# Compare Bitrix24 vs HealthSherpa 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Bitrix24 and HealthSherpa based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/113540-207556/Bitrix24-vs-HealthSherpa-for-Agents --- # Bitrix24 vs HealthSherpa Features and Cost Comparison Last updated June 3rd, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Bitrix24HealthSherpa2/4 selected [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.2 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.8 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) [## Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.2 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price $69.00/month Value-for-Money 4.2 Functionality 4.3 Ease of Use 4 Customer Service 4 Reviews Sentiment Based on [997 reviews](#user-reviews) Positive 818 Neutral 120 Negative 59 [## HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.8 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) Starting Price Contact vendor Value-for-Money 4.9 Functionality 4.7 Ease of Use 4.8 Customer Service 4.6 Reviews Sentiment Based on [105 reviews](#user-reviews) Positive 103 Neutral 1 Negative 1 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Key features rated by users Features selected based on 17,855 reviews from crm software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 69%Fit Missing features Feature ratings Data Security NA Contact Management 4.4 Lead Management 4.5 Sales Pipeline Management 4.4 Activity Dashboard 3.4 \--%Fit Missing features Not enough reviews Feature ratings Data Security NA Contact Management \-- Lead Management \-- Sales Pipeline Management \-- Activity Dashboard \-- User satisfaction User satisfaction 4.2 User reviews[997](https://www.capterra.com/p/113540/Bitrix24/reviews/) Ease of use 4.0 Functionality 4.3 Value for money 4.2 Customer support 4.0 User satisfaction 4.8 User reviews[105](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) Ease of use 4.8 Functionality 4.7 Value for money 4.9 Customer support 4.6 Price starts from Price starts from $69Flat Rate, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Sales, marketing, customer service, project management, retail, legal, real estate, remote work, call center, and more. Best for Agencies and brokers looking to save time enrolling and servicing ACA clients during OEP and post-enrollment. An easier, faster alternative to healthcare.gov - designed specifically for brokers. ## User reviews Pros & cons RA Ramadhan A. AI Governance Graduate Officer > "Bitrix24 provides a comprehensive set of tools for collaboration, task management, communication, and workflow coordination in a single..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7173938) LR Larissa R. SRD LEAD > "Automations don't pull updated numbers or contact names, so we have to create new cards when we correct someone's number or contact name,..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7014224) RA Ramadhan A. AI Governance Graduate Officer > "I particularly appreciate the integration between chats, tasks, calendars, and project management features, which helps teams stay organized..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7173938) VR Verified Reviewer Marketing Manager > "Separately, I would like to note the work of the support service — at the start, the application for connecting to Bitrix24 did not work..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7126089) SS Shenella S. Customer relations > "However, once the initial hurdle is crossed it is a very helpful software because it integrates CRM and communication so there is no need to..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7084572) Nurudeen O. Business Outreach Analyst > "Another downside is that certain customizations and automations aren’t as straightforward to set up as expected, you sometimes have to dig..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7143178) AU Adrian U. CEO > "offers an all-in-one platform where you can manage sales, marketing, projects and internal communication in one place, eliminating the need for..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7011925) Nurudeen O. Business Outreach Analyst > "Some parts of the interface also feel a bit cluttered, which can make simple tasks take longer than they should." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7143178) VR Verified Reviewer Marketing Manager > "We can recommend viasocket as a convenient and flexible no/low-code solution for configuring integrations between business applications." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7126089) SS Shenella S. Customer relations > "Customer support is not that great and it can take days to solve issues within the software." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7084572) RA Ramadhan A. AI Governance Graduate Officer > "The platform offers strong collaboration and productivity capabilities and serves as a central workspace for managing tasks and communication." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7173938) RC Rajesh C. President > "It need too many clicks for the smallest thing and export in sheet format was not working." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6859799) RK Raj K. Managing director > "One improvement that would be very helpful is if the number-to-words converter for currency could work directly inside Bitrix, as this would..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6884639) SB Sifiso B. Project Manager > "Some users find the mobile app less intuitive than the desktop version." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7168890) MZ Mahe Z. Human Resource > "we can have chat convesation with teammates can schedule meeting , we can even make our daily task and update there , what has been done at..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6554933) GF George F. Volunteer Support Worker > "The AI Assistant is very clunky, The terminolgy, it took a while to get a handle on the workflow that Bitrix uses." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7038806) SS Shenella S. Customer relations > "Extensive options available for customization which helps make the software really a part of the business!" [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7084572) LR Larissa R. SRD LEAD > "I've been using Bitrix24 since last year, and I have to say: in the last few months, especially the last month, it feels like the platform has..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7014224) RC Remy C. Director > "It's not a simplistic as HubSpot or Monday, so it may put some people off, but it is scalable without breaking the bank. If your business is..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6825878) CC Christopher C. CEO > "I don't like the fact that I am forced to take and pay for plans that I don't even need most of the features simply because they are not..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6497538) JH Jamie H. Executive Vice President at FEVO > "This helps reduce the need for multiple platforms and keeps everything more connected." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7119480) Zaina K. Brokerage Operations Specialist > "We did not ultimately end up using this program and subscribing due to some technical errors with the program." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7072299) Nurudeen O. Business Outreach Analyst > "From leads to follow-ups and tasks, it’s all right there, which makes daily work feel more organized and less scattered." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7143178) LR Larissa R. SRD LEAD > "We're experiencing an error with card merging that's been open for over a month." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7014224) RK Raj K. Managing director > "The calendar feature is also excellent, and I enjoy how well it syncs with my Apple and Gmail calendars." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6884639) Peter C. Regional Director of Business Development > "The user interface is confusing at first." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7175961) VR Verified Reviewer Executive Director > "The platform met our needs for remote work connection, CRM, documentation, and more." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7052153) Rashmi A. Graphic Designer > "Sometimes when internet is slow, it doesn't apply previous actions to it." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6749158) RA Ramadhan A. AI Governance Graduate Officer > "The platform is feature-rich and supports a wide range of business operations." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7173938) FD Francesco D. CEO > "Bad, I've deleted my account after the trial since I had too many issues and lost time while working on it" [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6503864) ŞEnol K. Business Developer > "I can effectively manage and control the entire company and its departments with a single screen and multiple jobs." [See full review](https://www.capterra.com/p/113540/Bitrix24/#GetApp___6448901) Nonjabulo S. Marketing Officer > "However, the setup can be a little confusing, and it took me some time to get used to all the features." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6624391) JCF Juan Carlos F. Development and Programming Bitrix Coordinator > "We developed Bitrix24 in our company, we adapt it to our process, it was a seamless implementation process because Bitrix is very flexible." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6496663) RR Roccini R. CSM > "The desktop version, I don't know if it was me, I can't seem to find the CRM portion." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6603546) ML Malachi L. Director of African Leadership Programs > "It made it easier to communicate with donors, track volunteers and collaborate internally all vital services for an expanding nonprofit." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6829193) AZ Ali Z. Zeyyun > "The CRM system is so full of bugs and nasty little details they havent even thought about." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6811379) JB Jessica B. Digital Content Creator > "It makes it so much easier to analyse the success of sales and it's useful in executing projects that require communication and collaboration...." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6515349) MB MArco B. Sales > "Interface is a little too complex and colorfull." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6551029) AN Aviraj N. CSG Manager > "Being an SME, I have had the privilege of working with the product team and many clients for implementation." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7139945) LC Lukasz C. IT Specjalist > "Poorly developed very basic functions that issue the basis for work." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6454048) AZ Ali Z. Zeyyun > "Bitrix24 has a good and easy to engage with dashboards which help us to have a unified view over our projects in order to know what has been..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6811379) PC Pietro C. Project Manager > "Some features and functions are not elaborated and thought well." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6540883) KF Kathryn F. Administrative Assistant > "Bitrix24 is an easy to use organizational software that allows companies to keep track of a number of items, including time recording for their..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6460695) CC Cristopher C. CEO > "Horrible mainly due to their integrated channel partner Kala Group Technologies who defrauded me and when I came to Bitrix for help, they were..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#GetApp___5075018) AL Angou L. HR Manager > "It has seamless features that scheduling easy and efficient." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7115507) CM Cheryl M. Ceo > "Not the most user friendly interface found it complex at times" [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6470177) LC Lukasz C. IT Specjalist > "Great flexibility in the programme and the ability to add your own functions to many modules." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6454048) Frank C. Independent Business Owner > "Not a value for the money." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7034732) PM Petras M. CEO > "Overall, I would say Britix24 is robust enough to manage development sprints while remaining flexible to a variety of workflows." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6453223) Isdiana R. Mechanical Engineer > "Extra features will take up space on your infrastructure and provide poor customer service if you don't have a handbook outlining how to..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___3702906) VR Verified Reviewer Marketing Manager > "In the future, any issues were resolved very quickly, usually within an hour." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7126089) VR Verified Reviewer Quality System Manager > "The chat feature is not always available, and you may have to wait in a queue to speak to a customer support representative." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___4926998) Delly S. Telemarketer > "It's an integrated platform that provides a comprehensive set of telemarketing features like CRM, project management, and collaboration which..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6146995) BH Brian H. owner > "The support Waite time was the worst, took to long time" [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6593015) Saskia M. Senior Director Sales Marketing > "Work process management is something I take pleasure in since it allows me to have a clear schedule, complete the most important tasks in a..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___4962952) AP Andy P. Director > "I dislike in their marketing they use the term "Replaces all your current SaaS solutions" how do they know this they dont know what Saas..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6365729) CF Connor F. People and Culture Coordinator > "It keeps tasks in order, deadlines on track and team members aligned." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6559544) Tameem A. Property Consultant > "When the connection goes wrong, we can lose so many unsaved updates" [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6093494) JCF Juan Carlos F. Development and Programming Bitrix Coordinator > "Flexibility, adaptability, it has a lot of tools and a strong api directory." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6496663) MT Mahendra T. CEO > "you are not providing a similar service like them!!!" [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6787296) Nurudeen O. Business Outreach Analyst > "Overall, it’s a solid tool if you’re willing to invest the time to learn it properly." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7143178) Julio G. General Manager > "We tried to set up specific user types (to restrict access to CRM information) based on their own company/contact (basic stuff in CRM), but it..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___4587315) EB Ewa B. Marketing Team Lead > "I like that Bitrix24 offers a lot of features under one roof from employee scheduling, task management, time tracking to CRM." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6263291) Sarfaraz K. SEO Manager > "Furthermore, the pricing structure can be a bit complex, and it can be difficult to understand which plan is the best fit for a particular..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___4518022) CF Connor F. People and Culture Coordinator > "Proven game changer tool for empowering team meetings to be more productive and professional." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6559544) MF Muhammad F. Manager > "It's mobile app functionality is quite limited." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___5010332) Abel A. Agent > "allows me to reduce my working time in the management of my projects to be closer to my clients with simple and user-friendly software" [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___5071088) DP Diego P. ict manager > "web app non very user friendly, app is better" [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6757304) SM Samuel M. General Manager and Head of Operations > "Instant messaging and live chat are the key features which I like using." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6484172) LAP Leslie Ann P. Real Estate Virtual Assistant > "The software is not yet well known for its other services like lead management and analytics, which leads me to think that this might be less..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___4617688) VM Vinod M. Director of Global Operations > "The CRM, task management and chat functionality all work seamlessly." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6848036) Manish B. Digital Marketer | WordPress > "It offers a limited amount of storage on its lower-tier plans, which may not be sufficient for large amounts of data." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___4621457) John G. Supply Chain Managing Officer > "Bitrix24 helps us to run our projects more effectively and efficiently by allowing us to come together and work closely as one team." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___5079823) Julio G. General Manager > "The functions for managing deals and sales pipelines are also a bit complicated compared to other cloud CRM vendors." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___4587315) MM Mathew M. Summer Talent Intern > "It offers a variety of services including communication services." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___7054144) VR Verified Reviewer CDO > "Some of our clients don't like Hubspot, or find it too expensive." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6267317) Rashmi A. Graphic Designer > "I like to use Betrix24 to get data of employees." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6749158) Sarfaraz K. SEO Manager > "Additionally, I found that the mobile app version of Bitrix24 is not as user-friendly as the web version, and it can be difficult to access all..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___4518022) RK Raj K. Managing director > "It is also value for money, with good customer support (though sometimes a little slow)." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___6884639) VR Verified Reviewer Business development department > "Done, like other channels, contains faults since reviews are frequently fabricated or have very little owing to the anonymity element of the..." [See full review](https://www.capterra.com/p/113540/Bitrix24/#Capterra___3746006) [View Reviews](https://www.capterra.com/p/113540/Bitrix24/reviews/) JJ Jim J. insurance broker > "It has made submitting an application for health insurance during open enrollment so much easier and says a lot of time." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3146680) CS Cayla S. Account Manager > "I also do not like that if we have a current client and we quote them for a new policy during open enrollment, that quote does..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222) CS Cayla S. Account Manager > "It truly makes life easier being able to have all these plans in one format instead of having to go to each carrier separately." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222) CS Cayla S. Account Manager > "Another thing I do not like is that when clients auto-renewed this year, the current plan terminated in the book of business and..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222) CS Cayla S. Account Manager > "I do like that you can find just about any information for a certain policy just by clicking on that specific policy." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222) LG Laura G. Independent Insurance Broker > "As mentioned above, at times what is shown on my dashboard is not up to date with what is shown on the marketplace or in a..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328113) NR Narciso R. Manager > "The product allow us to get in quick in the application with little to none roadblocks, the transition is smooth when having a..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519679) JD James D. Independent Agent > "When I enrolled clients in the Marketplace my NPN was not placed on the application, resulting in me not being paid." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3064921) SC Shemeka C. agent > "The way things are set up helps you to keep track of members very easily." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328482) JG Josh G. Managing Owner/Agent > "Printouts of confirmation pages and client information are often times in very small print and the organization on the page can..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519337) JM Jacquie M. INDEPENDENT BROKER > "THIS SOFTWARE IS AMAZING AND ITS FEATURES HAVE SAVED SO MUCH TIME FOR ME THAT IT HAS BEEN A FACTOR IN MY SUCCESS FOR RETAINING..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509154) JS Jamie S. Agent/Broker > "Sometimes there are errors when submitting a clients application, which causes you to have to port to healthcare.gov to get it..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2512060) SW SHONCY W. Agency Owner > "It is very easy to quote and process our Marketplace applications. And we love the referral feature that allows us to also serve..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2556014) GL Guy L. owner > "system does not allow creating groups in the same applications like it does on healthcare.gov. " [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509121) RC Ryan C. Agent > "The referral system is great for non appointed carriers." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3335429) ES Erik S. Independent Agent > "Just the lack of ability to break down taxable vs nontaxable incomes during quoting." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2517250) PC Peggy C. Insurance Broker > "It is easy to manage clients, run reports, update applications." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3353409) CL Chad L. Health Agent > "Sometimes it’s difficult getting a problem fixed with Sherpa Live Support within Health Sherpa portal." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2531051) KZ Kelly Z. Independent Agent > "I love the option to send quotes to my customers and they can enroll themselves if they wish and I get the credit." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2514461) PR Pressilla R. Insurance Broker > "You cannot re-use an email address that is attached to an old account in the system." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523349) PR Pressilla R. Insurance Broker > "I was introduced to this software by an insurance issuer that I partner with and later discovered through Customer support that..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523349) LW Lisa W. Health Insurance Agent > "Often needing to wait more than 24 hours, which meant I had to set a appointment with the client again for a different date." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038) RL Raul L. Insurance adviser > "The fact it is so user friendly and the ability that my customers can access their account by registering to save you time from..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2534842) LW Lisa W. Health Insurance Agent > "I often get errors when transferring from the Marketplace to Health Sherpa especially after I have updated a current year plan." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038) AMI Ana Maria I. Insurance Agent > "I can have all my carries in this software plus get referrals for other carriers ." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516585) TB Taylor B. Broker > "The site does seem to lag at times and the client list could use some updates, as well." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509127) JW Justin W. Owner/Officer > "Cost Effective, Easy to track/update carrier appointments, Easy to track clients, Doctor search function is a huge time saver." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2528530) JV Jose V. Agent > "The renewal emails and too many follow up emails leading to consumer confusion" [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509103) MC Mike C. Licensed insurance agent > "This site has solved the problem of figuring out how to "easily" quote, send the quote and Enroll. " [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2573503) EM Emily M. Agent > "Sometimes the Software freezes and leaves me in the middle of an application." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519168) CG Candice G. St. Health Consultant > "Easy to navigate screens and choose a plan." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3608276) KB Karen B. Agent > "Rephrasing questions from original hc.gov app can slow you down." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516485) ER Elmina R. owner/broker > "I like how you receive quotes for all available products even if it is for a referral only. " [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523889) SR Sherry R. Broker > "I litterally stopped representing the carriers during open enrollment on the Marketplace last year." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2574290) AA Ashley A. Licensed Agent > "The quoting tool is on point." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3206742) RH Ray H. Agent > "It times out after 1 hour and is a little difficult for the agent to get back to." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2576549) JG Josh G. Managing Owner/Agent > "It's been a huge timesaver not having to walk clients through setting up a username and password on Healthcare.gov!" [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519337) AF Alex F. Broker > "You won't be able to use it for off-Marketplace plans." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2511569) LW Lisa W. Health Insurance Agent > "I am glad the ability to add dental plans was added to the dashboard." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038) GH Gene H. Owner > "Perhaps the instructions, however, I got so busy during enrollment, I didn't have time to read them. " [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2573387) MT Mel T. Agent > "I enjoy using Healthsherpa it has made enrollment in an ACA plan effortless." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2535011) SR Sherry R. Broker > "There were constant conflicts on the individual carrier sites." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2574290) RL Raul L. Insurance adviser > "also, HealthSherpa is always trying to make it easier for us to do our job. when you have a large book of business that is..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2534842) KJ Karen J. Agent > "Small issue last yr entering negative or a loss amount" [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2536391) KZ Kelly Z. Independent Agent > "Using HealthSherpa during open enrollment is time saving, easy to use, consistent, tied in with the Marketplace, and retains all..." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2514461) TM Tamara M. Insurance Agent > "Connection with the MarketPlace is sometimes abruptly interrupted." [See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516974) [View Reviews](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) ## User interface 4.19 (997) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/) 4.78 (105) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Activity Dashboard 207 Important AI Copilot 150 Important Alerts/Notifications 120 Important Bitrix24 Top features 35/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/113540/Bitrix24/#features) HealthSherpa 7/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#features) ### Recognition Bitrix24 is recognized as a top-rated tool in 5 Capterra Shortlist reports No recognitions have been awarded to HealthSherpa ### Deployment & support Bitrix24 Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos HealthSherpa Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Bitrix24 - By Bitrix - Located in United States - Founded in 1998 HealthSherpa - By HealthSherpa - Located in United States - Founded in 2013 ## Popular Comparisons [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) vs [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,072)](https://www.capterra.com/p/147657/monday-com/reviews/) $69/month Price $9/month 4.3 Features 4.5 4.0 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/113540-147657/Bitrix24-vs-monday-com) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) vs [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.7 Features 4.4 4.8 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/27609-207556/VanillaSoft-vs-HealthSherpa-for-Agents) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) $69/month Price $25/month 4.3 Features 4.4 4.0 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-113540/Salesforce-vs-Bitrix24) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) vs [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.79 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Contact vendor for pricing Price $15/month 4.7 Features 4.5 4.8 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/118921-207556/Less-Annoying-CRM-vs-HealthSherpa-for-Agents) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $69/month Price $50/month 4.3 Features 4.3 4.0 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/113540-157279/Bitrix24-vs-Dynamics-365) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) Contact vendor for pricing Price $25/month 4.7 Features 4.4 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-207556/Salesforce-vs-HealthSherpa-for-Agents) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) vs [Jobber](https://www.capterra.com/p/127994/Jobber/)[4.58 (1,463)](https://www.capterra.com/p/127994/Jobber/reviews/) $69/month Price $39/month 4.3 Features 4.3 4.0 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/113540-127994/Bitrix24-vs-Jobber) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Contact vendor for pricing Price $20/month 4.7 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-207556/HubSpot-CRM-vs-HealthSherpa-for-Agents) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) vs [Asana](https://www.capterra.com/p/184581/Asana-PM/)[4.48 (13,604)](https://www.capterra.com/p/184581/Asana-PM/reviews/) $69/month Price $10.99/month 4.3 Features 4.4 4.0 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/113540-184581/Bitrix24-vs-Asana-PM) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Contact vendor for pricing Price $14/month 4.7 Features 4.3 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-207556/Zoho-CRM-vs-HealthSherpa-for-Agents) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) vs [Wrike](https://www.capterra.com/p/76113/Wrike/)[4.37 (3,023)](https://www.capterra.com/p/76113/Wrike/reviews/) $69/month Price $10/month 4.3 Features 4.3 4.0 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/76113-113540/Wrike-vs-Bitrix24) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) vs [Act!](https://www.capterra.com/p/175860/Act/)[3.90 (921)](https://www.capterra.com/p/175860/Act/reviews/) Contact vendor for pricing Price $30/month 4.7 Features 3.9 4.8 Ease of Use 3.9 [View full comparison](https://www.capterra.com/compare/175860-207556/Act-vs-HealthSherpa-for-Agents)