enrollment, the provider and drug lookups, and the reporting engine that lets you interrogate your own book. It also covers the two things that usually cost extra elsewhere — getting your existing data in, and being taught how to use the system.
New customers get 30 days on the system free. The point of the trial is not to look at a sandbox with demo data in it; it is to see your own book of business inside HowardCRM. Call us and we will load your data so the trial is a real test.
We run promotional pricing periodically, and what is available depends on when you are asking and how many seats you need. Call +1 (619) 391-1776 and we will tell you what the current offer is. There is no pricing maze here — it is one phone call.
Some capabilities depend on services you may already pay for elsewhere — call recording and texting run through Phone.com or 8×8, for example. If you want those connected, or you are running a multi-agent agency with requirements beyond a single seat, ring us and we will quote it plainly rather than making you work it out from a table.
Most Medicare CRMs in this market are priced per user per month. HowardCRM is priced annually and deliberately kept low, because the product was built by an agent who was paying those subscriptions himself. Compare the annual total rather than the monthly headline — that is where the difference shows up.
The trade-off worth knowing about: HowardCRM is built on Salesforce. That gives you a level of security, reporting and reliability that a bespoke CRM cannot match, and it means the system has real depth. It also means there is more to learn than in a stripped-down tool. Support and training are included precisely because of that.
Call and we will load your book, set up your plans and walk you through the system. If it does not fit how you sell, you have lost a phone call.
Call +1 (619) 391-1776 and we will confirm the right structure for the number of agents you are running — single-agent and agency setups are quoted differently.
No. We upload your existing data into HowardCRM at no cost, and support and training are included.
HowardCRM is delivered as a listed app on the Salesforce AppExchange. Call us and we will confirm exactly what you need for your setup before you commit to anything.
Nothing automatic. We will talk to you before anything is billed.