Phone and text
Keep calls and direct client texts in the CRM
Use a provisioned business number for calls, direct SMS, voicemail, recordings, transcripts, campaigns, and team call oversight with client context attached.
Use this when
Where this workflow fits
- More than one worker needs to call or text from the business identity.
- Voicemail, direct SMS, and call history should be visible with the lead or job.
- Managers need permission-controlled recording, transcription, listen, or whisper tools.
Inside Interdatum
What the CRM handles
- Start Starter or Pro, pick a local Canadian number by area code in Settings → Phone & Text, accept the acceptable-use and CASL terms, and activate it in minutes.
- Assign phone and direct-SMS permissions to the appropriate workers.
- Handle inbound and outbound calls, direct texts, voicemail, and campaigns in the CRM.
- Keep call logs, recordings, transcripts, and client context together.
- Use listen and whisper when an administrator needs to support an active call.
Good fit
Teams likely to use it
- Canadian service businesses that want a local business number
- Teams moving client communication off personal phones
- Managers who coach or review calling teams
Questions
Common questions
When should a service business use Interdatum for phone and text?
Canadian business numbers are for teams that want shared business communications inside Interdatum instead of using personal phones and a separate call system.
What workflow does Interdatum connect?
Interdatum connects leads, communications, request intake, estimates, approvals, scheduling, job documentation, profitability, automation, invoices, and payments in one service-business CRM.
Free to start
Build this workflow around your operation
Signup is open. Create your CRM, choose your currency, configure your services, and turn on only the workflow pieces your business needs.