--- title: "SherpaDesk Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SherpaDesk Software - reviews, pricing plans, popular comparisons to other Help Desk products and more." source_url: "https://www.capterra.com/p/136172/SherpaDesk/" page_type: "product" language: "en" --- # SherpaDesk Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SherpaDesk ## What is SherpaDesk? 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. ## What is SherpaDesk used for? [IT Ticketing Systems](https://www.capterra.com/it-ticketing-systems-software/)[Help Desk](https://www.capterra.com/help-desk-software/)[Time and Expense](https://www.capterra.com/time-and-expense-software/) Top alternative Featured Overall rating Based on 62 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 2% Starting price $39 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SherpaDesk?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://sherpadesk.com/&name=SherpaDesk) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SherpaDesk 4.7 (62) VS. [4.6 (6,079)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $39 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (60) Ease Of Use 4.5 (6,998) Value For Money 4.8 (52) Value For Money 4.3 (5,440) Customer Service 4.8 (47) Customer Service 4.4 (6,315) ## SherpaDesk alternatives [4.4 (3,031)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (869)](https://www.capterra.com/p/169455/Zoho-Projects/reviews/) Starting price $4.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.7 (156)](https://www.capterra.com/p/206536/Projectworks/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (999)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/136172/SherpaDesk/alternatives/) ## FAQs about SherpaDesk Overview ### What problems does SherpaDesk solve? SherpaDesk solves scattered support requests, unclear ticket ownership, lost attachments, and manual time logging by combining email-based ticketing, routing, notes, attachments, and time tracking in one system. Small IT service providers, school districts, campus help desks, and field technicians benefit most from faster onboarding, clearer communication, and fewer tickets falling through the cracks. Answer based on 41 reviews Overview ### Which roles and teams benefit most from SherpaDesk? SherpaDesk is most used by IT directors, help desk teams, MSP consultants, and business owners who manage support operations. Technical staff use it to track tickets, resolve service requests, and manage customer issues, while managers and executives rely on it for workflow visibility, team coordination, billing, and service delivery oversight. Answer based on 36 reviews Overview ### What company size and specific industries is SherpaDesk built for? SherpaDesk is designed for small to medium-sized businesses and personal service firms that need a service desk solution. It is built for organizations in service-oriented sectors rather than large enterprise environments, making it a fit for companies that manage client support, requests, and internal service operations. Features and Usability ### What are the key features of SherpaDesk? SherpaDesk includes core help desk features like ticket management, time tracking, and billing and invoicing, plus differentiators such as email parsing, automated routing, and a mobile app. Reviewers also frequently mention tracking ticket changes, easy setup, customizable workflows, and client communication through email integration and the client portal. Answer based on 41 reviews Pricing ### How much does it cost and what fees or limitations are included? SherpaDesk starts at $39 per user per month for the Base Camp plan, with the first agent free and a 30-day free trial. The High Camp plan costs $49 per user per month and also includes a 30-day free trial. A free version is available, and reviewers call pricing affordable and competitive. Answer based on 7 reviews Integrations ### Which third-party tools and platforms does SherpaDesk integrate with? SherpaDesk integrates with five third-party tools and platforms, including NinjaOne, QuickBooks Online, QuickBooks Online Advanced, FreshBooks, Microsoft 365, and Salesforce Sales Cloud. These integrations cover billing, productivity, CRM, and IT monitoring workflows. Answer based on 4 reviews Getting Started and Support ### How easy is it to onboard and train a team on SherpaDesk? SherpaDesk is generally quick to onboard, with in-person training, live online sessions, webinars, videos, and documentation available. Reviewers say frontline staff and technicians learn daily use quickly, while teams migrating from simpler systems and admins exploring deeper features or customizations may need more time to get comfortable. Answer based on 18 reviews Getting Started and Support ### What customer support options does SherpaDesk offer, and how do users rate the experience? SherpaDesk offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, helpful, and quick to resolve issues or implement requested changes. Some mention setup can feel less intuitive, help guides need improvement, and occasional notification or cloud-related issues can affect the experience. Answer based on 29 reviews Client support ### How good is SherpaDesk customer support? SherpaDesk provides responsive customer support and practical help for ticketing teams, especially small IT providers and service desks. Many users highlight quick issue resolution, helpful guidance, and openness to product feedback, though some mention setup is not very intuitive and support documentation and help guides could be clearer. Answer based on 16 reviews ## Features AI summary Based on 5,070 Help Desk reviews Capterra reviewers highlight these as the features buyers value most when choosing a Help Desk solution: - **Ticket Management** (**54%** of reviewers rated this feature as critical) - **Real-Time Notifications** (**39%**) - **Service Level Agreement (SLA) Management** (**38%**) SherpaDesk includes **Ticket Management** and **Service Level Agreement (SLA) Management**, giving support teams a clear way to organize requests and track response commitments. However, it does not offer **Real-Time Notifications**. Instead, it provides other important capabilities that reviewers also rate highly, including **Reporting/Analytics** (**35%**) and **Alerts/Escalation** (**34%**), helping businesses monitor support performance, catch urgent issues, and keep service processes on track. Ticket Management 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Track, manage, or resolve user requests and IT incidents/issues Service Level Agreement (SLA) Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set and monitor service level agreements to ensure timely response and resolution Reporting/Analytics 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Alerts/Escalation 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important System alerts about the need to escalate an issue or request Help Desk Management 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Managing service requests, incidents, IT issues & support with a ticketing system Knowledge Base Management 2.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support SherpaDesk 31 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Estimating: Estimate expected cost based on various factors before a project begins - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - IT Asset Management: Managing inventories and tracking changes to hardware and software configurations - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Ticket Management: Track, manage, or resolve user requests and IT incidents/issues - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) --- Get Advice We can help you find the software with the features you need. Features 4.5 (42) 4.5 Based on 42 reviews ## Pricing Value for money 4.8 (52) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/136172/SherpaDesk/pricing/) Single Agent $0.00 It includes: - Expenses - Invoicing - Knowledge Base - Mobile App - Projects - RMM Integration - Ticket Management - Time Tracking - Todos Base Camp $39.00 Per User,Per Month It includes: - Expenses - Invoicing - Knowledge Base - Mobile App - Multiple Technicians - Projects - RMM Integration - Ticket Management - Time Tracking - Todos High Camp $49.00 Per User,Per Month It includes: - Asset Auditing - Asset Management - Custom Email Domain - Expenses - Full Vanity URL - Invoicing - Knowledge Base - Mobile App - Multiple Technicians - Projects - RMM Integration - Ticket Management - Time Tracking - Todos Value for money 4.8 (52) 4.8 Based on 52 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (47) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (47) 4.8 Based on 47 reviews ## User reviews Overall rating 4.7 Based on 62 reviews Filter by rating 5(47) 4(13) 3(1) 2(1) 1(0) Mentioned topic Sorted by most recent AN Anonymous User OPERASTIONS Management Education Management ### "NEW LOOK RATING" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 January 29, 2026 Overall rating prior to the changes. Great communication tool and organizing a team effort is easy using this Pros The software was great until this latest version, especially not receiving any notification. The new look is too " busy", however we will probably just have to adjust Cons As far as the don't like , its been previously described INTHE ABOVE comments. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SH Stephen H. Ceo and owner Computer & Network Security ### "Review on a great project" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 14, 2024 Honestly I like the program it has an app too so that's pretty cool any software that has an app also is a win-win in my book just as long it works Pros Well first ill say the setup was pretty easy. I had one of my employees tag along with me to do the setup he said also he likes the pricing of it so he was thinking about doing it for his company Cons Wish I could reprogram some of the customizations it could be a lot more functionable with customization Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Sylvie Florence K. Gestionnaire Retail ### "Logiciel de gestion " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 15, 2023 Pros Un très bon produit et gérer le service clientèle de manière professionnelle. Je le recommande Cons Je n'ai pas d'inconvénients. Je le recommande Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TA Tom A. Director of Information Technology Non-Profit Organization Management ### "Perfect Solution for our Organization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 31, 2023 Excellent overall experience with SherpaDesk. Tech support and Sales team have been very helpful throughout the process from pre-purchase through deployment and even post sale. Pros Easy to use for both the end users and technicians. Provides good metrics for management as well. Cons Reports could use some work. Not always easy to generate what I am looking to report out. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 4, 2023 Thanks Tom for the feedback and review! It's super helpful to learn from our customers. Please send us your suggestions on how we can improve the reporting and we will look to get this implemented - support@sherpadesk.com RW Randal W. Managing Partner Computer & Network Security ### "Every IT Business needs a Sherpa" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 11, 2021 Super happy. Simple means it works quickly out of the box and my techs are not annoyed at extra hoops for ticketing. 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. Alternatives considered [Freshdesk](https://www.capterra.com/p/124981/Freshdesk/) [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Reasons for choosing SherpaDesk Simplicity and price. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IN Ian N. National Account Executive Media Production ### "There are better CRMs out there" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 January 13, 2021 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Senior Systems Analyst Shop Floor Oil & Energy ### "Finally a decent ticketing system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 9, 2020 Overall I really like the software. I've used a number of ticket tools and Sherpadesk doesn't cause me pain to use. Yeah, it's a ticket tool, but at least it's an easy to use one. Pros The interface is clean and simple yet offers everything I need as a technician. It has what I need when I need it and an easy way to interact with it. Cons The order of listing communications could be better or at least configurable. I often get confused when I go looking for something I added and yet don't see it. Alternatives considered [BMC Helix ITSM](https://www.capterra.com/p/164195/Remedy-IT-Service-Management/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 14, 2020 Thank you for the great feedback. We are always looking to our SherpaDesk community for feedback and making sure we are on the right track! AN Anonymous User ATSS2 Information Technology and Services ### "Very polished product" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 October 4, 2020 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. Switched from [Freshdesk](https://www.capterra.com/p/124981/Freshdesk/) Cost, quality of product Reasons for choosing SherpaDesk Cost and features Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 8, 2020 SherpaDesk provides free email based support, weekly web sessions with a product specialist and a support portal with help articles and videos. For customers needing more 1 on 1 sessions we offer paid training. We work towards answering all questions in a timely manner. Always feel free to reach out. Our support team us here to help. MG Michael G. It manager Information Technology and Services ### "The right ticketing system for sma businesses " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 9, 2019 Satisfied with the product. Only wish they had phone support. Pros The first tech is always free. The software has some really neat email parsing functions that allow you to open a ticket, put time against it, notes, categorize and close a ticket all in one email. Cons The software feels a bit clunky. Coming from other ticketing systems it's not the prettiest, but it gets the job done. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC Mary C. owner/founder Publishing ### "Robust Software" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 30, 2019 I really want to like this software and I think I'm going to be very pleased with it once I stick with it. However, the lack of clear "this is what you do to get started" leaves the user feeling a little overwhelmed. Pros I like the slate of features as well as the pricing. It looks like a great solution to incorporating a help desk as well as time tracking/invoice and will replace two different software solutions. Cons It is not intuitive to setup and the help guides could use improvement. I am going to have to dig in to fully use the software, and having only "setup videos" hampers those with limited internet options such as rural customers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 1, 2019 Thanks for checking us out Mary! We are working on getting more self help articles out along with some more setup videos. The system has changed a lot over the last few months and some articles have already been dates. We know this is an issue for new users :( HOWEVER! Please feel free to send us questions at anytime to support@sherpadesk.com. We are quick to get back with you. You can also sign up for our weekly demo and talk directly with a product specialist on any questions you may have https://www.sherpadesk.com/book-a-demo [View all Reviews](https://www.capterra.com/p/136172/SherpaDesk/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.