# Compare noCRM vs HealthSherpa 2026 | Capterra

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

Source: https://www.capterra.com/compare/132752-207556/You-Don-t-Need-a-CRM-vs-HealthSherpa-for-Agents

---

# noCRM vs HealthSherpa Features and Cost Comparison

Last updated March 4th, 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:

noCRMHealthSherpa2/4 selected

[noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/)[4.6 (489)](https://www.capterra.com/p/132752/You-Don-t-Need-a-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/)

[## noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/)[4.6 (489)](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/reviews/)

Starting Price

$13.00/month

Value-for-Money

4.4

Functionality

4.5

Ease of Use

4.8

Customer Service

4.5

Reviews Sentiment

AT

AT

Based on [489 reviews](#user-reviews)

Positive

479

Neutral

7

Negative

3

[## 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

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

### eWay-CRM

4.5 (820)

* * *

Starting Price

$20.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

93%

of reviewers  
rated it above 4 stars

* * *

### Claritysoft CRM

4.5 (243)

* * *

Starting Price

$49.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

95%

of reviewers  
rated it above 4 stars

* * *

Highest Rated

### EngageBay CRM

4.7 (907)

* * *

Starting Price

$14.99

Per User,Per Month

Free Trial

Free Version

* * *

User rating

97%

of reviewers  
rated it above 4 stars

* * *

### Zendesk Suite

4.4 (4,071)

* * *

Starting Price

$39.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

89%

of reviewers  
rated it above 4 stars

* * *

## Summary

* * *

Key features rated by users

Features selected based on 5,794 reviews from lead management 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

72%Fit

Missing features

Feature ratings

CRM

4.6

Contact Management

4.7

Lead Capture

4.5

Lead Generation

NA

Prospecting Tools

4.4

\--%Fit

Missing features

Not enough reviews

Feature ratings

CRM

NA

Contact Management

\--

Lead Capture

NA

Lead Generation

NA

Prospecting Tools

NA

User satisfaction

User satisfaction

4.6

User reviews[489](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/reviews/)

Ease of use

4.8

Functionality

4.5

Value for money

4.4

Customer support

4.5

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

$13Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

The perfect match for small businesses ranging from 1 to 500 employees that need a proactive sales approach to convert leads into customers. Over 11,000 salespeople worldwide have chosen noCRM.

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

Not enough 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

[noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/)

4.64 (489)

[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

noCRM

Top features

31/39

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   CRM
-   Customizable Fields
-   Document Storage
-   Drag & Drop
-   Email Marketing
-   Email Tracking
-   For Sales Teams/Organizations
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Distribution
-   Lead Generation
-   Lead Nurturing
-   Lead Qualification
-   Lead Segmentation
-   Monitoring
-   Opportunity Management
-   Pipeline Management
-   Prospecting Tools
-   Real-Time Data
-   Reminders
-   Reporting/Analytics
-   Sales Forecasting
-   Sales Reports
-   Sales Trend Analysis
-   Social Media Integration
-   Source Tracking
-   Task Management
-   Template Management
-   Third-Party Integrations
-   Web Forms
-   Workflow Management

[See all features](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/#features)

HealthSherpa

4/39

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   CRM
-   Customizable Fields
-   Document Storage
-   Drag & Drop
-   Email Marketing
-   Email Tracking
-   For Sales Teams/Organizations
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Distribution
-   Lead Generation
-   Lead Nurturing
-   Lead Qualification
-   Lead Segmentation
-   Monitoring
-   Opportunity Management
-   Pipeline Management
-   Prospecting Tools
-   Real-Time Data
-   Reminders
-   Reporting/Analytics
-   Sales Forecasting
-   Sales Reports
-   Sales Trend Analysis
-   Social Media Integration
-   Source Tracking
-   Task Management
-   Template Management
-   Third-Party Integrations
-   Web Forms
-   Workflow Management

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

### Recognition

No recognitions have been awarded to noCRM

No recognitions have been awarded to HealthSherpa

### Deployment & support

noCRM

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

noCRM

-   By You Don't Need a CRM!
-   Located in France
-   Founded in 2013

HealthSherpa

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

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[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)

[noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/)[4.64 (489)](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/reviews/)

vs

[Meritto](https://www.capterra.com/p/250169/Comprehensive-Admission-Suite/)[4.59 (616)](https://www.capterra.com/p/250169/Comprehensive-Admission-Suite/reviews/)

$13/month

Price

Contact vendor for pricing

4.5

Features

4.5

4.8

Ease of Use

4.6

[View full comparison](https://www.capterra.com/compare/132752-250169/You-Don-t-Need-a-CRM-vs-Comprehensive-Admission-Suite)

[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)

[noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/)[4.64 (489)](https://www.capterra.com/p/132752/You-Don-t-Need-a-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/)

$13/month

Price

$7/year

4.5

Features

4.5

4.8

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/132752-204998/You-Don-t-Need-a-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

[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)