Configure One Cloud

Configure One Cloud

Revalize
5.0 out of 5 stars
HeadRail

HeadRail

HeadRail LLC
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About

The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk!

About

HeadRail is browser-based sales, service and CRM software for window-treatment dealers. Reps can photograph rooms, select products, record measurements and create quotes using dealer-configured manufacturer price books, markups, size limits and minimums. Dealers can prepare multi-room proposals, collect signatures and record deposits. On eligible plans, illustrative previews show selected coverings on a customer's window photo, and a website visualizer captures quote requests. The CRM organizes leads and follow-ups; teams can track manufacturer orders, installations, installer calendars, repairs, remakes and warranty tickets. HeadRail supports Stripe payments and QuickBooks Online synchronization. It is designed for independent businesses selling blinds, shades, shutters and drapery through in-home consultations and related service workflows.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Configure One Cloud is the CPQ solution of choice for manufacturers of configurable multi-option products. Trusted by 15,000 industry leaders worldwide, Configure One Cloud fits the needs of sales teams, channel partners, and self-service customers of manufacturers across a wide range of sector-specific industries. From Discrete Manufacturing and Capital Equipment to Process Industries, our software serves key sectors such as Heavy Machinery and Specialty Equipment, Building and Infrastructure Components, Electrical and Precision Instruments, Commercial Products, & more—wherever your business journey starts, greater outcomes start with Revalize.

Audience

Window treatment dealers that sell blinds, shades, shutters and drapery in the home.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

Available upon request.
Free Version Not Supported
Free Trial Not Supported

Pricing

$199/month
Plans start at $199 per month. A 14-day free trial is offered.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • The interface is super easy to use and I love that everything is connected to help eliminate human errors. It is very helpful to be able to link directly to an input from a BOM skeleton, item master automation, etc. and not rely on memory to type it in correctly.

Cons

  • Pricing Service Admin is a little buggy, but it is a newer part of the software so it is understandable. We are using price book maintenance instead and it is working well.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Revalize
Founded: 2021
United States
www.revalizesoftware.com

Company Information

HeadRail LLC
Founded: 2026
United States
getheadrail.com

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Categories

3D Configurator Supported
CPQ Supported
Dynamic Pricing Supported
Quoting Supported

Categories

CRM Supported
Quoting Supported

Quoting Features

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

CPQ Features

2D Drawing Supported
3D Modeling Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Supported

Product Configurator Features

2D Drawing Supported
3D Modeling Supported
Analysis & Constraints Not Supported
Custom Pricing Options Supported
eCommerce Supported
Inventory Management Not Supported
Recommendation Engine Supported

Visual Configuration Features

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

Integrations

QuickBooks Online Supported
CASH for Sugar Supported
Capsule Supported
Constant Contact Lead Gen & CRM Supported
Epicor CMS Supported
Epicor Kinetic Supported
Epicor LumberTrack Supported
Freshsales Supported
GUMU Supported
HubSpot Customer Platform Supported
Microsoft Dynamics 365 Finance Supported
Microsoft Dynamics GP Supported
Nimble Supported
Oracle CRM On Demand Supported
Oracle E-Business Suite Supported
Oracle Sales Supported
SAP Business One Supported
SAP ERP Supported
Sage 100 Supported
WooCommerce Supported

Integrations

QuickBooks Online Supported
CASH for Sugar Not Supported
Capsule Not Supported
Constant Contact Lead Gen & CRM Not Supported
Epicor CMS Not Supported
Epicor Kinetic Not Supported
Epicor LumberTrack Not Supported
Freshsales Not Supported
GUMU Not Supported
HubSpot Customer Platform Not Supported
Microsoft Dynamics 365 Finance Not Supported
Microsoft Dynamics GP Not Supported
Nimble Not Supported
Oracle CRM On Demand Not Supported
Oracle E-Business Suite Not Supported
Oracle Sales Not Supported
SAP Business One Not Supported
SAP ERP Not Supported
Sage 100 Not Supported
WooCommerce Not Supported
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Claim Configure One Cloud and update features and information
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