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features 0 out of 5 stars
design 0 out of 5 stars
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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

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

Screenshots View All

Integrations

QuickBooks Online Yes 
Stripe Yes 
Xero No 

Integrations

QuickBooks Online No 
Stripe No 
Xero Yes 

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 

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