Heystack

Heystack

SOUTH
+
+

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About

Since 2001, E123 has built a name for itself in the insured and non-insured product platform arena. E123 empowers over 250,000 agents who provide more than 14,500 unique products to over 1.6M active members. The E123 Platform supports every step along the way from member enrollment, through policy lifecycle management, providing seamless recurring billing per your product plan and organizational specifications, and efficient agent and membership management. The flexibility of the E123 Platform allows for customizations best suiting your business model and needs.

About

Heystack is an organizational tool customized to fit your process, streamline operations, and unify customer communication in a single channel. View your entire process in one dashboard. Pull insights from various teams, and monitor orders from reception to fulfillment. Zoom in on specific departments, view assets, and stay organized. Integration is essential so we made sure Heystack plays nice with others. The unique open architecture allows it to connect seamlessly with other major operations components. Flag an issue, engage in discussion, and find a solution. Heystack’s fluid communication capabilities engage your employees in the right place, at the right time. No fluff, no headaches. Automatically invite customers into Heystack’s unique order monitoring process and communication platform. Heystack also makes it easy to keep in touch by archiving addresses for effortless exportation to Mailchimp, Marketo, etc.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Insurance companies searching for an advanced Billing and Invoicing solution

Audience

Businesses requiring an operational insight dashboard solution to streamline operations and unify customer communication

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Enrollment123
Founded: 2001
United States
sales.enrollment123.com

Company Information

SOUTH
Founded: 2011
United States
heystack.is/

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Categories

CRM Supported

Categories

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Not Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Not Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Integrations

Oracle Cloud Infrastructure Not Supported
SAP Cloud Platform Not Supported
Slack Not Supported

Integrations

Oracle Cloud Infrastructure Supported
SAP Cloud Platform Supported
Slack Supported
Claim Enrollment123 and update features and information
Claim Enrollment123 and update features and information
Claim Heystack and update features and information
Claim Heystack and update features and information