Welcome to KEBS — the AI-native Professional Services Automation (PSA) platform by KaarTech. This guide walks you through your first login, the homepage layout, and how to navigate the modules so you can start working in KEBS right away.
What is KEBS?
Understand how KEBS connects every stage of your business — from winning deals to delivering projects and getting paid — in a single, unified platform.
KEBS (Kaar Enterprise Business Suite) is an end-to-end Quote-to-Cash platform purpose-built for professional services organizations. It brings together CRM, resource management, project delivery, time tracking, finance, and HR into one connected system — powered by KAIS, KEBS’ built-in AI engine.
Core Modules
CRM
Accounts, Opportunities, QuotesResource Management
Demand Requests, AllocationProjects
Delivery, Tasks, MilestonesTimesheet
Time Tracking & ApprovalsFinance
Invoicing, Revenue, BudgetsHR
Employee Directory, Leave, PMSKAIS (AI Suite)
Inform, Recommend, ActReports
Dashboards & AnalyticsLogging In to KEBS
Securely sign in to KEBS using your organization’s credentials and reach your personalized homepage.
Open the KEBS login page provided by your organization. You will see two sign-in options:
- Login with Microsoft: Click this button to sign in using your organization’s Microsoft (Azure AD) account. This is the recommended method if your company uses Microsoft 365.
- Email ID & Password: Enter your registered email and password manually. Passwords must be 8 or more characters with a mix of uppercase letters, numbers, and symbols.
Your KEBS Homepage
Quickly access your most-used apps, view personal information, check timesheets, and stay on top of pending approvals — all from a single dashboard.
After signing in, you land on the KEBS Homepage. This is your personal dashboard that provides a snapshot of your work across the platform.
Homepage Widgets
| Widget | What it shows |
|---|---|
| My Favorite Apps | Quick-access shortcuts to your most-used KEBS modules (e.g., KEBS Support, Accounts, Employee Directory, Opportunities, Reports, Projects). Click + Add Apps to customize. |
| My Info | Your PMS Score, Pending Leave balance, OKR Score, and Reporting Manager. Click View Organizational Hierarchy to see your team structure. |
| Notifications | Real-time alerts for approvals, assignments, and system updates. |
| Smart Reminders | AI-powered nudges for upcoming deadlines, overdue tasks, and pending actions. |
| Timesheet Of The Week | Your current week’s time entries at a glance. Navigate between weeks using the arrow buttons. |
| Pending Approvals | Items awaiting your approval — timesheets, leave requests, expenses, etc. |
Navigating KEBS
Navigate efficiently to any module or feature in KEBS using the sidebar and app explorer.
KEBS uses a left sidebar navigation (Navigation Bar V2.0) that gives you quick access to your pinned modules. The sidebar displays icons and labels for your most frequently used apps.
Pinned Sidebar Apps
The left sidebar shows your pinned modules by default. These typically include:
- KEBS Support — Access the support portal and help resources
- Accounts — Manage client and prospect accounts
- Employee Directory — Browse and search the organization’s people
- Opportunities V2 — Track and manage sales opportunities
- Reports — View dashboards and analytics
- Projects — Manage project delivery and tasks
Exploring More Apps
To access additional modules beyond what’s pinned, click the More apps button at the bottom of the sidebar.
This opens the App Explorer panel, which organizes all KEBS modules into categories:
| Category | Modules included |
|---|---|
| Sales | Accounts, Contacts |
| HR | Employee Directory, My Profile, Organization Structure, People Allocation |
| Admin | KEBS Support |
| CRM | Opportunities V2 |
| Project Management | Projects |
