Getting Started

Getting Started

  • Introduction: Welcome to our Kitchen Cabinet Dealer CRM/ERP system – an all-inclusive platform designed to enhance project management and customer interactions for kitchen cabinet dealers. Explore its powerful features, from project creation to order completion, all seamlessly integrated to elevate your business.

  • User Roles: In our system, designers play a pivotal role in quoting, while managers oversee the operations and ensure a smooth workflow.

  • Login and Access: To log in, visit app.kbbsuite.com. Designers use their unique designer credentials, while managers access the system with their manager credentials. Once logged in, explore the intuitive sidebar for easy navigation.

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    • How to create a project

      To initiate a project, click on 'Start Project' on your dashboard. Provide customer details and delivery address to get started. Adding Sections: Within a project, click 'Add Section' to create segments like 'Main Kitchen' or 'Kitchen Island.' These ...