HeadRailHeadRail LLC
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Sales Rep's Assistant (SRA)Yosemite Software Solutions
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Related Products
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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.
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About
The greatest benefit of this feature is that your organization will always have the most current manufacturer pricing, models, and options in the program. Our manufacturer relationships enable us to roll out automated price book and manufacturer updates in a timely fashion so that you do not get stuck in the position of wondering if you are creating quotes and orders with incorrect data and pricing. These updates are transmitted directly into the software on a regular basis, and the updates are, in many circumstances, uploaded on the same date as the manufacturer release date. SRA automatically updates software changes and improvements in order to ensure that you are using the most current version and software features. In addition to manufacturer and software updates, SRA can also remotely distribute and update dealer data and media to the SRA users in your organization.
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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
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Window treatment dealers that sell blinds, shades, shutters and drapery in the home.
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Audience
CPQ platform that helps companies boost their sales cycle
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$199/month
Plans start at $199 per month. A 14-day free trial is offered.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationHeadRail LLC
Founded: 2026
United States
getheadrail.com
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Company InformationYosemite Software Solutions
Founded: 1994
United States
yosemitesoftware.com
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Categories |
Categories |
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CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Not Supported
eCommerce
Not Supported
Guided Selling
Supported
Product Configurator
Supported
Proposal Generation
Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Not Supported
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Integrations
QuickBooks Online
Not Supported
Stripe
Not Supported
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