SherpaDesk Software


 

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.

 

SherpaDesk - Tech dashboard
 
  • SherpaDesk - Tech dashboard
    Tech dashboard
  • SherpaDesk - Project page
    Project page
  • SherpaDesk - Ticket worklist page
    Ticket worklist page
  • SherpaDesk - Time tracking page
    Time tracking page
  • SherpaDesk - Mobile
    Mobile
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

37 Reviews of SherpaDesk

Showing 1-20 of 37

 

Start your review of SherpaDesk

Click to start
https://www.softwareadvice.com/crm/sherpadesk-review/

dale from School

October 2017

October 2017

Very easy and reliable product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The software is very easy to manage and navigate around in. I like being able to close multiple tickets at once. It is simple to set up and assign new accounts.I'm currently an administrator and use the software mon-fri and deal mostly with end users and working tickets submitted to me.

Source: GetApp
 


September 2017

September 2017

Effortless, user friendly and feature rich

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This software is very user friendly. It was easy to setup and continues to be easy to maintain. Our team has caught on quickly and we have migrated a lot of data into this puppy successfully.

Cons

I hate that the tickets don't recognize urls in the body as clickable links. It's not that difficult to incorporate so I have to assume that it is considered a "security feature." If that is true, then allow us to click a checkbox to allow/deny the function.

Source: GetApp
 

Tom

September 2017

September 2017

Easy to use

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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.

Source: GetApp
 

Doug

September 2017

September 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Source: GetApp
 


September 2017

September 2017

Sherpa Desk review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Great to know someone knows...eases the anxiety of others :) I like sherpadesk. I believe that there is more to learn and know to really make it work for a school district. It is good to know that a request has been made and is shifted (hopefully) to the appropriate party to get the ball rolling to complete a request.

Cons

Need to know if I'm suppose to select where to send request.. but most cons have to be with user/admin side...

Advice to Others

Yes, give it a try!

Source: GetApp
 


September 2017

September 2017

Perfect for our needs

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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.

Source: GetApp
 

Jeremy from Herman Pro AV
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Phenomenal Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Source: GetApp
 

John from consulting and information technology

July 2017

July 2017

Foundation of control for our IT support business.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Source: GetApp
 

Darryl from Highlands School District

April 2017

April 2017

SherpaDesk has proven to be a solid decision for our District

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy implementation, will all the support features we needed, with an easy to use interface. The solution comes with multiple avenues you can interact with your tickets, and provide updates a crossed any platform with an internet connection.

A completely cloud hosted solution, based on a subscription model. This makes it easy to manage from the IT administrative end.

The support we've received thus far has been great.

Cons

So far, nothing major to note. They are making some enhancements to their reporting, which will be nice once it's made available.

Source: GetApp
 


November 2016

November 2016

Great app

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great organizational tool. Makes putting work tickets in much easier. Response time from the people responsible has been much more prompt. I no longer have to put in tickets for those around me. They are able to do it easily themselves.

Source: GetApp
 

Leslie

October 2016

October 2016

great for keeping up with chrome depot repairs log

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

K-12 public school system in Oklahoma. I use this daily to keep track of tickets on what repairs are needed for our Chrome Depot. Also easy to keep track of what parts are needed for repairs. Pretty user friendly once you figure out where everything is.

Pros

easy to use, nice user interface.

Cons

nothing, i haven't run across any yet.

Advice to Others

works great for a small operation, not sure how it would work for something bigger. We have around 3500 Chromebooks deployed in the system.

Source: GetApp
 


August 2016

August 2016

Daily Use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Helpful tool, so far pretty easy to use. I have only been using SherpaDesk for about 2 1/2 weeks but it has been pretty easy to pickup and helpful with keeping track of things.

Pros

Easy, helpful, informative

Cons

None that I can think of.

Advice to Others

Give it a try and see what you think.

Source: GetApp
 


July 2016

July 2016

Excellent

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

User friendly, easy to process.
No problems with software, always easy to use and process requests.
Program used for IT requests. reliable system never fails.

Pros

Quick and easy to use

Cons

Have not experienced any Cons

Source: GetApp
 

Greg

June 2016

June 2016

Solid App

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Great app, so far it works well for our organization. It is easy to use and i haven't experienced any issues. Works well for our properties and our IT team

Pros

Easy to use and create tickets

Cons

If using the web version on mobile the ticket system doesn't fit the screen correctly.

Source: GetApp
 

Christian from Consus srl
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2016

May 2016

End of a long search

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Well, I'm an italian IT Tech. I need to take care of my customers, I need to track whenever they call me or send me email requests, track time spent for assistance, and so on.
So I needed something super fast and easy to use real time while receiving phone calls, emails or doing remote/on-site assistance.
I spent 3 months through different solutions.
I actually needed just 1 seat to try, test and choose; we're a very small IT consulting agency, so a fair price is mandatory.
We had our 1 seat and the full potential of the service permanently free (and we'll add more seats soon).
Well, it's been easy to manage and configure from the beginning. You don't need to understand everything from time-0 to use it, you easily become familiar with everything in the first few days, tweaking the setting on your needs.
It's not the most complete solution of all, but it's a perfect blend of speed/ease of use/price/flexibility for a small reality like we are.

Pros

Ease of use;
no limited functions or super priced options;
very fast;
pretty flexible for customization;
white-labeled;
affordable price

Cons

Some redundant unremovable fields in ticket classification;
I really miss not being able to translate customer's GUI;
Email reports customization shoud be improved to be more flexible.

Source: GetApp
 

Micah from The Chattanooga Times Free Press
Number of employees: 201-500 employees Employees number: 201-500 employees

May 2016

May 2016

Simple, powerful ticketing

Product Quality

Value for Money

Product Quality
Quality
Value for Money
Value

If you're looking for a good web-based ticketing solution SherpaDesk deserves a look. It is straightforward and simple, and has been a great solution for us. If you use it for it's intended purpose, it is robust enough to do an excellent job and yet simple enough to have a very short learning curve.

Pros

Easy to understand for techs; good presentation of information in dashboards; It does what it is supposed to do effectively and for a good price. You can get very good reporting and offers very credible tools to help a manager manage workflow.

Cons

End users still have to understand the emails. Since the bulk of IT ticket work is generated by the lower end of the user base, easier to understand discussion chains would be nice. I haven't seen anyone really do it better - the time/date stamps make it easy for me, but I'm not at the low end of the user base (at least I like to think I'm not).

Source: GetApp
 

Pedro

March 2016

March 2016

WORKS FOR OUR PURPOSE

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Sherpadesk works really well for our purpose! It's easy to use and fast. It works well for the users and its easy to keep things organized and easy to do our job!

Pros

really fast and user friendly

Source: GetApp
 


February 2016

February 2016

Great for small IT service provider.

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

SherpaDesk has is a great tool for small IT service provider. Ticketing, comments and time logging works seamlessly and our customer happiness has grown after we started to use SherpaDesk. Guys at BigWegApps listens our needs and they have done several improvements for us.

Pros

UI, Comments include time logging, email parsing.

Cons

Reporting needs improvement - customer portal could include reporting.

Source: GetApp
 


February 2016

February 2016

SherpaDesk makes it easy to receive the technical support I need

Ease-of-use

Product Quality

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value

My school district implemented SherpaDesk this year in order to handle the requests of many schools at once. I receive instant confirmation of my requests, and the support form is very easy to use. We have had no issues at all with the app!

Source: GetApp
 

Kristal

February 2016

February 2016

SherpaDesk makes life easier for school teachers.

Ease-of-use

Product Quality

Ease-of-use
Usability
Product Quality
Quality

We have just started using SherpaDesk this school year for both maintenance and technology requests and it has made such a big difference. Teachers can quickly enter requests as soon as the need arises instead of having to track someone down during their planning periods. Makes for much faster response times.

Pros

Super convenient and efficient!

Source: GetApp
 
 
Write a Review