Home/Help Desk Software/SherpaDesk
Updated on: October 18, 2021

What is SherpaDesk ?

SherpaDesk - Help Desk Software
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89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

SherpaDesk

Improve your professional services with the help of automation technology
(88 Ratings) Write Review

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.

SherpaDesk Awards

SherpaDesk Features Show All Features

SherpaDesk Technical details

Support Business Hours Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API Location / Phone Number San Francisco, California / +1 866-996-1200
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category Help Desk Software Billing and Invoicing Software Project Management Software Time Tracking Software Task Management Software

SherpaDesk Pricing

Pricing ModelFree Trial , Freemium , Subscription
Single Agent
Free

Features

  • Ticket Management
  • Time Tracking
  • Expenses
  • Invoicing
  • Projects
  • ToDos
  • Knowledgebase
  • Mobile App
  • RMM Integration
  • Full Vanity URL: $10 per Month
  • Custom Email Domain: $10 per Month
  • Remote Assistance: $5 per Tech
Base Camp
$39 /User/Month

Features

  • Includes features of Single Agent plan, plus
  • Multiple Technicians
High Camp
$49 /User/Month

Features

  • Includes features of Base Camp plan, plus
  • Asset Management
  • Asset Auditing
  • Full Vanity URL
  • Custom Email Domain
Contractors License
$9 per Tech

Features

  • Tickets for a lower fee
  • Specifically assigned tickets
  • Tickets generated within their designated account
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Disclaimer: The pricing details were last updated on 04/04/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about SherpaDesk pricing.

SherpaDesk FAQs

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

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

Learn more about SherpaDesk features.

Yes, SherpaDesk provides API.

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SherpaDesk Reviews

OVERALL RATING
4.6
Based on 88 Rating(s)
Rating Distribution
  • 65.4 %
  • 23.1 %
  • 7.7 %
  • 3.8 %
  • 0 %
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Jared C
Jared CSource : g2crowd.com
(Reviewed on 15 September 2020) "Easy to use and streamline IT"

What do you like best?

I like that you can customize your setup so much. You can setup all the prompts you need for tickets, customize your portal, and much more.

What do you dislike?

It took a little getting used to building up the platform from scratch, but there are a lot of helpful knowledge base articles available, and support would always assist when I got stuck.

Recommendations to others considering the product:

It is very helpful for the IT admin. Free access is available for a single user, so there is no cost to try it out.

What problems are you solving with the product? What benefits have you realized?

We have been able to bring our internal processes into the digital age. When I started, everything was still done on paper, or filling in excel fields to send an email. Sherpadesk has allowed us to make any request coming to us easy for everyone to access, so nothing gets lost in someones inbox. We have been able to convert all of our IT forms into ticket prompts for end users to complete without hassle.

...more
Andrew Y
Andrew YSource : g2crowd.com
(Reviewed on 02 July 2020) "Highly Flexible PSA - Great Support"

What do you like best?

I really like the fast, responsive interface, and the fact that they are very open with their pricing.

The flexibility for small businesses really helps make this work for us. The support team has been extremely responsive and helpful, very open to suggestions and questions about the future updates to SherpaDesk.

We've been able to set up our client rate plans, expenses, and invoice with an integration to Quickbooks Online for easy accounts receivable.

It integration with our remote monitoring and maintenance platform (NinjaRMM), which allows alerts to come over and be associate with user tickets and assets.

What do you dislike?

The configuration interface can be somewhat confusing at times, but I have yet to be unable to find a necessary option or configuration that I've needed.

Better / faster access to support knowledgebase articles and / or tutorial videos would be very helpful.

Some more customization on the SherpaDesk branding that is visible to clients in invoicing or the support portal login page would be beneficial.

Recommendations to others considering the product:

Check out the fast interface, agile developers, and low cost to start.

We've found everything we've needed to start as a small MSP.

Highly recommend reviewing the software, signing up for a trial, and reading the comments from other MSPs on different subreddit forums.

What problems are you solving with the product? What benefits have you realized?

We use SherpaDesk for invoicing, ticketing, integration with our RMM (NinjaRMM) for asset management and alerting.

We have benefited greatly from the low monthly cost and $0 onboarding fee, as well as the fast and responsive interface.

...more
Randal W
Randal WSource : g2crowd.com
(Reviewed on 28 May 2020) "Flexible and Easy to Work With"

What do you like best?

The synchronization with our Freshbooks account made setting this up a breeze. We imported all clients and can sync our timesheets to our projects and clients in Freshbooks easily. No more double entering of information!

The sync with Ninja was also easy to do.

I love the fact that we can enter time without a ticket, which speeds things up for little jobs.

The interface is modern and navigation is quite intuitive.

Support is lightning fast...I mean...almost instant with emails...which is unheard of.

The creation of tickets is easy and is done much quicker than the other companies I tried. I find that teaching my staff this software is much easier because of the intuitive design.

What do you dislike?

The Ninja integration could be a little better, as solved issues stay there for 30 days and you have to manually remove them. That can get quite confusing.

Recommendations to others considering the product:

Do the trial, support are super fast to answer questions, even if you are not yet a paid user. I signed up fairly quickly once I started using it.

What problems are you solving with the product? What benefits have you realized?

We needed a solution to delegate requests as users were sending to specific users, including the owners. This cause wasted time to resolve and caused extra work. This also allows us to make sure nothing slips through the cracks. It's very liberating to empty all the tasks into tickets.

...more
PC D
PC DSource : g2crowd.com
(Reviewed on 12 August 2019) "Sherpa is wonderful!"

What do you like best?

The ability to manage my team remotely and efficiently manage tickets.

What do you dislike?

I dislike very little and I believe my team will be upgrading our subscription.

What problems are you solving with the product? What benefits have you realized?

Sherpa will allow a more efficient business practice.

...more
Source : g2crowd.com
(Reviewed on 26 May 2019) "SherpaDesk, the hidden gem of PSA's"

What do you like best?

SherpaDesk is simply a great product! Once you've invested a bit of time setting things up and learning how it works, you will realize just how good this product is!

The first user is free - this gives any company an excellent option to test out the system with no cost implications or commitment. And the pricing for added functionality and extra users is the best of class in my opinion. For a small MSP like mine, many of the other PSA options were way too expensive and had too many superfluous features.

The support from SherpaDesk has also been simply amazing. I have got almost instantaneous responses to my emails - I'm based in South Africa and SherpaDesk is in the USA. I have always received clear information and instructions on how to solve my queries. My interactions with the SherpaDesk staff have always been friendly and helpful.

What do you dislike?

I was initially put off by the complexity of the 'Configuration' page in SherpaDesk.... there were just so many options!

However, once I had reviewed the support documentation and watched the Vimeo 'how to' videos, I understood many of the configuration options.

I still think a step-by-step instruction guide for new and potential clients should be created by SherpaDesk, going through each item of the Configuration page. It doesn't need to go into every item in huge detail but it should provide an overview with some examples and screenshots. Sometimes I did not understand the logic or rationale for some of the settings.

Recommendations to others considering the product:

Go through the documentation and how-to videos. Set aside time to learn how to set things up properly and in no time you'll be on your way.

What problems are you solving with the product? What benefits have you realized?

I needed a comprehensive PSA solution for my small MSP company. One of the primary requirements, was for an easy to use ticketing system with time tracking options at a reasonable price. SherpaDesk was the ONLY option I researched that fit the bill!

...more
Wayne V
Wayne VSource : g2crowd.com
(Reviewed on 26 May 2019) "SherpaDesk, the hidden gem of PSA's"

What do you like best?

SherpaDesk is simply a great product! Once you've invested a bit of time setting things up and learning how it works, you will realize just how good this product is!

The first user is free - this gives any company an excellent option to test out the system with no cost implications or commitment. And the pricing for added functionality and extra users is the best of class in my opinion. For a small MSP like mine, many of the other PSA options were way too expensive and had too many superfluous features.

The support from SherpaDesk has also been simply amazing. I have got almost instantaneous responses to my emails - I'm based in South Africa and SherpaDesk is in the USA. I have always received clear information and instructions on how to solve my queries. My interactions with the SherpaDesk staff have always been friendly and helpful.

What do you dislike?

I was initially put off by the complexity of the 'Configuration' page in SherpaDesk.... there were just so many options!

However, once I had reviewed the support documentation and watched the Vimeo 'how to' videos, I understood many of the configuration options.

I still think a step-by-step instruction guide for new and potential clients should be created by SherpaDesk, going through each item of the Configuration page. It doesn't need to go into every item in huge detail but it should provide an overview with some examples and screenshots. Sometimes I did not understand the logic or rationale for some of the settings.

Recommendations to others considering the product:

Go through the documentation and how-to videos. Set aside time to learn how to set things up properly and in no time you'll be on your way.

What problems are you solving with the product? What benefits have you realized?

I needed a comprehensive PSA solution for my small MSP company. One of the primary requirements, was for an easy to use ticketing system with time tracking options at a reasonable price. SherpaDesk was the ONLY option I researched that fit the bill!

...more
Source : g2crowd.com
(Reviewed on 06 March 2019) "I have used the others and this is perfect"

What do you like best?

I like the freemium model, that does not shortchange the features and functionality. I have engaged with the owner/developer many times and hands down this is the best support I have seen even against the "biggies" (autotask, connectwise, tigerpaw, etc. It loads quickly, easy setup, and fully functional quickly.

What do you dislike?

I had to think hard and nope... there is nothing that I dislike.

Recommendations to others considering the product

A great solution for tech startups and IT companies, I recommend it regularly.

What business problems are you solving with the product? What benefits have you realized?

I solved paying for 3 applications for time tracking, ticketing, and customer reports.

...more
Source : g2crowd.com
(Reviewed on 02 March 2019) "Customer Service Experience"

What do you like best?

The interaction with their support personnel to include their senior leadership is on-point. They do not flaunt titles and you never know that the person you were speaking with was one of the creators of the product.

What do you dislike?

I wish there was a way to "delete" records but understand the limitations.

Recommendations to others considering the product

I would definitely try the free tech license they offer which is very gracious of their company to offer.

What business problems are you solving with the product? What benefits have you realized?

We are using the product to organize all support request for our homeowner's association and it helps us not to miss a beat.

...more
Derek Iannelli-Smith
Derek Iannelli-SmithSource : financesonline.com
(Reviewed on 19 February 2019) Awesome ITSM Software

PROS & CONS

What are the best aspects of this product?

For one user it is FREE! I have also gone back and forth with the owner many times with questions etc, and it has always been timely and effective. Highly recommend it! Clean interface, clients like the dashboard and interface, reporting is excellent, and can't beat the price.

What aspects are problematic or could work better?

I have not found anything that is something that needs to work better yet...

What features/services would you like to see in future versions of this product?

Ability to customize reports to email directly to clients. Current "customized reports" instructions are outdated and vendor (not Sherpadesk will only engage if you commit to 8 hours of billable time to help with report design.

What specific problems in your company were solved by this product?

I was using 3 different products to track time, tickets, and client portal. Now all this is in one and I was able to stop my subscriptions.

Are you a current user of this product?

Yes

...more
Source : g2crowd.com
(Reviewed on 15 January 2019) "Great tool for multi-company consultants"

What do you like best?

As a consultant with multiple companies under contract it was getting harder and harder to keep track of all the individual projects through emails. My conversion to Sherpadesk was nearly painless and has really helped me stay on top of my customers needs. I'm loving this product.

What do you dislike?

There were a few issues setting up, but their helpdesk really was on the ball and answered all of my issues in a timely manner.

Recommendations to others considering the product

Try it out. It's easy to set up and you can't beat the price for the quality of this product.

What business problems are you solving with the product? What benefits have you realized?

It is a great product for keeping track of my clients needs. It filled my needs perfectly.

...more
Read All Reviews

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SherpaDesk Integration

98%
Quickbooks
(27463 RATINGS) Accounting Software
95%
Freshbooks
(4788 RATINGS) Accounting Software

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