# Patrina ERM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Patrina ERM Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/123970/Patriarch-Archiving-Platform --- # Patrina ERM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Patrina ERM ## What is Patrina ERM? Since 1993, Patrina Corporation has been at the forefront of providing cloud based electronic records archiving solutions that meet strict regulatory requirements for compliance. Whether your needs are email or social media archiving with eDiscovery capabilities, or archiving of records and transactional data, Patrina has a solution for you. Our secure hosted archiving platform will help you quickly locate, manage and produce the information you need when you need it most ## What is Patrina ERM used for? [Document Management](https://www.capterra.com/document-management-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $250 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Patrina ERM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.patrina.com&name=Patrina ERM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Patrina ERM 4.5 (6) VS. [4.7 (4,218)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting Price $250 Per User, Per Month Starting Price $19.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (6) Ease Of Use 4.6 (4,209) Value For Money 0.0 (0) Value For Money 4.3 (3,093) Customer Service 5.0 (6) Customer Service 4.3 (2,770) ## Patrina ERM alternatives [4.6 (5,270)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (9,365)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) [4.7 (29,013)](https://www.capterra.com/p/160756/Google-Docs/reviews/) Starting price $6.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/160756/Google-Docs/) Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,520)](https://www.capterra.com/p/161425/Drive/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161425/Drive/) [View all alternatives](https://www.capterra.com/p/123970/Patriarch-Archiving-Platform/alternatives/) ## FAQs about Patrina ERM Overview ### What company size and specific industries is Patrina ERM built for? Patrina ERM is designed for organizations in the financial industry, retail, healthcare, government, and health sciences. The vendor description does not specify company size, so its target audience is best understood by these industry sectors rather than by small, mid-market, or enterprise business categories. Features and Usability ### What are the key features of Patrina ERM? Patrina ERM offers access controls and permissions, archiving and retention, compliance tracking, and document classification for records oversight. It also includes electronic signature, file conversion, optical character recognition, full-text search, search and filter tools, version control, and offline access for managing and retrieving documents. Getting Started and Support ### What training and onboarding options does Patrina ERM offer? Patrina ERM provides in person and live online training options. In person sessions support direct, on-site instruction for teams, while live online sessions provide remote guided training through virtual meetings. These formats give organizations two ways to introduce users to the system and review core setup steps. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Electronic Signature Digitally sign online documents File Conversion Convert files to a different format Patrina ERM 11 features Define levels of authorization for access to specific files or systems Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Track and report regulatory data to either internal management or external stakeholders Assign categories, labels, tags, or attributes to documents for organization, search and storage Digitally sign online documents Convert files to a different format Search for specific words or phrases within a document or database Ability of websites, web applications, or mobile applications to function without an active internet connection Ability to recognize printed or written text within digital images or scanned documents Search and filter data across systems to locate required information by entering keywords or certain criteria Track revisions and updates made to files and navigate between different versions Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $250.00 Per User,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (6) 5.0 Based on 6 reviews ## User reviews Overall rating 4.5 Based on 6 reviews Filter by rating 5(4) 4(1) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent ET Eugene T. Chief Compliance Officer ### "The Best Product Available" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 August 10, 2012 I 100% recommend this product to any financial firms. Pros I have seen many products in my 35+ years in this business and none can compete with Patrina. The product saves me many hours per week and is invaluable for any regulatory inquiries. Cons I HAVE NO CONS WITH THIS PRODUCT Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC Michael C. Controller ### "Excellent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 25, 2012 Recommended Pros Easy to use Cons Don't have any Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MC Mary C. Operations ### "HC Denison" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 24, 2012 We would recommend Patrina anytime someone needs the service they provide. Pros Everyone at Patrina are great! Cons None as far as we know Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GP GEORGE P. VENDOR RELATIONS SUPERVISOR ### "Patriarch View" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 24, 2012 I recommend the product overall. Pros This is overall a great product and it has the support of some of the best staff I've had the pleasure of working with. Cons No complaints about the product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LD Lillian D. Payroll Supervisor ### "patrina survey" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 23, 2012 i definitely recomend because your option of creating quieries are pretty much endless. Pros gives you options to create reports for your specific needs. Cons sometimes if you dont use the report you forget the name of the query Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SK susan k. VP GTO ### "KBW IT View" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 23, 2012 Great customer service and technical support. Pros I dont use Patrina as an end user so I cannot speak to the feature ichness and ease of use. I am in IT and reponsible for the KBW system processes that transmit files to Patrina. I work directly with Patrina customer service and technical staff when we have system issues. The Patrina staff gets an all star rating for client support and service. They are always responsive, easy to work with and eager to please. Issues are resolved immediately and the staff always follows up. Cons I do not have any cons to speak of Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.