# Compare HubSpot CRM vs HealthSherpa 2026 | Capterra > Unsure of what to choose? Check Capterra to compare HubSpot CRM and HealthSherpa based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/152373-207556/HubSpot-CRM-vs-HealthSherpa-for-Agents --- # HubSpot CRM vs HealthSherpa Features and Cost Comparison Last updated March 7th, 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: HubSpot CRMHealthSherpa2/4 selected [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-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/) [## HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $20.00/month Value-for-Money 4.3 Functionality 4.4 Ease of Use 4.4 Customer Service 4.4 Reviews Sentiment Based on [4,451 reviews](#user-reviews) Positive 4,126 Neutral 239 Negative 86 [## 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 * * * Features in Construction CRM Software Best performer 26 / 42 Only HubSpot CRM - Activity Tracking - Calendar Management - Calendar/Reminder System 7 / 42 User satisfaction User satisfaction 4.5 User reviews[4,451](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Ease of use 4.4 Functionality 4.4 Value for money 4.3 Customer support 4.4 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 $20Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for The HubSpot CRM is built for growing teams to attract, engage and delight customers. 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 VR Verified Reviewer Project specialist > "Besides, we use it to create our Knowledge Base (articles that are then integarted in our platform) and for Hubspot helpdesk (which is our system of helping clients on a project..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7103301) Nicole M. Sales Enablement Consultant > "The absolute worst is email handling, emails to linked inboxes have no settings control and always link to multiple deals; emails linked to Helpdesk don't exist independently of..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6866721) Katie C. Growth Consultant > "With Hubspot CRM, I liked that I could create custom properties and have them displayed within the contact records. While the contact records aren't 100% customizable, having..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102359) DV David V. Lead Developer > "Duplicate leads, and lead buckets, we had a lot of issues with lead routing and lead attribution for a system that had been inhereted. " [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7044831) MS Martina S. VP > "The interface is clean, navigation makes sense, and core CRM tasks like contact management, deal tracking, and activity logging are straightforward." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7070390) VR Verified Reviewer Owner > "It's clear that their process is designed to push expensive products, not to help business owners make informed decisions. If you are looking for a company that values building a..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___7023549) LF Luis F. Sales Development Rep > "The built-in automation, email tracking, and integration with marketing tools help streamline workflows and improve team efficiency. While some advanced features require..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6841473) NJT Nusrat Jahan T. Customer Service Associate > "A few tools feel a bit limited on the free plan, and sometimes the loading time is a bit slow when switching between tabs." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7049571) VM Valentina M. Sales and Marketing Manager > "HubSpot CRM has customer segmentation features which helps us to categorize customers in order to offer them with personalized support services based on their needs." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6840041) KO Katie O. Admin Assistant > "Sometimes it freezes or glitches. When I put the customers phone number, email, and address on the create a contact function it doesn't transfer over when your in the contacts..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6845163) Hampson S. Project Manager > "Streamlined sales and marketing are achieved through HubSpot CRM's automation and email tracking features. While great for small businesses, advanced features come at a higher..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___6806342) MS Morgan S. Customer Success Manager > "I do not feel that when you select "monthly" in a quote, or pipeline total, that it calculates accurately with 4.3 weeks in a month, so often times, HubSpot may reflect a smaller..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6523804) Zach P. Marketing Coordinator > "HubSpot integrates all of our sales, marketing and customer service into one visually appealing interface that is easy to navigate and work inside." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7106997) Harry S. Head of CSM > "HubSpot’s integrations felt shallow and rigid, often needing workarounds or paid add-ons to sync properly." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7070365) VR Verified Reviewer Sales Coordinator > "I like the ease of use of consolidating the Deals, companies, tickets and also managing hubspot with our design department to communicate designs all in one spot." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7075646) VR Verified Reviewer Founder, Financial Advisor > "It takes time to understand what features you can get the best use of, and before you realize it, you may be paying a high price point for something you may not use." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7057552) NS Natalie S. Senior immigration Advisor > "I like because allows multiple integration such as calendar integrations, marketing tools integrations and social media integration." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6778484) Sean H. COO > "Was assigned Lupo Digital onboarding and not able to be reassigned due to their own internal processes." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7084434) AW Adam W. Founder > "I also integrated the APIs into my product workflow which made it incredibly easy to sync my SaaS product with my CRM." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7022335) BK Bea K. Digital innovation Manager > "I'm using the free version and it does not include fractures for automation and I cannot afford the paid version as my business is still under development." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6598802) Derek H. Account Manager > "The fact we can have a shared database of contacts, see the latest activity across the team with them and assign them to various people has really changed how we operate." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6794116) G-Anne B. HR > "Additionally, if you need to update an email in a sequence, you have to start from scratch, and there is no option to automatically re-enroll previously enrolled contacts." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6555665) AR Alejandro R. Marketing Manager > "Some of the most useful features include, call, email and meeting interactions’ logs which have saved me hours each week." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6775373) MB Mark B. Owner > "I found it very difficult to integrate this system into my office and unless you have support staff that are good with software I think it may be challenging to integrate into..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7011859) OL Ollie L. RevOps Analyst > "Very good all-rounder, enabling us to operate efficiently across all areas of our GTM function (marketing, sales, customer success)." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6820018) Daljeet K. Sales > "The main downsides of HubSpot CRM are its potentially high cost for advanced features, complexity in pricing, and some limitations in deep customization." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6473149) Brittni Harpole C. Customer Service Representative > "I like the available customer engagement tools especially the live chatting tool which makes it possible to share updates with customers quickly." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6777523) LT London T. Sales Representative > "I don't like that it doesn't have the ability to manage larger companies so we had to switch to sales force when our company grew for better tools." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439749) TC Torey C. Junior Golf Tournament Manager > "Use it to track leads, make your content personable, and make team collaboration easier than evet." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102168) OL Ollie L. RevOps Analyst > "Lead scoring can be a bit complex and clunky and is one thing that has frustrated me in the past, although there have been some recent updates/releases to this." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6820018) MC Mary C. Business Development > "It also worked well collaboratively, allowing my team to work together to quickly ascertain the status of a given client and to share task between them." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6847237) DD Dennis D. Business Owner > "The AI Integration is kind of annoying and I don\[t find it works very well." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7072257) OL Ollie L. RevOps Analyst > "Workflows and automations are very powerful and enabled us to scale our marketing, sales and customer success processes." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6820018) Hannah K. Vice President > "The UI is not as intuitive as other CRM's." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7071282) GF Gary F. Owner > "HubSpot CRM has been instrumental in aligning our sales and marketing efforts, providing us with a centralized platform to manage leads, automate tasks, and analyze performance." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6287070) Nicole M. Sales Enablement Consultant > "Service module needs a lot of work before it will do everything I consider base requirements of a ticketing system." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6866721) JP James P. Technical Director > "The data that you are able to get out of the system about a customer. When everything is connected correctly with all of your existing software systems and your website, you are..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6480305) MA Melissa A. President > "Hubspot has now disabled our account, through which we purchased a phone number, and now we can't receive those calls." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6398711) DK Dharya K. Senior executive Sales > "With robust automation capabilities, sales person can manage their pipelines more efficiently, prioritize leads, and track interactions with prospects." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6297999) AL Ariel L. Director of Customer Support and Success > "Some features/needs do not get prioritized due to multiple industries using the system." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6827670) MI Muresan I. Consultant > "HubSpot CRM reporting tool gives us access to metrics reports with accurate performance insights to help us measure and improve our clients relationships." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439495) RV Ravi V. Quality Analyst > "Most of the useful features are locked so you can only try them if you are will to way a heavy amount as they very pricey." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7017397) PS Pereira S. Informatics Engineer > "Additionally, it has centralised all our data including cast project information, product design docs, contract and customer information making this information accessible to the..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6483330) VR Verified Reviewer Owner > "Customer Service Broken booking system and pushy sales tactics." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#GetApp___7023549) JR Joshua R. Digital Strategy Manager > "HubSpot has a very in depth tracking system for contacts, allowing me to score leads and enroll them in automated workflows that push over performance and activity to reports that..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6378132) SG Sara G. Content Strategist > "It was almost too big — hard to find my way around to what I really needed for my client's specific use cases." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6762738) SH Sonia H. Head of Ambient Products > "Hubspot CRM analysis and reporting tools provide us with truthful insights that help us measure and optimize our customer relationships." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6494065) AZ Anna Z. Life and Career Coach, HR Consultant > "Too many options when it comes to the deals/associations page--hard to navigate" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6768370) TC Torey C. Junior Golf Tournament Manager > "Use data fields that make emails personable and unique to each contact. " [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102168) Katie C. Growth Consultant > "Even though it's all within one ecosystem, it wasn't nearly as intuitive as I would've liked." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7102359) AF Andrea F. Founder > "We use the free version that is packed with robust features like contact management, email tracking, and a customizable sales pipeline, that makes the app accessible either to..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6583000) FJ Folajimi J. Business Development > "Experienced some bugs that disrupted work a bit but every software goes through it's fair share of disruptions" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6804836) DD Dennis D. Business Owner > "Overall I have no huge complaints and I find it's right for me. Once I grow a bit more I am going to definitely upgrade to a paid tier so I can use some of the additional features..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7072257) GR Gaven R. Hybrid Transformation Expert > "Recently, I could not find out how to navigate to the meetings scheduler on the desktop." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6863715) LS Laura S. SDR > "It's great to keep track of my work as a salesperson, you can call your clients and record each interaction with them, really intuitive and visual as well." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6809325) KK Kylee K. COO > "it completely lacks functionality. if you want to do anything useful (eg charge customer, call customers) they will charge you a minimum of $2k/month." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6288759) TVW Tim Van W. Senior Project Supervisor > "It has ensured we have a very efficient communication platform to ensure smooth flow of information with our customers which has allowed us to build up very strong bonds with them." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6439182) AH Adele H. Sales Specialist > "That free plan is not enough for clear management of large contact lists, and subscriptions are pricey" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6751499) Mary W. Credit Control and Customer Relations Executive > "It has been a very productive experience with HubSpot CRM. As a customer relations execute, it allows me and my team to effectively manage our customers information and details..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6285807) GF Gareth F. Managing Director > "You cannot automate emails to your customers unless you purchase the marketing add on (+$1k/mo)." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6625276) VR Verified Reviewer Director > "It really is a "do it all" platform. If it's set up correctly, it's super easy to use and can do so much to help you manage your list, segment lists, collaborate with your team,..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7072235) BL Brent L. Head of Marketing > "It took a while to understand how to build reports for our business. And it was close to impossible to find support for integrations that could truly help us achieve results." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6299779) CG Constance G. Team lead Enterprise > "HubSpot streamlines sales processes with intuitive tools, making lead management and follow-ups effortless for sales teams" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6805675) MB Milly B. Founder > "The free plan is decent, but it has so many upsells and annoying branded things everywhere that it doesn't feel very professional using it." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6434845) DV David V. Lead Developer > "We've worked with other clients who had a designated hubspot team member and their organization/setups seemed to be much cleaner than what we experienced." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7044831) RP Ryan P. Senior Account Executive > "Notes and activity flow between contacts, companies, and deals is difficult to grasp and view pertinent info quickly." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6234305) CS Christina S. Area Director of Sales > "Hubspot CRM offers comprehensive reporting tools that enable us to generate updated insights that help us improve our customer relationships." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6544349) FJ Folajimi J. Business Development > "Taking inbound calls via HubSpot doesn't work great." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6804836) PS Pereira S. Informatics Engineer > "It enable us to track progress, seamlessly allocate resources and ensure that we complete our project tasks on time." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6483330) VR Verified Reviewer Sales Agent > "Can be a bit confusing for beginners" [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7117265) PW Paisley W. Instructional Designer > "I also really like how you can hide blank properties when you go into the more detail contact information." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7031847) BD Brendan D. Senior Account Executive > "You cant throttle emails so your domain will just get wrecked as spam unless you make every email a manual email." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6343274) Brittni Harpole C. Customer Service Representative > "It also has powerful data safety features which offers a secure space for keeping customers data and information." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6777523) NA Nathan A. CEO Founder > "Everything was good, until I got the discount, it should have continued to function the same, but instead we had issues which pretty much forced us to pay the regular rate, which..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6443109) VR Verified Reviewer Account Executive > "It was easy to use, helped keep things organized, and worked well for day-to-day CRM needs. While some features felt a bit limited without upgrades, it still did a solid job for..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7085635) AZ Arpad Z. Senior software consultant > "the company really needed a CRM system, as before we had none and the sales-pipeline follow-up was not centralized and controlled." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6550971) VR Verified Reviewer Head on Sales Operations > "What I appreciated most is that the software encompasses the entire customer journey, from lead generation to customer service, eliminating the need to switch between multiple..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6552277) Arjun K. Co-founder > "Additionally, the Stripe integration for billing is sub-par - we cannot connect one hubspot account to multiple recurring subscriptions on stripe - so we had to pursue 3rd party..." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6101968) VM Valentina M. Sales and Marketing Manager > "We have had a great streak of success working HubSpot CRM and it has helped us streamline our operations in customer support services, sales and marketing management." [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___6840041) Sean H. COO > "Pros: Not yet experienced due to poor onboarding. " [See full review](https://www.capterra.com/p/152373/HubSpot-CRM/#Capterra___7084434) [View Reviews](https://www.capterra.com/p/152373/HubSpot-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 4.51 (4,451) [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 HubSpot CRM Top features 26/42 - ACH Payment Processing - Activity Dashboard - Activity Tracking - AI Copilot - API - Bid Management - Buyer Management - Calendar Management - Calendar/Reminder System - Change Order Management - Client Tracking - Collaboration Tools - Communication Management - Contact Management - Contract/License Management - Customizable Fields - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Email Marketing - Estimating - For AEC Industry - Forecasting - Generative AI - Inventory Management - Job Costing - Lead Management - Procurement Management - Project Management - Project Time Tracking - Project Tracking - Quotes/Estimates - Reporting/Analytics - Sales Approval - Sales Pipeline Management - Scheduling - Subcontractor Management - Task Management - Third-Party Integrations - Warranty Tracking - Workflow Management [See all features](https://www.capterra.com/p/152373/HubSpot-CRM/#features) HealthSherpa 7/42 - ACH Payment Processing - Activity Dashboard - Activity Tracking - AI Copilot - API - Bid Management - Buyer Management - Calendar Management - Calendar/Reminder System - Change Order Management - Client Tracking - Collaboration Tools - Communication Management - Contact Management - Contract/License Management - Customizable Fields - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Email Marketing - Estimating - For AEC Industry - Forecasting - Generative AI - Inventory Management - Job Costing - Lead Management - Procurement Management - Project Management - Project Time Tracking - Project Tracking - Quotes/Estimates - Reporting/Analytics - Sales Approval - Sales Pipeline Management - Scheduling - Subcontractor Management - Task Management - Third-Party Integrations - Warranty Tracking - Workflow Management [See all features](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#features) ### Recognition No recognitions have been awarded to HubSpot CRM No recognitions have been awarded to HealthSherpa ### Deployment & support HubSpot 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 HubSpot CRM - By HubSpot - Located in United States - Founded in 2012 HealthSherpa - By HealthSherpa - Located in United States - Founded in 2013 ## Popular Comparisons [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-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/) $20/month Price $25/month 4.4 Features 4.4 4.4 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-152373/Salesforce-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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-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/) $20/month Price $14/month 4.4 Features 4.3 4.4 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/152373-155928/HubSpot-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 [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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-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/) $20/month Price $7/year 4.4 Features 4.5 4.4 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/152373-204998/HubSpot-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 [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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-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/) $20/month Price $50/month 4.4 Features 4.3 4.4 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/152373-157279/HubSpot-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 [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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-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/) $20/month Price $14.99/month 4.4 Features 4.6 4.4 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/152373-178819/HubSpot-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 [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) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) $20/month Price $250/month 4.4 Features 4.7 4.4 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/152373-210630/HubSpot-CRM-vs-Kylas) [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)