# Compare eWay-CRM vs HealthSherpa 2026 | Capterra > Unsure of what to choose? Check Capterra to compare eWay-CRM and HealthSherpa based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/152769-207556/eWay-CRM-vs-HealthSherpa-for-Agents --- # eWay-CRM vs HealthSherpa Features and Cost Comparison Last updated April 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: eWay-CRMHealthSherpa2/4 selected [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.5 (820)](https://www.capterra.com/p/152769/eWay-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/) [## eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.5 (820)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting Price $20.00/month Value-for-Money 4.4 Functionality 4.3 Ease of Use 4.4 Customer Service 4.6 Reviews Sentiment RC BB Based on [820 reviews](#user-reviews) Positive 760 Neutral 46 Negative 14 [## 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 Advocacy Software Best performer 36 / 50 Only eWay-CRM - Activity Tracking - Advocate Management - Alerts/Notifications 3 / 50 User satisfaction User satisfaction 4.5 User reviews[820](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Ease of use 4.4 Functionality 4.3 Value for money 4.4 Customer support 4.6 User satisfaction 4.8 User reviews[105](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) Ease of use 4.8 Functionality 4.7 Value for money 4.9 Customer support 4.6 Price starts from Price starts from $20Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Small to mid-size businesses and services using Outlook and Microsoft 365—construction, consultants, insurers, manufacturers—teams needing integrated CRM for email tracking, quoting, and reporting. 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 RC Radomira C. Sales Representative > "It serves as a clever 'external brain' within my Outlook, allowing me to offload my tasks and focus on my work without the constant fear..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114632) JV Jan V. Project manager, technický ředitel > "I miss the function of creating e.g. an entry from the diary function. When e.g. minutes of a meeting are written in the diary, the..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6846634) BB Brandon B. Engineer > "It is good for project tracking, security and tracking sales and follow-ups. When trained to use it effectively you can enjoy the..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7099082) LL Lucie L. Digitazion manager and product development > "Still, one significant con is that it is not possible to view tabs alongside main project/deal information on the first page, which is..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6863284) RN Renata N. administrator > "My favorite feature in Eway is how seamlessly it integrates with other systems and how quickly i can access the information i need." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7026343) MtR Markéta R. Executive manager > "Settup or adjustments of specific data views in the system are quite complicated for ordinary user and I usually have to ask for support." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7032426) AS Anastasiya S. Marketing Manager > "The fact that it is integrated in the Outlook and the latest updates which make it easier to add new contacts directly from the email,..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6834960) BK Bailey K. IT Manager > "Some simple features, like creating folders inside project documents, are still missing." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054315) T Tomáš Š. CEO > "The system is user-friendly, well-integrated with Outlook, and offers many useful features that allow us to manage things independently." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7022918) LZ Lucie Z. Accounting Consultant > "Caller identification is missing/limited — it doesn’t reliably show who is calling based on CRM contacts." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089631) LR Lubos R. CFO > "It is fully integrated in MS Outlook and has wide reporting possibilities via Power BI." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7102755) RR Ronel R. Administration staff > "Fact that things duplicate themselves likes e-mails and documents in task but also placed on deal or contact while you can not create a..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6584448) FK Flore K. Compliance Manager > "The audit trail for emails and tasks makes reviews smoother, and onboarding new users doesn’t take long." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7055497) VR Verified Reviewer Consultant > "One drawback is that the new version of Outlook does not seem to integrate properly with the system." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7067504) JR Jana R. Sales Administrative > "I really appreciate the Outlook integration and the ability to keep all client and project information in one place." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7036431) JK Jana K. production technician > "When I want to upload items to a project, it takes a long time and causes the entire eWay system and associated email to freeze." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6882909) PB Pierre B. Scala Developer > "I store all customer info, meeting notes and tasks in one place, so nothing gets lost and everyone stays on the same page." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6793874) JP Jiří P. CTO > "It does not seem to be updated and its synchronization does not work reliably." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117090) GS Gaurav S. Business Development Manager > "Designed for smaller agencies, eWay simplifies facts capture, retrieval and pipeline control even as providing seamless touch sync and..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6577646) JD Jan D. Senior Partner > "Only available with old Outlook, which does not correspond with the latest approach to IT and customer service." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7020078) TJ Tomas J. CEO > "eWay-CRM is a robust, feature-rich solution with strong Microsoft Outlook integration and high customization, adaptable to diverse..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6565257) VJ Vlada J. Owner > "In addition, when one would be willing to use the old Outlook (why, for God's sake!) and has a modern Copilot+ laptop with AArch64..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6584304) DM Dan M. President > "The modules are almost limitless in their customization options which allows us to design module types that perfectly support the most..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6518643) BK Bailey K. IT Manager > "Customization takes time for users who are not technical." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054315) PP Petra P. Account manager > "Certain notifications and reminders for sending emails or completing tasks are also useful." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7106084) KnM Kristýna M. quality manager > "Questions are not direct and lack context for further work with the data. And since we are in the Czech Republic, why can't this..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7001626) TP Tomáš P. head of sales department > "Give us - mainly our sales people nice overview about every sale case, easily can add all documents, info´s about customer, each sale..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6294852) TL Tereza L. Process Analyst > "The online version currently lacks some essential features we need." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115991) SS Shivendu S. Family Advocate > "It is not additional apps that are required and instead gives impressive features like request tracking and video training which make it..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6750711) PD Pavel D. sales > "the Outlook add-in sometimes takes a while to load, which can be a bit frustrating during busy workdays." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6832459) JnP Ján P. Sales manager > "Seamless Outlook integration, intuitive UI, fast search, and reliable sync across our team each day." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7009383) JS Jozef S. Director > "Unable to connect Pohoda lists and Eway." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7020765) T Tereza Š. project manager > "The only minor issue is slower performance when there are many records in the diary, but everything else is positive." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7054280) GR Gretchen R. Vice President > "I accidentally deleted a field and restoring it came with an extra support cost, which was frustrating." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6784055) LZ Lucie Z. Accounting Consultant > "Aside from that, it’s a dependable tool for maintaining shared contact information and context." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089631) DH Debbie H. Business Development Manager > "Sometimes the Search Companies section can be a bit temperamental which then results in duplicate entries." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6882819) TL Tereza L. Process Analyst > "Outlook Integration: The native integration with Outlook, a huge plus for our workflow." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115991) PP Petra P. Account manager > "Probably the more data there is, the slower it is and the more it freezes." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7106084) AG Alexandra G. KAM > "It supports productivity and helps streamline routine CRM tasks effectively." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114517) P Patrik Č. Quality manager and service technician. > "I wouldn't say I don't like it, but the least convenient thing is that the document templates cannot be edited by the user." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6832411) DD Daniel D. Trader > "It helps me quickly filter customers based on various criteria." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7073988) ML Michaela L. assistant > "Sometimes templates don't get overwritten correctly." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7114553) PV Phillip V. Project Coordinator > "Works well if you are connected to a good stable internet, not too great if you are on the road and using slower Wifi speeds." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7058099) MR Martin R. Solution Design Engineer > "UI feels a bit outdated." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588) KR Katerina R. Senior ELT Consultant > "It allows to manage work smoothly and handle most tasks without any issues." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7115121) MR Martin R. Solution Design Engineer > "Cannot be integrated into the new Outlook." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588) JD Jan D. Senior Partner > "Simple and useful service helps everyday business development needs, mainly when contacting different companies." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7020078) AK Adam K. Business Development Specialist > "sometimes it feels a bit laggy but not a huge deal." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7074075) NP Nick P. Sales Director > "We need to develop the system further, but to date, recording key customer information has improved greatly, we are just starting to..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6887450) RN Renata N. administrator > "There is not much i dislike about Eway,but sometimes it takes a bit longer to load." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7026343) AO Anna O. Project Manager > "simplicity of the tool, it´s working really intuitive and it´s scalable, but depend on values and data which you are monitoring." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7089136) KS Karel S. sales and marketing > "the connection/compatibility to our ERP system is not possible, this is weakness" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6770494) SS Shubham S. Data Analyst > "The automation gear are a first-rate time-saver and the responsive IT help adds to its reliability. While there are occasional minor..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6591367) BB Bharat B. Director > "Some access settings are confusing for users in multiple groups." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6763301) DC Dalibor C. Business development manager > "Generally robust system, for profesional users , I have short time experience to evaluate more the eWay CRM" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7022431) PH Per H. Engineer > "The endless update delays in the middle of something more important and it turns up just as you are about to leave" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6833638) DH Daniel H. CSO > "All of this optimizes our internal and external processes and communication within the sales team with minimal effort." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6826528) DG David G. Account Manager > "filtering, but that's just my problem that I forget to turn off the last filter :-). And also system quick response." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6863124) KiD Kateřina D. Sales > "We don't use all the modules, but I can imagine that if a company used everything connected, offers, orders, marketing, accounting, it..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6758201) J Jana Ž. Online Business Expert > "Our internal system does not align with eWay's rights settings, which limits our ability to use it fully." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6748223) BB Bharat B. Director > "All important customer details are stored in one place, making it easy to update, track and manage client interactions." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6763301) DK Dan K. CTO > "Usability of web version is lower than Outlook's plugin, but Outlook plugin limits usage inside Outlook." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6487611) I Irena Š. Manager of preparation and implementation of orders > "Easy sharing: emails, contacts and projects can be shared within the team" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7049908) JE Jan E. Sales and Business > "can't insert emails into a project before they are saved for the first time." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6815128) LK Lucky K. Senior Analyst > "Implementing eWay-CRM became the excellent choice for our corporation, absolutely transforming our project control and revolutionizing..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6565017) JM Josef M. Sales manager > "Insufficient control over entering duplicate data" [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6836133) DK Dana K. Marketing Manager > "Complex applications makes the work of sales and marketing easier, all data is in one place, available also outside the office." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6862987) JF Jiří F. Senior Consultant > "I also find e-mail management not working as I would expect." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117057) KS Karel S. CEO > "We’re not a large team, so having everything accessible from one place without the need for complex setup or switching between tools is..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6773226) AR Adam R. Application enginer > "The new visual design is not the best and we are keeping the old one." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6854287) FK Frantisek K. Senior Project Manager > "All the emails and documents are perfectly aligned and stored, separately for each business case." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6773105) KnM Kristýna M. quality manager > "This can be a disadvantage if the program is not sufficiently secure." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7001626) LD Lenka D. plant manager > "The program offers a wide range of features, and I also appreciate the regular updates that reflect current changes." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7009177) JT Jarka T. Senior Consultant > "It's relatively slow, you have to use multiple filters to figure out an information you are looking for... it's not very intuitive and..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6489373) MS Martin S. Procurist > "We tried many trial versions from other vendors and finally we chose e-Way because we like its integration into MS Outlook." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6766982) MR Martin R. Solution Design Engineer > "Dashboard are basic." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7118588) JP Jiří P. CTO > "Its integration in to Outlook males it super easy to work with which is its biggest advantage compared to other CRM systems." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___7117090) TA Tarannum A. Sales > "The setup process for word export templates is normally lengthily , the inability to do display certain clients location on a map or..." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___4934256) MtH Markéta H. Marketing Specialist > "I appreciate the clarity when searching for information and the ability to customize workflows." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6873576) RF Rui F. Data Analitics > "Issue with recuring login screen pop up, losing focus of current task." [See full review](https://www.capterra.com/p/152769/eWay-CRM/#Capterra___6728692) [View Reviews](https://www.capterra.com/p/152769/eWay-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 4.47 (820) [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 eWay-CRM Top features 36/50 - A/B Testing - Activity Dashboard - Activity Tracking - Advocate Management - AI Copilot - Alerts/Notifications - API - Campaign Analytics - Campaign Management - Campaign Segmentation - Communication Management - Contact Database - Contact Management - Content Library - Content Management - CRM - Customer Advocacy - Customer Segmentation - Customizable Branding - Customizable Fields - Customizable Reports - Customizable Templates - Data Import/Export - Email Alerts - Email Distribution - Email Management - Email Marketing - Email Templates - Employee Advocacy - Engagement Tracking - Event Triggered Actions - Filtering - Forms Management - Gamification - Generative AI - Multi-Campaign - Nonprofit Advocacy - Pre-Approved Content Library - Real-Time Analytics - Real-Time Updates - Reporting/Analytics - Reporting & Statistics - Rewards Management - Search/Filter - Social Advertising - Social Media Integration - Social Media Monitoring - Social Promotion - Surveys & Feedback - Template Management [See all features](https://www.capterra.com/p/152769/eWay-CRM/#features) HealthSherpa 3/50 - A/B Testing - Activity Dashboard - Activity Tracking - Advocate Management - AI Copilot - Alerts/Notifications - API - Campaign Analytics - Campaign Management - Campaign Segmentation - Communication Management - Contact Database - Contact Management - Content Library - Content Management - CRM - Customer Advocacy - Customer Segmentation - Customizable Branding - Customizable Fields - Customizable Reports - Customizable Templates - Data Import/Export - Email Alerts - Email Distribution - Email Management - Email Marketing - Email Templates - Employee Advocacy - Engagement Tracking - Event Triggered Actions - Filtering - Forms Management - Gamification - Generative AI - Multi-Campaign - Nonprofit Advocacy - Pre-Approved Content Library - Real-Time Analytics - Real-Time Updates - Reporting/Analytics - Reporting & Statistics - Rewards Management - Search/Filter - Social Advertising - Social Media Integration - Social Media Monitoring - Social Promotion - Surveys & Feedback - Template Management [See all features](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#features) ### Recognition No recognitions have been awarded to eWay-CRM No recognitions have been awarded to HealthSherpa ### Deployment & support eWay-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 eWay-CRM - By eWay System - Located in United States - Founded in 2008 HealthSherpa - By HealthSherpa - Located in United States - Founded in 2013 ## Popular Comparisons [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (820)](https://www.capterra.com/p/152769/eWay-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/) $20/month Price $20/month 4.3 Features 4.4 4.4 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-152769/HubSpot-CRM-vs-eWay-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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (820)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.4 4.4 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-152769/Salesforce-vs-eWay-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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (820)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.3 4.4 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/152769-155928/eWay-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 [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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (820)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.5 4.4 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/152769-204998/eWay-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 [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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (820)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.3 4.4 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/152769-157279/eWay-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) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (820)](https://www.capterra.com/p/152769/eWay-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 4.3 Features 4.6 4.4 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/152769-178819/eWay-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)