Your clients. Your lists. Your balances. One system, always correct.
For brokerages, list companies and data-management service bureaus — one place for clients, list inventory, packages, orders and exchange balances, kept current automatically with nothing to reconcile by hand.
Everything your book runs on, in one system.
Built for brokerages, list companies and service bureaus — the people who run the book.
Clients & contacts
Every list owner and advertiser on one card — their details, and every order you've ever run for or with them.
Mailers & service bureaus
Name who's mailing, who's fulfilling and how the names get delivered right on the order — no separate contact list to keep in sync.
Lists
Rental and exchange inventory with its real terms attached — per-piece price, selects, minimums, net-name — so the quote you give is the quote that holds.
Packages
Put a campaign together once, then reuse and version it. Quote it before it turns into a live order.
Orders
Request → PO → fulfilment → invoice. You can't skip a step, and you can't invoice something that never shipped.
Exchange balances
Exactly what each counterparty owes you in names, worked out from the orders themselves.
Your paperwork
Purchase orders on your letterhead, numbered your way, generated straight from the order when you send it.
One accurate place, not seven you're keeping in sync.
Plugged into the rest of your stack.
List service providers
Direct connections to the list service providers you already work with, so processing and fulfilment stay in step with the order — no side channel to keep in sync.
Accounting systems
A PO or invoice shouldn't be downloaded as a PDF and re-typed into your books. We're adding direct connections to platforms like QuickBooks Online and Intacct, so what you bill flows straight through.
Tell us about your business.
This just sends a note to our team — it doesn't set up an account. We'll get back to you, go over what you run, and quote on that.
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