Dialbrew for SDR agencies
Run several client rosters from one system: per-client lists and pricing, unambiguous booking attribution, commission that cannot drift from the invoice, and a portal where each client sees their own numbers.
What this gets you
- Every booking attributed to a client, a project and a rostered rep — unambiguously
- The client invoice and the rep payout derived from the same rows, so they cannot disagree
- Cancellations and no-shows resolved by a defined policy instead of a monthly argument
- Each client logged into their own portal instead of waiting for a monthly export
- Six-week capacity answers before you sign the next client
The shape of the problem
An SDR agency is not one sales team. It is N client relationships served by a shared pool of reps, each client on different commercial terms, each wanting proof of what they got. That shape breaks most sales tooling, because most sales tooling assumes one company selling one product.
The specific places it breaks:
Attribution. Reps are not dedicated one-to-one to clients. When a meeting lands, it has to be unambiguous which client it belongs to and which rep gets paid for it.
Two prices for one event. The same booking is revenue at one number and cost at another. If those live in separate spreadsheets they will eventually disagree, usually in a month you have already invoiced.
Proof. The client is buying meetings they cannot see being made. Without a credible record, every renewal conversation starts from suspicion.
How Dialbrew models it
The central object is the client project, and almost everything hangs off it: prospect lists, products, pricing, DNC list, FAQ/tips for reps, the SDR roster, and reporting.
The roster is a named set of SDRs assigned to a project, held separately from the account manager who owns the relationship. So the question “who is working Client A this week” has a stored answer, and “who booked this” has exactly one.
Products carry both a customer price and an SDR commission. One completed booking therefore prices twice from one row — invoice and payout. There is no second system to reconcile against, which is the structural reason they cannot drift.
Permission templates decide data scope. An Entrepreneur SDR sees only the projects they are rostered on; granting the Employee template flips them to all-access with no role change. That matters when your reps are contractors who should not see each other’s clients.
What the client sees
A portal of their own, with their meetings, their reports and their billing — the same rows your team is looking at, not an export. Reports can be scheduled and delivered automatically, so nobody assembles a deck on a Friday.
When a meeting no-shows, the client sees that too. Hiding it is tempting and corrosive; a defined compensation matrix means the credit is automatic and the conversation is short.
Capacity before you sign
Bookings-per-hour rates are maintained per SDR per project, with manager overrides layered on top. That turns “can we take on this client in six weeks” from instinct into arithmetic — and it is holiday-correct, because expected output subtracts public holidays for the account’s country rather than just weekends.
Honest scope
Dialbrew does not send your email, does not supply contact data, and is not your clients’ CRM. It integrates with those — HubSpot and Pipedrive at the client level, Google and Outlook calendars, Slack, Twilio for VoIP and SMS, Procountor for invoicing. If your problem is deliverability or data sourcing, this is the wrong layer.