SherpaDesk 2026: Benefits, Features & Pricing

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Overview
User Interface
Popular Alternatives
Popular Comparisons
Pricing and Plans
Features
Integrations
User Reviews

Overview

SherpaDesk

4.7

(62)

Pricing

Starting at $39.00 per month

About SherpaDesk

SherpaDesk is a cloud-based customer relationship management (CRM) solution that integrates core business processes into a single suite. It is most suitable for the small and midsize business markets of professional service firms.

SherpaDesk offers ticket management, time tracking, invoicing, email parsing, asset management, project management, customer engagement and reporting.

The platform’s time tracking module allows users to track time from anywhere within the solution, meaning time can be logged for active projects, account management work or support issues.

Invoices can be automatically generated and rate plans can be customized to accommodate unique payment arrangements. Third-party integrations are also available, which allow users to connect SherpaDesk with applications like FreshBooks, Office 365, QuickBooks and Google Marketplace.

SherpaDesk enables organizations to track customer service issues, capture billable time and manage a project’s profitability. It can be purchased per user per month.

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SherpaDesk User Interface

Popular SherpaDesk Alternatives

Main Product

SherpaDesk

4.7

(62)

Ratings Breakdown

4.63Ease of use
4.83Value for money
4.77Customer support
4.55Functionality

Pricing

Starting at $39.00 per month

Get Price

Alternative Product

LiveAgent

4.7

(1752)

Ratings Breakdown

4.57Ease of use
4.65Value for money
4.70Customer support
4.57Functionality

Pricing

Starting at $15.00 per month

Get Price

Alternative Product

Freshdesk

4.5

(3405)

Ratings Breakdown

4.48Ease of use
4.41Value for money
4.49Customer support
4.34Functionality

Pricing

Starting at $19.00 per month

Get Price

Alternative Product

Zendesk Suite

4.4

(4068)

Ratings Breakdown

4.33Ease of use
4.16Value for money
4.26Customer support
4.36Functionality

Pricing

Starting at $39.00 per month

Get Price

Alternative Product

Freshservice

4.5

(676)

Ratings Breakdown

4.56Ease of use
4.43Value for money
4.55Customer support
4.31Functionality

Pricing

Starting at $29.00 per month

Get Price

Alternative Product

SysAid

4.5

(508)

Ratings Breakdown

4.47Ease of use
4.55Value for money
4.51Customer support
4.47Functionality

Pricing

Available upon request

Get Price

SherpaDesk Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

Single Agent

$0.00

per user

Plan includes:

Expenses
Invoicing
Knowledge Base
Mobile App
Projects
RMM Integration
Ticket Management
Time Tracking
Todos

Base Camp

$39.00

per user, per month

Plan includes:

Expenses
Invoicing
Knowledge Base
Mobile App
Multiple Technicians
Projects
RMM Integration
Ticket Management
Time Tracking
Todos

High Camp

$49.00

per user, per month

Plan includes:

Asset Auditing
Asset Management
Custom Email Domain
Expenses
Full Vanity URL
Invoicing
Knowledge Base
Mobile App
Multiple Technicians
Projects

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SherpaDesk Features

Popular features found in Help Desk
Access Controls/Permissions
Activity Dashboard
Alerts/Escalation
Automated Routing
Collaboration Tools
Macros/Templated Responses
Multi-Channel Communication
Real-Time Notifications
Reporting/Analytics
Self Service Portal
Service Level Agreement (SLA) Management
Workflow Management
More features of SherpaDesk
Alerts/Notifications
API
Billable Items Tracking
Billing & Invoicing
Client Portal
CRM
Customizable Branding
Document Storage
Email Management
Estimating
Help Desk Management
Interaction Tracking
Invoice Management
IT Asset Management
Knowledge Base Management
Mobile App
Monitoring
Projections
Project Management
Project Time Tracking
Real-Time Chat
Ticket Management
Time & Expense Tracking
Timer
Time Tracking

SherpaDesk Integrations

QuickBooks Online Advanced

FreshBooks

Salesforce Sales Cloud

Microsoft 365

QuickBooks Online

SherpaDesk User Reviews

Overall Rating

4.7

Ratings Breakdown

76%

21%

Secondary Ratings

Ease of Use

4.6

Value for money

4.8

Customer support

4.8

Functionality

4.5

Jeremy P.

Verified reviewer

Logistics and Supply Chain

51-200 employees

Used daily for less than 6 months

Review source

Reviewed August 2017

Phenomenal Product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Affordable Reliable Intuitive Plays well with other needs (credit card processing, accounting software) ***Customer Care - SECOND TO NONE*** They actually care, seriously.

Cons:

Would like more features from full website integrated into the mobile application. The paradigm shift from desktop or laptop to mobile management of virtually everything, is nearing maturity.

Randal W.

Verified reviewer

Computer & Network Security

2-10 employees

Used daily for less than 2 years

Review source

Reviewed November 2021

Every IT Business needs a Sherpa

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing SherpaDesk

Simplicity and price.

Ian N.

Verified reviewer

Media Production

10000+ employees

Used daily for less than 6 months

Review source

Reviewed January 2021

There are better CRMs out there

Ratings Breakdown

Ease of use

Functionality

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.

Peter W.

Verified reviewer

Higher Education

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed November 2018

Brilliant ticket management system

Ratings Breakdown

Ease of use

Functionality

Pros:

SherpaDesk offers functionality we just didn't have with our old call management system. Being able to easily pass tickets across to other groups within the University, providing any relevant documents is in-valuable. Never once have we had a problem with attachments, or any other information, getting lost in the ether like our old provider did. Instead, SherpaDesk has been 100% reliable and secure. SherpaDesk is updated regularly, ensuring any bugs or security issues are patched out ASAP.

Cons:

The main, if only, negative I have for SherpaDesk is getting to grips with the system. It was a rather a big learning curve coming from a much simpler system. The user-interface looks very nice, but navigating it as a newcomer, and even an experienced user, can be troublesome. 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.

Verified

Reviewer

Information Technology and Services

Self-Employed

Used daily for free trial

Review source

Reviewed October 2020

Very polished product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software was very polished. It has a lot of features almost overwhelming!

Cons:

I found the usability of the software slightly challenging. In all honesty I think I need just some more experience with it.

Reasons for choosing SherpaDesk

Cost and features

Reasons for switching to SherpaDesk

Cost, quality of product

Vendor Response

SherpaDesk provides free email based support, weekly web sessions with a product specialist and a support portal with help articles and videos. For customers needing more 1 on 1 sessions we offer paid training. We work towards answering all questions in a timely manner. Always feel free to reach out. Our support team us here to help.

Replied October 2020

Verified

Reviewer

Used daily for less than 6 months

Review source

Reviewed September 2017

Perfect for our needs

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

As a facilities department in a school district, we have many needs from transferring work order tickets, internally and externally, responding with notes and pictures and custom reporting. SherpaDesk enables all of this on both desktop and mobile versions. The customer support is amazing.

Cons:

While the reporting is robust, it is not always intuitive. It would be nice to have the non-technical names for each field. That said, once you figure it out, it works.

David Y.

Verified reviewer

Used daily for less than 6 months

Review source

Reviewed February 2018

Very Sharp Product with Many Easy-to-Use Features

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

This product is fully-hosted, and with a very intuitive interface implementation is easy. We started with some features "turned off" so we could grow into them as we gained experience with the product and was surprised at how well it handled us using additional features on existing tickets, etc.

Cons:

More flexibility in reporting would be great - a pre-bill report so you can check invoices for accuracy before creating them, for example, along with the ability to customize the invoice layout. A big item for us as a weak point is more granularity and control over what emails go out to clients. We have a number of "just get it done" clients who don't want to see progress report, awaiting response, and other interim emails that we sometimes see slipping out of the system.

Eric C.

Verified reviewer

Used daily for less than 6 months

Review source

Reviewed January 2018

The best helpdesk system for education enterprises

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how configurable Sherpadesk is. There are dozens of functions that are available within the system that can either be turned on or turned off per instance. Our organization has 2 instances (one for IT and one for Maintenance) and we are able to configure them both to include the options that make sense for that part of the organization. The ability to create tickets from an email and communicate with users via email are my favorite features within the system.

Cons:

I have not found any true "cons" to this system. We did encounter a couple of issues during our initial setup but Sherpadesk support (which is hands down the quickest and most professional support team I've ever worked with) was able to help us get through any of those initial hang ups.

John G.

Verified reviewer

Used unspecified for less than 12 months

Review source

Reviewed February 2016

SherpaDesk has greatly improved our user support

We have been using SherpaDesk for almost a year and are pleased with the ease and flexibility of the system. It is a very good value for the money and we are able to track support requests, projects, users, and inventory. Configuration was simple and the interface is intuitive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Pros:

ease of use; ability to customize/fit our organization; simple/clean interface; cost; customer service and support; responsiveness; uptime

Tom B.

Verified reviewer

Used daily for less than 6 months

Review source

Reviewed September 2017

Easy to use

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

There are a lot of options we haven't used yet. I don't make the final decisions but can see on your site there are many options to choose from

Cons:

Very user friendly, Will have to use it more for a more educated review. There are always flaws that can be fixed but to early for me to know what they are.

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