Zoho CRM vs HealthSherpa

Salesforce Sales Cloud

HubSpot Marketing Hub

Pipedrive

Bitrix24

eWay-CRM

Groove

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

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.

HubSpot Marketing Hub is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing automation, social media, analytics, and more, for marketing teams of all sizes to grow traffic, convert leads and track customers, all in one place

Bitrix24 is an AI-powered online workspace designed to help businesses manage their clients, sales, projects, and teams. Bitrix24 replaces a multitude of apps and services with a single, flat-fee solution (no per-user charge).

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

A/B Testing

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

AI Copilot

AI/Machine Learning

Alerts/Escalation

Alerts/Notifications

Appointment Management

Appointment Scheduling

Asset Lifecycle Management

Automated Routing

Budgeting/Forecasting

Business Card/Badge Scanning

Business Process Automation

Business Process Control

Buyer Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Management

Campaign Analytics

Campaign Management

Campaign Planning

Campaign Segmentation

Channel Management

Chat/Messaging

Chatbot

Churn Management

Client Management

Client Portal

Client Tracking

Client/Property Matching

Collaboration Tools

Commenting/Notes

Communication Management

Configurable Workflow

Contact Database

Contact Management

Content Library

Content Management

Contract/License Management

Conversion Tracking

Correlation Analysis

Customer Activity Tracking

Customer Database

Customer Engagement

Customer Experience Management

Customer History

Customer Journey Mapping

Customer Segmentation

Customer Social Profiles

Customer Support

Customer Surveys

Customizable Branding

Customizable CTAs

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Entry

Data Import/Export

Data Security

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

eCommerce Management

Email Management

Email Marketing

Email Response Control

Email Templates

Email Tracking

Engagement Tracking

Estimating

Event Triggered Actions

Exception Reporting

Expense Tracking

Feedback Management

Field Sales Management

File Sharing

For AEC Industry

For Financial Institutions

For Healthcare

For Insurance Industry

For iPad Devices

For Mac Devices

For Nonprofits

For Real Estate

For Sales Teams/Organizations

Zoho CRM

Android

Web-based

iPad

iPhone

Director of Marketing Technology

The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.

Manager

You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.

Software Data Analyst

I like the most about the collaborative easy to use tools with any type of function like customer service,  marketing and creating automated responses which are very helpful.

Enterprise Application Engineer

ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.

Ecommerce Manager 

It is easy to use, it works perfectly fine and integrates easily with other software so it is a complete solution for the business.

Owner

I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive.

Product Support Analyst

Zoho CRM is very effective in helping you manage your day to day businesses. The ease of integration is amazing.

Director Marketing

As we have Zoho Mail for our business account, the ability to seamlessly integrate from mail to CRM is very helpful. As other CRMs usually only easily support Gmail or Outlook, this is a benefit.

SR Team Lead 

Overall its a good application to be invested on if  you want good maintenance of your records. AlsoThe customer support is very supportive and almost always available.

VP Sales & Marketing

The powerful email tools are one of the best for marketing and are included at a very competitive price point for small to medium-sized businesses.

Managing Partner

I would totally recommend Zoho as a solid good CRM to anyone looking for a CRM that is powerful and has a great team supporting it.

Busniess Development - Sales

They have a great help section with useful videos and their support also helped us implement things very smoothly. Its easy to create tasks and the reminder system is excellent.

President

My experience with Zoho has been fantastic, another thing I love about their software is the support. They support is unparalleled in the industry, fast and responsive with solutions.

Director

Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.

Producer

I love the add-ons in the Zoho Suite because it's a very easy and powerful way to broaden the possibilites of the software.

Consultant

Their customer support is awesome and they have one of the quickest turnaround for resolving service tickets.

Founder & Director

It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.

General Manager

The functionality is a bit awkward and customization is limited.

Zoho CRM screenshot: Zoho CRM analytics

Zoho CRM screenshot: Zoho CRM blueprint

Zoho CRM screenshot: Zoho CRM canvas

Zoho CRM screenshot: Zoho CRM omnichannel

Zoho CRM screenshot: Zoho CRM predictive sales

Zoho CRM screenshot: Zoho CRM mobile CRM

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.

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.

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.

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.

Zoho CRM vs HealthSherpa Comparison (2026)

Zoho CRM

HealthSherpa

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives