Plans and pricing

Interdatum CRM has three plans: Free, Starter, and Pro. The Free plan gives you the full CRM, while Starter and Pro add a local Canadian business number with included call minutes and texts, plus Interdatum's AI features with monthly limits. Pro has higher limits.

What plans does Interdatum CRM offer and how much do they cost?

Interdatum CRM offers three plans, all priced per month in Canadian dollars (CAD), plus applicable taxes:

Each plan is a flat monthly fee for your workspace. Usage beyond the included call minutes and texts on Starter and Pro is billed as overage at CA$0.04 per call minute and CA$0.03 per text, up to a monthly spending cap that you control. You can compare the plans at any time in Settings → Billing, under Plans.

What is included in the Free plan?

The Free plan costs CA$0 per month and includes the full CRM: clients, bookings, estimates, invoices, automations, email campaigns, the email inbox, the client portal, and online payments. The Free plan does not include a business phone number, so calling and texting from your own business number is not available on Free. The Free plan has no included call minutes or texts and no AI features. You can stay on the Free plan as long as you like and upgrade to Starter or Pro from Settings → Billing when you need a business number.

What is included in the Starter plan?

The Starter plan costs CA$49 per month (CAD, plus applicable taxes). Starter includes everything in the full CRM, plus one local Canadian business number for calls and texts. Each month (billing period) the Starter plan includes 300 call minutes and 500 texts. Usage beyond those amounts is billed at CA$0.04 per call minute and CA$0.03 per text, up to your monthly overage spending cap. Starter also includes Interdatum's AI features (the AI assistant with chat and voice Assistant mode, background AI tasks, AI estimate drafts, the AI text receptionist, and the AI-written Needs attention summary) within Starter's monthly AI limits; see Monthly AI limits below. After you start Starter, you pick your business number in Settings → Phone & Text.

What is included in the Pro plan?

The Pro plan costs CA$129 per month (CAD, plus applicable taxes). Pro includes everything in Starter with more included usage: one local Canadian business number, 1,000 call minutes, and 2,000 texts per billing period. Usage beyond those amounts is billed at the same overage rates as Starter: CA$0.04 per call minute and CA$0.03 per text, up to your monthly overage spending cap. Pro includes the same AI features as Starter (the AI assistant with chat and voice Assistant mode, background AI tasks, AI estimate drafts, the AI text receptionist, and the AI-written Needs attention summary) with higher monthly AI limits. Every change the AI prepares is shown as a confirmation card and only happens after you approve it.

Which AI features are included with Starter and Pro?

Interdatum's AI features are included with both Starter and Pro. Pro has higher monthly limits. The Free plan has no AI features. The AI features are:

• AI text receptionist: replies to texts on your business number, answers questions from your services, gives estimates from your pricing, collects job details, and creates a booking request for you to confirm. You turn it on in Settings → Phone & Text, in the AI text receptionist card.
• AI assistant: the in-app AI assistant (chat and the hands-free voice Assistant mode) and the changes it prepares for you to confirm, including one-off emails, inbox replies, one-card email outreach, and scheduled actions, reminders and follow-up plans.
• Background AI tasks: longer tasks the assistant runs while you work, such as planning next week's schedule, researching local pricing with cited sources, or finding leads with published emails.
• AI drafts estimates for new requests (optional setting): draft estimates for new intake requests, for you to approve.
• AI summary in Needs attention: the AI-written summary above the dashboard's Needs attention list. The list itself is on every plan, including Free.

On the Free plan, the AI text receptionist card shows "Included with Starter and Pro" with a See plans button that takes you to Settings → Billing, and the AI assistant panel says "The AI assistant is included with Starter and Pro". If a Starter or Pro workspace's payment is past due and the 7-day grace period has ended, the AI features pause along with outbound calls and texts until payment is updated.

What are the monthly AI limits on Starter and Pro?

Each AI feature has a monthly limit. The limits reset on the 1st of each month (calendar month, UTC), not on your billing date:

• Each reply the assistant writes counts as one assistant reply, whether you typed or spoke. AI estimate drafts also count as assistant replies. Confirming or cancelling a pending change ("yes" or "no") doesn't count.
• A 14-day free trial gets the same AI limits as the plan you're trying, and a plan provided by Interdatum gets that plan's limits.
• You can see your AI usage in Settings → Billing, in the AI usage this month card: one meter per limit showing how much you've used, the limit, and the date it resets.
• The workspace owner gets a one-time email when a limit reaches 80% (all limits except the background tasks budget).
• See AI usage limits by plan for what counts toward each limit.
• Interdatum may adjust these limits.

What happens when I reach a monthly AI limit?

When a limit is reached, that AI feature pauses until the 1st of the next month, with a message such as "You've used this month's assistant replies — resets Nov 1. Upgrade to Pro for more." Everything else in the CRM keeps working.

• Spoken voice replies: the assistant keeps answering in text.
• Voice minutes: the voice session ends, and you can keep typing to the assistant.
• AI receptionist replies: the AI receptionist stops auto-replying, incoming texts still land in your inbox as normal, and the owner gets one email. Emergency safety replies (for example, for a gas leak) still go out.

To get higher limits, switch to Pro in Settings → Billing.

Which features require Starter or Pro?

A business phone number requires the Starter or Pro plan. Calling and texting from your own business number, including sending texts from conversations, the inbox, and automations, is included with Starter and Pro only. If you try to call or text from your business number without a plan, Interdatum shows a message that calling or texting is included with the Starter and Pro plans and points you to Settings → Billing. Business numbers are local Canadian numbers. Both Starter and Pro include one business number. After starting a plan, you choose your number in Settings → Phone & Text.

What if my plan says "Provided by Interdatum"?

Some workspaces have a Starter or Pro plan provided directly by Interdatum instead of a paid subscription. In Settings → Billing this shows as a Provided by Interdatum badge, with the note that usage is tracked but not billed. A plan provided by Interdatum has the same features, included amounts and monthly AI limits as the paid plan, but you are not charged overage and no spending cap applies. To change a plan provided by Interdatum, contact Interdatum support; you can't start a checkout or switch plans yourself.