88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Improve your professional services with the help of automation technology
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.
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Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Unique Features
Multi-language Support
Available in multiple languages to support global customersMulti-brand Help desk
Allows to manage multiple support portals on a single platform by offering product differentiation and branding featuresAI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Standard Features
Incident Management
Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in futureSocial Media Integration
Enables integrating the software with social media for better reach and coverageDocument Storage
Helps in storing the documents electronically and in a systematic wayCustomizable Branding
This feature enables the customization of brand marketing to meet specific requirements and preferences.Ticket Management
Facilitates in recording and organizing customer complaints into tickets and systematically track their progress until they are resolvedSurveys & Feedback
Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedbackKnown Issue Management
Helps to tackle and to manage familiar issues or routine challengesKnowledge Base
Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.Contract (SLA Management)
Helps to manage, automating and organizing important aspects concerning a service-level agreementAutomated Routing
It helps in automatically directing queries and data to the appropriate agent.Alerts (Escalation)
Helps to route critical tickets to the boss or in-house experts and alerting against them when such comeSelf Service Portal
Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functionsLive Chat
Allows you to instantly communicate with your customers and/or exchange chat messages onlineConcurrent Calling
Allows to place more calls simultaneously without reducing call quality.Multi-Channel Communication
Helps in receiving queries and offering help through multiple channelsMacros (Templated Responses)
It helps to store, create, and send pre-written responses to maintain the flow of the conversation.Community Forums
Provides an online discussion site that includes a panel of experts who give expert advice and satisfy queries of any kind relevant to the companyRecurring (Subscription Billing)
Billing consumers on a time determined basis for products or services receivedProject Billing
Simplify client invoicing, improve cash flow, and measure the profitability of contract projectsOnline Invoicing
Create invoices online and email them to your clients with just one clickInvoice History
Invoice history feature allows you to verify or check all your past invoices anytime you wantHourly Billing
This feature allows a business to create bills and invoices on hourly basisCustomizable Invoices
Allows the business to customize their invoices with their company logo as per their needs and requirementsOffline Payments
Helps to record cash and credit payments on retail operationsTax Calculator
Automatically calculates the detailed tax amount at the latest tax slab rateDunning Management
Helps to manage complications of credit card payment decline and inform the customer of failed charges.Payment Reminders
Helps to chase payments as they come due with automated payment remindersQuotes (Estimates)
Helps in providing quotes/estimates that offers an estimation of the overall costPayment Processing
Helps to manage automated transactions across various online channelsContact Database
Helps to maintain contacts and segregate them according to their needsOnline Payments
Accept payments online directly through your accountMobile Payments
Accept payment directly on your mobile handsetCustomer Portal
Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.Contingency Billing
Handling of bills related to contingenciesMulti-Currency
Enables payment and collection in multiple currencies.Time & Expense Tracking
Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projectsTask Management
Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.Status Tracking
Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activitiesProject Planning
Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.Percent-Complete Tracking
Percentage of work done on estimated items.AI Assistant
AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.Timeline View
Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.Project Templates
It holds a bundle of built-in templates that can be customized and used in different projectsIdea Management
Facility to receive insights from internal and external stakeholdersCustom Workflows
Facility to create workflows with custom stages, process, and status.Kanban Board
To visualize the workflow of a project typically representing sticky notes on a white boardCompliance Management
Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followedRecurring Task Management
Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basisResource Management
Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.Requirement Management
Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.Portfolio Management
Portfolio management is the art and science of making decisions about investment mix and policyMilestone Tracking
They act as signposts through the course of your project, as they help to ensure that you're staying on track.IT Project Management
IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.Issue Management
Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.Budget Management
Analyzing financial information to ensure all operations are within budgetTime Tracking
Helps in tracking the task assigned to different team members or teamsTask Tracking
Helps in tracking the task assigned to different team members or teamsTask Scheduling
Helps in scheduling various tasks for proper implementation of the sameTask Assigning
Helps in assigning the tasks to a team member individually or the team collectivelyReporting (Analytics)
Provides insightful reports and important business metrics to track and measure the outcomes and progress.Progress Tracking
Helps in tracking and measuring the progress and developments of a task assignedCollaboration Tools
Interactive tools meant to make the application highly collaborative and encourage teamworkPercent-Complete Tracking
Percentage of work done on estimated items.Recurring Task Management
Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basisGantt Charts
Helps in providing an overall glimpse of your work to adjust your plans in a calendar view quicklyGamification
Helps in applying game mechanics to the work environment for better collaboration and engagementAlerts
Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending taskTimesheet Management
Helps to accurately manage timesheet information for easy accessibilityMobile Time Tracking
Allows tracking time using a mobile deviceBillable & Non-billable Hours
Tracks billable and non-billable hours to help in better estimate making and quote clients accordinglyAutomatic Time Capture
Employs data mining tactics to index, cleanse and derive meanings of time-related information on the basis of timestampsEmployee Database
Helps in providing an organized collection of employee dataLeave Tracking (Vacation)
Assist in keeping track of leave and holidays for easing the payment calculation processBilling and Invoicing
This feature helps in issuing and handling the invoice and bills.Overtime Calculation
Simplifies the process of calculating extra hours worked for by staff or team membersOffline Time Tracking
Enables one to track time in offline mode as wellMultiple Billing Rates
Helps in creating customized billable rates for different team members at jobFree Trial
Available
No Credit Card Required, Get Started for Free
Single Agent Free
Keep Things from Slipping through the Cracks with a Shared Support Mailbox.
Features
Base Camp $39.00 $39.00 per month
$39 Per Agent Per Month
Manage All Customer Activities, Billing and Team Performance from One Simple Platform
Features
High Camp $49.00 $49.00 per month
$49 Per Agent Per Month
All Features, Including Asset Management, Auditing, Custom Emails, Vanity URLs & More.
Features
Contractors License $9.00 $9.00 Per Tech
Features
Screenshots of Vendor Pricing Page
Learn more about SherpaDesk Pricing
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
SherpaDesk Overview
SherpaDesk's PSA ...
Tickets
What is SherpaDesk used for?
SherpaDesk is Help Desk Software. SherpaDesk offers the following functionalities:
Learn more about SherpaDesk features.
What are the top alternatives for SherpaDesk?
Here`s a list of the best alternatives for SherpaDesk:
Does SherpaDesk provide API?
Yes, SherpaDesk provides API.
Vendor Details
San Francisco, California Founded : 2012Social Media Handles
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