Help center
How can we help?
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
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.
Billing & plans
- 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 AI features.
- 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.
Phone & AI
- AI assistant and Needs attentionHow to use the in-app AI assistant to ask about your business and draft changes, and how the dashboard's Needs attention list ranks, dismisses, and restores items.
- AI text receptionistHow the Pro plan's AI text receptionist 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.