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
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.
- Inventory levels
- Customer orders
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.
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.
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.
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.
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
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.