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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

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

DynaMaker Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
NetSuite Yes 
QuickBooks Online No 
SAP Store Yes 
Salesforce Yes 
Stripe No 

Integrations

DynaMaker No 
Microsoft Dynamics 365 No 
Microsoft Excel No 
NetSuite No 
QuickBooks Online Yes 
SAP Store No 
Salesforce No 
Stripe Yes 

Pricing Details

No price information available.
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 Yes 
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

Experlogix

Founded

2002

Country

United States, Netherlands

Website

www.experlogix.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 Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

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

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management Yes 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management Yes 
Performance Metrics No 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Visual Configuration

2D Configuration Yes 
3D Configuration Yes 
CPQ Integration Yes 
Custom Pricing Options Yes 
Documentation Yes 
Dynamic Environments Yes 
Nonvisual Support No 
Saved Versions No 
Zoom In No 

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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