# Compare Daylite for Mac vs HealthSherpa 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Daylite for Mac and HealthSherpa based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/116272-207556/Daylite-for-Mac-vs-HealthSherpa-for-Agents

---

# Daylite for Mac vs HealthSherpa Features and Cost Comparison

Last updated March 14th, 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:

Daylite for MacHealthSherpa2/4 selected

[Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.6 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/)

[HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.8 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

[## Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.6 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/)

Starting Price

$25.00/month

Value-for-Money

4.4

Functionality

4.5

Ease of Use

4.4

Customer Service

4.6

Reviews Sentiment

Based on [361 reviews](#user-reviews)

Positive

333

Neutral

20

Negative

8

[## 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

## Summary

* * *

Key features rated by users

Features selected based on 17,267 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

61%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.7

Lead Management

4.2

Sales Pipeline Management

4.2

Activity Dashboard

NA

\--%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

\--

Lead Management

\--

Sales Pipeline Management

\--

Activity Dashboard

\--

User satisfaction

User satisfaction

4.6

User reviews[361](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/)

Ease of use

4.4

Functionality

4.5

Value for money

4.4

Customer support

4.6

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

$25Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Daylite is for service-based businesses such as consultants, coaches, lawyers, real estate professionals, financial planners, and more that manage the full client lifecycle.

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

Heather R.

Venue Manager

> "Fantastic, the emails can be quickly assigned to any contact, appointment or project, and it links with..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6427779)

MLE

MICHELLE LYN E.

Social Media Marketing Specialist and Customer Service Representative

> "There was a time that I tried to get the contact info of one customer but the signal was so erratic, and i..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6255023)

DB

Diana B.

Assitant

> "It's a powerful tool for managing both projects and client relationships in one place."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6590207)

MLE

MICHELLE LYN E.

Social Media Marketing Specialist and Customer Service Representative

> "Otherwise, the database won't load."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6255023)

DB

Diana B.

Assitant

> "I enjoy the project management and CRM functionality in a single platform."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6590207)

Ben E.

Owner

> "Daylite lacks a little flexibility at times, and I think the iOS and iPadOS apps are rather behind the Mac..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___4843116)

MLE

MICHELLE LYN E.

Social Media Marketing Specialist and Customer Service Representative

> "I once had a problem with the setup but the customer service helped us go through the process and was very..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6255023)

LS

Leslie S.

Administrative Director

> "They don't have good customer service or training"

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3684926)

JS

John S.

Director

> "Offline sync, native app experience, powerful CRM, sales pipeline and project management features"

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___4998123)

DR

Derek R.

Web Developer

> "This is where the problems started, as we would create "Appointments" in the calendar for time spent on a..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2585026)

SH

Stuart H.

Director

> "sits across IOS and OSX comfortably, integrates a CRM, Calendar and Contacts and sits on desktop as well as..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3502335)

RF

Rachel F.

Manager

> "This software has been challenging to download/operate on certain Macs, often stops working and is not super..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3162088)

LH

Luiza H.

Owner

> "Everything worked flawless, the app is fluid and has a beautiful UI."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6224346)

BF

Brandon F.

Sales Associate

> "Took me a while to integrate , seemed to have to contact support a lot at the beginning. "

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3134436)

Ben E.

Owner

> "A masterclass of focused app development n"

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___4843116)

DR

Derek R.

Web Developer

> "You also can't do billing directly to clients (to my knowledge), which means you need a separate software..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2585026)

VR

Verified Reviewer

Freelancer

> "I was surprised as well with how well it synced updates across all devices when they were made from my..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3970579)

VR

Verified Reviewer

Coop MBA Candidate

> "Seems like a lot of things were built for past users of the product who were used to it, not built to bring..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2650002)

Stephen H.

OPerations Manager

> "Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3934346)

BF

Brandon F.

Sales Associate

> "The tutorials were not easy and smooth."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3134436)

Michael M.

CEO

> "Pretty intuitive with a short learning curve"

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___5048917)

DK

David K.

Broker Owner

> "Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on..."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2452117)

SV

Sascha V.

CTO

> "Easy to install and use."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___6061485)

WP

WJ P.

Owner

> "The worst customer service I’ve seen."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#SoftwareAdvice___2224684)

LS

Leslie S.

Administrative Director

> "I love that I can take a lead and see them through the whole project without another software"

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___3684926)

VR

Verified Reviewer

Coop MBA Candidate

> "Not intuitive or easy to pick up."

[See full review](https://www.capterra.com/p/116272/Daylite-for-Mac/#Capterra___2650002)

[View Reviews](https://www.capterra.com/p/116272/Daylite-for-Mac/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..."

[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..."

[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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

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)

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)

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)

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)

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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519679)

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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519337)

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)

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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2512060)

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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509154)

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)

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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2556014)

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)

KW

Kenneth W.

Owner

> "The graphics are clear. If you buy in Marketplace, it's a must go to."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2903198)

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)

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)

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)

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)

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)

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)

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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038)

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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523349)

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)

ER

Elmina R.

owner/broker

> "Overall, I really like using Health Sherpa for my ACA clients."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2916982)

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)

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..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2534842)

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)

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)

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)

JW

Justin W.

Owner/Officer

> "Cost Effective, Easy to track/update carrier appointments, Easy to track clients, Doctor search function is a huge time..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2528530)

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)

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)

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)

KW

Kenneth W.

Owner

> "Health Sherpa has a clean easy to use interface."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2903198)

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)

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)

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)

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)

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)

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)

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)

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)

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

4.58 (361)

[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

Daylite for Mac

Top features

29/40

-   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/116272/Daylite-for-Mac/#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

No recognitions have been awarded to Daylite for Mac

No recognitions have been awarded to HealthSherpa

### Deployment & support

Daylite for Mac

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

Daylite for Mac

-   By Marketcircle
-   Located in Canada
-   Founded in 1999

HealthSherpa

-   By HealthSherpa
-   Located in United States
-   Founded in 2013

## Popular Comparisons

[Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/)

vs

[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.80 (645)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)

$25/month

Price

$15/month

4.5

Features

4.5

4.4

Ease of Use

4.9

[View full comparison](https://www.capterra.com/compare/116272-118921/Daylite-for-Mac-vs-Less-Annoying-CRM)

[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)

[Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$25/month

Price

$14/month

4.5

Features

4.3

4.4

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/116272-155928/Daylite-for-Mac-vs-Zoho-CRM)

[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/)[4.80 (645)](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)

[Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$25/month

Price

$20/month

4.5

Features

4.4

4.4

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/116272-152373/Daylite-for-Mac-vs-HubSpot-CRM)

[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 (18,766)](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)

[Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[4.58 (361)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/)

vs

[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

$25/month

Price

€61/month

4.5

Features

4.3

4.4

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/113540-116272/Bitrix24-vs-Daylite-for-Mac)

[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 (4,451)](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)

[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 (6,964)](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

4.1

[View full comparison](https://www.capterra.com/compare/155928-207556/Zoho-CRM-vs-HealthSherpa-for-Agents)

[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/)[3.86 (853)](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)

[HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

vs

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[4.41 (4,071)](https://www.capterra.com/p/164283/Zendesk/reviews/)

Contact vendor for pricing

Price

$39/month

4.7

Features

4.4

4.8

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/164283-207556/Zendesk-vs-HealthSherpa-for-Agents)

[HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

vs

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Contact vendor for pricing

Price

$14.99/month

4.7

Features

4.6

4.8

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/178819-207556/EngageBay-Marketing-vs-HealthSherpa-for-Agents)