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VanillaSoft vs HealthSherpa: Which is a better fit?

Updated on January 13th, 2025
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Summary
Key features rated by users
Features selected based on 14,581 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
4.6
Sales Pipeline Management
4.4
Lead Management
4.6
Reminders
NA
Customizable Fields
NA
% Fit
Missing features
Feature ratings
Contact Management
--
Sales Pipeline Management
--
Lead Management
--
Reminders
NA
Customizable Fields
NA
User satisfaction
4.7
User reviews155
Ease of use
4.7
Functionality
4.5
Value for money
4.6
Customer support
4.6
4.8
User reviews105
Ease of use
4.8
Functionality
4.7
Value for money
4.9
Customer support
4.6
Price starts from
Monthly subscription
Free version
Free trial
--
Yearly subscription
Free version
Free trial
Best for

Inside and remote sales teams. Organizations with SDRs and BDRs or organizations that generate leads. Fundraising organizations with engagement centers and DXOs.

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
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-911293f1-0807-43f2-a999-08d9593657f5
Nichol S
Business Developement
5.0

Nichol S.: Hi, my name's Nichol, and I'm an appointment setter and I give VanillaSoft five-star review because it is the easiest CRM I've ever used. For more reviews like this, please click below. The business problems that I've been able to solve using VanillaSoft is it's just so easy to use. It's easy to upload our leads so we can effectively market the appointments and schedule them for our salespeople. It's very easy to use. You can correct the title or the person's name. You can change the address, email address. You can email the prospects. You could schedule the appointments within the CRM. It's very, very easy to use. I love it. The only problem that I ever had with VanillaSoft is when we linked it with a cellphone and I couldn't get the cellphone to stop dialing.

How Capterra sources reviews
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video-c5c97aae-7a5a-486a-6d7c-08d8e4e9cf8b
Janiece S
CEO
5.0

Janiece S.: Hi, my name is Janiece and I'm an independent health insurance agent. I'm going to tell you why HealthSherpa works best for the needs of my clients and for me as an agent. Click the link below to find out how HealthSherpa can help your business and stacks up against the competition. When switching to HealthSherpa, I was looking for a platform that would allow me to enroll my clients using a one-stop shop. I was using multiple carrier sites, which made it extremely cumbersome to provide quotes, because I would have to go from place to place in order to figure out what would be the best fit for each of my clients. I specifically chose HealthSherpa because of the ability to look at multiple carriers at one time for each of my clients. When I'm quoting for the marketplace, it's important that I have all of the information in front of me, so that I can help my client make an informed decision about their healthcare needs. So the ease of using the platform to enroll my clients into the Affordable Care Act was extremely important to me. I also found that the updates, the document requirements, anything that is needed to follow up with my client was right there at my fingertips, and that's why I ultimately chose to use HealthSherpa. The ease of integration was extremely simple. They also provide for us a website link that I can share via email, via text. So that even if I don't have to sit with my clients one-on-one, they can enroll themselves using my platform. And it allows me to be able to service more clients, even when I'm not physically available. If you're looking for a direct enrollment site that allows you to communicate with the ACA healthcare government website and seamlessly service your clients, I would highly recommend HealthSherpa for that purpose, because it makes it easy. It gives you follow-ups. It allows you to communicate with your clients. They give you real time communication about your clients and their insurance needs.

How Capterra sources reviews
View all video reviews
User interface
27609 video thumbnail}
1 Video
207556 video thumbnail}
1 Video
27609
5 screenshots
207556
5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

VanillaSoft

Top Features
14/37
  • Alerts/Notifications
  • API
  • Customer Journey Mapping
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Templates
  • Forecasting
  • Lead Generation
  • Lead Scoring
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Quotes/Estimates
  • Reminders
  • Sales Reports
  • Segmentation
  • Task Management
  • Third-Party Integrations
  • Activity Dashboard
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Referral Tracking
  • Reporting/Analytics
  • Sales Pipeline Management
  • Territory Management
  • Workflow Management
See All features
Hide CRM Software Features -

HealthSherpa

7/37
Show CRM Software Features +

VanillaSoft

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HealthSherpa

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VanillaSoft
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
VanillaSoft
  • By VanillaSoft
  • Located in United States
  • Founded in 2003
HealthSherpa
  • By HealthSherpa
  • Located in United States
  • Founded in 2013
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