




Tech dashboard





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 10About 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 us...
Tech dashboard
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 10Average User Ratings
Overall
Ease-of-use
4.5
Value for money
5.0
Customer support
5.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
February 2021
Randal from Montreal Technicians
Company Size: 2-10 employees
Industry: Computer & Network Security
Time Used: Less than 12 months
Review Source: GetApp
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2021
Solid Product we use as the backbone to our Help Desk
Because our call volume increased dramatically with new business, we did not want any issue to slip through the cracks. Forgetting to invoice even 15 minutes a day is hundreds a month, and easily covers the costs and then some. I would say Sherpa MAKES us money by ensuring everything is logged.
Pros
Very simple to use compared with some of the competing name brands in this space. It syncs beautifully with Freshbooks, so billing works very well. Because we used Tasks and Projects for Freshbooks Timesheets, it was simple to sync and get going right away. Sherpa help desk is INSANE! They are so quick to answer, and the answer works...because they actually read the problem. If I was climbing Everest...I want them on my team!
Cons
Because we use Projects to sync with Freshbooks, when I approve time entries, I can't see the project if an entry is assigned to a ticket, it will show the ticket. This causes wasted time. Not a deal breaker, but it does add a good hour monthly when I do billing...just making sure my techs assigned the task to the right project. I'm sure we don't even use it to the fullest, so I really can't complain about anything else except this minor issue.
Reasons for Choosing SherpaDesk
Ease of use and price.
Reasons for Switching to SherpaDesk
Freshdesk was too complicated for our needs and the path to sync with Freshdesk was not clear.
October 2020
Anonymous
Company Size: 1,001-5,000 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
October 2020
Finally a decent ticketing system
Overall I really like the software. I've used a number of ticket tools and Sherpadesk doesn't cause me pain to use. Yeah, it's a ticket tool, but at least it's an easy to use one.
Pros
The interface is clean and simple yet offers everything I need as a technician. It has what I need when I need it and an easy way to interact with it.
Cons
The order of listing communications could be better or at least configurable. I often get confused when I go looking for something I added and yet don't see it.
Reasons for Switching to SherpaDesk
I changed jobs.
Response from SherpaDesk
Replied October 2020
Thank you for the great feedback. We are always looking to our SherpaDesk community for feedback and making sure we are on the right track!
January 2021
Ian from iHeartMedia
Company Size: 10,000+ employees
Industry: Media Production
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
2.0
Functionality
2.0
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.
October 2020
Anonymous
Company Size: 1 employee
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
3.0
Functionality
4.0
October 2020
Very polished product
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
Response from SherpaDesk
Replied October 2020
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.
September 2017
Doug
Time Used: More than 2 years
Review Source: GetApp
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.