eWay-CRM vs HealthSherpa

Salesforce Sales Cloud

Pipedrive

Odoo 

Apptivo

Groove

RAYNET CRM

Compare eWay-CRM and HealthSherpa based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Simplify your CRM.

All contacts, deals, your calendar, your sales pipeline analysis –? all in one place. 

Perfectly organized data that simplify your work and give you a thorough overview of your business.


Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing. It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Advocate Management

Agile Methodologies

Alerts/Notifications

Appointment Management

Appointment Scheduling

Assignment Management

Auto-Dialer

Autoresponders

Batch Processing

Bid Management

Billable Items Tracking

Billing & Invoicing

Billing Rate Management

Budget Management

Buyer Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Call List Management

Call Monitoring

Call Recording

Campaign Analytics

Campaign Management

Campaign Planning

Campaign Segmentation

CAN-SPAM Compliance

Change Order Management

Charting

Click Tracking

Client Management

Client Tracking

Client/Property Matching

Collaboration Tools

Commenting/Notes

Committee Management

Communication Management

Conflict Management

Contact Database

Contact Management

Contract/License Management

Cost-to-Completion Tracking

Customer Advocacy

Customer Database

Customer Segmentation

Customer Surveys

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Management

Data Synchronization

Deadline Management

Deal Management

Document Generation

Document Management

Document Storage

Document Templates

Donation Tracking

Drag & Drop

Drip Campaigns

Due Date Tracking

Dynamic Content

Email Alerts

Email Campaign Management

Email Distribution

Email Management

Email Marketing

Email Templates

Email Tracking

Engagement Tracking

Estimating

Event Management

Expense Tracking

File Management

File Sharing

Filtering

Financial Management

For AEC Industry

For Contact Centers

For Insurance Industry

For Nonprofits

For Real Estate

For Small Businesses

For Startups

Forecasting

Forms Management

Fundraising Management

Grant Management

Image Library

eWay-CRM

Android

Web-based

Windows

iPad

iPhone

Senior Software Engineer 

I love how customizable eWay-CRM is and the ability to integrated it with Outlook which makes it great to manage all my customers information and data in one place. The support is very great.

Head of Channel Development

I have found the speed very impressive and searching for information is rapid and easy. I also really like the way the task management system works as it allows me to keep on top of my day.

Dipl.-Psychologist

Even the free version offers very good practicability and is a very good entry point the the software.

Account Manager

It is pretty user friendly, but what i love is the customer support. Any issue or question I have had was answered fairly quickly.

Innovation manager

At this moment I am happy with eWay and I have recommended my superiors to implement server version as soon as we get funding for it.

President

Very comfortable with my sales process - no more wishing that it could be better.

managing partner

I like most how eWay is flexible, customizable. Integration process in our firm was  quite easy with the help of eWay experts.

Owner

Import was quite difficult at the time because of different language settings, I had to translate the csv first but still hat some problems with some fields not importing correctly.

Fleet Manager

I am not fully familiar with all the functions because of no needs, but for my purposes eWay works great. Friendly and professional support is available if needed.

PR, marketing od Theater BARKA

Intuitive, helpful, easy to follow , great support for users.

Managing Director

Built in Outlook, good service, good value for money, language versions.

Easy to use and great support whenever there are any technical issues.

International Photographer 

Integration into my existing Outlook system, easy use and excellent customer support.

Director

Sometimes the synchronisation fails & it needs to be restarted again but that happens 1 in 10 times so its not a major deal anyway.

support for disabled people

Occasional crashes, and after few records sometimes appears error message.

I was a 10+ years users of the obsolete, outdated, full of issues Microsoft Business Contacts Manager.

Their customer support is exceptional. What I really enjoyed was their patience with us.

Sale and Markering

It’s easy, adoptable and fits all users. For us as a small company it’s in the right pricerange and has all the features we need.

eWay-CRM screenshot: eWay-CRM sits inside Microsoft Outlook.

eWay-CRM screenshot: Get the complete history of the person you’re interacting with — right inside your Outlook.

eWay-CRM screenshot: Identify emails that need your attention using our AI. It automatically gets the email tone and creates a summary so you can focus on the important interactions.

eWay-CRM screenshot: The board view makes the pipeline management extremely easy.

eWay-CRM screenshot: Integration with Power BI unlocks the best reporting platform right inside your CRM.

eWay-CRM screenshot: Find new contacts in your mailbox. Make sure to save them in eWay-CRM so all your communications are automatically tracked and organized.

eWay-CRM screenshot: Open a Teams chat if you need to talk about an email or a customer.

eWay-CRM screenshot: Send email campaigns right from eWay-CRM. No need to export-import data between two systems.

eWay-CRM screenshot: Mobile apps help you stay updated on the go.

eWay-CRM screenshot: Project-management module helps keep track of all deliveries.

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Small Business

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

Lead Management

Quotes/Estimates

Sales Pipeline Management

Third-Party Integrations

HealthSherpa

Health Agent

Easy to find existing applications, love to tool you can now send people to self-enroll. Love the layout of each carrier with benefits.

Independent Licensed Agent

I also enjoy how easy it is to save your leads and upload documents for clients. I like the ability to maintain the leads and be able to maintain the accounts throughout the year.

Insurance Broker

It conveniently stores data history and client activity for my records. Customer support is always super helpful when I call in for help.

Owner/Officer

HealthSherpa is a great partner to save time and help to provide clients with the high level of customer service that I expect to give.

Sales Agent

What I liked most about this software is how much time I save helping individuals find the right policy.

Independent Agent 

When starting out in the Marketplace, this is THE go to product for newbies. Easy to use and direct access are fantastic.

Broker

At such a busy time over here this is very important. It consolidates all my carriers in one place and seamlessly connects to healthcare.gov.

Agent

Overall the experience was a great one. Made me  a lot of money, I will continue to use it and will recommend it.

I litterally stopped representing the carriers during open enrollment on the Marketplace last year. There were constant conflicts on the individual carrier sites.

I like how you can save your leads and see any requirements for healthcare.gov.

Managing Broker

Every transaction whether front end or back end is super easy to accomplish. Very intuitive interface that actually seems to work the first time.

business owner

This system is new to me but it has been very user friendly and quick to complete renewals and new applications. I would highly recommend it to Health Ins businesses.

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

Health Insurance Agent

Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password.

Difficult to manage your clients especially when the client is a shopper and changes their choices.

Small issue last yr entering negative or a loss amount.

eWay-CRM vs HealthSherpa Comparison (2026)

eWay-CRM

HealthSherpa

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives