Manage live chat requests with real-time messaging and customer lead tracking. Assign and prioritize tasks within team conversations. Monitor customer interactions and update relationship records directly within the .
Calculate and track economic impact metrics for small businesses. Generate reports on job creation, tax contributions, and revenue. Share data with stakeholders and export in PDF format.
Capture and submit order documents directly from mobile devices. Upload invoices, receipts, and forms. Instantly stream files to Hy Cite for processing. Track order status and receive confirmation notifications.