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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

Description

Heystack serves as a tailored organizational tool designed to enhance your workflow, optimize operations, and consolidate customer interactions within a single platform. With a comprehensive dashboard, you can visualize your entire process effortlessly. Gather insights from different teams while tracking orders from the moment they are received until they are fulfilled. You can delve into specific departments, manage assets, and maintain organization with ease. Recognizing the importance of integration, Heystack has been crafted to work harmoniously with other systems. Its innovative open architecture ensures seamless connectivity with other crucial operational elements. You can flag issues, initiate discussions, and collaboratively seek solutions. The effective communication features of Heystack empower your workforce to engage at the right time and place, ensuring smooth operations without unnecessary complications. Additionally, customers can be easily included in Heystack’s exclusive order tracking and communication ecosystem. Heystack also streamlines ongoing communication by conveniently storing addresses for easy export to platforms like Mailchimp and Marketo, enhancing your marketing efforts. This means you can maintain strong relationships with your clients while efficiently managing your business processes.

Description

Whether you're regulated by the SEC or FINRA, CFTC or IIROC, Patrina’s TOTALARCHIVETM digital communications archiving solution meets the strict requirements of your regulating authority. Our archiving solutions are perfectly aligned with the strict mandates of your regulatory authority. Patrina gives you the tools to: Access your communications quickly and easily with Capture, Supervise Archives. Respond quickly and efficiently when an examiner asks for information. Reduce the risk of non-compliant communication. Easy and quick onboarding No automatic renewal of annual contracts No unexpected price increases You can find the solutions you need for regulatory compliance. When you need them. As long as you require it No fluff. No fat. Just powerful muscle of compliance.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Dropbox No 
Google Drive No 
Microsoft SharePoint No 
Oracle Cloud Infrastructure Yes 
SAP Cloud Platform Yes 
Slack Yes 

Integrations

Amazon Web Services (AWS) Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft SharePoint Yes 
Oracle Cloud Infrastructure No 
SAP Cloud Platform No 
Slack No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

SOUTH

Founded

2011

Country

United States

Website

heystack.is/

Vendor Details

Company Name

Patrina Corporation

Founded

1993

Country

United States

Website

patrina.com

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Product Features

Archiving

Access Control No 
Data Deduplication No 
Document Management No 
Email Archiving No 
Multimedia Archiving No 
Retention Management No 
Storage Management No 
Version Control No 
Web Archiving No 
eDiscovery No 

Email Archiving

Access Control No 
Backup Management No 
Compliance Management No 
Data Deduplication No 
Data Export No 
Encryption No 
Retention Management No 
Storage Management No 
Threat Protection No 
eDiscovery No 

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