Maximizer CRM vs HealthSherpa

Salesforce Sales Cloud

HubSpot CRM

Pipedrive

Keap

eWay-CRM

Groove

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

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.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Asset Lifecycle Management

Automated Routing

Batch Processing

Calendar Management

Calendar Sync

Calendar/Reminder System

Campaign Management

Client Management

Collaboration Tools

Contact Database

Contact Management

Customer Database

Customer Segmentation

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Data Security

Data Visualization

Document Management

Document Storage

Drag & Drop

Email Alerts

Email Management

Email Marketing

Email Templates

Email Tracking

For Financial Institutions

For Insurance Industry

For iPad Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Forecasting

Goal Management

Goal Setting/Tracking

Interaction Tracking

Knowledge Base Management

Knowledge Management

Lead Capture

Lead Distribution

Lead Management

Lead Qualification

Lead Segmentation

Mobile Access

Mobile App

Monitoring

Multi-Channel Communication

Opportunity Management

Performance Metrics

Pipeline Management

Pipeline Reports

Quotes/Estimates

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Referral Tracking

Relationship Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Sales Activity Management

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search

Search/Filter

Segmentation

Self Service Portal

Shared Contacts

Source Tracking

Support Ticket Management

Tagging

Task Management

Task Scheduling

Team Assignments

Template Management

Templates

Territory Management

Third-Party Integrations

Web Forms

Workflow Management

Maximizer CRM

Android

Linux

Web-based

Windows

iPad

iPhone

Advisor

Great support follow up is quick and responsive, new update is clean and clear, like the new features and the screen and font used.

Doctor

Am very satisfied with this software. Its ease of access, the best and simplistic data storage method, and the very good customer support it offers make it better and satisfying.

Development Director 

The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds.

Tradeshow Coordinator/Database Management

The inability to do multiple search functions (and, if, or, = etc). Have had a lot of error problems with our CRM since last upgrade.

Sales Support Specialist ADMIN

Maximizer has been a wonderful experience. Maximizer keeps all of our activities with business organized and the ease of access is wonderful, along with great Tech help when we need it.

Office Manager

Very confusing to learn, has so much it can do that we don't really need. I am just using it the way I have always used the program so much of the software is wasted.

Associate

At this point it is a difficult process to properly bring the website into the 21st century, since a massive overhaul would leave many existing users lost.

Financial Advisor

It's well laid out, and its simplicity belies an underlying ability to do complex things. I love the fact that it integrates really well with the Microsoft Office suite of programs.

Director

The ease of usage is great. Tracking and closing of task remains top of mind.

The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.

Manager

I have many pre-edited documents that automatically get sent and merged with my contacts. I love this software and the amount of time and energies it's saved me over the years.

Claims adjuster 

Love that this product is so easy to use. I like that it makes my days at work much easier.

Sr. IT Analyst

Nice to see they have tried to upgrade their interface with a more modern looking. Being a smaller CRM player, they are more willing to work with the clients closely.

Financial Planner

Lack of integration with gmail and google calendar.

Loans administrator 

I believe our company has risen greatly because of Maximizer CRM,  most of the clients information we use is from this software, and our marketing was taken to a better level because of this software.

Content Manager

Besides the high price Maximizer CRM is a great tool and really helped our business.

Corporate Training Specialist

Permissions restrict customization which I understand but it can become frustrating customizing it to meet our needs.

I haven’t really use this software a lot so I can’t really say a lot of things that I dislike about the software.

Maximizer CRM screenshot: Maximizer CRM activity tracker

Maximizer CRM screenshot: Maximizer CRM address book

Maximizer CRM screenshot: Maximizer CRM leading indicators

Maximizer CRM screenshot: Maximizer CRM quotas

Maximizer CRM screenshot: Maximizer CRM timeline

Maximizer CRM screenshot: Maximizer CRM opportunities viewer

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

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.

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.

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.

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.

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.

Maximizer CRM vs HealthSherpa Comparison (2026)

Maximizer CRM

HealthSherpa

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives