Platform Features

Our business management software can help small and medium-sized manufacturers and wholesalers modernize the way they manage their business. Make data-driven decisions, automate your business processes, and unlock your potential.

Automate sales orders and remove bottlenecks

Eliminate manual time spent creating custom quotes for your customers. Streamline even the most technical order processes and save your team from hours of back-and-forth with customers.

Product configurators
Point of Sale solutions
e-Commerce
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Make data-driven decisions

Unlock the business intelligence you need to manage and grow your business. Bring all your data into one place–accessible anywhere in the cloud.

Financials
Inventory levels
Customer orders
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Ditch the spreadsheets.

Streamline your business

Sherpa helps you to ditch the countless spreadsheets and time-consuming bottlenecks to achieve efficiencies you didn’t know were possible.

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Product Configurators

Replace manual and paper ordering/quoting with a state-of-the-art configurator. Deliver the most complex quotes in a few clicks.

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Inventory

Reduce handling costs, errors, and manage inventory levels automatically. Connect every order with your inventory in real time.

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B2B eCommerce

Sell any product to your dealers and customer networks. They will only see pricing specific to them and all orders will tie to your inventory.

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Customer Info Management

Provide stellar customer service and track every interaction. Whether its orders sent from your shop or new opportunities from your sales team, all customer information will be in one place.

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Dealer Management

Automate the way you manage your dealer network. Increase your sales and make it easier for them to order from you with custom logins that reflect specific pricing and permissions.

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Payment Processing

Process your customer payments on your website or directly through our platform. We partner with the best to provide you with a complete POS solution.

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Quickbooks & Sage Integration

We integrate with the #1 accounting platforms for small and medium-sized businesses. They do the accounting and Sherpa handles the rest.

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Shipping

Generate pick lists, shipping labels automatically. Our Purolator integration will give you shipping estimates with the click of a button.

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Reporting

Build the custom reporting you need to manage your business. Finally bring your financial, inventory, customer, and sales data into one place.

Reduce handling costs and human error

Make sure you have the correct real-time inventory, every time. Automate and manage your entire logistical process from one place so you know you’re always able to deliver.

Automatic shipping labels
Barcode product tracking
Promotion management
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Manage your customers smarter

Keep your customer information in one place. Create customer groups with pricing levels and products specific to them and track all communication. our customer tools help you to capitalize on existing opportunities and continue to grow a pipeline of new ones.

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