Yodify Reviews

Yodify

5.0 out of 5 stars

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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Average Ratings 4 Ratings

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

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

Yodify’s DEC platform centralizes product data and syndicates it across every sales channel, powering consistent partner and ecommerce experiences. Built-in ecommerce supports both simple transactions and complex B2B workflows, including native CPQ for configuration, pricing, and quoting. This allows manufacturers and brands to manage products once while enabling scalable, accurate selling everywhere—reducing catalog complexity and improving channel performance. Book a demo to see how Yodify powers modern channel commerce at scale.

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 
Brevo No 
Google Analytics No 
HARMONiQ No 
HubSpot CRM No 
HubSpot Customer Platform No 
Scoro No 

Integrations

QuickBooks Online Yes 
Stripe Yes 
Brevo Yes 
Google Analytics Yes 
HARMONiQ Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Scoro 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

$99/month
Yodify offers flexible pricing and functionality options for any business.

Brands - check out our DEC for Brands pricing; get your channel partner network online with DEC Catalog sites quickly & affordably.
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 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) 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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

HeadRail LLC

Founded

2026

Country

United States

Website

getheadrail.com

Vendor Details

Company Name

Yodify

Founded

2014

Country

Canada

Website

www.yodify.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

eCommerce

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

Inventory Control

Allocation Yes 
Barcoding No 
Cost Tracking No 
Forecasting No 
Item Management Yes 
Order Management Yes 
Procurement Management No 
Reorder Management Yes 
SKU / UPC Codes Yes 
Serial Number Tracking No 
Supplier Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization Yes 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics No 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management No 

Product Configurator

2D Drawing No 
3D Modeling No 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine No 
eCommerce Yes 

Quoting

Automated Quoting No 
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 

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