Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Engineered specifically for equipment dealers rather than repurposed from the automotive industry, most DMS solutions in Australia have their origins in car dealerships. In contrast, MDMS is meticulously crafted to reflect the actual processes involved in selling and servicing equipment: it offers configured quotes that provide real-time margin visibility, dealer-configured build orders that pause tasks until all necessary parts are available, hour-meter-driven service management, and a comprehensive asset passport that tracks every purchase order, build, service job, rental agreement, warranty claim, and meter reading for the entire lifespan of each unit.
This all-in-one platform encompasses the complete dealer lifecycle. It features a visual sales pipeline that clearly delineates each stage (Discovery → Won/Lost), a CPQ system with historical version tracking and public tokenized customer acceptance, serialized unit inventory with pre-delivery inspections, rapid parts searching with backorder capabilities and fitment queries, as well as efficient workshop scheduling and job costing. Additionally, it covers rental transactions, purchasing processes supported by a three-way match, supplier payment runs through ABA file exports, customer statements, and real-time profit and loss tracking based on invoice and payment information. The seamless integration of these features ensures that equipment dealers can operate more efficiently and effectively.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Pricing Details
$199/month
Plans start at $199 per month. A 14-day free trial is offered.
Free Trial
Yes
Free Version
No
Pricing Details
$59/month
Price per module
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
HeadRail LLC
Founded
2026
Country
United States
Website
getheadrail.com
Vendor Details
Company Name
Modern DMS
Founded
2024
Country
Australia
Website
moderndms.com.au
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
Product Features
Dealership Management
Accounting
Yes
Auto Dealerships
Yes
Collections Management
Yes
Contact Database
Yes
Customer Database
Yes
Document Management
Yes
Equipment Dealerships
Yes
F&I Management
Yes
Financing Management
Yes
Form Printing
Yes
Lease Management
Yes
Marine Dealerships
Yes
Online Inventory
Yes
Parts Management
Yes
Powersports Dealerships
Yes
RV Dealerships
Yes
Service Department
Yes
Trailer Dealerships
Yes
Used Car Dealerships
Yes
Website Integration
Yes