Lead lifecycle management for SDR agencies
Track every lead from imported list to held meeting in one place — calls, follow-ups, bookings and outcomes — instead of sheets, chats and client CRMs.
- Imported
- Reserved
- Worked
- Callback
- Booked
- Held
- Imported to list · clinics q4phone normalised · no duplicateMon
- Reserved by Ricky R.others see it as takenTue 09:12
- Call · no answercallback set for Wed 13:00Tue 09:14
- Call · 3m 50s · recordedtranscript readyWed 13:02
- Meeting booked · Tue 14:00Outlook · HubSpotWed 13:06
What's in it
Prospect lists per client project
Import CSVs with phone numbers normalised to E.164 and duplicates removed.
Lead reservation
A lead is soft-locked to the SDR working it, with an expiry, so two reps never call the same person.
One activity log per lead
Calls, SMS, email and notes on a single timeline, updated live for whoever has the lead open.
Scheduled callbacks
A follow-up is a dated callback on the lead, not a reminder in someone's head.
Bookings with outcomes
Booked, held, no-show and rescheduled are recorded states, not cells someone remembers to colour.
Lost reasons and DNC
Why a lead was lost is captured; per-client do-not-call lists are enforced.
List depletion alerts
You hear that a client's list is running dry before the SDRs run out of people to call.
Today, one lead lives in six places
The calling isn’t the hard part. Tracking who has the lead, what happened last, when the next touch is and whether the meeting was held is.
Today
- The lead arrives in a spreadsheet
- The SDR calls from a separate dialer
- The follow-up goes in a personal calendar
- The meeting is booked in the client's calendar tool
- "Booked!" is posted in Slack
- Someone later asks the client if it happened
With Dialbrew
- Imported into a list for the client project
- Called from the lead, with the call logged
- Follow-up set as a dated callback on the lead
- Meeting booked on the lead and synced to the calendar
- Booking pushed to Slack and the client CRM
- Outcome recorded on the booking
Every step of a lead in one place
- 1
Imported
Into a prospect list for a client project, cleaned and de-duplicated.
- 2
Reserved
Locked to the SDR who picks it up, so nobody else calls it.
- 3
Worked
Calls, SMS, email and notes on one activity log. Calls can be recorded.
- 4
Followed up
A scheduled callback, not a sticky note.
- 5
Booked
A meeting for the client, synced to the calendar.
- 6
Resolved
Held, no-show or rescheduled, or closed with a lost reason.
What happened with this company, who is on it and what is still open — all on the lead.
Built for agencies with many clients
An agency runs this for many clients at once, with SDRs moving between them during the day. Lists, rosters and visibility are kept per client project: an SDR sees the leads they are rostered on, a manager sees across all of them.
Outcomes feed reports, invoices and pay
The meeting outcome is what the client report counts, what the client is invoiced for and what the SDR is paid on. Recorded once on the lead, it feeds the client portal, meeting outcomes and commission without month-end reconciliation.