Compare SherpaDesk vs Magentrix PRM vs Teamleader

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Crozscore:

81%
what is this?
73%
35%

Crozscore:

75%
what is this?
30%
interest rising

Crozscore:

86%
what is this?
89%
36%
no significant changes
SherpaDesk screenshot view 5 more Magentrix PRM screenshot view 5 more Teamleader screenshot

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:

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.

Software Description:

Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

A simple interface and a variety of integrations allow your business to stay efficient, optimize workflow and work smarter.

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:

  • 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

Features:

  • Vacation Calendar
  • Attendance Tracking
  • Employee Database
  • CRM Integration
  • Chat
  • PayPal
  • BitCoin
  • Stripe
  • Multi-Currency
  • Click-to-Dial
  • Conversion Tracking
  • Time Management
  • Payment Processor
  • Billing/Invoicing
  • Budgeting
  • File Sharing
  • Batch Permissions & Access
  • External Integrations
  • Contact Management
  • Contact Sharing
  • Data Visualization
  • Forecasting
  • Data Import
  • File Transfer
  • Data Export
  • Notifications
  • Email Integration
  • API
  • Project Management
  • Google Apps Integration
  • Third-Party Plugins/Add-Ons
  • Gantt Charts
  • Multi-User
  • Call Tracking
  • Dashboard
  • Scheduling
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring

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:

  • 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.

Summary:

  • Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool

  • Build better relationships

  • Organize your business

  • Collaborate with your team

  • Keep your workflow simple

  • Focus on your business, not you administration

  • Be professional

  • Create invoices in 3 clicks

  • Keep track of your contacts

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

CRM

$25.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • Support
  • Integration with Office 365
  • VoIP integration
  • 35GB file storage
  • Daily back-ups
  • Integration with Google Apps
  • API & Webhooks
  • Free updates
  • Integration with iCloud

CRM+invoicing

$50.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • support
  • integration with office 365
  • VoIP integration
  • 35GB file storage
  • daily back-ups
  • integration with Google apps
  • API & Webhooks
  • Free updates
  • integration with iCloud
  • CRM & Offers
  • Time tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management

$100.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google Apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management+ticketing

$150.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

Per Extra user

$10.00
1 user(s) / month
Included in plan:
  • one extra user

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:

    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

FAQs:

    Does this service offer an API?
  • Yes, you can create your own integrations & submit them to the Marketplace.

    Everything you need to know to start creating your own Teamleader integrations you can find:
    - Knowledge Base
    - API Documentation
    - Contact us

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the basic premium starts with 2 users, but you can pay €10 a month/extra user.

  • What platforms does this service support?
    • Cloud, SaaS, Web
    • Mobile iOS native
    • Mobile Android native
  • Does this service offer guides, tutorials and or customer support?
  • We have a Support page where you can find the following:
    - Product Knowledge base: Use the tips and tricks in our product manual to fully benefit from Teamleader

    • Video Tutorials: Missed a live Webinar? Watch our video tutorials

    • Billing & Invoices: Questions or remarks about your received invoice?

    • Start-ups: Would you like to use Teamleader as a start-up? Discover our special start-up program.

    • Upgrades: Want to add extra users or product modules to your account? Request an upgrade!

    • Partners: Ready to spread the Teamleader love? Learn more about our partner program.

    • Status Page: Stay up-to-date on all announcements on Teamleader's status and performance

    • HR& Jobs: Have a look at our vacancies and find out what it's like to work at Teamleader

    • Marketplace: Explore, manage and build your favourite integrations in the Teamleader Marketplace

    • Developers: Learn more about our API and other technical aspects of our tool

    • Haven't found an answer? email us via support@teamleader.eu. We're here to help!

  • Does this service integrate with any other apps?
  • Yes, we integrate with more then 150 other apps.

    • Bookkeeping: Exact, Datev, Octopus, Twinfield, Yuki, CODA, Unpaid, E-Invoice (UBL), WInbooks, Bilendo, Billit, SageOne

    • Calendar: Office 365 Calendar, Google Calendar, Apple iCloud Calendar, Exchange Calendar, Kerio Connect, Google Resources, Lobbipad

    • Chat: Slaask, Hivemind, Slack

    • Contact sync: LinkedIn, Google Contacts, noCRM.io, RingCentral, Teamwork Projects, BombBomb, Robly, Teamleader, Office 365 Contacts, Zendesk, FinFolio, Constant Contact, Fastbill, Benchmark, EzTexting, Hubspot, Clio, Recurly, ActiveDEMAND, Bexio, Prospect.io, TractionNext, myphoner, Intercom, Salesforce Pardot, Odoo, Salesforce Desk, Teamwork Desk, MailUp, Easybill, Emma, Woodpecker, SageLive, Magento, ConnectWise Manage, Trello, iCloud, Chargebee, Infusionsoft, Dotloop, GetResponse, SharpSpring, Podio, Sellf, Help Scout, ONTRAPORT, Aircall, Direct Mail for Mac, ActiveCampaign, PersistIQ, Xero, Flexmail, Dotmailer, Drip, Quickbooks, MailerLite, Kustomer, Marketo, Groove, Shopify, Freshbooks

    • Dashboard: Wizer, Invantive Control, Cumul.io, Invantive Query Tool

    • Email marketing: MailChimp, Campaign Monitor, Laposta, Incantive Composition, MailUp, Mailjet, MailPlus

    • Email tracking: Office 365 Outlook, Gmail, Outlook 2013, IMAP

    • Export: Datev Export, Invantive Composition, Google Sheets, Billit, Invantive Query Tool, Wuunder

    • File Management: Dropbox, Google Drive

    • Financial Data: Trends Top, CODA, Invantive Control, CompanyView, E-invoice (UBL), Bilendo

    • Payment: Mollie, Stripe, Bancontact, Bitcoin, Sofort, Visa, PayPal, Mastercard, iDEAL, Cartes Bancaires, KBC, CartaSi, American Express, Belfius, Unpaid

    • Social: LinkedIn

    • Time Tracking: Google Chrome, Simple Simon

    • VoIP: Twilio, Voipplay, Go Integrator, Voys integratie, Xelion VoIP, 3CX

    • Web2Lead: JotForm, Wufoo, Custom Form, Formstack, Unbounce, Story Chief, Sitemanager

  • What is this service generally used for?
  • Teamleader helps you and your team work smarter so your small business thrives. Bringing CRM, project management and invoicing together with an intuitive software solution, Teamleader enables your team to collaborate, organize and build your business.

  • Who are the main user groups of this service?
  • Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

Publisher:

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

Publisher:

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

Publisher:

Founded:
-
Based in:
Gent
Employees:
51-200
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 Magentrix PRM
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
German, French, Spanish, Russian, English
Regional Restrictions:
No restrictions.

Other:

Who uses Teamleader
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Danish, German, Swedish, French, Italian, Dutch, Spanish, Norwegian, English, Finnish
Regional Restrictions:
No restrictions.
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