Vanillasoft vs HealthSherpa

Salesforce Sales Cloud

HubSpot Marketing Hub

HubSpot CRM

eWay-CRM

800.com

Groove

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

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.

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

800.com is a telephone and call tracking software designed to help businesses of all sizes search and activate toll free and vanity numbers in compliance with FCC regulations. It enables employees to view name and phone number of callers and identify forwarded calls using a caller ID feature.

VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Automatic Call Distribution

Calendar Management

Calendar/Reminder System

Call List Management

Call Recording

Call Reporting

Call Routing

Call Tracking

Call Transcription

Caller ID

Campaign Management

Client Management

Collaboration Tools

Communication Management

Computer Telephony Integration

Contact Management

Content Delivery

Content Management

Contract/License Management

Customer Database

Customizable Fields

Customizable Reports

Customizable Scoring

Dashboard

Data Import/Export

Data Management

Deal Management

Email Management

Email Templates

Email Tracking

Engagement Tracking

Field Sales Management

For Insurance Industry

For Sales Teams/Organizations

Goal Management

Interaction Tracking

Lead Capture

Lead Distribution

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Meeting Management

Monitoring

Multi-Channel Communication

Opportunity Management

Performance Management

Performance Metrics

Pipeline Management

Predictive Analytics

Prioritization

Process/Workflow Automation

Prospecting Tools

Queue Management

Real-Time Monitoring

Recording

Referral Tracking

Reporting & Statistics

Reporting/Analytics

Sales Activity Management

Sales Forecasting

Sales Onboarding & Training

Sales Reports

Sales Trend Analysis

Scheduling

Source Tracking

Task Management

Task Scheduling

Template Management

Territory Management

Third-Party Integrations

Voice Mail

Workflow Management

Vanillasoft

Web-based

Windows

Sales Consultant

I am a user, not an administrator, so my over all experience in the last 5 years has been great. IT is reliable, safe and easy to use.

Marketing Manager

I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue.

IT Director

There were several updates that affected my users which came as a surprise with no warning before or change log notification after.

Project Leader/Marketing Professional Commercial Truck Marketing

It has been very positive. The system is laid out in a very user friendly way, and anytime I needed support their team was very helpful.

Agent

I like the ease of use, the dialer, and tracking all leads/contacts. It also beautifully integrates with my lead vendors and texting CRM, as well as exporting data.

It Tech

Overall, Vanillasoft is a solid sales engagement platform that delivers great value for money, especially for teams focused on outbound calling and lead follow-up.

Inside Sales Manager

The in-house VoIP is quite helpful in increasing the number of contacts per day. Another advantage is the ease at importing and exporting data to and from VanillaSoft.

Account Executive

The intuitive and easy flow of this CRM system is excellent, it helps keep business moving and complications minimized.

Fundraiser 

I feel it is a great software and for sure worth the switch from the previous software.

Director of Annual Giving

I liked that we could customize the call based on our needs. It was so easy for our callers to use and with the saved time, I could focus on training staff.

Owner 

Ease of use multiple abilities at a controlled cost ease to add or delete additional agents as needed.

Owner

VanillaSoft is worth more than it's weight in gold.

Admissions rep

I love how you can see all reports for your performance.

Broker Agent

Vanilla Soft makes this journey of helping people more hopeful. As technology and this industry moves at such a rapid pace this allows one to breathe.

Director of Outbound Services

I have NEVER worked with such a fantastic group of support staff ever.

Phonothon Caller

Not specific caller ID which can lead some of the people we are calling to believe we are spam.

Closer

Sometimes lags on connecting to calling software.

TeleSales

NNot being able to drag caledar appointments when dates change.

Vanillasoft screenshot: VanillaSoft three-panel-call-screen

Vanillasoft screenshot: VanillaSoft call activity dashboard

Vanillasoft screenshot: VanillaSoft four-panel-call-screen

Vanillasoft screenshot: VanillaSoft calendar

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.

Quotes/Estimates

Sales Pipeline Management

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.

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.

Vanillasoft vs HealthSherpa Comparison (2026)

Vanillasoft

HealthSherpa

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives