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features
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support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certinia ERP Cloud
Expensify
FreshBooks
Help Desk Migration
Microsoft 365
NinjaOne
QuickBooks Online
QuickBooks Online Advanced
Rootstock Cloud ERP
Salesforce
Salesforce Analytics Cloud
Salesforce App Cloud
Salesforce Platform
Salesforce Service Cloud
Workato
XCD HR and Payroll

Integrations

Certinia ERP Cloud
Expensify
FreshBooks
Help Desk Migration
Microsoft 365
NinjaOne
QuickBooks Online
QuickBooks Online Advanced
Rootstock Cloud ERP
Salesforce
Salesforce Analytics Cloud
Salesforce App Cloud
Salesforce Platform
Salesforce Service Cloud
Workato
XCD HR and Payroll

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$39.00/month/user
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

certinia.com/professional-services-cloud/

Vendor Details

Company Name

SherpaDesk

Founded

2012

Country

United States

Website

sherpadesk.com

Product Features

Professional Services Automation

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

Product Features

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Professional Services Automation

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

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