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SherpaDesk

A support soution to help track time and manage projects

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SherpaDesk Pricing, Features, Reviews and Alternatives

SherpaDesk product overview

Price starts from

$

39

/momonth
Per Feature

What is SherpaDesk?

SherpaDesk focuses on what matters most to professional services - Time. The complete solution to manage customers, capture billable time and monitor projects' profitability.

Key benefits of using SherpaDesk

Professional service organizations have to manage a separate help desk application and a billing solution while also trying to keep their notes and time data synced. SherpaDesk provides a better solution than email and spreadsheets to help track customer's requests and log time for invoicing.

-Manage Customer Support: Route and report on all customer service request

-Create Custom Rate Plans: Create individualized rate plans for each customer or project including fixed rates and contracts

-Manage Project Profitability: Create an initial estimate for hours and budget and then track performances against this estimate

-Capture All Billable Time: Log billable time that falls through the cracks. By email, mobile or web all time can be logged to an account or project

-Update Activity Anywhere: SherpaDesk's mobile application allows access to respond to requests, log time or send invoices to customers anywhere anytime

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
Phone Support
FAQs/Forum
Knowledge Base

Training options

Videos
Webinars
Live Online
In Person
Documentation

SherpaDesk pricing information

Value for money

4.9

/5

58

Price starts from

$

39

/momonth
Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

SherpaDesk features

Functionality

4.6

/5

58
Total Features32 7 categories

Most valued features by users

Reporting/Analytics
API
Activity Dashboard
Alerts/Notifications
Customizable Branding
CRM
Email Management
Alerts / Escalation

SherpaDesk users reviews

Overall rating

4.8

/5

58

Positive reviews

98%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.11/10
Rating distribution

5

4

3

2

1

46

11

0

1

0

Pros
I like the slate of features as well as the pricing. It looks like a great solution to incorporating a help desk as well as time tracking/invoice and will replace two different software solutions.

MC

Mary C.

If you're looking for a good web-based ticketing solution SherpaDesk deserves a look. It is straightforward and simple, and has been a great solution for us.

Micah Y.

Easy to understand for techs; good presentation of information in dashboards; It does what it is supposed to do effectively and for a good price.

Micah Y.

Cons
Trying to understand weeks, sometimes months, of previous emails and correspondence can be confusing. But this seems to be a problem all ticket management applications suffer.

PW

Peter W.

When there's an issue with the cloud architecture, we have no service. This has only happened on a few occasions.

RH

Robert H.

A big item for us as a weak point is more granularity and control over what emails go out to clients.

DY

David Y.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Every IT Business needs a Sherpa

Reviewed a month ago

Super happy. Simple means it works quickly out of the box and my techs are not annoyed at extra hoops for ticketing.

Pros

We needed something simple, that worked with Ninja, IT Glue and Quickbooks. This fit the bill perfectly, all at a reasonable monthly fee, without contract, which is the big bonus. Support is out of this word. Even a function that would help us greatly was added within about 2 months, which is unheard of with other companies. They listen and act.

Cons

The integration with Ninja for alerts could be better.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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SherpaDesk is the most economical and effective ticketing solution that we've ever used.

Reviewed 4 years ago

We transitioned from the BigWeb Apps, so it took a little time to learn how to effectively use SherpaDesk.

Pros

SherpaDesk is adaptable for all users and groups of users. It's simple to enter, update, work on and close a ticket, and assets can be attached to a ticket. It's all web-based, so there is no client, so it's very device agnostic. The reports are informative and easy to generate. The process is now simpler to transfer tickets, including a feature to automatically route tickets to a user or queue.

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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There are better CRMs out there

Reviewed a year ago
Pros

The tool allows us to track accounts and outreach relatively well

Cons

We no longer use Sherpa as a CRM tool because of the many problems. The search function is horrible, it feels like an outdated tool for CRM and our teams are extremely slow when logging information into the program.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Simple, powerful ticketing

Reviewed 6 years ago

If you're looking for a good web-based ticketing solution SherpaDesk deserves a look. It is straightforward and simple, and has been a great solution for us. If you use it for it's intended purpose, it is robust enough to do an excellent job and yet simple enough to have a very short learning curve.

Pros

Easy to understand for techs; good presentation of information in dashboards; It does what it is supposed to do effectively and for a good price. You can get very good reporting and offers very credible tools to help a manager manage workflow.

Cons

End users still have to understand the emails. Since the bulk of IT ticket work is generated by the lower end of the user base, easier to understand discussion chains would be nice. I haven't seen anyone really do it better - the time/date stamps make it easy for me, but I'm not at the low end of the user base (at least I like to think I'm not).

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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These Guys are Awesome

Reviewed 6 years ago

Cavern is the largest underground Co-location Facility in the world. A few years ago our customer satisfaction survey revealed that traditional Ticketing System was an process with room to improve. Since migrating to SherpaDesk we have received A+ on our customer satisfaction results including our ticketing system. In fact, a few of our 120+ clients have decided to use it along with other Sherpa Products and each one has told me personally that they love it! Note, recommendations from me are hard to come by but the Sherpa Team has earned this one. Feel free to reach out directly with any questions. Brent Jeffries- Cavern Technologies

Pros

Ease of use for clients. Reporting and tracking are simple with a very small learning curve. If there is a report you are looking for, they will gladly help as they realize others may be looking for the same thing. This is a well refined SaaS solution.

Cons

N/A, I don't have any complaints or areas I wish were improved.

SherpaDesk FAQs and common questions

SherpaDesk has the following pricing plans:
Starting from: $39.00/month
Pricing model: Free, Subscription
Free Trial: Available


SherpaDesk has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business


SherpaDesk supports the following languages:
English


SherpaDesk supports the following devices:
Android, iPhone, iPad


Yes, SherpaDesk has an API available for use.


SherpaDesk integrates with the following applications:
QuickBooks Online Advanced, FreshBooks, Salesforce Sales Cloud, Microsoft 365, QuickBooks Online


SherpaDesk offers the following support options:
Email/Help Desk, Chat, Phone Support, FAQs/Forum, Knowledge Base

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