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SherpaDesk

SherpaDesk : Reviews, Pricing, Features & Alternatives
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SherpaDesk is a Professional Services Automation Software. Price : $39 (free trial available). Review SherpaDesk : Overview & Pricing

9.8 Expert Score
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SherpaDesk Overview : Features, Pricing, Reviews & Alternatives

SherpaDesk is a Professional Services Automation Software intended for businesses. Let’s discover user reviews, features and prices of this business app.

SherpaDesk is listed as a Professional Services Automation Software and Finance Software for companies and is used for Time and Expense, Consulting, Sales Tracking, Help Desk, Billing and Invoicing, Help Desk, Information Technology …

SherpaDesk price starts from $ 39 per user and per month (free trial available).

SherpaDesk is an all-in-one professional services automation software.

Enhance your professional services using automation technology

SherpaDesk is the complete solution for managing clients, capturing billable time, and tracking project profitability. SherpaDesk is a cloud-hosted professional services automation (PSA) solution that integrates key elements into a single solution. Organizations can track customer service issues, record billing time, and manage their project profitability. The SherpaDesk mobile app is the perfect solution for organizations that

What is SherpaDesk ?

SherpaDesk is an advanced help desk software that offers comprehensive and end-to-end support for companies engaged in IT consulting, education, accounting, and administration services. The software creates a detailed mix of relevant business tools like help desk ticketing, analytics, project management, billing, easy billing, time tracking, and others that facilitate improved operation. An intuitive and accurate ticketing system allows organizations to easily receive, respond to, and report a support ticket generated by an individual customer. Along with this, the software also helps keep projects on track. Business houses will never miss their billable dates with the time tracking feature offered by the particular solution. An asset management tool within SherpaDesk facilitates active integrations with external billing platforms ensuring accurate tracking. Transactions related to payments and invoices can be processed using the billing module of the software. Its data reporting function enables proper analysis and relevant decision making.

Our client management software keeps you and your team in touch with your clients, whether you’re in the field, on the go, or just don’t feel like turning on your computer. The mobile app makes it easy to manage support tickets, track time, and send invoices, all from the palm of your hand.

This gives companies the freedom to focus on growing their business, rather than just surviving.

Our tool helps resolve customer issues, accurately track billable and non-billable time, automate billing, and manage project profitability.

SherpaDesk is a cloud-hosted customer service solution that helps IT companies track customer requests and bill time for professional services. SherpaDesk is the helpdesk app for organizations that need to track multiple rate types across a large customer base and then bill for their time. Mobile device access and the ability to customize a customer portal makes it the ideal solution for small businesses to improve any IT support and billing process.

SherpaDesk is the complete solution for managing clients, capturing billable time and monitoring project profitability. SherpaDesk is a cloud-hosted professional services automation (PSA) solution that integrates key elements into a single solution. Businesses can track customer service issues, record billing time, and manage the profitability of their projects. The SherpaDesk mobile application is the ideal solution for organizations that

SherpaDesk is the complete solution for managing clients, capturing billable time and monitoring project profitability. SherpaDesk is a cloud-hosted professional services automation (PSA) solution that integrates key elements into a single solution. Businesses can track customer service issues, record billing time, and manage the profitability of their projects. The SherpaDesk mobile application is the ideal solution for organizations that

SherpaDesk is a cloud-based customer relationship management (CRM) solution that integrates core business processes into a single suite. It is particularly suitable for the small and medium-sized business markets of professional service companies. SherpaDesk offers ticket management, time tracking, billing, email analytics, asset management, project management, customer engagement, and reporting. SherpaDesk offers ticket management, time tracking, billing, email analytics, asset management, project management, customer engagement, and reporting.

SherpaDesk Review

SherpaDesk Review : Pros & Cons

Pros & Cons

When it comes to finding the right Professional Services Automation tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.

One such familiar name in this arena is SherpaDesk, and as you may have guessed from the title, this review will tell you more about SherpaDesk’s pros and cons.

Weighing the pros & cons is essential before selecting this tool for your business and your team.

SherpaDesk Pros : Key Benefits

– Professional services organizations must maintain a separate help desk and billing solution while trying to sync their notes and time data. SherpaDesk offers a better solution than emails and spreadsheets to help track customer requests and record billing time.

– Complete professional services automation solution

– Create custom rate plans – Create individual rate plans for each client or project, including flat rates and contracts

– Easily track time, manage support issues, and monitor project profitability

– Manage customer support – route and report on all customer service requests

– Capture All Billable Time – Record overlooked billable time. By email, mobile or web, you can always be connected to an account or a project

– Capture wasted billable and non-billable time

– Manage project profitability – create an initial estimate of hours and budget, then track performance against that estimate

– Easy-to-use help desk solution designed for small to medium teams

– Update Activity Anywhere: The SherpaDesk mobile app allows access to respond to requests, log time, or send invoices to customers anywhere, anytime.

SherpaDesk Cons

– Con : Not always the cheapest option : Professional Services Automation Software average cost is $ 34 .
– Con : Custom integrations can come at a price.
 

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SherpaDesk Features

Here is the list of the main features of this computer software :

– business intelligence
– Alerts – notifications – reminders
– Automation of actions
– Document sharing
– Folder sharing
– Note sharing
– Teamwork
– CRM
– Helpdesk
– Incident Management
– API
– Customizable Branding
– Activity Dashboard
– Known Issue Management
– Alerts / Escalation
– Automated Routing
– Alerts/Notifications
– Live Chat
– Automated Routing
– Community Forums

Main function & Pro Features

– Billable Items Tracking
– Social Media Integration
– Billing & Invoicing
– Ticket Management
– CRM
– Knowledge Base
– Call Center Management
– Alerts (Escalation)
– Chat/Messaging
– Multi-Channel Communication
– Client Portal
– Document Storage
– Collaboration Tools
– Surveys & Feedback
– Customizable Branding
– Contract (SLA Management)
– Document Storage
– Self Service Portal
– Email Management
– Macros (Templated Responses)

SherpaDesk Integrations

SherpaDesk integrates with more than 7 applications & plugins like Google Docs, G Suite and FreshBooks (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !

It also provides a powerful API toolkit that allows developers to build web services and exchange data.

Top 20 SherpaDesk integrations

– FreshBooks
– G Suite
– Google Docs
– Microsoft Office 365
– QuickBooks
– Salesforce

SherpaDesk Pricing

The SherpaDesk pricing plan starts from $ 39 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …

SherpaDesk offers several pricing plans :

– 1St Tech Free For Life : $ 0,00 per user / per month
– Team : $ 39,00 per user / per month
– Professional : $ 49,00 per user / per month
– Enterprise : $ 9,00 per user / per month
– Premium : –

1St Tech Free For Life Team Professional Enterprise Premium
$0,00 $39,00 $49,00 $9,00 $-
Per month Per month Per month Per month Per month
Per user Per user Per user Per user Per user

 

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Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.

Sign up for a trial and start using it right away !

Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.

Screenshot of the Vendor Pricing Page :

SherpaDesk Pricing Plan

SherpaDesk Pricing Plans

Pricing Details

Pricing Model : Subscription
Free trial : Available
Free plan : Yes
Freemium : Freemium
Starting price : $ 39,00
Entry-level set up fee : No setup fee

The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.

Deployment & Setup

SherpaDesk is a cloud-based Professional Services Automation platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).

sherpadesk is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.

It supports desktop operating systems (like Windows and Mac OS …) and mobile platforms (like Android and iOS).

There’s also native mobile apps for iPhone & iPads on Apple’s App Store and for smartphones & tablets on Google Play Store.

Technical Details & Specifications

Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS / Linux / IBM OS-400 / Solaris …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : iOS App & Android App
GDPR compliance : No information

Supported languages

This application software supports the following languages : English …

Support & Training

Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat, Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support, Online Support …

Hotline : +1 866-996-1200

Training options : Documentation, In Person, Live Online, Videos, Webinars …

Industry & Customers

Who use SherpaDesk ?

This software package is tailored to business needs : Public Administration, Non Profit, Entrepreneur …

This web-based application is recommended for trades : Administrative, Accounting, Finance, IT …

This cloud software is used in the sectors : Services …

Customer References

Testimonials & Customer References to decide if this is the right business software or service for your company : Salesforce, Google, Intuit, Twitter, Spiceworks, Freshbooks, Northwest Nazarene University …

Awards & Recognitions

No information .

Screenshots

This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Entrepreneur, Freelancer, Large Company …)

SherpaDesk Screenshots & Images : UI, dashboard …

SherpaDesk Review

SherpaDesk Business Software Pricing

SherpaDesk Features

SherpaDesk Features & Overview

SherpaDesk Screenshot

SherpaDesk Screenshot

SherpaDesk Screenshot

SherpaDesk Screenshot

Videos

Video #1

YouTube video

 
Video #2

YouTube video

 

SherpaDesk Reviews

Here is our opinion on SherpaDesk : this is a great professional services automation software to advise .

SherpaDesk User Reviews & Ratings

Online and customer reviews of SherpaDesk software are quite plentiful and overall very positive :

Overall rating : 4,9/5

Value for money : 4,8/5
Functionality : 4,5/5
Usefulness : 4,8/5
Ease of use : 4,8/5

User rating Excellent : 69%
User rating Very Good : 24%
User rating Average : 7%
User rating Poor : 3%
User rating Terrible : 0%

Extensive API library Work order tracking and routing Custom notifications on specific issues Active Directory integration to manage user authentication Billable hour logging via email, mobile app, or web Billing Live chat

Popularity on social networks : 156 followers on LinkedIn

Your Customer Review on SherpaDesk

What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …

Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend SherpaDesk ? What is your likelihood to renew ?
 

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FAQs

Why use a Professional Services Automation Software ?

Professional Services Automation (PSA) software is designed for service-oriented organizations that need to automate their processes and streamline their operations, including administration, service delivery, and next-generation business. PSA software is essentially enterprise resource planning (ERP) software for a professional services firm. PSA software typically includes project management, resource management, timesheet management, and financial accounting features. Professional services automation (PSA) software improves project monitoring: time management, expense management, invoicing.

According to various sources, most used business software are : Netsuite OpenAir (market share : 48,90%), Accelo (18,20%), Microsoft Dynamics SL (4,30%), Deltek GCS Premier (2,00%), Deltek Costpoint (0,60%), Unit4 Business World (0,10%)

Main functions are : Project management, Project accounting, Time and expense tracking, Billing and invoicing, help desk, Knowledge and document management

Main characteristics are : helpdesk, it management, msp, msps, network monitoring, psa, remote administration, rmm, remote monitoring, software updater, ticket tracking, alphacontrol, asset management, software as a service, servicedesk, Invoicing, Trading and Monitoring, Network Monitoring, Gantt Charts, Workflow Automation, Cascade Methodology Support, Project and Financial Reporting

Professional Services Automation Software Average Price : from $ 15,00 to $ 79,00 with an average price of $ 34,00 . We have identified more than 48 competitors on the market.

Professional Services Automation Software Review

Professional Services Automation Software Review

Company details

Developed by SHERPADESK, Inc.
About SherpaDesk: SherpaDesk is a cloud-hosted professional services automation (PSA) solution that integrates core business processes into a single solution. Organizations can track customer service issues, capture billable and non-billable time, and monitor the entire profitability of their project. The SherpaDesk mobile app is the perfect solution for any organization that has technicians in the field and needs to record their time and expenses.

HQ location : USA
Founded in 2012 by Patrick Clements
Total revenue : $337.2K

Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Professional Services Automation Software
Schema : SoftwareApplication > FinanceApplication

Tags : Organize and prioritize service tickets | Subscription Notifications | ITSM collaboration and documentation | Creation and sending of tickets | Reply to ticket | Automated responses | Attachments | Screencasts | SLA Management | Forums …
Website : visit sherpadesk.com

About This Article

This page was composed and published by SaaS-Alternatives.

The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.

Our opinion on SherpaDesk is independent in order to highlight the strengths and weaknesses of this Professional Services Automation Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.

SherpaDesk Alternatives

If you’re understanding the drawbacks and you’re looking for a SherpaDesk alternative, there are more than 47 competitors listed on SaaS-Alternatives !

If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.

Compare SherpaDesk Pricing Against Competitors

Software Starting Price Billed Free Trial
SHERPADESK $9 Per month / user Yes
ZOHO DESK $14 Per month / user Yes
SYSAID $ Per month / user Yes
LIVEAGENT $15 Per month / user Yes
TEAMSUPPORT $ Per month / user Yes
HELP SCOUT $20 Per month / user Yes
OSTICKET $9 Per month / user Yes
JITBIT HELPDESK $24 Per month / user Yes
FRESHDESK $15 Per month / user Yes
KAYAKO $30 Per month / user Yes

 

Top 10 Alternatives & Competitors to SherpaDesk

– Zendesk
– Freshdesk
– Bitrix24
– monday
– CloudBlue PSA
– Salesforce Service Cloud
– Zoho Desk
– Teamwork Desk
– Zendesk
– Freshdesk

Free Alternatives to SherpaDesk

– Zoho Desk
– LiveAgent
– osTicket

You can also take a look at other business apps, like our Unamo SEO review and our FeetPort review.

Comparison with Similar Software & Contenders

Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Professional Services Automation Software compare to SherpaDesk when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
 

Compare Professional Services Automation Software

 

9.8Expert Score
SherpaDesk Review
SherpaDesk is a great professional services automation SaaS software to advise for your company or business.
Ease of use
9.8
Functionnality
9
Integrations
9.6
Customer support
9.6
Value for money
9.6
PROS
  • Professional services organizations must maintain a separate help desk and billing solution while trying to sync their notes and time data
CONS
  • Not always the cheapest option
SherpaDesk
SherpaDesk

$39.00

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