{"id":2,"date":"2026-03-12T10:32:05","date_gmt":"2026-03-12T10:32:05","guid":{"rendered":"http:\/\/kb.rockeye.com\/crm\/?page_id=2"},"modified":"2026-04-23T04:34:38","modified_gmt":"2026-04-23T04:34:38","slug":"customer-relationship-management","status":"publish","type":"page","link":"https:\/\/kb.rockeye.com\/crm\/","title":{"rendered":"Customer Relationship Management"},"content":{"rendered":"        <section class=\"kb-domain-banner p-4 p-md-5 rounded-4 mb-5 position-relative overflow-hidden\">\r\n          <div class=\"kb-domain-banner-gradient position-absolute top-0 end-0 h-100 w-100\"><\/div>\r\n          <div class=\"position-relative banner-content-z\">\r\n            <!-- Top Row: Icon\/Title Header & Button -->\r\n            <div\r\n              class=\"d-flex flex-column flex-md-row justify-content-between align-items-start align-items-md-center gap-4 mb-4\">\r\n              <div class=\"d-flex align-items-center\">\r\n                <div class=\"kb-domain-banner-icon-wrapper me-3 flex-shrink-0\">\r\n                  <img decoding=\"async\"\r\n                    src=\"https:\/\/kb.rockeye.com\/wp-content\/uploads\/2026\/04\/crm.svg\"\r\n                    alt=\"Financial Accounting Logo\" class=\"w-100 h-100 banner-logo\">\r\n                <\/div>\r\n                <div>\r\n                  <div class=\"kb-domain-banner-label\">ROCKEYE<\/div>\r\n                  <h2 class=\"kb-domain-banner-title text-white m-0\">\r\n    Customer Relationship Management<\/h2>\r\n                <\/div>\r\n              <\/div>\r\n              <div class=\"flex-shrink-0\">\r\n                <a href=\"#\" class=\"btn btn-kb-brand\">What's New<\/a>\r\n              <\/div>\r\n            <\/div>\r\n\r\n            <!-- Bottom Row: Description -->\r\n            <div class=\"kb-domain-banner-desc-col\">\r\n              <p class=\"kb-domain-banner-desc m-0\">\r\n                Revolutionize your finances with our next-gen cloud accounting solution \u2014 real-time insights,\r\n                unmatched flexibility, and scalable growth.\r\n              <\/p>\r\n            <\/div>\r\n          <\/div>\r\n        <\/section>\n\n\n        <section class=\"kb-modules-grid mb-5 pb-2\">\n          <div class=\"row g-4\">\n            <!-- Card 1 -->\n            <div class=\"col-md-6\">\n              <div class=\"kb-section-card border-top-success\">\n                <h3 class=\"kb-sc-title\">Get Started<\/h3>\n                <ul class=\"kb-sc-list\">\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-play\"><\/i> Video Tutorials<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-play\"><\/i> Video Tutorials<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-lightbulb\"><\/i> Frequently Asked Questions<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-lightbulb\"><\/i> Frequently Asked Questions<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-text\"><\/i> Use Cases<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-text\"><\/i> Use Cases<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-diagram-3\"><\/i> Workflow Overview<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-diagram-3\"><\/i> Workflow Overview<\/a><\/li>\n                <\/ul>\n              <\/div>\n            <\/div>\n\n            <!-- Card 2 -->\n            <div class=\"col-md-6\">\n              <div class=\"kb-section-card border-top-info\">\n                <h3 class=\"kb-sc-title\">Explore the Playground<\/h3>\n                <ul class=\"kb-sc-list\">\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-bar-graph\"><\/i> Business Intelligence \/ Dashboard<\/a>\n                  <\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-bar-graph\"><\/i> Business Intelligence \/ Dashboard<\/a>\n                  <\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-gear\"><\/i> Core Configuration of Master Module<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-gear\"><\/i> Core Configuration of Master Module<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-arrow-left-right\"><\/i> Transaction Module<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-arrow-left-right\"><\/i> Transaction Module<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-spreadsheet\"><\/i> Business Reports<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-spreadsheet\"><\/i> Business Reports<\/a><\/li>\n                <\/ul>\n              <\/div>\n            <\/div>\n\n            <!-- Card 3 -->\n            <div class=\"col-md-6\">\n              <div class=\"kb-section-card border-top-warning\">\n                <h3 class=\"kb-sc-title\">Important Modules<\/h3>\n                <ul class=\"kb-sc-list\">\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-text\"><\/i> Account Receivables<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-text\"><\/i> Account Receivables<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-text\"><\/i> Account Payables<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-file-earmark-text\"><\/i> Account Payables<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-bank\"><\/i> Bank & Cash Transactions<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-bank\"><\/i> Bank & Cash Transactions<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-journal-text\"><\/i> Manual Journal<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-journal-text\"><\/i> Manual Journal<\/a><\/li>\n                <\/ul>\n              <\/div>\n            <\/div>\n\n            <!-- Card 4 -->\n            <div class=\"col-md-6\">\n              <div class=\"kb-section-card border-top-danger\">\n                <h3 class=\"kb-sc-title\">Support<\/h3>\n                <ul class=\"kb-sc-list single-col\">\n                  <li><a href=\"#\"><i class=\"bi bi-chat-left-text\"><\/i> Support Requests<\/a><\/li>\n                  <li><a href=\"#\"><i class=\"bi bi-gear-wide-connected\"><\/i> Create a service request<\/a><\/li>\n                <\/ul>\n              <\/div>\n            <\/div>\n          <\/div>\n        <\/section>\n\n\n\t\t<!-- Video Tutorials Section -->\n\t\t<section\n\t\t\tclass=\"kb-video-tutorials  kb-playlist-3923\">\n\t\t\t<div\n\t\t\t\tclass=\"d-flex flex-wrap justify-content-between align-items-center mb-4 pb-2 gap-3\">\n\t\t\t\t<div class=\"flex-grow-1\">\n\t\t\t\t\t<h2 class=\"kb-section-heading mb-3\">\n\t\t\t\t\t\tCRM<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"d-flex align-items-center gap-2\">\n\t\t\t\t\t\t<div class=\"d-flex gap-1 ms-2\">\n\t\t\t\t\t\t\t<button\n\t\t\t\t\t\t\t\tclass=\"btn btn-outline-secondary btn-icon-nav kb-nav-prev kb-nav-prev-3923\"\n\t\t\t\t\t\t\t\taria-label=\"Previous Video\">\n\t\t\t\t\t\t\t\t<i class=\"bi bi-chevron-left\"><\/i>\n\t\t\t\t\t\t\t<\/button>\n\t\t\t\t\t\t\t<button\n\t\t\t\t\t\t\t\tclass=\"btn btn-outline-secondary btn-icon-nav kb-nav-next kb-nav-next-3923\"\n\t\t\t\t\t\t\t\taria-label=\"Next Video\">\n\t\t\t\t\t\t\t\t<i class=\"bi bi-chevron-right\"><\/i>\n\t\t\t\t\t\t\t<\/button>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t<!-- Video Container -->\n\t\t\t<div\n\t\t\t\tclass=\"owl-carousel owl-theme kb-video-carousel kb-video-carousel-3923 mb-5 pb-3\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"item\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"kb-video-card kb-video-card-3923\"\n\t\t\t\t\t\t\t\tstyle=\"cursor:pointer; border-radius: 12px; overflow: hidden; min-height: 250px;\"\n\t\t\t\t\t\t\t\tdata-bs-toggle=\"modal\" data-bs-target=\"#videoPopup\"\n\t\t\t\t\t\t\t\tdata-video-id=\"Mxe1dYv1Q4c\"\n\t\t\t\t\t\t\t\tdata-video-title=\"Contract Management Solution By ROCKEYE\">\n\n\t\t\t\t\t\t\t\t<!-- Text Content Overlay -->\n\t\t\t\t\t\t\t\t<div class=\"p-4 text-white h-100 d-flex flex-column justify-content-center position-relative video-content-z\"\n\t\t\t\t\t\t\t\t\tstyle=\"z-index: 10;\">\n\t\t\t\t\t\t\t\t\t<div class=\"kb-video-label mb-2 pb-1\"\n\t\t\t\t\t\t\t\t\t\tstyle=\"font-size: 0.85rem; font-weight: 600; letter-spacing: 1px; color: #fff;\">\n\t\t\t\t\t\t\t\t\t\t<i class=\"bi bi-youtube me-1\" style=\"color: #ff0000; font-size: 1.2rem;\"><\/i> YOUTUBE\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<h4 class=\"kb-video-title fw-bold\"\n\t\t\t\t\t\t\t\t\t\tstyle=\"text-shadow: 0px 2px 4px rgba(0,0,0,0.8); line-height: 1.3; font-size: 1.35rem;\">\n\t\t\t\t\t\t\t\t\t\tContract Management<br>Solution By ROCKEYE\t\t\t\t\t\t\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t<!-- Play Icon Centered Overlay -->\n\t\t\t\t\t\t\t\t<div class=\"kb-video-play-layer position-absolute w-100 h-100 top-0 start-0 d-flex justify-content-center align-items-center\"\n\t\t\t\t\t\t\t\t\tstyle=\"z-index: 5; pointer-events: none;\">\n\t\t\t\t\t\t\t\t\t<i class=\"bi bi-play-circle-fill kb-video-play-icon transition-base\"\n\t\t\t\t\t\t\t\t\t\tstyle=\"font-size: 3.5rem; color: rgba(255,255,255,0.75);\"><\/i>\n\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t<!-- Thumbnail background with gradient overlay -->\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/Mxe1dYv1Q4c\/maxresdefault.jpg\" alt=\"thumbnail\"\n\t\t\t\t\t\t\t\t\t\tclass=\"position-absolute w-100 h-100\"\n\t\t\t\t\t\t\t\t\t\tstyle=\"object-fit: cover; top: 0; left: 0; z-index: 1; transition: transform 0.3s ease;\"\n\t\t\t\t\t\t\t\t\t\taria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<!-- Gradient for text readability -->\n\t\t\t\t\t\t\t\t<div class=\"position-absolute w-100 h-100\"\n\t\t\t\t\t\t\t\t\tstyle=\"top: 0; left: 0; z-index: 2; background: linear-gradient(135deg, rgba(0,0,0,0.85) 0%, rgba(0,0,0,0.3) 50%, rgba(255,255,255,0) 100%); pointer-events: none;\">\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\n\t\t<!-- Global Video Popup Modal -->\n\t\t\t\t\t<div class=\"modal fade kb-video-modal\" id=\"videoPopup\" tabindex=\"-1\" aria-labelledby=\"videoPopupLabel\"\n\t\t\t\taria-hidden=\"true\">\n\t\t\t\t<div class=\"modal-dialog modal-lg modal-dialog-centered\">\n\t\t\t\t\t<div class=\"modal-content bg-dark border-0\">\n\t\t\t\t\t\t<div class=\"modal-header border-bottom-0 pb-0\">\n\t\t\t\t\t\t\t<h5 class=\"modal-title text-white\" id=\"videoPopupLabel\">Video Tutorial<\/h5>\n\t\t\t\t\t\t\t<button type=\"button\" class=\"btn-close btn-close-white\" data-bs-dismiss=\"modal\"\n\t\t\t\t\t\t\t\taria-label=\"Close\"><\/button>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"modal-body p-0\">\n\t\t\t\t\t\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t\t\t\t<iframe id=\"tutorialVideoFrame\" src=\"\" title=\"Video\" allowfullscreen\n\t\t\t\t\t\t\t\t\tstyle=\"border-bottom-left-radius: 8px; border-bottom-right-radius: 8px;\"><\/iframe>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t\n\t\t<style>\n\t\t\t\/* Micro-interactions & styling for video cards *\/\n\t\t\t.kb-video-card-3923:hover img {\n\t\t\t\ttransform: scale(1.05);\n\t\t\t}\n\n\t\t\t.kb-video-card-3923:hover .kb-video-play-icon {\n\t\t\t\tcolor: #fff !important;\n\t\t\t\ttransform: scale(1.1);\n\t\t\t}\n\n\t\t\t.kb-video-card-3923 .transition-base {\n\t\t\t\ttransition: all 0.3s ease;\n\t\t\t}\n\t\t<\/style>\n\t\t\n\n\n  <section class=\"kb-faq-section\">\n          <div class=\"d-flex flex-wrap justify-content-between align-items-start align-items-sm-center mb-4 gap-3\">\n        <div>\n          <h2 class=\"kb-section-heading mb-2\">Frequently Asked Questions (FAQ's)<\/h2>\n          <p class=\"kb-section-desc\">Your Queries, Our Answers - Let's strengthen your software development<\/p>\n        <\/div>\n        <div class=\"flex-shrink-0\">\n                    <a href=\"https:\/\/kb.rockeye.com\/crm\/faq\" class=\"btn btn-kb-brand\">View All FAQs<\/a>\n        <\/div>\n      <\/div>\n    \n    <!-- Tabs Navigation -->\n    <div class=\"kb-faq-tabs-container nav\" id=\"faq-tab\" role=\"tablist\">\n              <button class=\"nav-link kb-btn-pill active\" id=\"faq-tab-11\"\n          data-bs-toggle=\"pill\" data-bs-target=\"#faq-pane-11\" type=\"button\" role=\"tab\"\n          aria-controls=\"faq-pane-11\" aria-selected=\"true\">\n          Frequently Asked Questions        <\/button>\n            <\/div>\n\n    <!-- Tabs Content -->\n    <div class=\"tab-content\" id=\"faq-tabContent\">\n              <div class=\"tab-pane fade show active\" id=\"faq-pane-11\"\n          role=\"tabpanel\" aria-labelledby=\"faq-tab-11\">\n          <div class=\"accordion kb-faq-accordion\" id=\"faqAccordion-11\">\n\n                            <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-30\">\n                    <button class=\"accordion-button \" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-30\"\n                      aria-expanded=\"true\"\n                      aria-controls=\"collapse-30\">\n                      What are the steps to submit a purchase order?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-30\"\n                    class=\"accordion-collapse collapse show\"\n                    aria-labelledby=\"heading-30\"\n                    data-bs-parent=\"#faqAccordion-11\">\n                    <div class=\"accordion-body\">\n                      <p>Here&#039;s the process to submit a purchase order:<\/p>\n<ol>\n<li>Fill out the purchase order form.<\/li>\n<li>Obtain the necessary approvals from your manager or department head.<\/li>\n<li>Submit the approved purchase order to the procurement team.<\/li>\n<\/ol>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-31\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-31\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-31\">\n                      Where can I find templates for customer presentations?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-31\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-31\"\n                    data-bs-parent=\"#faqAccordion-11\">\n                    <div class=\"accordion-body\">\n                      <p>We have a library of customer presentation templates within the Sales &amp; Marketing section of our knowledge base.\n\t\t\t\t    <\/p>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                                <div class=\"accordion-item\">\n                  <h3 class=\"accordion-header\" id=\"heading-32\">\n                    <button class=\"accordion-button collapsed\" type=\"button\"\n                      data-bs-toggle=\"collapse\" data-bs-target=\"#collapse-32\"\n                      aria-expanded=\"false\"\n                      aria-controls=\"collapse-32\">\n                      What is the process for requesting time off?                    <\/button>\n                  <\/h3>\n                  <div id=\"collapse-32\"\n                    class=\"accordion-collapse collapse \"\n                    aria-labelledby=\"heading-32\"\n                    data-bs-parent=\"#faqAccordion-11\">\n                    <div class=\"accordion-body\">\n                      <ol>\n<li>Access our Time Off Request form.<\/li>\n<li>Fill out the form, including your desired dates and any relevant notes.<\/li>\n<li>Submit the form to your manager for approval.<\/li>\n<\/ol>\n                    <\/div>\n                  <\/div>\n                <\/div>\n                \n          <\/div>\n        <\/div>\n            <\/div>\n  <\/section>\n  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