# Compare Less Annoying CRM vs HealthSherpa 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Less Annoying CRM and HealthSherpa based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/118921-207556/Less-Annoying-CRM-vs-HealthSherpa-for-Agents

---

# Less Annoying CRM 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:

Less Annoying CRMHealthSherpa2/4 selected

[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)

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

[## Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)

Starting Price

$15.00/month

Value-for-Money

4.9

Functionality

4.5

Ease of Use

4.9

Customer Service

4.9

Reviews Sentiment

Based on [653 reviews](#user-reviews)

Positive

636

Neutral

12

Negative

5

[## 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

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## Summary

* * *

Key features rated by users

Features selected based on 2,762 reviews from small business 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

82%Fit

High performer

Feature ratings

Contact Management

4.9

For Small Businesses

4.8

Sales Pipeline Management

4.6

Lead Management

4.7

Reporting/Analytics

4.4

\--%Fit

Missing features

Not enough reviews

Feature ratings

Contact Management

\--

For Small Businesses

NA

Sales Pipeline Management

\--

Lead Management

\--

Reporting/Analytics

NA

User satisfaction

User satisfaction

4.8

User reviews[653](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/)

Ease of use

4.9

Functionality

4.5

Value for money

4.9

Customer support

4.9

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

$15Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

For small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after 30-day free trial

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

SL

Steve L.

Business Development Representative

> "This service simply is fantastic for a sales rep. If you use a business card app, I use cam card, you can simply scan the card and..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7064187)

VR

Verified Reviewer

Founder and CEO

> "When we needed to look for a CRM we quickly became very frustrated with complex CRM systems and their high prices."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7100661)

Ty K.

Commercial Mortgage Broker

> "I also like the intake form that I was also able to set up on my own and use it with my website."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7158989)

JA

Josh A.

Co-founder, VP of Marketing

> "System was too simplistic, didn't provide robust categorization, reporting and overall organizing leads, contacts, deals, etc."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6569750)

KG

Krista G.

VP

> "I really like the ability to assign tags/create groups withint the platform."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7137205)

KG

Krista G.

VP

> "I do not like that Less Annoying does not have a legitimate work flow/project tracker."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7137205)

VR

Verified Reviewer

Sales administrator

> "Their customer support is also excellent—friendly, responsive, and genuinely helpful. If you’re looking for a CRM that keeps things..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7051548)

CG

Chris G.

Business Intermediary

> "Many competitors claim to be simple and they over complicate and never take a call."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7128829)

JD

Julian D.

Founder

> "A well-rounded CRM for everyday use that improves my ability to keep track of clients without getting in the way of productivity."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6463759)

DW

David W.

Sales and Marketing Manager

> "I'd love to be able to put pricing in there but at this point LACRM won't manage things like pricing for product and services. "

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6395085)

VR

Verified Reviewer

Sales administrator

> "What stands out most is how reliable and intuitive it is for managing contacts, tasks, and pipelines."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7051548)

CJ

Chris J.

Managing Partner

> "My use case does not support a system-wide change."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7063124)

LP

Lisa P.

Realtor

> "I think the pricepoint is great for what you get, and the user experience and customer service are simple and easy."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7154838)

Chris G.

Agent

> "I am not smart enough to really manipulate it to its full potential LOL!"

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7148503)

VR

Verified Reviewer

Sales administrator

> "It’s a CRM that truly lives up to its name and makes day-to-day workflow simpler rather than more stressful."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7051548)

NS

Nikos S.

Sales engineer

> "Doesn't work with syncing the replied emails to the customer"

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6731419)

KL

Kimberly L.

Sr Sales Director

> "Its a great value for its money, customer support is top notch and i am now doing a customer newsletter thru them using Mailchimp."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7022249)

RD

Richard D.

Managing Director

> "As their same suggests, this CRM is truly "less annoying" to learn and navigate."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6659252)

LV

Luan V.

Technical Import Sales Representative

> "My overall experience is that they are friendly, low priced for high quality system, easy to understand software, highly..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6497740)

YH

Yongmei H.

Operations Manager

> "We integrate MailChimp with Less Annoying to send emails and this integration is bit of headache."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6018235)

BB

Betty B.

Customer Service

> "We are able to enter leads and contact information provided from trade shows and events that we sponsor and capture this information..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___5000533)

WM

Wendy M.

Chief Energy Officer

> "The fact that I can't do bulk tasks i.e. apply a task to multiple contacts"

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6124047)

AO

Andrew O.

CEO

> "Very streamlined product, basically every feature I need for running a small startup, and super simple setup."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6541014)

CE

Casey E.

Product Manager

> "I didn't like learning how to use the new UI (at the time)Custom email was tricky at first."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4902665)

Jason H.

Chief DreamWeaver

> "I recommend this for all those who want a purpose build tool that does what it says it will do and gives you the flexibility to..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6639283)

AS

Abi S.

Director

> "I want a visual way to see at a glance what events and tasks are coming up, and I don't believe I can get this from LACRM, so I am..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3847022)

Christopher A.

Owner

> "It is extremely flexible and easy to build to work well with your specific needs in mind."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7104177)

Joel B.

Administrative Secretary

> "It doesn't integrate accounting software such as QuickBooks and FreshBooks and also project management software like Trello."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4647129)

CJ

Chris J.

Managing Partner

> "The ease of structure, the stability, and runs very fast (both desktop and mobile) with no fuss."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7063124)

KD

Kevin D.

Executive Coach | Partner

> "You can't bulk update contacts, so have to occasionally go through a merge contacts that get duplicated."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4681490)

DW

Dee W.

Director

> "I love that I can colour code appointments and that has been built into our processes, so anyone can look at the diary and at a..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6094872)

MD

Marylynn D.

Project Manager

> "I really, really wish there was a pre-export filter for things like 'do not mail' and do not email' that could e assigned to..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4699763)

Stephen M.

owner and travel consultant

> "Less Annoying CRM is quite flexible and easy to use."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7143157)

AG

Avery G.

Owner

> "I get pushback often from people who are offended that they have to enter data other than contact, into the platform."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4773352)

TB

Thomas B.

owner

> "LACRM allowed me ample customization without imposing too many restrictions on how I wanted to set up and use my CRM. When I..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4988955)

John F.

President

> "I have tried many CRMs and they are often overally complex for small businesses who need fundamental features."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4699122)

PB

Paul B.

Owner

> "Things work pretty much as expected and they're quick to respond with questions and suggestions if you reach out."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7007623)

KB

Keith B.

Principal

> "The only small t hing I found seems to be a glitch in that if you set the phone number to create spaces like a US or Canadian number..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#SoftwareAdvice___3592304)

Michael M.

President

> "It was so easy I never even needed to use Help to figure out how to do things."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7074817)

AG

Avery G.

Owner

> "In other words, they don't want to be held accountable or document their activities."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4773352)

LC

Lee C.

Sales Rep And Consultant

> "I love how I can store all my leads and contacts in a really simple to use and functional database and for such a low monthly..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6341351)

PH

Phil H.

Owner/VP Sales

> "Use to run car dealerships and pay 5 figures a month for a much more complex system with inferior service and support"

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2967409)

KL

Kevin L.

Mortgage Advisor

> "It was easy to learn and has excellent trainings and tips available to help you maximize it's features."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7030148)

David D.

Managing Director

> "It lacked a lot of integrations which wasn't great."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4639811)

KL

Kevin L.

Mortgage Advisor

> "LACRM is an affordable, simple CRM for a single user."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7030148)

MP

Michael P.

Director

> "There is nothing I like least about it - I still have a little discomfort having used a previous CRM over several years working of a..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3069334)

JP

Johnny P.

Partner

> "My emails go to the relevant contact notes, my fully integrated google calendar becomes central to planning, not an afterthought."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6071801)

David B.

President

> "Bulk email capability is not an option."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3202803)

SP

Sue P.

Partner

> "This has saved me a considerable amount of time not only in terms of creating newsletters and target email drops but also in..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___5033046)

MP

MARC P.

Owner

> "The biggest con for me is the lack of reports and analytics."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#SoftwareAdvice___2980823)

JP

Johnny P.

Partner

> "The ability to build your own fields, data boxes and drop-downs makes this highly customisable."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6071801)

JG

John G.

MD

> "We spent a long time looking at CRMs, many of which were over complicated, not intuitive, and expensive."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2990571)

KL

Kimberly L.

Sr Sales Director

> "It has been easy to use, the customer service support is beyond the best out there!"

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7022249)

MB

Michael B.

President

> "Does not tie into our MIS so you have to look up sales history separate."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3071539)

JR

Josh R.

Co-Founder and CEO

> "I've found LACRM to be very flexible and easy to set up for our my own needs that exist beyond sales and fundraising."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6451540)

AN

Anne N.

Wellness and Commnunication Specialist

> "The only thing I miss is an easy way to capture emails I receive."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3056122)

CG

Chris G.

Business Intermediary

> "Fantastic customer service."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7128829)

PH

Peter H.

Account Manager

> "No way I can attach an email to a contact when the email does not have the contacts email mentioned within the email."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2908028)

CG

Chris G.

Business Intermediary

> "Really great small company customer oriented."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7128829)

JY

Jaime Y.

Assistant Company Secretary

> "The customer service is second to none!"

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3101208)

AD

Adelita D.

Founder

> "So easy to use, cost is great for a small business, and the team?"

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___7154239)

JH

Jennie H.

Agent

> "I needed cheap coming in, and I thought I would outgrow LACRM, but that has not been the case."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2403891)

JS

Jeff S.

VP of Sales

> "I would highly recommend Less Annoying CRM if you're looking for a cost-effective CRM that doesn't bog you down with a lot of what..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6757668)

EW

Elijah W.

Realtor

> "It's lack of reminder automation."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2910879)

CC

Charlotte C.

CEO

> "I'm a solo trader so I really like how using LACRM makes me feel like I have a real team behind me."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6689174)

DM

David M.

Vice President

> "The name actually makes it more annoying lol"

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2327990)

DW

Dee W.

Director

> "I love that when there is a customer service need, if the first person you were talking to is on leave, then someone else reads it..."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6094872)

KK

Ken K.

National Account Manager

> "At this moment I can't describe the instance that I had a problem with."

[See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2437271)

[View Reviews](https://www.capterra.com/p/118921/Less-Annoying-CRM/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

4.79 (653)

[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

Less Annoying CRM

Top features

12/21

-   AI Copilot
-   Business Card/Badge Scanning
-   Calendar/Reminder System
-   Contact Management
-   Document Storage
-   Email Management
-   Forecasting
-   For Small Businesses
-   Generative AI
-   Interaction Tracking
-   Lead Management
-   Lead Qualification
-   Live Chat
-   Marketing Automation
-   Quotes/Estimates
-   Reporting/Analytics
-   Sales Pipeline Management
-   Segmentation
-   Social Media Integration
-   Task Management
-   Territory Management

[See all features](https://www.capterra.com/p/118921/Less-Annoying-CRM/#features)

HealthSherpa

4/21

-   AI Copilot
-   Business Card/Badge Scanning
-   Calendar/Reminder System
-   Contact Management
-   Document Storage
-   Email Management
-   Forecasting
-   For Small Businesses
-   Generative AI
-   Interaction Tracking
-   Lead Management
-   Lead Qualification
-   Live Chat
-   Marketing Automation
-   Quotes/Estimates
-   Reporting/Analytics
-   Sales Pipeline Management
-   Segmentation
-   Social Media Integration
-   Task Management
-   Territory Management

[See all features](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#features)

### Recognition

Less Annoying CRM is recognized as a top-rated tool in 1 Capterra Shortlist reports

Best Value Small Business CRMSoftware (2026) 

Best Value Small Business CRMSoftware (2024) 

Best Value Small Business CRMSoftware (2023) 

Best Value Small Business CRMSoftware (2022) 

No recognitions have been awarded to HealthSherpa

### Deployment & support

Less Annoying CRM

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

Less Annoying CRM

-   By Less Annoying CRM
-   Located in United States
-   Founded in 2009

HealthSherpa

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

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