# Compare EngageBay CRM vs HealthSherpa 2026 | Capterra > Unsure of what to choose? Check Capterra to compare EngageBay CRM and HealthSherpa based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/178819-207556/EngageBay-Marketing-vs-HealthSherpa-for-Agents --- # EngageBay CRM vs HealthSherpa Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: EngageBay CRMHealthSherpa2/4 selected [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.8 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting Price $14.99/month Value-for-Money 4.7 Functionality 4.6 Ease of Use 4.5 Customer Service 4.8 Reviews Sentiment Based on [908 reviews](#user-reviews) Positive 879 Neutral 22 Negative 7 [## 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 ## 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 1,312 reviews from sales enablement software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 72%Fit Missing features Feature ratings Mobile Access 4.4 Alerts/Notifications 4.8 Real-Time Data NA Content Management 5.0 Reporting/Analytics 4.3 \--%Fit Missing features Feature ratings Mobile Access NA Alerts/Notifications NA Real-Time Data NA Content Management NA Reporting/Analytics NA User satisfaction User satisfaction 4.7 User reviews[908](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Ease of use 4.5 Functionality 4.6 Value for money 4.7 Customer support 4.8 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 $14.99Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Small to medium size businesses that require affordable, all in one sales and marketing software to acquire, engage, nurture and convert visitors to 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 NJ Nick J. Marketing Analyst > "EngageBay is a reliable, cost-effective, and user-friendly solution that fits perfectly into our recruiting processes. If you're a small to mid-sized..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7059560) Jelyn T. Marketing Manager > "There are also moments when load times or minor glitches slow things down slightly, which can interrupt the workflow when working on multiple outreach or..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746) VR Verified Reviewer Sales Representative > "Customer support is very attentive, the Deals section is nicely designed, and email marketing and sales basic goals have been achieved and organized for..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644) DM Desiree M. Caregiver > "I also noticed that certain features like email templates and design tools aren’t as polished, and there can be occasional delays or performance issues." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7140676) JW Jason W. President and CEO > "The CRM pipeline management is straightforward and easy for the team to adopt, email segmentation and automation have improved our campaigns results..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7014256) HS Himanshu S. Sales Manger > "EngageBay CRM's main drawbacks include limited customization, scalability issues for growing businesses, occasional slow customer support, and a learning..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894) YT Yohannes T. CEO > "It offers a solid, cost-effective solution for small businesses, with an easy-to-use interface and a range of tools that cover marketing, sales, and..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6544228) HS Himanshu S. Sales Manger > "However, it has some limitations in customization, scalability, and customer support, which may affect its suitability for larger or more complex..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6436894) VR Verified Reviewer Sales Representative > "Sales logging has been achievable, and the Calendar works enough to still keep my organized, but it should be a better experience." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7078644) CM Chandra M. Marketing Analyst > "It is difficult to debug an automation that has 20+ nodes if it fails at some particular node as we need to view the complete activity to find that out." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6348146) SS Satyam S. Assistant Manager- Digital Marketing > "Marketing Automation: We’ve set up automated workflows that handle email follow-ups, lead nurturing, and even social media scheduling." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988) SP Stephanie P. Marketing Consultant > "A couple of once-in-a-blue-moon features aren't available, but that is a very minor downside when weighed against all the positives" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6842815) CV Chai V. Founder > "It offers automation features that help streamline tasks like email marketing, lead generation, and customer follow-ups." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6524378) NB Nancy B. President > "I haven't used my HubSpot account for a long time so it is unlikely to be current, so used the csv import for my contacts on another email service..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6441443) DM Desiree M. Caregiver > "Overall, it strikes a good balance between functionality and simplicity, making it a solid choice for growing teams that don’t need overly complex systems." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7140676) MS Mike S. Operations Marketing > "The mobile app has limited features and doesn't offer full range of features that are available on desktop version." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016) MC Milap C. Digital Marketing Expert > "The seamless integration between marketing, sales, and support makes it an ideal choice for businesses looking to streamline their operations and improve..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6420490) AG Ayesha G. Founding Principal > "I wish there was a plan that was in between the Basic and Growth plans due to the pricing and lack of workflow accessibility in the Basic plan." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6697513) Rémy G. COO > "EngageBay is a powerful, affordable all-in-one tool for SMBs, combining CRM, marketing, and customer support seamlessly." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6629743) TC Tamesha C. Insurance Agent > "One feature that held me back was the daily send limit placed on my account for email campaigns. If you have more than a 100 contacts, you can only send..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4960781) NP Nipa P. Business Administrator > "EngageBay’s automation tools help streamline repetitive tasks, improve efficiency, and ensure consistent follow-ups." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) JD Jerker D. CEO > "As an example, the system is totally useless, I have spent two weeks trying to get by all the non logic functions and bugs to even send a newsletter. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) JP Jigs P. Development Head > "Customer support is responsive, and the platform offers good customization options for workflows and dashboards." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6549049) JD Jerker D. CEO > "The Sync with Hubspot was a scam, we spent 20000€ to get our data over from Hubspot." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) AS Anuvind S. Engineer > "One of the standout features of EngageBay CRM is its user-friendly interface, which makes it easy to navigate and manage customer relationships without a..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6633024) SK Shiva K. Chief research officer > "The reporting capabilities, although adequate, might fall short for businesses with deep analytical needs" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311) SK Satou K. Administrator > "The CRM, email marketing, sequences work smoothly together." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7081808) ZT Zbigniew T. CEO > "Some spam on mailing list. If you accept e-marketing you will get a lot of e-mails" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6511841) Jelyn T. Marketing Manager > "The customer support team has been excellent so far – responses are quick, and issues are handled in a very helpful and professional way." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7055746) MR Maria R. Marketing Manager > "The only thing that I dislike is the delay in updating campaign stats." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6721089) BS Bruno S. Product Manager > "It offers tools for marketing, sales, contact management, automations, and more." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6787366) RS Rob S. CEO > "Support tickets are better but they close them without resolving anything so you have to keep bugging them." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995) ZP Zalak P. BDM > "One can easily sync them from many services like Hubspot, Salesforce, Google, Outlook and many other." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6355213) VR Verified Reviewer Founder > "EngageBay, while cost-effective, may lack advanced features and customization options needed by larger businesses, potentially limiting scalability and..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6203334) NM Nishant M. Digital Marketing > "Overall, EngageBay has significantly enhanced my productivity and efficiency with its excellent user interface and robust external integration options." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6430275) RB Richard B. Web Developer > "The learning curve can be a bit steep for first-time users, especially if you're coming from a different CRM." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6804170) CS Chris S. COO > "They have a good set of features to manage campaigns and receive feedback on email sent and opened." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6585203) CS Chris S. Owner > "Our forms on our website seem to sometimes load slowly." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6366959) SS Satyam S. Assistant Manager- Digital Marketing > "The CRM is intuitive, with customizable pipelines and contact management features." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988) JD Jerker D. CEO > "I can't even filter on the objects attached to a contact." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6563825) GY Grace Y. Founder and CEO > "Pipeline management is clear and simple , and automation makes sure no follow ups is missed." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7008156) AP Anthony P. Director > "There is a limitation on the landing page content in that you can force people to sign up before they look at the page contents." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6219758) LJ Latrease J. Patient Service Representative > "I enjoyed the notifications from the sales department" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7111721) JS Jaskaran S. Co Founder > "Automation flow can be a bit complex to navigate" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6419614) JE Jamie E. Managing Director > "EngageBay is a decent CRM and can be used for multiple things, such as email marketing, SMS marketing, and as a Customer Contact Database, which is..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6283902) TB Tayfun B. Shop-Team > "The onboarding process was initially confusing, and I encountered issues that made it difficult to get started." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6815167) RB Rui B. R&D Manager > "EngageBay CRM's standout feature is its comprehensive functionality, offering a seamless integration of marketing, sales, and customer service tools." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4877429) KA Kathy A. VP of Marketing > "The email marketing lacks formatting abilities that would allow you to make the templates more brand specific or modern looking." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6195271) RN Robert N. Full-Stack Developer > "EngageBay CRM also offers a responsive web design feature that allows users to create websites that are optimized for different devices, such as desktops,..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5070658) AS Amy S. Loan Originator > "Does not interface with Apple mail and iCal" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6588652) PN Phil N. CEO > "We have all played with various tools and we all know that the learning curve is the hardest part but, when the support is so good, you find yourself..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402) AP Aswathy P. Marketing Operation Associate > "The lack of downloading the report options." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6374062) VR Verified Reviewer Facebook Ads Strategist, Founder > "All-in-one platform: EngageBay offers a suite of integrated tools for marketing, sales, and customer service, streamlining business operations." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736) AK Amir K. Owner > "The first time I went to upload contacts to the email sequence the contacts did not load properly. When I checked to see results the next day, I found..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726) AL Angelina L. Social Media Manager > "Engagebay offers a comprehensive suite of CRM tools, including email marketing, lead generation, sales automation, and customer support, all integrated..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6314401) PN Phil N. CEO > "So far there are no cons, I've used every CRM out there and the most frustrating part is the initial learning curve however, their support take the lead..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6807402) SAK Sameer Ali K. SALES CONSULTANT > "Being a sales consultant I need to keep track of my deals and this tool helps in keeping track of all my deals and their grid view gives all the details..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6176723) NP Nipa P. Business Administrator > "Lacks Twitter/X integration." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6328249) VR Verified Reviewer Facebook Ads Strategist, Founder > "Email marketing and CRM integration: The platform seamlessly integrates email marketing with customer relationship management, facilitating efficient..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4926736) DJ Dominik J. Managing Director > "It's very buggy." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6861691) SK Sandeep K. Manager > "All-in-One Solution: EngageBay offers a comprehensive suite of CRM, marketing automation, and customer service tools in one platform, which can streamline..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6193280) KD Kaleigh D. Marketing Manager > "There are some limitations like connecting it to multiple apps and also it lacks in advanced reporting." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6112862) MS Mike S. Operations Marketing > "Engagebay has been a game changer for our business. As a small medium sized company finding a comprehensive affordable was a big challenge for us." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6497016) NB Nick B. Senior Operations > "We had some issues with connecting it with HubSpot (yes, due to work we needed them both CRM's running and being in sync), so that was bit challenging" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4876647) SG Sumit G. Digital Marketing Manager > "EngageBay CRM is a web-based CRM solution that offers a wide range of features and integrations for various industries and workflows." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4847952) MV Marteen V. Sales Manager > "Landing pages are not mobile responsive, they need to be adjusted for mobiles and pc's" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___4899850) SK Shiva K. Chief research officer > "EngageBay CRM offers an all-in-one platform that's perfect for small and mid-sized businesses." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6591311) VR Verified Reviewer Project Manager > "I thought the way it sorted those profiles was not the best, it could have better filtering to avoid "spam" profiles" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6215239) SS Satyam S. Assistant Manager- Digital Marketing > "Email Marketing Powerhouse: Their drag-and-drop email builder is so easy to use, and the ability to segment audiences has really helped us send targeted..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988) RS Rob S. CEO > "Support chat is fast but low quality. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995) LW Laura W. Marketing Assistant > "I use several different CRMs in my position and this one has by far been my favorite." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___7048957) SK Shireen K. Marketing Analyst > "EngageBay has fewer integrations compared to its competitors which may limit functionalities for some users." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6053213) AK Amir K. Owner > "After using the email verifier that EngageBay provides for a very nominal cost, we are able to send up to 1000 emails per day." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6190726) DC Dori C. Tech Admin > "I can't build a custom apps that my team comes up with to integrate with the system" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___5024198) TA Tolga A. Director > "Best of all, it’s affordable — way better value than some of the "big name" CRMs out there. If you’re looking for a straightforward, budget-friendly..." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6631985) SC Steve C. VP of Marketing and Communications > "It's not the BEST platform out there. And it's priced that way." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6396988) SS Satyam S. Assistant Manager- Digital Marketing > "Affordable Pricing: EngageBay offers all these powerful tools at a price that small and medium businesses can afford, which is a huge plus!" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6529988) RS Rob S. CEO > "We have had continual problems trying to be productive using this service. " [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6596995) Elizabeth M. Marketing Manager > "EngageBay came out as the most cost-effective solution that gave us most of the features but at a much more reasonable cost." [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6459322) SM Shelley M. Director > "Had trouble with setting up the email template" [See full review](https://www.capterra.com/p/178819/EngageBay-Marketing/#Capterra___6543514) [View Reviews](https://www.capterra.com/p/178819/EngageBay-Marketing/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 4.65 (908) [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 EngageBay CRM Top features 18/33 - Access Controls/Permissions - Activity Dashboard - AI Copilot - Alerts/Notifications - Calendar Management - Collaboration Tools - Content Library - Content Management - Content Sharing - Conversation Intelligence - CRM Integration - Customizable Templates - Email Management - Engagement Tracking - Gamification - Generative AI - Goal Management - Lead Capture - Lead Scoring - Meeting Management - Microlearning - Mobile Access - Opportunity Management - Performance Management - Personalization - Pipeline Management - Prioritization - Process/Workflow Automation - Real-Time Data - Reporting/Analytics - Sales Onboarding & Training - Sales Planning - Task Management [See all features](https://www.capterra.com/p/178819/EngageBay-Marketing/#features) HealthSherpa 1/33 - Access Controls/Permissions - Activity Dashboard - AI Copilot - Alerts/Notifications - Calendar Management - Collaboration Tools - Content Library - Content Management - Content Sharing - Conversation Intelligence - CRM Integration - Customizable Templates - Email Management - Engagement Tracking - Gamification - Generative AI - Goal Management - Lead Capture - Lead Scoring - Meeting Management - Microlearning - Mobile Access - Opportunity Management - Performance Management - Personalization - Pipeline Management - Prioritization - Process/Workflow Automation - Real-Time Data - Reporting/Analytics - Sales Onboarding & Training - Sales Planning - Task Management [See all features](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#features) ### Recognition EngageBay CRM is recognized as a top-rated tool in 3 Capterra Shortlist reports No recognitions have been awarded to HealthSherpa ### Deployment & support EngageBay 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 EngageBay CRM - By EngageBay - Located in United States - Founded in 2016 HealthSherpa - By HealthSherpa - Located in United States - Founded in 2013 ## Popular Comparisons [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,784)](https://www.capterra.com/p/61368/Salesforce/reviews/) $14.99/month Price $25/month 4.6 Features 4.4 4.5 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-178819/Salesforce-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 [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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,462)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $14.99/month Price $20/month 4.6 Features 4.4 4.5 Ease of Use 4.4 [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 [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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,977)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $14.99/month Price $14/month 4.6 Features 4.3 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-178819/Zoho-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 [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,784)](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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (731)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $14.99/month Price $7/year 4.6 Features 4.5 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/178819-204998/EngageBay-Marketing-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/)[4.52 (4,462)](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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,823)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $14.99/month Price $50/month 4.6 Features 4.3 4.5 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/157279-178819/Dynamics-365-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 [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,977)](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) [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,054)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $14.99/month Price $19/month 4.6 Features 4.3 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-178819/Pipedrive-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 (918)](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)