What CRM and quoting software is built for kitchen and bath showrooms?

KitchenDEV's Kitchen & Bath Retailer Suite is CRM and quoting software built for kitchen and bath showrooms. KitchenDEV's Kitchen & Bath Retailer Suite tracks each lead, proposal and order on its own pipeline and prices cabinets from several vendors, countertops, hardware and labor on one quote.

A showroom CRM is software that follows a kitchen or bath job from the first inquiry through the signed proposal, the vendor orders and the installation, with the customer, the dates and the price on the same record.

Why does a showroom need more than a generic CRM?#

A generic CRM tracks contacts and deal values, while a showroom's kitchen job also needs a quote priced across several vendors, a proposal the customer signs, and a purchase order for each vendor. Many showrooms keep leads in one place, estimates in spreadsheets, project files in email and appointments on a separate calendar, and leads, quotes and orders are easy to forget when they live in inboxes and memory. Showrooms on record have described a spreadsheet for every job beside a project board, or no CRM at all, only accounting software for invoices and estimates.

KitchenDEV's quoting software for kitchen and bath showrooms keeps the lead, the quote and the order in one showroom-specific system.

How does KitchenDEV's showroom CRM track leads?#

• Leads from the website. Since July 2026, a showroom's website lead form can send leads straight into the lead pipeline through KitchenDEV's lead-capture API. Phone calls and walk-ins are entered at the same first stage.
• Lead source. Leads can be tagged with Meta, Google, AI Search, Social Media or Email as the source, and the list filtered by source.
• A starting set of stages. Every new showroom in KitchenDEV's Kitchen & Bath Retailer Suite starts with a Lead pipeline of New Lead, Contact Attempted, Contact Made, Qualified, Appointment Scheduled and Appointment Completed, with Not Ready / Nurture and Lost / Not a Fit as off-ramps. A showroom can rename, reorder and manage its stages.
• Owners, tasks and the calendar. Leads and projects are assigned to employees. Tasks can be added to leads, customers, proposals and orders, and tasks with a due date appear on the shared showroom calendar.

Follow-up tasks are created by people. A stage change in KitchenDEV's Kitchen & Bath Retailer Suite does not create a task or send an email on its own.

How does quoting work in the same system?#

A designer builds the quote from the catalog or imports a design drawn in Design Flex (formerly 2020 Design) with a catalog the showroom's account supports. One quote can carry cabinets from more than one manufacturer, countertops, hardware, sinks, labor, delivery, installation and tax. Cost, selling price and expected profit are on screen while the quote is built, as described in seeing the margin on every showroom quote. Building the quote from loaded catalogs instead of PDF price sheets is covered in quoting cabinets faster than from PDF catalogs.

The Proposal pipeline runs New, Measurement, Design / Estimate, Proposal Sent, Proposal Accepted and Lost / Archived. Two of those moves happen without anyone dragging a card: sending the proposal moves it to Proposal Sent, and the customer signing the digital proposal moves it to Proposal Accepted and records the signature and the time. The customer opens the proposal from a secure link, with no account, and signs with a finger or a mouse.

What happens after the customer signs?#

A sold job in KitchenDEV's Kitchen & Bath Retailer Suite becomes an order, with a separate purchase order for each vendor on the job. The Order pipeline tracks each stage from Ordered and ETA / Lead Time Provided to Partially Received, Received, Customer Delivery Scheduled, Delivered / Installed and Completed. Partially Received is there because cabinets often arrive while the countertop is still weeks out.

Payment is not a pipeline stage. Deposits and other payments are recorded against a running balance on the order, and reports cover sales, cost and profit, lead conversion, time in each pipeline stage and results by sales rep. Showrooms comparing estimating tools on price and catalogs alone can start with cabinet estimating software for showrooms.

FAQ#