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About SherpaDesk

SherpaDesk is an advanced helpdesk software that offers comprehensive all rounder support to business houses engaged with IT Management, Education, Accounting and Consulting services. The software creates a detailed combination of business relevant tools such as helpdesk ticketing, analytics, project management, invoicing, easy billing, time tracking and more facilitating enhanced operation. An intuitive and accurate ticketing system makes it easy for organizations to receive, respond and report on an individual support ticket generated by customers in a hassle-free manner. Along with this, the software also helps to keep the projects on track. Business houses will never miss their billable dates with the help of the time tracking feature offered by the particular solution. An asset management tool within SherpaDesk facilitates active integrations with external billing platforms ensuring accurate monitoring of the same. Payments and invoice related transactions can be processed using the billing module of the software. Its data reporting feature enables proper analysis and relevant decision making.

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Screenshots & Videos

Tickets
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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%
  • Reviews
    89%
  • Momentum
    63%
  • Popularity
    80%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)
  • Freelancers

API Support

  • Available

Modes of Support

  • Business Hours, Online

SherpaDesk Awards

SherpaDesk Features

Help Desk Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%

Unique Features

Multi-language Support

Available in multiple languages to support global customers

Multi-brand Help desk

Allows to manage multiple support portals on a single platform by offering product differentiation and branding features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Incident Management

Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in future

Social Media Integration

Enables integrating the software with social media for better reach and coverage

Document Storage

Helps in storing the documents electronically and in a systematic way

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Ticket Management

Facilitates in recording and organizing customer complaints into tickets and systematically track their progress until they are resolved

Surveys & Feedback

Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback

Known Issue Management

Helps to tackle and to manage familiar issues or routine challenges

Knowledge Base

Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.

Contract (SLA Management)

Helps to manage, automating and organizing important aspects concerning a service-level agreement

Automated Routing

It helps in automatically directing queries and data to the appropriate agent.

Alerts (Escalation)

Helps to route critical tickets to the boss or in-house experts and alerting against them when such come

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

Live Chat

Allows you to instantly communicate with your customers and/or exchange chat messages online

Concurrent Calling

Allows to place more calls simultaneously without reducing call quality.

Multi-Channel Communication

Helps in receiving queries and offering help through multiple channels

Macros (Templated Responses)

It helps to store, create, and send pre-written responses to maintain the flow of the conversation.

Community Forums

Provides an online discussion site that includes a panel of experts who give expert advice and satisfy queries of any kind relevant to the company

Billing and Invoicing Features

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Invoicing

Create invoices online and email them to your clients with just one click

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes (Estimates)

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Percent-Complete Tracking

Percentage of work done on estimated items.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Task Management Features

Time Tracking

Helps in tracking the task assigned to different team members or teams

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Scheduling

Helps in scheduling various tasks for proper implementation of the same

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Percent-Complete Tracking

Percentage of work done on estimated items.

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Gantt Charts

Helps in providing an overall glimpse of your work to adjust your plans in a calendar view quickly

Gamification

Helps in applying game mechanics to the work environment for better collaboration and engagement

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Time Tracking Features

Timesheet Management

Helps to accurately manage timesheet information for easy accessibility

Mobile Time Tracking

Allows tracking time using a mobile device

Billable & Non-billable Hours

Tracks billable and non-billable hours to help in better estimate making and quote clients accordingly

Automatic Time Capture

Employs data mining tactics to index, cleanse and derive meanings of time-related information on the basis of timestamps

Employee Database

Helps in providing an organized collection of employee data

Leave Tracking (Vacation)

Assist in keeping track of leave and holidays for easing the payment calculation process

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Overtime Calculation

Simplifies the process of calculating extra hours worked for by staff or team members

Offline Time Tracking

Enables one to track time in offline mode as well

Multiple Billing Rates

Helps in creating customized billable rates for different team members at job
SherpaDesk Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot
Disclaimer: The pricing details were last updated on 10/06/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about SherpaDesk Pricing.

SherpaDesk Alternatives

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SherpaDesk Reviews

User Rating

4.5/5 (Based on 201 Ratings)

Rating Distribution

  • Excellent

    56.7%
  • Very Good

    41.3%
  • Average

    1%
  • Poor

    1%
  • Terrible

    0%

User Sentiments

Excellent Customer Support, Ease of Use, Quick Ticket Creation, Comprehensive Features

Limited Mobile App Functionality, Lack of Detailed Documentation, Confusing Configuration Options, Limited Customization Options

Do You Use SherpaDesk?

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Review Summary

Users praise SherpaDesk for its user-friendly interface, ease of use, and robust features that streamline customer relationship management (CRM) processes. They appreciate the customizable dashboards, comprehensive reporting capabilities, and seamless integration with other business applications. Many users also highlight the excellent customer support, noting the prompt and helpful responses they received. However, some users mention occasional bugs and glitches that require attention, as well as a need for more in-depth reporting options. Overall, SherpaDesk is generally well-received for its user-centric design, efficient functionality, and positive customer support experience.

Pros

  • Userfriendly interface streamlines onboarding and training processes.
  • Comprehensive set of features automates tasks and enhances efficiency.
  • Advanced reporting and analytics provide actionable insights for decisionmaking.
  • Integration with popular business applications simplifies workflows.

Cons

  • Limited customization options may not cater to specific business needs.
  • Occasional glitches and bugs can disrupt user experience.
  • Steep learning curve for complex features might require dedicated training.
  • Higher pricing compared to some competitors may deter budgetconscious businesses.

SherpaDesk Reviews

AI-Generated from the text of User Reviews

Videos on SherpaDesk

SherpaDesk Screenshots

SherpaDesk FAQs

What is SherpaDesk used for?

SherpaDesk is Help Desk Software. SherpaDesk offers the following functionalities:

  • Incident Management
  • Social Media Integration
  • Document Storage
  • Customizable Branding
  • Ticket Management
  • Surveys & Feedback
  • Known Issue Management
  • Knowledge Base
  • Contract (SLA Management)
  • Automated Routing
  • Alerts (Escalation)
  • Self Service Portal
  • Multi-language Support
  • Live Chat

Learn more about SherpaDesk features.

What are the top alternatives for SherpaDesk?

Does SherpaDesk provide API?

Yes, SherpaDesk provides API.

SherpaDesk Contact

Vendor Details

San Francisco, California Founded : 2012

Contact Details

+1 866-996-1200

https://www.sherpadesk.com/

Social Media Handles

SherpaDesk Integrations

Disclaimer

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