--- description: Review of SherpaDesk Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SherpaDesk | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [iPad CRM Software](/directory/433/ipad/software) > [SherpaDesk](/software/26567/sherpadesk) # SherpaDesk Canonical: https://www.softwareadvice.ie/software/26567/sherpadesk Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/software/26567/sherpadesk?page=2) > 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. > > Verdict: Rated **4.7/5** by 62 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 62 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: SherpaDesk - **Founded**: 2012 ## Commercial Context - **Starting Price**: US$39.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: 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. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United Kingdom, United States ## Features - API - Activity Dashboard - Alerts/Escalation - Alerts/Notifications - Automated Routing - Billable Items Tracking - Billing & Invoicing - CRM - Client Portal - Collaboration Tools - Customisable Branding - Document Storage - Email Management - Estimating - Help Desk Management - IT Asset Management - Interaction Tracking - Invoice Management - Knowledge Base Management - Mobile App ## Integrations (5 total) - FreshBooks - Microsoft 365 - QuickBooks Online - QuickBooks Online Advanced - Salesforce Sales Cloud ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) ## Related Categories - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) - [CRM Apps](https://www.softwareadvice.ie/directory/1491/mobile-crm/software) - [IT Ticketing Systems](https://www.softwareadvice.ie/directory/1630/it-ticketing/software) - [Online Help Desk Software](https://www.softwareadvice.ie/directory/3529/online/software) - [Sales Tracking Software](https://www.softwareadvice.ie/directory/3590/sales-tracking/software) ## Alternatives 1. [QuickBooks Time](https://www.softwareadvice.ie/software/167836/quickbooks-time) — 4.7/5 (7007 reviews) 2. [Teamwork.com](https://www.softwareadvice.ie/software/17252/teamwork-pm) — 4.5/5 (938 reviews) 3. [FreshBooks](https://www.softwareadvice.ie/software/135928/freshbooks) — 4.5/5 (4515 reviews) 4. [Sage Timeslips](https://www.softwareadvice.ie/software/221002/sage-timeslips-ca) — 3.9/5 (260 reviews) 5. [monday.com](https://www.softwareadvice.ie/software/131008/monday-com) — 4.6/5 (6035 reviews) ## Reviews ### "Phenomenal Product" — 5.0/5 > **Jeremy** | *17 August 2017* | Logistics & Supply Chain | Recommendation rating: 10.0/10 > > **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. ----- ### "Every IT Business needs a Sherpa" — 5.0/5 > **Randal** | *11 November 2021* | Computer & Network Security | Recommendation rating: 10.0/10 > > **Pros**: We needed something simple, that worked with Ninja, IT Glue and Quickbooks. This fit the bill perfectly, all at a reasonable monthly fee, without contract, which is the big bonus. Support is out of this word. Even a function that would help us greatly was added within about 2 months, which is unheard of with other companies. They listen and act. > > **Cons**: The integration with Ninja for alerts could be better. > > Super happy. Simple means it works quickly out of the box and my techs are not annoyed at extra hoops for ticketing. ----- ### "There are better CRMs out there" — 2.0/5 > **Ian** | *13 January 2021* | Media Production | Recommendation rating: 2.0/10 > > **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. ----- ### "Brilliant ticket management system" — 4.0/5 > **Peter** | *29 November 2018* | Higher Education | Recommendation rating: 8.0/10 > > **Pros**: SherpaDesk offers functionality we just didn't have with our old call management system. Being able to easily pass tickets across to other groups within the University, providing any relevant documents is in-valuable. Never once have we had a problem with attachments, or any other information, getting lost in the ether like our old provider did. Instead, SherpaDesk has been 100% reliable and secure. SherpaDesk is updated regularly, ensuring any bugs or security issues are patched out ASAP. > > **Cons**: The main, if only, negative I have for SherpaDesk is getting to grips with the system. It was a rather a big learning curve coming from a much simpler system. The user-interface looks very nice, but navigating it as a newcomer, and even an experienced user, can be troublesome. Trying to understand weeks, sometimes months, of previous emails and correspondence can be confusing. But this seems to be a problem all ticket management applications suffer. ----- ### "Very polished product" — 5.0/5 > **Verified Reviewer** | *4 October 2020* | Information Technology & Services | Recommendation rating: 8.0/10 > > **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. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/software/26567/sherpadesk?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/26567/sherpadesk) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data