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Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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features 0 out of 5 stars
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Description

Configure One Cloud, a Revalize, accelerates sales cycles, streamlines business processes, and drives efficiency with its leading CPQ solution. With over 20 years of manufacturing industry expertise, it enables the creation of unique product configurations, real-time pricing calculation, production data integration, and secure order placements all within a single application. Optimize your manufacturing and sales with Configure One Cloud's advanced CPQ system, tailored for complex product configurations and global scalability. Proud to be part of Revalize, a leader in CPQ, PLM, and design solutions that provide a more efficient route from idea to cash. Helping more than 15,000 customers worldwide to better design, model, develop, and sell $100B in products annually. Join hundreds of manufacturing leaders who are making Configure One Cloud the backbone of their digital transformation. Wherever your business journey starts, greater outcomes start with Revalize.

Description

HeadRail is a cloud-based software solution tailored for window-treatment dealers, combining sales, service, and customer relationship management functions. Sales representatives can easily take pictures of rooms, choose products, measure spaces, and generate quotes using customizable manufacturer price lists, including specific markups and size constraints. Additionally, dealers have the capability to create proposals for multiple rooms, obtain signatures, and accept deposits seamlessly. For certain plans, users can view illustrative previews that display selected window coverings superimposed on customer photos, while a website visualizer facilitates the collection of quote requests. The CRM feature efficiently organizes leads and follow-up activities, allowing teams to monitor orders from manufacturers, installation schedules, installer availability, and manage repairs, remakes, and warranty claims. Furthermore, HeadRail integrates with Stripe for payment processing and synchronizes with QuickBooks Online for efficient financial management. This comprehensive tool is specifically designed to assist independent businesses that engage in selling blinds, shades, shutters, and drapery through personal in-home consultations and associated service processes, ensuring streamlined operations for all users involved.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

QuickBooks Online Yes 
GUMU Yes 
Insightly Yes 
JD Edwards EnterpriseOne Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics GP Yes 
Nimble Yes 
Oracle CRM On Demand Yes 
Oracle E-Business Suite Yes 
Pipedrive Yes 
SAP ERP Yes 
SAP HANA Yes 
SAP MaxDB Yes 
Sage 100 Yes 
Sage 500 Yes 
Sage X3 Yes 
Salesforce Yes 
Stripe No 
Zendesk Sell Yes 

Integrations

QuickBooks Online Yes 
GUMU No 
Insightly No 
JD Edwards EnterpriseOne No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics GP No 
Nimble No 
Oracle CRM On Demand No 
Oracle E-Business Suite No 
Pipedrive No 
SAP ERP No 
SAP HANA No 
SAP MaxDB No 
Sage 100 No 
Sage 500 No 
Sage X3 No 
Salesforce No 
Stripe Yes 
Zendesk Sell No 

Pricing Details

Available upon request.
Free Trial No 
Free Version No 

Pricing Details

$199/month
Plans start at $199 per month. A 14-day free trial is offered.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Revalize

Founded

2021

Country

United States

Website

www.revalizesoftware.com

Vendor Details

Company Name

HeadRail LLC

Founded

2026

Country

United States

Website

getheadrail.com

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce Yes 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints No 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine Yes 
eCommerce Yes 

Quoting

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

Visual Configuration

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

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

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