SherpaDesk
- Company typePrivate
- Founded2012
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
SherpaDesk firmographics
Firmographics- Name
- SherpaDesk
- Legal name
- SherpaDesk.com, Inc.
- Website
- https://sherpadesk.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
SherpaDesk industry classification
Industry- Product category
- Professional Services Automation (PSA) software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Professional Services Automation (PSA) & Services ERP (HDAEAEAF)
- akta.pro secondary industry
- Helpdesk & End-User Support Services (BPAEABAB)
Keywords
Where SherpaDesk is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SherpaDesk business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Agent License Subscriptions: Primary revenue stream from per-agent subscription licensing. The platform uses a subscription model where customers pay based on the number of agent seats (technicians/support staff). First agent license is free during trial period. Customers can add more agents as they scale with pay-per-agent pricing.
- Personalized Training and Consulting Services: Additional fee-based personalized training and consulting services offered to organizations to help with onboarding and configuration.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Base Camp - Free Tier |
| Subscription | Monthly | Paid Agent Licenses |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels7 records
SherpaDesk product offering
Product offeringCore offering
SherpaDesk is a cloud-based Professional Services Automation (PSA) software platform that helps small and mid-size IT businesses, managed service providers, and educational institutions manage customer support operations end-to-end. The platform combines helpdesk ticketing, time tracking, invoicing and billing, project management, asset management, knowledge base, task management, quoting, team calendar, and remote assistance within a single integrated subscription product. It is sold on a per-agent monthly subscription basis with a 14-day free trial and a free first-agent "Base Camp" tier.
Product overview
SherpaDesk is a complete Professional Services Automation (PSA) software platform designed for small to mid-size IT businesses and organizations. The product architecture is a unified platform with integrated modules including Help Desk/Ticketing (email-to-ticket conversion), Time Tracking, Invoicing and Billing, Project Management, Asset Management (with mobile barcode scanning), Data Reporting, Knowledge Base, Task Management, Quoting, Team Calendar, and Remote Assistance (via ISLOnline). All modules share a common data layer enabling seamless workflows between ticketing, time tracking, invoicing, and asset management.
Differentiator
Problem solved
Functional benefit
Products and services
- SherpaDesk PSA Software Platform All-in-one cloud-based Professional Services Automation (PSA) platform that combines helpdesk ticketing, time tracking, invoicing and billing, project management, asset management, data reporting, knowledge base, task management, quoting, and team calendar into a single subscription product for small to mid-size IT businesses, managed service providers, and educational institutions.
- SherpaDesk Mobile App SherpaDesk mobile application for iOS and Android that enables technicians to manage tickets, track time, and access assets on the go, including mobile barcode scanning for IT asset management and hardware auditing.
- SherpaDesk Remote Assistance Standalone remote support tool powered by ISLOnline that lets support technicians launch secure, real-time remote desktop sessions with customers to troubleshoot and resolve tickets faster.
- Personalized Training and Consulting Services Fee-based professional training and consulting services that help organizations onboard, configure, and unlock the full potential of the SherpaDesk platform beyond the standard self-serve setup.
Quantifiable outcome
- 16% improvement in response time for IT support teams
- +2 more outcomes
Companies that use SherpaDesk
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles3 records
SherpaDesk technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Feature6 records
SherpaDesk partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, infrastructure and minor.
- NinjaOnecoreNinjaOne (formerly NinjaRMM) integration with SherpaDesk enables MSPs to integrate service requests and remote monitoring management. Service requests from NinjaOne can be automatically parsed into SherpaDesk tickets via email parser, streamlining workflow for managed service providers using both platforms.
- QuickBookscoreQuickBooks integration (both Online and Desktop versions) allows SherpaDesk users to sync invoicing and billing data. Quotes can be converted and tracked with seamless QuickBooks sync for billing. SherpaDesk integrates with QuickBooks Desktop for invoicing purposes.
- XerocoreXero Accounting integration enables SherpaDesk users to sync billing and accounting data. The quoting tool can sync with Xero for seamless billing operations.
- FreshBookscoreFreshBooks Accounting integration allows SherpaDesk users to sync invoicing data with FreshBooks for streamlined accounting workflows.
- Microsoft AzureinfrastructureSherpaDesk is hosted on Microsoft Azure cloud infrastructure, utilizing Azure's scalable cloud computing platform with end-to-end security and privacy features. Azure provides the underlying compute and storage capabilities for the SaaS application.
- HelpDesk MigrationminorHelpDesk Migration partnership ensures smooth data migration for customers switching to SherpaDesk from other PSA solutions. The partnership enables effortless migration of tickets, projects, contracts, customers, assets, products, knowledgebase articles while maintaining uninterrupted service continuity.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
SherpaDesk competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
SherpaDesk social profiles
Digital presenceSherpaDesk compliance and trust
Trust signalCompliance3 records
SherpaDesk financial estimates
Financial estimateRevenue estimate
Valuation estimate
SherpaDesk leadership team
Management profileNumber of profiles
Profiles3 records
SherpaDesk funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SherpaDesk M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SherpaDesk
What does SherpaDesk do?
SherpaDesk is a cloud-based Professional Services Automation (PSA) software platform that helps small and mid-size IT businesses, managed service providers, and educational institutions manage customer support operations end-to-end. The platform combines helpdesk ticketing, time tracking, invoicing and billing, project management, asset management, knowledge base, task management, quoting, team calendar, and remote assistance within a single integrated subscription product. It is sold on a per-agent monthly subscription basis with a 14-day free trial and a free first-agent "Base Camp" tier.
Is SherpaDesk a public or private company?
SherpaDesk is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SherpaDesk founded?
SherpaDesk was founded in 2012. It employs 11 to 50 people.
Where is SherpaDesk based?
SherpaDesk is headquartered in San Francisco, United States, in the North America region.
How does SherpaDesk make money?
Two revenue lines are on record. Agent License Subscriptions are the primary driver. The others are personalized Training and Consulting Services.
Does SherpaDesk have an API?
Yes. SherpaDesk provides a REST API that enables interaction with a SherpaDesk instance automatically through HTTP requests. The API allows Subscriber to access certain functionality provided by the Service. API documentation is available on GitHub. Developer documentation is at github.com/sherpadesk/api/wiki.
What industry is SherpaDesk in?
SherpaDesk's product category is Professional Services Automation (PSA) software. Its primary akta.pro industry code is HDAEAEAF, Professional Services Automation (PSA) & Services ERP, with a secondary code of BPAEABAB, Helpdesk & End-User Support Services. Its NAICS code is 5182 and its SIC code is 7372.