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What is HeadRail?

HeadRail is an innovative cloud-based software solution designed specifically for window-treatment dealers, integrating sales, service, and customer relationship management functions into one platform. Sales representatives can effortlessly capture images of rooms, select products, take measurements, and create tailored quotes using customizable price lists from manufacturers, accommodating specific markups and size limitations. Moreover, dealers can design proposals for multiple spaces, secure signatures, and process deposits with ease. For select plans, users enjoy the benefit of visual previews that overlay chosen window treatments onto customer photos, while a website visualizer streamlines the collection of quote requests. The CRM functionality organizes leads and follow-up tasks efficiently, empowering teams to track orders from manufacturers, installation timelines, installer availability, and the management of repairs, remakes, and warranty claims. Additionally, HeadRail seamlessly integrates with Stripe for hassle-free payment processing and syncs with QuickBooks Online to enhance financial oversight. This all-encompassing tool is meticulously crafted to support independent businesses that sell blinds, shades, shutters, and drapery through personalized in-home consultations, ensuring that operations run smoothly for all parties involved. By centralizing these diverse functions, HeadRail significantly enhances efficiency and customer satisfaction within the window-treatment industry.

What is Configure One Cloud?

Configure One Cloud, a product of Revalize, enhances sales cycles, simplifies business operations, and boosts efficiency through its premier CPQ solution. Leveraging over two decades of experience in the manufacturing sector, it facilitates the development of custom product configurations, instantaneous pricing calculations, seamless production data integration, and secure order placements, all integrated within a single platform. Elevate your manufacturing and sales processes with Configure One Cloud's sophisticated CPQ system, designed specifically for intricate product configurations and adaptable to global markets. As a proud member of Revalize, a frontrunner in CPQ, PLM, and design solutions, it offers a more streamlined journey from concept to revenue. Supporting over 15,000 clients worldwide, Revalize empowers businesses to effectively design, model, develop, and market an astounding $100 billion in products each year. Join a growing community of manufacturing pioneers who are adopting Configure One Cloud as a fundamental element of their digital transformation initiatives. With Revalize, no matter where your business journey begins, the potential for improved outcomes is always within reach. Discover the transformative power of Configure One Cloud today and revolutionize the way you operate.

Media

No images available

Media

Integrations Supported

QuickBooks Online
Stripe

Integrations Supported

QuickBooks Online
Acumatica Cloud ERP
Ascent ERP
ClickUp
Epicor Kinetic
Freshsales
GUMU
HubSpot CRM
JD Edwards EnterpriseOne
Microsoft Dynamics GP
NetSuite
Oracle Fusion Cloud ERP
Oracle Sales
SAP Business One
SYSPRO ERP
Sage 500
Zendesk Sell
Zoho CRM

API Availability

API Availability

Has API

Pricing Information

$199/month
Plans start at $199 per month. A 14-day free trial is offered.
Free Trial Offered?

Pricing Information

Available upon request.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HeadRail LLC

Date Founded

2026

Company Location

United States

Company Website

getheadrail.com

Company Facts

Organization Name

Revalize

Date Founded

2021

Company Location

United States

Company Website

www.revalizesoftware.com

Categories and Features

CRM

Not specified

Quoting

Not specified

Categories and Features

3D Configurator

Not specified

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Self Service Portal
eCommerce

Dynamic Pricing

Not specified

Product Configurator

2D Drawing
3D Modeling
Custom Pricing Options
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

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