Contacts
Turn lead follow-up into real work.
Keep lead profiles, campaign sublists, emails, booking history, and client communications connected instead of rebuilding context after every handoff.
Free CRM for small business
Run your service business from first lead to final payment.
Interdatum helps service businesses manage leads, communications, intake, estimates, crews, job files, automations, client portals, invoices, and payments without stitching together disconnected tools.
Free to startBuilt for service workSignup openCurrency selectable
Operations
Replace the form, spreadsheet, phone-note, calendar, and payment-link shuffle.
Interdatum keeps intake, estimates, schedules, job files, automations, portals, invoices, and payments in one operating system.
Growth
Start simple, then make the workflow yours.
Configure services, intake questions, pricing, notifications, currency, tax, payment settings, automations, and client-facing branding as your process gets sharper.
Service workflow CRM
A CRM that follows the job from first request to final payment.
Most free CRMs stop at contacts and pipelines. Interdatum is designed for operators who need to win, schedule, complete, document, automate, and collect on real service work.
Capture the request
Use service intake forms to collect job details, photos, address, timing, and client information, then keep each lead connected to follow-up and booking history.
Quote the work
Create estimates with reusable pricing structure, line items, deposits, terms, and a client portal link.
Schedule the job
Move approved work into a visual schedule, compare worker availability, assign crews, and give the field team the current job file.
Invoice and collect
Track job cost and profit, send one or more invoices, collect payment online, and keep every document and transaction together.
Included
Free CRM basics, plus the parts service businesses actually need.
Lead, client, and campaign records
Custom service request forms
Service pricing rules and reusable line items
Estimate revisions and multiple invoices
Optional deposits and final payments
Client portal, timelines, photos, and archives
Scheduling, availability, and on-call dispatch
Job cost and profitability tracking
Email campaigns and workflow automation
Immediate transactional email and SMS notifications
Selectable currency, tax, branding, and templates
Customize it
Make the CRM match how your business prices and captures work.
Build service forms, collect the fields your team needs, reuse line items and pricing logic, choose your currency and tax workflow, then send customers a branded portal instead of another disconnected email thread.
Explore service intakeFAQ
Questions small businesses usually ask first.
Is Interdatum a free CRM for small business?
Yes. Signup is open and Interdatum is free to start. Small businesses can create an account, configure their CRM, and begin setting up service workflows without a paid implementation project.
What kind of small business is Interdatum built for?
Interdatum is best for service businesses that receive requests, prepare estimates, collect deposits, schedule work, create invoices, and collect payments.
Can clients approve estimates and pay online?
Yes. Clients can accept or decline estimates, pay a deposit when one is required, accept work without a deposit when allowed, view invoices, and pay online.
Does Interdatum replace spreadsheets?
For many service businesses, yes. It keeps request details, client records, pricing, estimates, job status, invoices, and payment state in a connected workflow instead of scattered sheets.
Are email and SMS notifications included?
Yes. Transactional email and SMS notifications for requests, estimates, deposits, invoices, payments, assignments, and related system events are immediately available. Direct client texting and phone features require an approved beta number.
Which business phone features are in beta?
A business number, programmable voicemail, direct client SMS, SMS campaigns, calling campaigns, inbound and outbound calling, recording, transcription, listen, and whisper require a free provisioned number. Approval is currently limited to Canadian businesses during beta.
Can I choose my business currency?
Yes. Each business selects its operating currency in CRM settings and can configure its tax workflow for estimates, invoices, and payments.
Start free
Build a CRM around your actual service workflow.
Start with the basics, then configure lead follow-up, service forms, estimates, deposits, scheduling, job files, automations, invoices, notifications, and payments.