Contacts
Keep every customer tied to real work.
Interdatum is built around bookings, not loose contact notes. Every client record connects back to requests, estimates, deposits, jobs, invoices, and documents.
Free CRM for small business
Run requests, quotes, jobs, and payments from one CRM.
Interdatum helps service businesses capture new work, send estimates, collect deposits, schedule crews, create invoices, and get paid without stitching together five different tools.
Free to startBuilt for service workPortal and payments ready
Operations
Replace the form, spreadsheet, PDF, and payment-link shuffle.
A small business CRM should remove handoff work. Interdatum keeps the intake, quote, portal, schedule, and payment flow in one place.
Growth
Start simple, then make the workflow yours.
Configure services, intake questions, notifications, payment settings, and client-facing templates 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 turn real customer requests into booked, paid work.
Capture the request
Use service intake forms to collect the job details, photos, address, timing, and client contact information.
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 assignments, keep the booking record updated, and give your team the right context.
Invoice and collect
Send the final invoice, collect payment online, and keep the estimate, deposit, invoice, and job files together.
Included
Free CRM basics, plus the parts service businesses actually need.
Client and booking records
Custom service request forms
Estimate and invoice PDFs
Deposit and final payment workflows
Client portal pages
Scheduling and worker assignments
Reusable services and pricing rules
Email and SMS notifications
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, then send customers a clean portal instead of another email thread with a PDF attached.
Explore service intakeFAQ
Questions small businesses usually ask first.
Is Interdatum a free CRM for small business?
Interdatum is free to start. Small businesses can create an account, configure their CRM, and begin setting up service workflows without starting with 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. Interdatum includes client portal workflows for estimate review, deposit payment, invoice viewing, and final payment.
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.
Start free
Build a CRM around your actual service workflow.
Start with the basics, then configure the service forms, estimates, deposits, scheduling, invoices, notifications, and payments your business needs.