SherpaDesk is a professional services automation platform designed for small to mid-size IT businesses and organizations. It addresses the need for streamlined operations by combining multiple management tools into a single solution, aiming to enhance efficiency and customer satisfaction. The software is positioned as an all-in-one hub for IT helpdesk operations, offering features that include help desk and ticketing management, time tracking, invoicing and billing, team calendaring, project management, asset management, data reporting, knowledge base, task management, and quoting.
The platform supports IT managers and teams by enabling them to manage, route, and resolve customer support tickets both in the office and on the go. SherpaDesk features email-to-ticket conversion, allowing incoming customer emails to be automatically transformed into actionable support tickets. Additional tools such as conversation assignments and private internal notes facilitate clear task ownership and internal communication. For asset management, the platform provides inventory, warranty tracking, and lifecycle management to help organizations maintain visibility and minimize downtime.
SherpaDesk includes time tracking capabilities to monitor billable hours and streamline time entries, supporting accurate invoicing and maximizing profitability. The invoicing and billing tools are designed to capture and track billable moments, simplify the billing process, and accelerate payments. Project management features allow users to plan, organize, and track tasks, deadlines, budgets, and resources, with real-time collaboration and progress monitoring. Data reporting tools deliver real-time analysis and customizable reports, helping organizations measure productivity and make informed, data-driven decisions.
The platform can be accessed via a web interface and offers a mobile app for managing operations on the go. SherpaDesk integrates with external services such as NinjaOne, Xero Accounting, QuickBooks Accounting, FreshBooks Accounting, and Google. Pricing is structured so that organizations only pay for the number of agents they need, with a 14-day free trial and the first agent license free. There are no required contracts, and additional personalized training and consulting services are available for an extra fee.
In the Business & Operations space, Sherpadesk takes a focused approach. It streamlines IT business operations by integrating help desk, time tracking, billing, and project management in one platform. Sherpadesk is a B2B product aimed at it service providers. There is a free tier. It runs on the web.
SherpaDesk builds and maintains Sherpadesk, and the product first shipped in 2014. Among its 12 catalogued features are help desk ticketing, time tracking, and invoicing.
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