SherpaDesk Reviews & Product Details

One spot to check out new software! I can't trust most end-user reviews.They are all bots!! Review collected by and hosted on G2.com.

I'm not at all versed in Enterprise Resource Planning but I would like to learn. Review collected by and hosted on G2.com.

I really like the fast, responsive interface, and the fact that they are very open with their pricing. The flexibility for small businesses really helps make this work for us. The support team has been extremely responsive and helpful, very open to suggestions and questions about the future updates to SherpaDesk. We've been able to set up our client rate plans, expenses, and invoice with an integration to Quickbooks Online for easy accounts receivable. It integration with our remote monitoring and maintenance platform (NinjaRMM), which allows alerts to come over and be associate with user tickets and assets. Review collected by and hosted on G2.com.

The configuration interface can be somewhat confusing at times, but I have yet to be unable to find a necessary option or configuration that I've needed. Better / faster access to support knowledgebase articles and / or tutorial videos would be very helpful. Some more customization on the SherpaDesk branding that is visible to clients in invoicing or the support portal login page would be beneficial. Review collected by and hosted on G2.com.

The synchronization with our Freshbooks account made setting this up a breeze. We imported all clients and can sync our timesheets to our projects and clients in Freshbooks easily. No more double entering of information!

The sync with Ninja was also easy to do.

I love the fact that we can enter time without a ticket, which speeds things up for little jobs.

The interface is modern and navigation is quite intuitive.

Support is lightning fast...I mean...almost instant with emails...which is unheard of.

The creation of tickets is easy and is done much quicker than the other companies I tried. I find that teaching my staff this software is much easier because of the intuitive design. Review collected by and hosted on G2.com.

The Ninja integration could be a little better, as solved issues stay there for 30 days and you have to manually remove them. That can get quite confusing. Review collected by and hosted on G2.com.

Ability to have two companies with separate portals. Review collected by and hosted on G2.com.

Navigation can be a bit clunky at times. Review collected by and hosted on G2.com.

The category folders are very helpful when you have multiple users from different services utilizing the program for ticketing purposes. Review collected by and hosted on G2.com.

The security levels are not very leveled. I can go into other departments tickets and read the tickets assigned. Review collected by and hosted on G2.com.

I like the ease of navigation through the task that are assigned. Review collected by and hosted on G2.com.

Closing a work order can sometimes be a little challenging if one piece of information is missed. Review collected by and hosted on G2.com.

SherpaDesk is simply a great product! Once you've invested a bit of time setting things up and learning how it works, you will realize just how good this product is!

The first user is free - this gives any company an excellent option to test out the system with no cost implications or commitment. And the pricing for added functionality and extra users is the best of class in my opinion. For a small MSP like mine, many of the other PSA options were way too expensive and had too many superfluous features.

The support from SherpaDesk has also been simply amazing. I have got almost instantaneous responses to my emails - I'm based in South Africa and SherpaDesk is in the USA. I have always received clear information and instructions on how to solve my queries. My interactions with the SherpaDesk staff have always been friendly and helpful. Review collected by and hosted on G2.com.

I was initially put off by the complexity of the 'Configuration' page in SherpaDesk.... there were just so many options!

However, once I had reviewed the support documentation and watched the Vimeo 'how to' videos, I understood many of the configuration options.

I still think a step-by-step instruction guide for new and potential clients should be created by SherpaDesk, going through each item of the Configuration page. It doesn't need to go into every item in huge detail but it should provide an overview with some examples and screenshots. Sometimes I did not understand the logic or rationale for some of the settings. Review collected by and hosted on G2.com.

The UI is simple yet full featured, very intuitive and easy for techs and end users to use capably right away. Reporting features are numerous and can provide a lot of helpful metrics such as ticket closures by technician, categories of closed tickets, etc. Review collected by and hosted on G2.com.

The mobile app is slow and limited compared to the web site. You cannot filter tickets in the All Open view in the app. The app provides no way to set a category on a ticket at close. Honestly their app is the only thing preventing me from giving them 9 or 10. Review collected by and hosted on G2.com.

Everything can be customised and built to your requirements which makes the platform very powerful. I love the integrations - we are looking to integrate our finance application soon and enable the time-tracking - this will be fantastic for our business. This service works for our small business as I am the only technician and so we can keep our costs down drastically. As the business grows we will be happy to add on technicians and pay the fee. Review collected by and hosted on G2.com.

The add-ons seem very overpriced. For example, to use our custom domain for the portal address it will cost us $10 a month - this seems a lot considering we already own the domain! The asset management is of interest to us but that is only available as a whole package upgrade which mostly contains features we don't need

It would be good to be able to re-skin what the portal looks like when logged in. At the moment the Sherpadesk logo sits at the top left but ideally we would like our logo there if it were possible. Review collected by and hosted on G2.com.

I like the freemium model, that does not shortchange the features and functionality. I have engaged with the owner/developer many times and hands down this is the best support I have seen even against the "biggies" (autotask, connectwise, tigerpaw, etc). It loads quickly, easy setup, and fully functional quickly. Review collected by and hosted on G2.com.

I had to think hard and nope... there is nothing that I dislike. Review collected by and hosted on G2.com.