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ease 0 out of 5 stars
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

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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

Onsight is an all-encompassing collection of mobile sales tools designed with the needs of manufacturers, wholesalers, and distributors in mind. With its adaptable interface and user-friendly design, Maxxor Business Solutions enhances sales efficiency by streamlining the ordering process. Accessible on iPads, Windows tablets, and Android devices, Onsight empowers sales representatives to efficiently handle client data, showcase the latest products to clients, and swiftly generate quotes and orders, all while being offline or traveling. This mobile solution not only supports sales reps in their daily tasks but also significantly boosts productivity and customer satisfaction.

API Access

Has API No 

API Access

Has API No 

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

$25.00/month/user
Starter Plan
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 Yes 
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 No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

HeadRail LLC

Founded

2026

Country

United States

Website

getheadrail.com

Vendor Details

Company Name

Maxxor Business Solutions

Website

www.onsightapp.com

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

Catalog Management

Catalog Creation Yes 
Content Library No 
Content Management Yes 
Cross Selling Functionality No 
Custom Product Attributes No 
Customizable Catalogs Yes 
Desktop Publishing No 
Pricing Management Yes 
Product Comparison No 
Search No 

eCommerce

CRM Yes 
Catalog Management Yes 
Channel Management No 
Customer Accounts Yes 
Data Security Yes 
Email Marketing No 
Inventory Management No 
Kitting Yes 
Loyalty Program No 
Mobile Access Yes 
Multi-Store Management No 
Order Management Yes 
Product Configurator Yes 
Promotions Management No 
Returns Management No 
Reviews Management Yes 
SEO Management No 
Shopping Cart No 
Templates Yes 

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Order Entry

Back Order Management No 
Customer Database Yes 
Inventory Management No 
Order Fulfillment Yes 
Order Management Yes 
Real Time Order Entry Yes 
Remote Order Entry Yes 
Shipping Management No 
Warehouse Management No 

Order Management

Back Order Management No 
Catalog Management Yes 
Inventory Management No 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Quoting

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

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Force Automation

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

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