# 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 March 13th, 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 (645)](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 (645)](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 [645 reviews](#user-reviews) Positive 629 Neutral 11 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 ## 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 81%Fit Not enough reviews Feature ratings Data Security 4.0 Contact Management 4.9 Lead Management 4.7 Sales Pipeline Management 4.6 Activity Dashboard 4.7 \--%Fit Missing features Not enough reviews Feature ratings Data Security NA Contact Management \-- Lead Management \-- Sales Pipeline Management \-- Activity Dashboard \-- User satisfaction User satisfaction 4.8 User reviews[645](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) 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) 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) 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) 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) 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) 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) 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) 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 subscription..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6341351) 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) 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) 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) 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) 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) 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) 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) 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) 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 it..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#SoftwareAdvice___3592304) 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 customizable..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6497740) 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) 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 in a..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___5000533) 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 still..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3847022) 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) 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) 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) 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) 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 choose..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6639283) 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) 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) 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 contacts at..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4699763) 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 glance see..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6094872) 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) 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 launched my..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4988955) 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) BV Bobbi V. Marketing and sales > "I market several different products and this allows me to stay up to date with everything" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6260571) 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) 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) 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) PR Paula R. Parish & Community Outreach Coordionator > "CRM helps organize information so that work is done efficiently. Because of the ability to enter other persons communications, follow-up..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4894952) 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 local..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3069334) 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) David B. President > "Bulk email capability is not an option." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___3202803) LC Lauren C. Web designer > "Easy and intuitive to use. If you need help, the documentation is great and the support team are very responsive and helpful." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6811420) 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) LF Lauron F. Project Manager > "We are getting a lot of use out of the email integration feature." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6846137) 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) JSS Jason Schlabach S. Eastern Sales Representative > "They keep adding great features!! Like emails log automatically!!" [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6835307) 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) LW Luis W. VP Sales > "It was a relief finding a company geared toward small companies looking to organize and maintain key data, without feeling like wearing..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___4758629) 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) 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) EW Elijah W. Realtor > "It's lack of reminder automation." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___2910879) 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 accessing..." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___5033046) 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) 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) 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) Kamlesh S. Will Writer > "It is cost effective with human support, even for us based in the UK." [See full review](https://www.capterra.com/p/118921/Less-Annoying-CRM/#Capterra___6294253) 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) 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) 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..." [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 4.80 (645) [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 Less Annoying CRM Top features 27/40 - 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/118921/Less-Annoying-CRM/#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 Less Annoying CRM 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 ## Popular Comparisons [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/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $15/month Price $20/month 4.5 Features 4.4 4.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/118921-152373/Less-Annoying-CRM-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 [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) [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/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) $15/month Price $25/month 4.5 Features 4.4 4.9 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-118921/Salesforce-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 [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) [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/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $15/month Price $14/month 4.5 Features 4.3 4.9 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/118921-155928/Less-Annoying-CRM-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 [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) [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/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $15/month Price $7/year 4.5 Features 4.5 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/118921-204998/Less-Annoying-CRM-vs-Bigin-by-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 [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) [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/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $15/month Price $50/month 4.5 Features 4.3 4.9 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/118921-157279/Less-Annoying-CRM-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 [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) [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/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) $15/month Price $14.99/month 4.5 Features 4.6 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/118921-178819/Less-Annoying-CRM-vs-EngageBay-Marketing) [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)