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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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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

Selling services can be quite challenging, but since 10-30% of your company's revenue depends on it, it's crucial to get it right. WorkRails offers a solution for SaaS businesses by enhancing user adoption and minimizing churn rates. By breaking down the barriers between your sales and professional services teams, you can foster stronger connections. WorkRails improves alignment and minimizes friction across departments, enabling a collective achievement of success. When scoping is done correctly, it leads to enhanced customer engagement. With WorkRails, you can quickly and accurately scope service engagements, facilitating faster and more efficient planning while mitigating risks and scope creep. The era of laboriously entering data into complex spreadsheets to manage professional and managed services is over. To achieve unprecedented sales success, harness the power of automation and watch your deals multiply beyond your expectations. Embracing these changes will not only streamline your processes but also empower your teams to focus on what truly matters—serving your clients effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Conga Billing No 
Docusign No 
NetSuite No 
Oracle Cloud CX No 
QuickBooks Online Yes 
Salesforce No 
Stripe Yes 
Zuora No 

Integrations

Conga Billing Yes 
Docusign Yes 
NetSuite Yes 
Oracle Cloud CX Yes 
QuickBooks Online No 
Salesforce Yes 
Stripe No 
Zuora 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

No price information available.
Free Trial No 
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 No 
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) Yes 
In Person No 

Vendor Details

Company Name

HeadRail LLC

Founded

2026

Country

United States

Website

getheadrail.com

Vendor Details

Company Name

WorkRails

Founded

2016

Country

United States

Website

workrails.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

CPQ

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

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Proposal Management

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

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

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