# Compare Vanillasoft vs HealthSherpa 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Vanillasoft and HealthSherpa based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/27609-207556/VanillaSoft-vs-HealthSherpa-for-Agents --- # Vanillasoft vs HealthSherpa Features and Cost Comparison Last updated June 3rd, 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: VanillasoftHealthSherpa2/4 selected [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.8 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) [## Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) Starting Price Contact vendor Value-for-Money 4.5 Functionality 4.4 Ease of Use 4.6 Customer Service 4.5 Reviews Sentiment QS Based on [233 reviews](#user-reviews) Positive 218 Neutral 9 Negative 6 [## 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? 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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 63%Fit Missing features Feature ratings Data Security NA Contact Management 4.5 Lead Management 4.4 Sales Pipeline Management NA Activity Dashboard 5.0 \--%Fit Missing features Not enough reviews Feature ratings Data Security NA Contact Management \-- Lead Management \-- Sales Pipeline Management \-- Activity Dashboard \-- User satisfaction User satisfaction 4.6 User reviews[233](https://www.capterra.com/p/27609/VanillaSoft/reviews/) Ease of use 4.6 Functionality 4.4 Value for money 4.5 Customer support 4.5 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 \-- - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Fast-moving revenue teams. Organizations with SDRs and BDRs or organizations that generate leads. Fundraising organizations with engagement centers and DXOs. 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 QS Qudsia S. Assistant Director of Development > "I particularly appreciate the reporting and analytics features, which allow me to track key metrics like dials per hour,..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) GH Gabby H. Captain > "The phones and they're ability to call and it go through is a mess 9 times out of 10. If you email someone with another..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) MC Molly C. Business Development > "It would be even more effective if there was a CRM built in and a way to upload multiple phone numbers and email addresses..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6838283) KK Kristian K. Sales employee > "What I least like about vanilla soft is the fact I can’t auto call and I have to click every time." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) TG Theresa G. Assistant Director of Annual Giving > "The system supports both auto-dialing and manual dialing, allowing for versatility depending on the situation." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) SS Stephen S. Owner > "VanillaSoft’s automations and call routing boost efficiency, but the clunky email builder hinders email design." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6884143) QS Qudsia S. Assistant Director of Development > "It has been a dependable tool for managing our call center operations and helping our team stay organized and productive..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) DV Dennis V. Career Agent > "My least favorite thing about Vanillasoft would be having to wait 15 seconds before going onto the next number, whenever I..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6831051) QS Qudsia S. Assistant Director of Development > "The scripting tools are also very helpful for training student callers and ensuring consistent messaging across the team." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) SF Shauna F. independent contractor > "lack of tech support on Sundays (and after hours) - if you get locked out of your account, you just have to wait until they..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6851770) TG Theresa G. Assistant Director of Annual Giving > "What stands out most is how streamlined it makes tracking interactions—the process feels seamless and natural for both the..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) KK Karan K. Health Broker > "While Vanillasoft has helpful tools, I struggled with slow responsiveness and limited customization in key features" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7013621) QS Qudsia S. Assistant Director of Development > "As someone who manages a university phonathon, VanillaSoft has been incredibly effective for running a high-volume calling..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) FV Franchesca V. Independent Licensed Agent > "It takes a lot of time training and watching and re-watching videos, and since it was rolled out pretty close to AEP/OE, I..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034286) AO Andrew O. Sales Manager > "VanillaSoft offers solid value, especially for sales teams that need a structured cadence tool for lead management and..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6879199) CP Casey P. Career Agent > "The tracking isn't always correct, and the amount of time on the phone calls are never correct." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7027495) TG Theresa G. Assistant Director of Annual Giving > "Overall, this system significantly enhances my communication efforts, making my interactions efficient and effective." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) GH Gabby H. Captain > "I should have to copy every email before I send it, in fear that the whole system is going to crash out the second I hit send." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) TJ Teayaka J. Agency Owner > "I love being able to view each lead easily by uploading a CSV and comment on it." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7089783) AM Ahmed M. Agent > "Also, sometimes it’s hard to stop drips or adjust them on the fly, which can lead to extra charges or confusion." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7045503) CF Chrissy F. Fundraising Specialist > "It organizes leads well by different types of groups so similar groups can be grouped together under one filter." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) CF Chrissy F. Fundraising Specialist > "Sometimes things work as they're supposed to, sometimes the emails fail to send or the phones stop working and then I'm stuck..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) AO Andrew O. Sales Manager > "VanillaSoft provides a reliable level of security with role-based permissions and data encryption." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6879199) SW Sydney W. Insurance Agent > "That Accounting takes their time to get back to you on Payment errors that slow down my business!!!!" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7000543) KK Kristian K. Sales employee > "Vanilla soft has been good since I started using it making it easy to see my leads and text me constantly" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) GH Gabby H. Captain > "It's very much not a user friendly platform in a lot of ways including the fact that literally everything HAS to be resulted..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) AM Alexis M. Licensed insurance agent > "I’ve been able to reach a lot of potential clients, the system is very user friendly and the customer support has been quick,..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7051093) AB Anthony B. sales agent > "the color tags are very small and not the whole bar so it's barely noticeable to be effective" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6853925) CC Caroline C. Caller > "What I like most about Vanillasoft is its features. When I am using the interface, I can see and use everything clearly." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7026151) SB Sam B. Director of Operations > "data management and access, its almost impossible to pull ANY data outside of a week ago without the dashboard freezing or..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6804870) VC Valery C. Digital Philanthropy Caller > "It was quickly resolved and they were also able to find my account and pin point what needed to be done in a short amount of..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7026210) GB Gabrielle B. Advisors > "Sometimes there are technical issues or delays that keeps me from getting the leads in a timely manner." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7007860) AD Anna D. Head of Annual Giving > "VanillaSoft allows us to increase the ROI of our campaigns and takes away a lot of manual tasks." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6810518) RK Raechel K. Trainer > "can't click on all of the corporate contacts from the lead" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6885851) JM Joey M. CEO > "The way it manages our leads and constant follow up is great and callbacks is also very good for managing" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7003938) SH Sharon H. Broker > "Zero customer support is offered." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7082872) RL Richard L. Licensed Agent > "Integration of many features and gerneal convenience were very good." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7086106) SF Shauna F. independent contractor > "CRM - difficult to use - have to jump back and forth to go down the list while making one off calls. " [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6851770) KT Kathia T. It Tech > "Once configured, it really boosts productivity and lead conversion rates." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7032190) SQ Serena Q. Health Advisor > "I dislike that we have to wait 15 seconds before we can disposition a lead and dial a new lead." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6814116) KT Kathia T. It Tech > "The workflow automation saves a lot of time, and the interface is straightforward once you get used to it." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7032190) KK Kristian K. Sales employee > "Also it is alittle hard to use on my phone" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) DF Dylan F. Agent > "I like that it has an internal calendar and that I can keeps notes" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) AD Anna D. Head of Annual Giving > "As a UK-based institution, it is frustrating that the calling function is set up for North American locations." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6810518) KH Kevin H. Founder > "The interface and management aspects are great and love the cadences." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7057181) MR Marcus R. CFO > "Screens would stop loading, wouldn't load all sections." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034959) JD Jessica D. Supervisor > "Overall, I enjoy using VanillaSoft and the setup of the software makes it easy to find mechanisms needed for the project i'm..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6831673) MR Marcus R. CFO > "It at times hindered our employees." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034959) Elma T. Office Manager > "I also appreciate the availability of both online and phone support—it’s reassuring to know help is accessible when needed." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6874254) DF Dylan F. Agent > "Then I cannot get back on the dialer until the next day" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) Elma T. Office Manager > "With the right amount of training, guidance, and hands-on practice, I believe navigating the back end will become much easier..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6874254) CB Chelsey B. Appointment Setter > "Some support staff weren't able to help." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6848862) Evangeline M. Business Development Representative > "Vanillasoft is easy to use, the dialer moves quickly, the calendar is set up well, and inputting data is simple." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6855706) GH Gabby H. Captain > "NOW YOU CAN'T EMAIL EITHER OF THEM without getting Vanilla Soft involved." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) KH Kevin H. Founder > "Easy to set-up and get going, but lots of depth to smooth the lead management process." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7057181) DF Dylan F. Agent > "Decent and easy to use overall , but the dialer issue is really holding up my job." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) TG Theresa G. Assistant Director of Annual Giving > "I highly recommend it to others seeking to enhance their communication and data management processes." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) CF Chrissy F. Fundraising Specialist > "There are a lot of features that are very basic." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) KH Kevin H. Founder > "Reporting is excellent and much better than any other system I've used." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7057181) FV Franchesca V. Independent Licensed Agent > "It is pretty complicated to use. " [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034286) AM Ahmed M. Agent > "I liked how simple it was to keep track of leads, callbacks, and follow-ups without getting overwhelmed." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7045503) BA Bridget A. Health Insurance Agent > "Customer service wasn't the best and when it would glitch I wouldn't be able to find the root cause." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___3834202) RL Richard L. Licensed Agent > "Support for issues was quick ad timely." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7086106) CG Chris G. Health advisor > "I have the pictures and i am going to conitnue to make it my personal vendetta to let everyone know how I SPENT 1000S $ ON..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#SoftwareAdvice___3464887) [View Reviews](https://www.capterra.com/p/27609/VanillaSoft/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 [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/) 4.59 (233) [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 Activity Dashboard 207 Important AI Copilot 150 Important Alerts/Notifications 120 Important Vanillasoft Top features 24/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/27609/VanillaSoft/#features) HealthSherpa 7/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/#features) ### Recognition Vanillasoft is recognized as a top-rated tool in 1 Capterra Shortlist reports No recognitions have been awarded to HealthSherpa ### Deployment & support Vanillasoft 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 Vanillasoft - By VanillaSoft - Located in United States - Founded in 2003 HealthSherpa - By HealthSherpa - Located in United States - Founded in 2013 ## Popular Comparisons [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/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 4.4 Features 4.4 4.6 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/27609-61368/VanillaSoft-vs-Salesforce) [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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/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 4.4 Features 4.4 4.6 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/27609-152373/VanillaSoft-vs-HubSpot-CRM) [HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/)[4.78 (105)](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/reviews/) vs [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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/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 4.4 Features 4.3 4.6 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/27609-155928/VanillaSoft-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 [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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,824)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Contact vendor for pricing Price $50/month 4.4 Features 4.3 4.6 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/27609-157279/VanillaSoft-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 (6,977)](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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/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/) Contact vendor for pricing Price $7/year 4.4 Features 4.5 4.6 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/27609-204998/VanillaSoft-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 [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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Contact vendor for pricing Price $14.99/month 4.4 Features 4.6 4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/27609-178819/VanillaSoft-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 [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[4.41 (4,079)](https://www.capterra.com/p/164283/Zendesk/reviews/) Contact vendor for pricing Price $115/month 4.7 Features 4.4 4.8 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/164283-207556/Zendesk-vs-HealthSherpa-for-Agents)