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SherpaDesk Reviews & Product Details

NS
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SherpaDesk?

- Good UI

- Relatively easy to setup to get the basic feature up and running reasonably quickly. Some of the more advanced features take a longer.

- Can use a subset of features to get you up and running, so don't have to try to learn everything for it to work and get using it.

- Great technical & sales support. Very quick to respond. Even implmented a couple of new feature requests within a few months.

- Integrates well with Xero, we are now doing invoicing with a few mouse clicks

- All the content either in a ticket or a knowledge base appears to be indexed (though you do need to give it a bit of time after added data). So you can easily search for say a problem you had and it will bring up related tickets or KB articles that you've created that contain what you've searched for. Which I know some other PSA software doesn't eg N-Able

- Good pricing and having the first User free is a good way to test the package yourself before commiting to it.

- Easy to use, we've tried Connectwise and for what we wanted out of a PSA it's just too complex to setup and even using is a bit cumbersome. SherpaDesk is much easier and much better support. Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

- Minimalistic documentation, though the software is reasonably intuitive so it's not too bad, and we were able to contact support who were quick to answer the questions.

- Time is not rounded up/down as with some other software, in that say if you have time being tracked in 15 minute increments then as soon as you go to 16 minutes, it will get billed as 30 minutes. Other packages have the abilty put in a option of say allow X minutes after the increment before rounding up. That said, support said they were looking at implementing this at some point.

- When ceating a ticket you fill in the subject of the ticket and then the details. Would have like to have seen the details propagate through to the invoicing side of things not just the subject. However only reponses/details with time flow through. Was told the reason why is otherwise the non-time related back/forth reponses to the client would just polute the invoice, which is fair enough, but still would have just like to have see then first one which describes the details of the issue get through. The work-around is to simply copy it onto the first time entry. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

- Keeping track of time, jobs and being able to easily search back when you have the same issues again, can also paste screenshots into ticket information.

- Easy to bill out the time, well integrated with Xero once you've set it up

- Ability to report on things such as the class of the ticket, the tech, the contract and figure out for example if your are charging enough for your fixed cost services, as we also track fixed services against tech time, even though this is not billed out at an hourly rate. Review collected by and hosted on G2.com.

SherpaDesk Overview

What is SherpaDesk?

SherpaDesk focuses on what matters most to professional services - Time. SherpaDesk is a cloud-hosted professional service automation (PSA) solution that integrates core business processes into one solution. Organizations are able to track customer service issues, capture billable & nonbillable time and monitor all of their project's profitability. SherpaDesk's mobile application is the perfect solution for any organizations who have techs in the field and need log their time and expenses.

SherpaDesk Details
Languages Supported
English
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Product Description

Help Desk Software.

How do you position yourself against your competitors?

SherpaDesk allows for professional service organizations to create multiple rate plans that are flexible to meet any unique customer's billable need. Capture all billable & nonbillable time allows the organizations to track their time and increase their revenues. SherpaDesk handles the rate calculations and then allow for organizations to push this out to QuickBooks or Freshbooks for invoicing.


Seller Details
Year Founded
2012
HQ Location
San Francisco, CA
Twitter
@SherpaDesk
1,467 Twitter followers
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®

Patrick C.
PC
Overview Provided by:
Co Founder & CEO SherpaDesk Thought Leadership

Recent SherpaDesk Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Simply easy to use and fantastic support."
easy to implement and fantastic technical support.
NS
Nigel S.Small-Business (50 or fewer emp.)
4.5 out of 5
"SherpaDesk is reasonably easy to setup the basic features and then move onto the more complex ones."
- Good UI - Relatively easy to setup to get the basic feature up and running reasonably quickly. Some of the more advanced features take a longer....
Pani R.
PR
Pani R.Small-Business (50 or fewer emp.)
5.0 out of 5
"SherpaDesk - Small Business Ticketing"
Sherapdesk has a lot of the desired features built-in straight out of the box. You can quickly setup up your ticketing queues and request within mi...

SherpaDesk Pricing

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SherpaDesk Media

SherpaDesk Demo - Invoicing
Calculate rates and send invoices out to QuickBooks or Freshbooks
SherpaDesk Demo - Projects
Monitor all projects progress and profitability
SherpaDesk Demo - Time Tracking
Capture all billable & nonbillable time
SherpaDesk Demo - Technician Dashboard
Techs are able to review and evaluate their performance
SherpaDesk Demo - Mobile Application
Respond to support issues, log time and expenses and send invoices all via the mobile app
SherpaDesk Demo - Ticket Worklist
Sort and prioritize all customer support issues
Answer a few questions to help the SherpaDesk community
Have you used SherpaDesk before?
Yes

Video Reviews

37 out of 38 Total Reviews for SherpaDesk

4.4 out of 5
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37 out of 38 Total Reviews for SherpaDesk
4.4 out of 5
37 out of 38 Total Reviews for SherpaDesk
4.4 out of 5

SherpaDesk Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for SherpaDeskQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Nic S.
NS
Systems Administrator
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SherpaDesk?

Sherpadesk is very straightforward and a great way to keep track of your tickets. The support from Sherpa is always quick and very helpful. The end-user experience is great also, not to difficult and easy to use for them Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

I cannot think of to many dislikes. It is an easy transition from Connectwise to Sherpadesk. If there are any things we would like to see changed, putting in a request with SherpaDesk is very smooth and they take all of the upgrade ideas. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

As a small IT department with over 700 end users, we need a better way to keep track of things then sticky notes and email. There are two FT admins, so we must ensure we are organized and constantly working on something. Without a ticket system, we were always missing something. This is when we turned to Connectwise. While a great product it is very intricate with the information an end user and admin need to enter for just a single ticket. SherpaDesk simplifies that process and makes it easier to collaborate between the two of us when needed. SherpaDesk solves many problems for us. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SherpaDesk?

easy to implement and fantastic technical support. Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

Not enough alphanumberic characters in some fields and not able to add custom fields in certain functionality. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

Assets warranty expiry notification and time tracking of maintenance hours per client. Review collected by and hosted on G2.com.

AT
IT Consultant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about SherpaDesk?

Sherpadesk is a very user-friendly ticketing system that you can start deploying within 15 minutes of opening right out of the box. You can quickly manage the queues and keep track of the age of each request. Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

Sherpadesk is very easy to use, so if you require extreme rules, then this is not for you. Most of the features are prebuilt (easy). But if your organization has multiple levels a request/incidents must be processed, then this is not the tool for you. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

Needed a ticket system that would work straight out of the box. Also needed a way to keep track of time spent on each incident and also be alerted if there were aging tickets. Review collected by and hosted on G2.com.

Pani R.
PR
IT Consultant
Information Technology and Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about SherpaDesk?

Sherapdesk has a lot of the desired features built-in straight out of the box. You can quickly setup up your ticketing queues and request within minutes. It allows you to set up rules for closing out tickets/reopening depending on your needs. Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

SherpaDesk, from time to time has small bugs. But they have a quick response time to any issues. Although their support team is a bit small, they are dedicated to their customers. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

We needed a way to manage all incoming tickets. They were being lost in our mailboxes. With Sherpadesk we were able to keep track of time. And flawless escalation of tickets to other Techs in our group. Review collected by and hosted on G2.com.

Justin F.
JF
IT Helpdesk TA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SherpaDesk?

A very useful tool in seeing tickets as they come in and the ease of being able to respond quickly to the client. Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

Wish you did not need an extension to have the tickets automatically refresh to come in. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

Being able to help students and professors with IT issues. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about SherpaDesk?

Project Management with time tracking is included. Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

The interface is a little clunky and feels dated. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

Solving the Project Management and SLA management problems that previous PSA was missing Review collected by and hosted on G2.com.

JN
Business Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about SherpaDesk?

That it is free for one technician. It lets me use all the features I need and if I need something extra, I can pay for it. Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

The portal setup is difficult to understand. Setting up the portal graphics and coding is not for everyone. Sherpa Desk does not have any guidance on this or examples. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

My customers can submit a helpdesk ticket and it will notify me right away. Plus they are continuing to invest in technology with the new mobile app. Review collected by and hosted on G2.com.

Verified User in Education Management
UE
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SherpaDesk?

options and customization, user integration and email notifications Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

too many levels of expansion to get to options. but i know we can fix that Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

The time it takes to put in a work order seems longer, i would like to have keyboard shortcuts we use this for help desk Review collected by and hosted on G2.com.

Kim M.
KM
Information and Database Specialist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SherpaDesk?

automates customer ticket contact so all ticket tracking updated to sherpadesk Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

no easy way to adjust SLA for part-time technicians Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

Software and security problems. Benefits are being able to remote into customers' computers from SherpaDesk to troubleshoot. Review collected by and hosted on G2.com.

EB
Service Administrator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SherpaDesk?

It's easy and fast to use. It's handy for us to link it with Quickbooks. The mobile app is also easy to use. The reports are not exactly helpful to us, but the ability to create the ones we need is excellent. Review collected by and hosted on G2.com.

What do you dislike about SherpaDesk?

Nothing I dislike. It's more two things that are missing. I need to see the address and the phone number of a customer or requester within the ticket and do not need to go to the customer info to see them. Also, I can create invoices in Quickboos from Sherpa, but I need to log in Quickbooks to send them to my customers. Review collected by and hosted on G2.com.

What problems is SherpaDesk solving and how is that benefiting you?

The ticket system we were using was too big and expensive for us. SherpaDesk is way more what we need. We still implementing it and exploring what we can do. Review collected by and hosted on G2.com.