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Straight answers about setting up and running Interdatum CRM. Can't find it? Use Ask Interdatum in the corner of any page, or create a support ticket from there.

Getting started

About InterdatumWho makes Interdatum CRM, where it is built, who it is for, and how to contact the Interdatum team.
Industries and starter servicesInterdatum works for HVAC, plumbing, electrical, cleaning, landscaping and snow removal, pressure washing, auto detailing, handyman, and other service businesses, and can pre-build starter services for your trade when you sign up.
What is Interdatum CRM?Interdatum CRM is an all-in-one operating CRM for service businesses that connects the first lead, calls and texts, intake and quoting, scheduling, job files, invoices and payments in one place, with a Free plan at CA$0.

AI assistant

AI assistant and Needs attentionHow to use the in-app AI assistant (chat and voice Assistant mode) to ask about your business and get work done with your approval, how background AI tasks plan schedules and research pricing, and how the dashboard's Needs attention list ranks, dismisses, and restores items.
Assistant mode: talk to the AI assistantHow to use Assistant mode, the hands-free voice for the AI assistant: turning it on, talking and interrupting, confirming changes out loud, choosing a voice, session and monthly limits, and what happens when voice isn't available.
Background AI tasks: progress, results and revisionsHow to hand the AI assistant a longer job as a background task, follow its progress live, review schedule drafts, pricing research and lead lists, send a task back for changes, and understand task limits.
Limits on systems: what can pause, hold or delay their workEvery limit an ongoing system runs under — the platform's rules, your plan's allowances and the numbers you approved — with what each rule is, why it exists, what happens when it is reached, how to get going again, and where you can see how close a system is.
Schedule actions, reminders and follow-upsAsk the AI assistant to do something later or on repeat, set reminders for yourself, build follow-up plans with conditions, run routines, and manage everything in the Tasks hub.
Writing voice: make AI drafts sound like youSet how the AI assistant writes emails and texts for your business in Settings → CRM Settings → How we write, including your name, role, sign-off, tone, example messages and emoji use, what it may say about your business (where you work, hours, licences, guarantees), how the tone check works, and what happens to a message with a formatting problem.

Email & leads

Email inbox: connect your business mailboxBring your business email into the CRM Inbox. Connect Gmail, Google Workspace, Zoho, Yahoo, iCloud, Fastmail, Outlook or any IMAP mailbox with an app password, or forward a copy of your mail, then read, reply and reply all from the CRM.
Email outreach pipelines and test emailsRun email outreach from one card on Starter and Pro (add a lead list, write the email in your voice, send now or schedule it, follow up with non-repliers), send yourself a test first, and see how the CASL footer and one-click unsubscribe work on every plan.
Find leads with the AI assistantAsk the AI assistant to find local businesses to pitch. It searches OpenStreetMap, reads each business's own website for a published email, checks the email, skips anyone already in your CRM, and proposes a lead list for your OK.
Inbox filter: choose which emails show in your InboxUse the inbox filter to show only email sent to the addresses you choose, keep newsletters and automated mail out, and block senders. Filtered mail is kept under Filtered, never deleted.

Phone & texting

AI text receptionistHow the AI text receptionist (Starter and Pro) answers texts to your business number, gives estimates, creates booking requests, handles emergencies, and hands conversations to you.
Business phone numbersHow to get a local Canadian business number in Interdatum CRM, who can set it up, and how calls, forwarding, voicemail, and caller ID work.
Missed-call text-backAutomatically text callers from your business number when you miss their call, so the lead doesn't go elsewhere.
Texting clients and the SMS inboxHow to send and receive texts from your business number in the Phone widget, how STOP opt-outs work, and what limits apply to texting.

Jobs & payments

Billing address vs service addressKeep the job-site address separate from the person or company who pays, such as a landlord or property manager, and see where each address is used.
Estimates and invoicesCreate, send, replace and void estimates and invoices for a job, and understand how deposits and balances are calculated.
Online payments with StripeConnect a Stripe account so clients can pay deposits and invoices by card in the client portal, and learn what happens when a payment goes through.
Recording manual paymentsRecord cash, cheque, e-Transfer, external card terminal and other offline payments against an invoice or an estimate deposit, and delete a payment recorded by mistake.
Sales tax (GST, HST, PST and QST)Turn on sales tax for estimates and invoices, use a province preset or custom rates, mark lines taxable, and see how tax appears to clients.
Scheduling and dispatchPut jobs on the calendar, assign workers, avoid double-booking, release jobs to the on-call pool, and manage worker availability.
Services, intake forms and pricing rulesSet up the services you offer, build the online intake form clients fill out for each service, and add pricing rules that pre-fill your estimates.
The client portalHow your clients sign in to the client portal with a one-time email code, and what they can do there, from accepting estimates to paying invoices and viewing photos and documents.

Billing & plans

AI usage limits by planWhat each monthly AI limit on Starter and Pro covers, what counts toward it, where to see your usage, which warnings you get, and what happens when a limit is reached.
Changing or canceling your planUpgrade from Free, switch between Starter and Pro, update your payment method, view invoices, or cancel your plan from Settings → Billing.
Free trial of Starter and ProStarter and Pro come with a 14-day free trial that you start from Settings → Billing with a card, and your card is charged when the trial ends unless you cancel.
Plans and pricingInterdatum CRM has three plans (Free at CA$0, Starter at CA$49, and Pro at CA$129 per month) that differ in business phone number, included call minutes and texts, and monthly AI limits.
Usage, overage, and your spending capHow Interdatum counts call minutes and texts, what overage costs, and how the monthly overage spending cap pauses outbound calls and texts when it's reached.

Account & team

Data privacy, separation and exportHow Interdatum keeps each CRM's data separate, who can access your data, what you can download or import, and how the terms page works.
Invite your team and manage rolesHow admins invite teammates, how roles and permissions work, how invites are accepted, and how to remove a team member.
Sign in and reset your passwordThe ways to sign in to Interdatum CRM, how to reset a forgotten password, how to change your password, and basic account security.
Sign up for Interdatum CRMHow to create a free Interdatum CRM account with email and password or with Google, confirm your email, and what your new CRM includes.
Switch between CRMs and create a new CRMHow the workspace list and CRM switcher work, how to create another CRM, and what is kept separate in each CRM.
Switching from another CRMWhat you can bring into Interdatum CRM from another system today, including importing campaign leads from an Excel or CSV file.