Freelancer management for SDR agencies
Run freelance and employed SDRs on one platform: freelancers see only their rostered clients, employees see everything — one permission apart.
- Northgate Ltdrostered
- Kestrel Ltdrostered
- Harbor Group
- Vantage Group
- Northgate Ltd
- Kestrel Ltd
- Harbor Group
- Vantage Group
What's in it
Employment type
Each SDR is recorded as entrepreneur (freelancer) or employee — an HR fact, not an access level.
Permission templates
Named bundles such as Entrepreneur SDR (rostered-only) and Employee SDR (all clients) applied at invite.
Individual grants
Admins can grant or revoke single permissions on top of a template.
Rostered-only scope
A freelancer sees the clients, lists and leads of the projects they are rostered on — nothing else.
Commission per booking
Freelancers are paid from the same commission rows as everyone else.
Freelancers need access without seeing everything
Many SDR agencies keep a core team plus a pool of freelancers who step in when a client ramps up. Each time, the same question: how much should this person see? Full access to every client’s leads is a data-protection problem. A separate setup for them is admin nobody has time for.
Employees and freelancers on one platform
Employment type and access are separate. An SDR is recorded as a freelancer (entrepreneur) or an employee, which picks a default permission template when they accept the invite.
| Entrepreneur SDR | Employee SDR | |
|---|---|---|
| Clients and projects they are rostered on | ||
| All clients | ||
| All leads and lists | ||
| Commission per booking |
Defaults only. An admin can grant or revoke single permissions on top of either template.
A trusted freelancer can get wider access without changing their contract type, and access can be pulled back just as fast.
Freelancers paid from the same commission rows
Freelancers earn from the same per-booking commission rows as employees, so paying the pool needs no separate spreadsheet.
Related: lead routing and SDR commission management.