Compare SherpaDesk vs Vivantio vs Magentrix PRM

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Crozscore:

81%
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73%
35%
interest rising

Crozscore:

76%
what is this?
24%
interest rising

Crozscore:

75%
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30%
interest falling
SherpaDesk screenshot view 5 more Vivantio screenshot view 2 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:

From simple incident management to full-enterprise ITSM, Vivantio empowers you to deliver service excellence to your entire organization.

Build your ideal service management environment in just a few simple steps with Vivantio:

  • Elect a delivery method: SaaS or on-premise. We support both.
  • Choose a licensing option: Named, concurrent or a mix of both. Our flexible licensing model allows you to give technicians the right level of access without blowing your budget out of the water.
  • Pick a product: Browse the many available feature modules and deploy only those that make sense for your organization’s service needs.

Take a modular approach to building your service management vision – the right combination with Vivantio brings your ideal strategy to life.

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:

  • API
  • Data Export
  • Data Import
  • Contact Sharing
  • Email Integration
  • External Integrations
  • Scheduling
  • Task Scheduling/Tracking
  • Project Management
  • Notifications
  • Multi-User
  • History/Version Control
  • Gantt Charts
  • Forecasting
  • Batch Permissions & Access
  • Calendar Management
  • Contact Management
  • Document Comparison
  • 2-Factor Authentication
  • Customer Management
  • Dashboard
  • Data Visualization
  • File Sharing
  • Inventory Tracking
  • Firewall
  • File Transfer
  • Anti-Virus
  • Third-Party Plugins/Add-Ons

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:

  • Flexible, reliable, trusted IT Service Management Software

  • Built with ITIL standards at its core.

  • Automation captures service data, tracks milestones and triggers meaningful action.

  • Webhooks and APIs integrate Vivantio with core ITSM tools.

  • Customizable self-help portals empower your customers and improve your service.

  • Report on your true service team effort to highlight success and target areas of improvement.

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

Pricing:

  • Starting from: $40.00/month
  • Credit card required: N/A
  • Vivantio's pricing model is an annual subscription based on total number of users, types of licenses and functionality activated in the Platform. A free trial is available for a test-drive, upon request.

    Vivantio offers both named and concurrent licenses, and all customers may select to purchase any combination of both. A named license is allocated to a particular agent and cannot be shared. Concurrent licenses sit in a shared pool. Each time an agent logs in, they temporarily use up one license and when they log out, the license is returned to the pool for someone else to use.

    Your customers and end users don’t need licenses to use your self-service web portal.

    • Pricing starts at $40 per user, per month at the Essentials level, suited for small and medium-size service desk operations looking to increase efficiency.
    • Licenses at the Pro level start at $60 per user, per month and are designed to unify service operations with powerful core service management features.
    • Feature-rich Vivantio ITSM licenses start at $90 USD and are built to scale and meet the complex business needs of larger, multi-site organizations.

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:

    No FAQs associated with this application.

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:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

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 Vivantio
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

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