CaptivateIQ alternative for SDR agencies: Dialbrew

Why teams look for an alternative

• Sophisticated commission modelling, but no operational layer underneath it.
• Nothing captures the booking outcome that should drive the commission.
• No per-client invoicing, so the revenue half is still a separate system.
• Built for enterprise comp plans rather than per-booking agency economics.

First, the honest version

CaptivateIQ is built for complex enterprise compensation plans — tiers, accelerators, multi-currency territories. If that is your problem, it is the right tool. An SDR agency usually has a simpler comp model and a much harder operational problem: proving what was delivered, per client, before anyone computes anything.

The difference: where the commission data comes from

Commission platforms are good at modelling comp. They all share one assumption: that the data arrives from somewhere else. Someone exports CRM activity, maps it, loads it, and reconciles the result.

Dialbrew produces that data as a by-product of the work. The lead is reserved to a rep, the call is logged, the booking is created, the outcome is recorded — and the commission row is generated from the booking itself, enforced by a unique database constraint so a retried job cannot double-pay.

It also closes the loop the ICM tools leave open: the same billable set that produces the commission produces the client invoice, with the price frozen onto the billing record. That is why the two numbers cannot drift apart. A commission tool can tell you what you owe your rep; it cannot tell you whether that matches what you charged your client.

What Dialbrew does not do: enterprise quota modelling, multi-tier channel compensation, territory planning, or complex accelerator structures. For those, the dedicated platforms are genuinely better.

What Dialbrew actually is

An SDR operations platform built for agencies: one system managing the whole lead-to-booking lifecycle, instead of six that each own a fragment of it.

• Client projects — lists, products, pricing, DNC and reporting all scoped to the client they belong to.
• Rosters — a named set of SDRs per client project, separate from the account manager who owns the relationship.
• Lead reservation — an expiring soft lock, so two reps never work the same company.
• One activity timeline per lead — call, SMS, email and note, with calls recorded and transcribed, streamed live.
• Honest outcomes — held, no-show, and no-show-with-reschedule as three distinct recorded states.
• Commission — one row per completed booking, enforced by a unique database constraint, moving through approve → pay.
• Client billing — billable bookings roll into a billing record and out to Procountor, price frozen so a sent invoice stays reproducible.
• A client portal — your client logs in and reads the same rows you do.
• Capacity — bookings-per-hour per rep per project, against hours that subtract public holidays.

Where it runs

AWS eu-central-1 (Frankfurt), with product analytics on EU cloud and anonymous profiling disabled. GDPR retention and right-to-be-forgotten procedures are documented alongside the implementation. We do not hold SOC 2 or ISO 27001 and will not imply otherwise.

How a move would actually go

1. Connect what you keep — the client’s HubSpot or Pipedrive, Google or Outlook calendars, Slack, Procountor for invoicing.
2. Model one client first — one client project with its products (customer price and SDR commission), its prospect list and its roster.
3. Run one month in parallel — keep your existing spreadsheet alongside and compare the commission and invoice totals at month end. If they disagree, find out in month one on one client.
4. Then widen — add the remaining clients once the money reconciles.

We would rather you ran step 3 properly than took our word for it.