FinancialForce Professional Services Automation (PSA) vs SherpaDesk

Best For

Who Uses This Software?

FinancialForce is built for services teams of all sizes, ranging from small consultancies to large enterprises.

small to medium sized business; personal service firms

Target Customer Size (Users)

10 - 1000+

1 - 99

Pricing

Starting Price

Not provided by vendor

$39.00/month/user

Free Trial

Yes Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking
  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

Screenshots

View 5 screenshots 82944 thumb
View 5 screenshots 6844 thumb

Ratings

Overall


4 / 5
(47)

5 / 5
(52)

Ease of Use


4 / 5

5 / 5

Customer Service


4 / 5

5 / 5

Features & Functionality


4 / 5

4.5 / 5

Value for Money


4 / 5

5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of SherpaDesk vs FinancialForce Professional Services Automation (PSA)


FinancialForce Professional Services Automation (PSA) vs SherpaDesk

Best For

Who Uses This Software?

FinancialForce is built for services teams of all sizes, ranging from small consultancies to large enterprises.

small to medium sized business; personal service firms

Target Customer Size (Users)

10 - 1000+

1 - 99

Pricing

Starting Price

Not provided by vendor

$39.00/month/user

Free Trial

Yes Yes

Free Version

No Yes

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking
  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

Ratings

Overall


4 / 5
(47)

5 / 5
(52)

Ease of Use


4 / 5

5 / 5

Customer Service


4 / 5

5 / 5

Features & Functionality


4 / 5

4.5 / 5

Value for Money


4 / 5

5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

Share Your Comparison of SherpaDesk vs FinancialForce Professional Services Automation (PSA)