Product features
One operating CRM from first lead to final payment.
Interdatum connects finding customers, quoting, scheduling, field work, follow-up and payment, with an AI assistant on top that answers questions and does the admin. You type or talk; it prepares the change; nothing happens until you say yes.
AI that does the work
An assistant you can type or talk to, background tasks for the big jobs, and follow-ups that run on time. Every change waits for your OK.
Starter & Pro
AI assistant
Ask about revenue, jobs and estimates in plain English, or have the assistant book jobs, send quotes and text clients. Every change waits for your OK.
Explore this feature →Starter & Pro
Voice Assistant mode
Talk to your CRM in real time. Interrupt it, keep moving between pages, and confirm changes with a casual yeah. Hands-free Assistant mode on Starter & Pro.
Explore this feature →Starter & Pro
Background AI tasks
Hand off schedule planning, local pricing research and lead lists. Watch progress live, send it back with notes, and approve the draft when it's ready.
Explore this feature →Starter & Pro
Scheduled actions
Text a client tomorrow at 9, get reminded Friday, or follow up with leads who haven't replied. Confirm once; every run is re-checked. Starter & Pro.
Explore this feature →Every plan
Needs Attention
One ranked list of unpaid deposits, unanswered texts and emails, stalled estimates, overdue invoices and jobs with no worker. Included on every plan.
Explore this feature →Win more work
Find businesses to pitch, reach them with outreach that sounds like you, and never miss a reply, a text or a call.
Starter & Pro
Lead finding
Ask for property managers or offices near you. The assistant finds local businesses, pulls the emails they publish, checks them and skips duplicates.
Explore this feature →Every plan · AI on Starter & Pro
Email outreach
One card runs your outreach: lead list, email in your voice, test send, scheduled send and a follow-up to non-repliers, with a CASL footer and unsubscribe.
Explore this feature →Every plan
Email inbox
Connect your business mailbox so customer emails and campaign replies land in the CRM, linked to the lead. Reply, reply all, filter and search. Every plan.
Explore this feature →Starter & Pro
AI text receptionist
Answers texts to your business number 24/7 or after hours, quotes only from your pricing rules, books requests for you to confirm and hands off. SMS only.
Explore this feature →Leads
Leads & campaigns
Keep lead profiles, campaign lists, follow-up status, calls and email campaigns connected to the jobs they turn into, in one service-business CRM.
Get a Canadian business number in minutes
Explore this feature →Communications
Phone, text & voicemail
Get a local Canadian business number in minutes. Calls, texts, voicemail transcripts and missed-call text-back live inside your CRM. Starter & Pro.
Get a Canadian business number in minutes
Explore this feature →Run the job
Intake, quotes, scheduling, field records, automation, approvals and payment, all on the same job file.
Intake
Intake & pricing
Build a multi-step intake form for each service, embed it on your website, and turn the answers into pricing rules that pre-fill your estimates.
Explore this feature →Files and estimates
Estimates & approvals
Create editable estimate PDFs, collect approval and an optional deposit online, and keep revisions, extra work and invoices in one job file.
Explore this feature →Scheduling
Scheduling & dispatch
Schedule approved jobs, check worker availability and conflicts, assign crews, and release open jobs to an on-call pool. Included on every plan.
Explore this feature →Team
Team & workers
Worker profiles, roles, permissions, availability, notifications and a focused field dashboard, so every person sees the jobs they need.
Explore this feature →Operations
Job files & profit
One job file for photos, notes, documents, messages, estimates, invoices and payments, with estimated vs actual labour, costs and profit per job.
Explore this feature →Automation
Workflow automation
Build automations that react to new requests, texts, booking changes, missed calls and campaign events, then send emails, texts or estimates.
Explore this feature →Portal and payments
Client portal & payments
A branded client portal where customers approve estimates, pay deposits and invoices with Stripe, see photos and download their job records.
Explore this feature →Make it yours
Branding, currency, tax and the notifications your clients and crew receive.
Free to start
Build the workflow around your service business.
Signup is open. Create your CRM, configure your first service, and start free. Starter and Pro add a local Canadian business number and the AI assistant, with a 14-day free trial.