HeadRail

HeadRail

HeadRail LLC
Sales Rep's Assistant (SRA)

Sales Rep's Assistant (SRA)

Yosemite Software Solutions
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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.

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.

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 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

Audience

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

Audience

CPQ platform that helps companies boost their sales cycle

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 Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

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

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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:

Review this Software

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:

Review this Software

Training

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

Training

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

Company Information

HeadRail LLC
Founded: 2026
United States
getheadrail.com

Company Information

Yosemite Software Solutions
Founded: 1994
United States
yosemitesoftware.com

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Quadriceps Products

Categories

CRM Supported
Quoting Supported

Categories

CPQ Supported

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

Integrations

QuickBooks Online Supported
Stripe Supported

Integrations

QuickBooks Online Not Supported
Stripe Not Supported
Claim HeadRail and update features and information
Claim HeadRail and update features and information
Claim Sales Rep's Assistant (SRA) and update features and information
Claim Sales Rep's Assistant (SRA) and update features and information