# Compare Thryv vs HealthSherpa 2026 | Capterra

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

Source: https://www.capterra.com/compare/156926-207556/Thryv-vs-HealthSherpa-for-Agents

---

# Thryv vs HealthSherpa Features and Cost Comparison

Last updated June 8th, 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:

ThryvHealthSherpa2/4 selected

[Thryv](https://www.capterra.com/p/156926/Thryv/)[4.2 (533)](https://www.capterra.com/p/156926/Thryv/reviews/)

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

[## Thryv](https://www.capterra.com/p/156926/Thryv/)[4.2 (533)](https://www.capterra.com/p/156926/Thryv/reviews/)

Starting Price

$244.00/month

Value-for-Money

4

Functionality

4.1

Ease of Use

4.1

Customer Service

4.2

Reviews Sentiment

Based on [533 reviews](#user-reviews)

Positive

435

Neutral

29

Negative

69

[## 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.

### Bitrix24

4.2 (997)

* * *

Starting Price

$69.00

Flat Rate,Per Month

Free Trial

Free Version

* * *

User rating

82%

of reviewers  
rated it above 4 stars

* * *

### Odoo

4.2 (1,314)

* * *

Starting Price

$31.10

Per User,Per Month

Free Trial

Free Version

* * *

User rating

83%

of reviewers  
rated it above 4 stars

* * *

### Zendesk Suite

4.4 (4,083)

* * *

Starting Price

$115.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

89%

of reviewers  
rated it above 4 stars

* * *

Highest Rated

### EngageBay CRM

4.7 (908)

* * *

Starting Price

$14.99

Per User,Per Month

Free Trial

Free Version

* * *

User rating

97%

of reviewers  
rated it above 4 stars

* * *

## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Summary

* * *

Key features rated by users

Features selected based on 5,758 reviews from marketing automation 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

69%Fit

Missing features

Feature ratings

Email Marketing

4.1

Marketing Automation

4.2

CRM

4.2

Lead Capture

4.1

Workflow Management

NA

\--%Fit

Missing features

Feature ratings

Email Marketing

NA

Marketing Automation

NA

CRM

NA

Lead Capture

NA

Workflow Management

NA

User satisfaction

User satisfaction

4.2

User reviews[533](https://www.capterra.com/p/156926/Thryv/reviews/)

Ease of use

4.1

Functionality

4.1

Value for money

4.0

Customer support

4.2

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

$244Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Thryv helps small and midsize service businesses manage CRM, marketing, scheduling, payments, and customer communication from one platform.

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

LR

Lara R.

Director of Marketing

> "Having social, reviews, listings, campaigns, and website widgets all in one platform makes it easier to stay organized and..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7162002)

BK

Blerta K.

Language Instructor

> "Sometimes the system gets slow when I'm trying to update multiple student profiles at once."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7152798)

GD

Gary D.

President

> "I have been working with the Thryv platform and \[sensitive content hidden\] for the last few years to improve my CRM..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7137750)

TC

Tammy C.

Social Media Marketing Manager

> "The option to post videos to all the platforms is below average and could be upgraded."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7164792)

TC

Tammy C.

Social Media Marketing Manager

> "Overall, this is a well-rounded solution that excels in task management while maintaining strong customer support, good..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7164792)

IS

Ilayda S.

Marketing Director

> "The UI isn’t as smooth as seen on some newer platforms, and some features (email campaign tools, for example) feel somewhat..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6788333)

BK

Blerta K.

Language Instructor

> "The appointment calendar really saves me time - students can book their own lessons and I get notifications."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7152798)

GD

Gary D.

President

> "Many of the general posts did not reflect the quality of work that we perform."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7137750)

BK

Blerta K.

Language Instructor

> "The price feels a bit high for just 8 employees, but the time it saves me from administrative tasks lets me focus more on..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7152798)

GD

Gary D.

President

> "The standard Social media post program was a little hit or miss."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7137750)

JS

Joseph S.

Owner

> "They covered everything we needed in a website and SEO needs as well as a Business Google profile. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7167930)

ZM

Zaimah M.

CEO

> "My account manager haven’t reached out to me to set an appointment and I’m needing to talk to him."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7172227)

MB

Mary B.

Admin Office Mgr

> "sensitive content hidden\] is our performance success mgr and handles every question with care and really listens to what we..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7170097)

Leigha R.

Marketing Director

> "We were miscategorized, leading to not only fewer calls, but calls for another industry taking vital time away from..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6550351)

SB

Steven B.

Owner

> "The appointment management of the Thryv team demonstrates a high level of consideration for the complexities of an in-home..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7165719)

RT

Ricki T.

Owner

> "It's not really worth it for me as a small business owner."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7079737)

TC

TJ C.

Owner

> "It does streamline the process of running a business and bringing back existing customers"

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7134487)

SM

Sheri M.

Ceo

> "The price increases so often. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7166944)

AH

Alan H.

Director of Operations and Accounts

> "It performs all services it provides well, and at a competitive price point for our small business. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7162116)

TD

Tom D.

Owner and Lead Photographer

> "Thryv became too costly and quirky, and they outsourced their tech support overseas."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6724193)

SM

Steve M.

Sales manager

> "Being able to send customers quotes and invoices are easy."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7161998)

JJ

Jenny J.

Manager

> "Customer service was terrible and critical errors about our business including the wrong phone number, the WRONG type of..."

[See full review](https://www.capterra.com/p/156926/Thryv/#SoftwareAdvice___5004229)

ET

Eva T.

EXECUTIVE ASSISTANT

> "The invoicing is also good as it sends it to our clients phone"

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7170666)

AL

Andrew L.

ownder

> "Very little accountability on the side of upper management."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6551245)

ZM

Zaimah M.

CEO

> "I like when they communicate with me and keep in touch with me not just take my money and I don’t hear anything"

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7172227)

Leigha R.

Marketing Director

> "It was difficult to get them to attend to our account."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6550351)

TC

TJ C.

Owner

> "Email function is good and invoice sending is simple. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7134487)

BH

Bridget H.

Owner/Operator

> "Lack of integration, timezone challenges from the start with scheduling, cannot load my logo or photos onto the Google My..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4569645)

TB

Terry B.

Administrator

> "The on boarding team were fantastic in helping us get it all set up and running smoothly and effectively."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7178424)

LS

Lisa S.

Directpr

> "I can't pull reports that include all my customers due to line restrictions."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6223018)

IS

Ilayda S.

Marketing Director

> "The automated reminders and review prompts brought in more feedback, which we’ve leveraged to refine our marketing."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6788333)

TP

Tyrone P.

Franchise owner

> "The mobile app doesn't go back to home that easy, you have to either close app or hit back a bunch of times."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4907277)

RA

Rahman A.

Marketing Specialist

> "It has simplified our system for working with customers and tracking their responses."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6793855)

CM

Christopher M.

CEO

> "Poor at best."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6629877)

BB

Brandon B.

Owner

> "Overall, switching to this hosting company has made my online experience seamless and enjoyable!"

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7137403)

VR

Verified Reviewer

V.P.

> "they admittedly didn't provide proper services to us, we asked for one option to be credit back on our credit card while we..."

[See full review](https://www.capterra.com/p/156926/Thryv/#GetApp___4857415)

BB

Brandon B.

Owner

> "I love my new internet hosting company for several reasons."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7137403)

BH

Bridget H.

Owner/Operator

> "Lack of integration with obvious things like Google My Business, lack of timezone integration for a month and just too many..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4569645)

TC

Tammy C.

Social Media Marketing Manager

> "Users can expect helpful guidance and reliable customer support."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7164792)

BF

Benjamin F.

Owner

> "They took me money with no returns. when I tried to cancel they said I had to pay for more moths even though i didn't sign..."

[See full review](https://www.capterra.com/p/156926/Thryv/#SoftwareAdvice___4649043)

DR

Deanna R.

Sales Account Manager

> "We appreciate customer support and the ease of invoicing. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7132231)

SB

Susan B.

Vice President

> "Still being charged 5 months after cancellation letter was received."

[See full review](https://www.capterra.com/p/156926/Thryv/#SoftwareAdvice___6109610)

JS

Joseph S.

Owner

> "Their pricing was very reasonable for what was and still is offered. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7167930)

SB

Susan B.

Vice President

> "Unable to cancel after several attempts."

[See full review](https://www.capterra.com/p/156926/Thryv/#SoftwareAdvice___6109610)

IJ

Idania J.

President owner

> "I have received good leads and enjoy the contacts i have made."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7138243)

JM

Jonathan M.

CPA

> "Fictitious customers created, duplicates, anything with a street address of "PO Box" in QuickBooks get deleted randomly,..."

[See full review](https://www.capterra.com/p/156926/Thryv/#SoftwareAdvice___3316801)

JH

Jeanette H.

Store Manager

> "The price point is excellent as well. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7164701)

RW

Rafer W.

Founder

> "there's a reason they lock you into a 6-month contract--because the platform sucks and they know after two months people..."

[See full review](https://www.capterra.com/p/156926/Thryv/#GetApp___3668232)

LR

Lara R.

Director of Marketing

> "Thryv has been a really helpful tool in my day-to-day work."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7162002)

VR

Verified Reviewer

V.P.

> "Then the 2 representatives we were working with decided it was best to stop communicating back with us. If I/we did that..."

[See full review](https://www.capterra.com/p/156926/Thryv/#GetApp___4857415)

JR

Justin R.

General Manager

> "My favorite part of Thryv was the single inbox for all of our channels. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6827868)

MA

Melanie A.

Office Manager

> "Some areas refer to open invoices as payments which is not just inaccurate, but the opposite of what they are."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4897400)

IS

Ilayda S.

Marketing Director

> "It saves time and standardizes the tone across our brand."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6788333)

MA

Melanie A.

Office Manager

> "I am not happy with the search function in the Billing & Invoicing section."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4897400)

AH

Alan H.

Director of Operations and Accounts

> "The customer support has been consistently very good."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7162116)

TW

Tony W.

President

> "I have to physically enter every appointment that does not come through the software."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___3996912)

JS

Joseph S.

Owner

> "Excellent, professional and enthusiastic. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7167930)

AB

Adam B.

Owner

> "Provided zero leads and all I got was 10-15 robo spam calls"

[See full review](https://www.capterra.com/p/156926/Thryv/#SoftwareAdvice___4294252)

TB

Terry B.

Administrator

> "Excellent system, easy to set up and understand."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7178424)

CL

Cesar L.

Construction

> "Was using software for a while and was told if I add an seo it would put me on 1st spot in richland wa on Google search, ..."

[See full review](https://www.capterra.com/p/156926/Thryv/#SoftwareAdvice___3594363)

TC

TJ C.

Owner

> "Great service from my team and the product suite is great. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7134487)

JH

Jorge H.

Painting

> "Never recommend this company just waisted Time and money"

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6005824)

HS

Heather S.

Owner

> "This program is very easy to use. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7161992)

HS

Hannah S.

Owner/Life Integration Consultant

> "I don't think they are set up to work well with Neurodivergent folks, but that's systemic."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4897244)

LM

Lynda M.

Admin

> "I worked with the same team and we really had fun. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7164990)

MA

Melanie A.

Office Manager

> "I find the reporting to be clunky and cumbersome as well."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4897400)

IJ

Idania J.

President owner

> "Customer support is always available."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7138243)

SA

Samuel A.

public adjuster/office help

> "The email marketing campaigns are a little confusing to know when they start."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___3745233)

Tyrell T.

Owner

> "Everyone that I have encountered in Thryv has been extremely professional, genuine, and knowledgeable."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7137840)

AM

Andrew M.

President

> "I canceled my account after about 1 year, and they continued billing me."

[See full review](https://www.capterra.com/p/156926/Thryv/#GetApp___4333134)

Charles T.

COO and Franchise Development

> "The team is great to work with."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___7137821)

MK

Michelle K.

owner

> "It's as if someone came up with a good concept and then hired I don't know who to develop lousy software, thinking that if..."

[See full review](https://www.capterra.com/p/156926/Thryv/#SoftwareAdvice___3543603)

JL

Jeromy L.

Owner and Founder

> "The customization you can develop and the ease to adapt to the ever changing business world is crucial and central to the..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4907442)

AM

Andrew M.

President

> "Customer service confirmed the cancellation, but the bills kept on coming."

[See full review](https://www.capterra.com/p/156926/Thryv/#GetApp___4333134)

AL

Andrew L.

ownder

> "My experience with Thryv started off great; I was super excited to find a CRM that really seemed to cater towards small..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6551245)

SB

Shawn B.

Owner

> "reminder process seems a bit too aggressive"

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___3706048)

JR

Justin R.

General Manager

> "I also enjoyed they would auto post social items for us."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___6827868)

MP

Melanie P.

VP of Operations

> "Thryv support is not very organized and too many people reach out to attempt to fix things and not having nay information..."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___3351018)

JL

Jeromy L.

Owner and Founder

> "They designed a beautiful website and created a professional image both for me, my clients, and my competition. "

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4907442)

JL

Jeff L.

president

> "Can't believe that you cancelled the "work as" function."

[See full review](https://www.capterra.com/p/156926/Thryv/#Capterra___4897153)

[View Reviews](https://www.capterra.com/p/156926/Thryv/reviews/)

JJ

Jim J.

insurance broker

> "It has made submitting an application for health insurance during open enrollment so much easier and says a lot of time."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3146680)

CS

Cayla S.

Account Manager

> "I also do not like that if we have a current client and we quote them for a new policy during open enrollment, that quote does..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

CS

Cayla S.

Account Manager

> "It truly makes life easier being able to have all these plans in one format instead of having to go to each carrier separately."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

CS

Cayla S.

Account Manager

> "Another thing I do not like is that when clients auto-renewed this year, the current plan terminated in the book of business and..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

CS

Cayla S.

Account Manager

> "I do like that you can find just about any information for a certain policy just by clicking on that specific policy."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328222)

LG

Laura G.

Independent Insurance Broker

> "As mentioned above, at times what is shown on my dashboard is not up to date with what is shown on the marketplace or in a..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328113)

NR

Narciso R.

Manager

> "The product allow us to get in quick in the application with little to none roadblocks, the transition is smooth when having a..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519679)

JD

James D.

Independent Agent

> "When I enrolled clients in the Marketplace my NPN was not placed on the application, resulting in me not being paid."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3064921)

SC

Shemeka C.

agent

> "The way things are set up helps you to keep track of members very easily."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3328482)

JG

Josh G.

Managing Owner/Agent

> "Printouts of confirmation pages and client information are often times in very small print and the organization on the page can..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519337)

JM

Jacquie M.

INDEPENDENT BROKER

> "THIS SOFTWARE IS AMAZING AND ITS FEATURES HAVE SAVED SO MUCH TIME FOR ME THAT IT HAS BEEN A FACTOR IN MY SUCCESS FOR RETAINING..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509154)

JS

Jamie S.

Agent/Broker

> "Sometimes there are errors when submitting a clients application, which causes you to have to port to healthcare.gov to get it..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2512060)

SW

SHONCY W.

Agency Owner

> "It is very easy to quote and process our Marketplace applications. And we love the referral feature that allows us to also serve..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2556014)

GL

Guy L.

owner

> "system does not allow creating groups in the same applications like it does on healthcare.gov. "

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509121)

RC

Ryan C.

Agent

> "The referral system is great for non appointed carriers."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3335429)

ES

Erik S.

Independent Agent

> "Just the lack of ability to break down taxable vs nontaxable incomes during quoting."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2517250)

PC

Peggy C.

Insurance Broker

> "It is easy to manage clients, run reports, update applications."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3353409)

CL

Chad L.

Health Agent

> "Sometimes it’s difficult getting a problem fixed with Sherpa Live Support within Health Sherpa portal."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2531051)

KZ

Kelly Z.

Independent Agent

> "I love the option to send quotes to my customers and they can enroll themselves if they wish and I get the credit."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2514461)

PR

Pressilla R.

Insurance Broker

> "You cannot re-use an email address that is attached to an old account in the system."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523349)

PR

Pressilla R.

Insurance Broker

> "I was introduced to this software by an insurance issuer that I partner with and later discovered through Customer support that..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523349)

LW

Lisa W.

Health Insurance Agent

> "Often needing to wait more than 24 hours, which meant I had to set a appointment with the client again for a different date."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038)

RL

Raul L.

Insurance adviser

> "The fact it is so user friendly and the ability that my customers can access their account by registering to save you time from..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2534842)

LW

Lisa W.

Health Insurance Agent

> "I often get errors when transferring from the Marketplace to Health Sherpa especially after I have updated a current year plan."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038)

AMI

Ana Maria I.

Insurance Agent

> "I can have all my carries in this software plus get referrals for other carriers ."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516585)

TB

Taylor B.

Broker

> "The site does seem to lag at times and the client list could use some updates, as well."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509127)

JW

Justin W.

Owner/Officer

> "Cost Effective, Easy to track/update carrier appointments, Easy to track clients, Doctor search function is a huge time saver."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2528530)

JV

Jose V.

Agent

> "The renewal emails and too many follow up emails leading to consumer confusion"

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2509103)

MC

Mike C.

Licensed insurance agent

> "This site has solved the problem of figuring out how to "easily" quote, send the quote and Enroll. "

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2573503)

EM

Emily M.

Agent

> "Sometimes the Software freezes and leaves me in the middle of an application."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519168)

CG

Candice G.

St. Health Consultant

> "Easy to navigate screens and choose a plan."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3608276)

KB

Karen B.

Agent

> "Rephrasing questions from original hc.gov app can slow you down."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516485)

ER

Elmina R.

owner/broker

> "I like how you receive quotes for all available products even if it is for a referral only. "

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2523889)

SR

Sherry R.

Broker

> "I litterally stopped representing the carriers during open enrollment on the Marketplace last year."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2574290)

AA

Ashley A.

Licensed Agent

> "The quoting tool is on point."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___3206742)

RH

Ray H.

Agent

> "It times out after 1 hour and is a little difficult for the agent to get back to."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2576549)

JG

Josh G.

Managing Owner/Agent

> "It's been a huge timesaver not having to walk clients through setting up a username and password on Healthcare.gov!"

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2519337)

AF

Alex F.

Broker

> "You won't be able to use it for off-Marketplace plans."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2511569)

LW

Lisa W.

Health Insurance Agent

> "I am glad the ability to add dental plans was added to the dashboard."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2524038)

GH

Gene H.

Owner

> "Perhaps the instructions, however, I got so busy during enrollment, I didn't have time to read them. "

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2573387)

MT

Mel T.

Agent

> "I enjoy using Healthsherpa it has made enrollment in an ACA plan effortless."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2535011)

SR

Sherry R.

Broker

> "There were constant conflicts on the individual carrier sites."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2574290)

RL

Raul L.

Insurance adviser

> "also, HealthSherpa is always trying to make it easier for us to do our job. when you have a large book of business that is..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2534842)

KJ

Karen J.

Agent

> "Small issue last yr entering negative or a loss amount"

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2536391)

KZ

Kelly Z.

Independent Agent

> "Using HealthSherpa during open enrollment is time saving, easy to use, consistent, tied in with the Marketplace, and retains all..."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2514461)

TM

Tamara M.

Insurance Agent

> "Connection with the MarketPlace is sometimes abruptly interrupted."

[See full review](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#Capterra___2516974)

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

## User interface

[Thryv](https://www.capterra.com/p/156926/Thryv/)

4.21 (533)

[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

A/B Testing

207

Important

Activity Dashboard

150

Important

AI Copilot

120

Important

Thryv

Top features

28/44

-   A/B Testing
-   Activity Dashboard
-   AI Copilot
-   API
-   Campaign Analytics
-   Campaign Management
-   Conversion Tracking
-   CRM
-   Customizable Branding
-   Customizable CTAs
-   Customizable Forms
-   Data Import/Export
-   Drag & Drop
-   Drip Campaigns
-   Dynamic Content
-   Email Marketing
-   Email Tracking
-   Engagement Tracking
-   Event Triggered Actions
-   Generative AI
-   Landing Pages/Web Forms
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Marketing Automation
-   Marketing Calendar
-   Mobile Access
-   Multi-Campaign
-   Multi-Channel Communication
-   Multi-Channel Marketing
-   Multivariate Testing
-   Real-Time Data
-   ROI Tracking
-   Sales Analytics
-   Search Marketing
-   Segmentation
-   SMS Marketing
-   Social Marketing
-   Template Management
-   Third-Party Integrations
-   Visual Analytics
-   Website Visitor Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/156926/Thryv/#features)

HealthSherpa

4/44

-   A/B Testing
-   Activity Dashboard
-   AI Copilot
-   API
-   Campaign Analytics
-   Campaign Management
-   Conversion Tracking
-   CRM
-   Customizable Branding
-   Customizable CTAs
-   Customizable Forms
-   Data Import/Export
-   Drag & Drop
-   Drip Campaigns
-   Dynamic Content
-   Email Marketing
-   Email Tracking
-   Engagement Tracking
-   Event Triggered Actions
-   Generative AI
-   Landing Pages/Web Forms
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Marketing Automation
-   Marketing Calendar
-   Mobile Access
-   Multi-Campaign
-   Multi-Channel Communication
-   Multi-Channel Marketing
-   Multivariate Testing
-   Real-Time Data
-   ROI Tracking
-   Sales Analytics
-   Search Marketing
-   Segmentation
-   SMS Marketing
-   Social Marketing
-   Template Management
-   Third-Party Integrations
-   Visual Analytics
-   Website Visitor Tracking
-   Workflow Management

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

### Recognition

Thryv is recognized as a top-rated tool in 3 Capterra Shortlist reports

No recognitions have been awarded to HealthSherpa

### Deployment & support

Thryv

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

Thryv

-   By Thryv
-   Located in United States
-   Founded in 2011

HealthSherpa

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

## Popular Comparisons

[Thryv](https://www.capterra.com/p/156926/Thryv/)[4.21 (533)](https://www.capterra.com/p/156926/Thryv/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$244/month

Price

$25/month

4.1

Features

4.4

4.1

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/61368-156926/Salesforce-vs-Thryv)

[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)

[Thryv](https://www.capterra.com/p/156926/Thryv/)[4.21 (533)](https://www.capterra.com/p/156926/Thryv/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$244/month

Price

$20/month

4.1

Features

4.4

4.1

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/152373-156926/HubSpot-CRM-vs-Thryv)

[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/)[4.79 (653)](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)

[Thryv](https://www.capterra.com/p/156926/Thryv/)[4.21 (533)](https://www.capterra.com/p/156926/Thryv/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$244/month

Price

$14/month

4.1

Features

4.3

4.1

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/155928-156926/Zoho-CRM-vs-Thryv)

[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 (18,790)](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)

[Thryv](https://www.capterra.com/p/156926/Thryv/)[4.21 (533)](https://www.capterra.com/p/156926/Thryv/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$244/month

Price

$50/month

4.1

Features

4.3

4.1

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/156926-157279/Thryv-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

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](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)

[Thryv](https://www.capterra.com/p/156926/Thryv/)[4.21 (533)](https://www.capterra.com/p/156926/Thryv/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$244/month

Price

$7/year

4.1

Features

4.5

4.1

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/156926-204998/Thryv-vs-Bigin-by-Zoho-CRM)

[HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](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

4.2

[View full comparison](https://www.capterra.com/compare/155928-207556/Zoho-CRM-vs-HealthSherpa-for-Agents)

[Thryv](https://www.capterra.com/p/156926/Thryv/)[4.21 (533)](https://www.capterra.com/p/156926/Thryv/reviews/)

vs

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

$244/month

Price

$14.99/month

4.1

Features

4.6

4.1

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/156926-178819/Thryv-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/)[3.90 (921)](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)