Compare SherpaDesk vs Userlane vs Magentrix PRM

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Crozscore:

81%
what is this?
70%
35%
no significant changes

Crozscore:

79%
what is this?
100%
37%
interest rising

Crozscore:

71%
what is this?
30%
no significant changes
SherpaDesk screenshot view 5 more Userlane screenshot view 1 more Magentrix PRM screenshot view 5 more

Software Description:

We’ll Improve Your Business, Without Disrupting It.
Track Time Across Your Business. Automatically Generate Invoices. Make Smarter Decisions.

Our customer management software allows you and your team to stay connected to your customers whether you are in the field, on the road, or simply don’t feel like firing up your computer. The mobile application makes it easy to manage support tickets, track time, and send invoices from the palm of your hand.

This gives companies the freedom to focus on growing their business, rather than just surviving.

Our tool helps resolve customer issues, accurately track billable and non-billable time, automate invoicing and manage project profitability.

KEY FEATURES
* HelpDesk Ticketing System - manage support tickets
* Communicate through the app in your email via SherpaDesk command codes
* Manage projects
* Attach files to projects and accounts
* Communicate within projects both internally and externally
* Data reporting to measure project profitability
* Maintain company assets
* Manually calculate depreciation of assets
* Manage employees
* Integrates with accounting solutions for automatic billing
* Track time via iPhone, Apple Watch, Desktop, Droid, Chrome Extension or Email
* Apply tracked time to set hourly rates
* Apply tracked time to projects or customers
* Create To-Do Lists

Software Description:

Userlane automates and optimizes user onboarding and employee training. Users are guided in real time through the actual software application with interactive step-by-step, on-screen guides. Our solution works as a navigation system for software applications.
As a result, anybody can immediately operate any software without any previous knowledge.

Key to Userlane’s technology are interactive step-by-step guides that can be implemented on top of every existing browser-based software or e-commerce website.

These interactive guides steer each single user through all the steps and processes and show them where to click next in real time, exactly like GPS navigation systems in cars advise drivers turn-by-turn on how to optimally reach their destination. This way, complex software can be easily operated without any previous knowledge, making extensive, conventional software training obsolete.

Unlike video tutorials, Userlane’s technology is integrated within the software ecosystem. Users receive interactive guidance, while they work in the application. This allows SaaS companies to streamline their onboarding experience, while increasing conversion, activation, and retention. Additionally, they can also use Userlane to address support tickets in a more effective way.

Companies can reduce training costs and implement new software more rapidly and without any resilience to change.

Userlane provides the technology to create walkthrough guides in minutes, without any coding or changes in the underlying software. This enables our customers to implement our interactive guides without effort.

Software Description:

Magentrix Community Solutions redefine collaboration by centralizing communication, engagement and learning in one secure place. We go beyond sharing content by enabling your employees, customers and partners to work with the data that runs your business.

Whether you need a Partner Community Portal (PRM) that increases the productivity of your channel sales, a Customer self-service Portal that reduces your support costs or an Employee Community that enables your employees to engage and collaborate in new ways, Magentrix lets you configure and deploy these solutions in a fraction of the time compared to other methods.

Features:

  • Project Management
  • Bug Tracking
  • Inventory Tracking
  • Google Apps Integration
  • Notifications
  • Calendar Management
  • External Integrations
  • Customer Management
  • Dashboard
  • Chat
  • Multi-User
  • Contact Management
  • Data Visualization
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Time Management

Features:

  • Employee Training
  • Onboarding
  • Employee Onboarding
  • Data Visualization
  • Dashboard
  • Customer Management
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • External Integrations
  • API
  • A/B Testing

Features:

  • Scheduling
  • Call Tracking
  • File Transfer
  • Forecasting
  • Contact Sharing
  • Corporate/Business
  • Personal Learning
  • Student Registration
  • SCORM
  • Video Courses
  • Password & Access Management
  • Onboarding
  • Employee Training
  • Employee Database
  • Employee Onboarding
  • Chat
  • Customer Management
  • Supplier Management
  • Email Integration
  • Contact Management
  • Dashboard
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Notifications
  • 2-Factor Authentication
  • Data Visualization
  • Data Import
  • Data Export
  • API
  • External Integrations
  • Batch Permissions & Access
  • File Sharing

Summary:

  • Complete professional service automation solution

  • Easily track time, manage support issue and monitor project profitability

  • Capture lost billable and non-billable time

  • Easy to use help desk solution built for small to medium size teams

Summary:

  • No coding required

  • Multi-language support

  • User Onboarding

  • Employee Training

  • Userlane Assistant

  • In-depth analytics

  • User segmentation

  • Responsive design

  • Privacy Made in Germany

  • Editor mode

Summary:

  • Sign up and onboard partners, providing easy access to training and certification.

  • Set up deal registration and collaborate with partners on opportunities and leads.

  • Seamlessly integrate with your CRM to maintain a system of record.

  • Create reports and dashboards for analytics and your most important metrics.

  • On-demand access from any mobile device.

  • Give partners branded collateral and sales tools on demand.

  • Set up multiple portals with different branding for different partnership levels.

1st Tech Free for Life

Free
Included in plan:
  • 1 technician license and full access to all features

Team

$39.00
user(s) / month
Included in plan:
  • All feature on our website

Enterprise PRM

$999.00
per month (5 channel managers, 1,000 partner users)
Included in plan:
  • CRM Integration, Collaboration, Groups, Deal Registration, Opportunity Management
  • Content/Document Management, Sales Enablement, Training & Certification
  • Knowledge Base, Support Ticketing, Onboarding, Reports and Dashboards

Elite PRM

$1,499.00
per month (10 channel managers, 1,000 partner users)
Included in plan:
  • CRM Integration, Collaboration, Groups, Deal Registration, Opportunity Management
  • Content/Document Management, Sales Enablement, Training & Certification
  • Knowledge Base, Support Ticketing, Onboarding, Reports and Dashboards

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service offer an API?
  • Yes, you can find the wiki on our GitHub repository.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support?
  • SherpaDesk is a web-based solution and works on all major browsers.

  • What is this service generally used for?
  • SherpaDesk is a complete professional service management solution allowing time tracking, support management, project monitoring and invoicing. With deep integration into QuickBooks, Xero and FreshBooks makes the SherpaDesk the best solution for small to medium size business to run their business.

  • Who are the main user groups of this service?
  • SherpaDesk focuses on professional service organizations where time is their key revenue driver. This would include software developers, graphic designers, consultants, IT support and manage service providers.

  • What are some applications this service is commonly used in tandem with?
  • QuickBooks
    QuickBooks Online
    Xero
    FreshBooks
    Salesforce
    Google
    Microsoft 365

FAQs:

    Who are the main user groups of this service?
  • The interactive guides which can be developed with our technology (the so-called Userlanes) can be used by any company which aims to automate their onboarding process or employee training in order to realize efficiency gains. Hence, the service is used by a wide-range of companies regarding the size and the industry. However, especially companies in the SaaS space and companies facing the digitization are using our technology.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, multiple user can create Userlanes.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we offer support via email and telephone. Additionally, the creation of the Userlanes is - of course - explained by a Userlane.

  • What is this service generally used for?
  • Userlanes can generally be applied to two use cases:
    User Onboarding & Employee Training

  • Does this service integrate with any other apps?
  • As mentioned above an integration of the Userlanes with services such as Zendesk, Intercom etc. is possible.

  • What platforms does this service support?
  • Userlane can be implemented on top of every existing web-based software or e-commerce website.

  • What are some applications this service is commonly used in tandem with?
  • Userlane integrates with the most popular CRM systems as well as helpdesk and marketing tools.

  • Does this service offer an API?
  • Yes.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Online Admin Guide, Developer's Guide, Knowledge Base, Video Tutorials and Customer Support

  • Does this service offer an API?
  • RESTful API

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service integrate with any other apps?
  • Out of the box integrations with Salesforce CRM, Dynamics CRM plus many others.

  • What are some applications this service is commonly used in tandem with?
  • Salesforce CRM, Microsoft Dynamics CRM

  • What platforms does this service support?
  • Any Web or Mobile browser

  • What is this service generally used for?
  • Extending Salesforce CRM for Partner Relationship Management (PRM),
    Customer or Employee Communities

  • Who are the main user groups of this service?
  • Channel Sales, Channel Partners, Customers, Employees

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
11-50
Likes:
2.54k
Followers:
1.77k

Publisher:

Founded:
-
Based in:
München
Employees:
51-200
Likes:
Followers:
8.31k

Publisher:

Founded:
-
Based in:
Vaughan
Employees:
11-50
Likes:
Followers:

Other:

Who uses SherpaDesk
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Userlane
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
German, English, Italian, French, Spanish, Chinese
Regional Restrictions:
No restrictions.

Other:

Who uses Magentrix PRM
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
German, English, Russian, French, Spanish
Regional Restrictions:
No restrictions.
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