SherpaDesk

RATING:

4.76

(59)

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 She...

SherpaDesk Pricing

SherpaDesk offers the first tech free for life. With the first license the tech will have unlimited access to the application. As more technicians are added then it will be $39/tech per month. Additional charge of $2/month if remote assistance is turned ON.

Starting price: 

$39.00 per month

Free trial: 

Available

Free version: 

Available

Tech dashboard
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SherpaDesk Reviews

Overall Rating

4.76

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for SherpaDesk

1 - 5 of 54 Reviews

Randal

2 - 10 employees

Used less than 2 years

Review Source: GetApp
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed April 2022

Every IT Business needs a Sherpa

Doug

Verified reviewer

Used daily for more than 2 years

Review Source: GetApp
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2017

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

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.

Tom

Non-Profit Organization Management, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2023

Perfect Solution for our Organization

Excellent overall experience with SherpaDesk. Tech support and Sales team have been very helpful throughout the process from pre-purchase through deployment and even post sale.

PROS

Easy to use for both the end users and technicians. Provides good metrics for management as well.

CONS

Reports could use some work. Not always easy to generate what I am looking to report out.

Reasons for switching to SherpaDesk

Far superior product.

Vendor Response

Thanks Tom for the feedback and review! It's super helpful to learn from our customers. Please send us your suggestions on how we can improve the reporting and we will look to get this implemented - support@sherpadesk.com

Replied April 2023

Ian

Media Production, 10,000+ employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE

2

FUNCTIONALITY

2

Reviewed January 2021

There are better CRMs out there

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.

John

Verified reviewer

Used daily for less than 12 months

Review Source: GetApp

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2017

Foundation of control for our IT support business.

PROS

- Easy to use. - Great support. - Full featured with options to enable only what is needed. - Continually updated. - A pleasure to use. - Easy for end users, engineers and customers. - Was up and using in 7.6 minutes. SherpaDesk is great. It has changed the way I do business. I have tried and reviewed many different helpdesk/ticketing solutions and SherpaDesk is the best fit for us by far..

CONS

I struggled to find a sensible con to post. No deal breakers. Some features need improvement (which seems to be continually happening) as they are a little rough around the edges or overly complex. During my use we found one bug and made one suggestion which were both fixed/implemented in a timely manner.