Free trial of Starter and Pro

You can try the Starter or Pro plan free for 14 days. The Free plan never needs a trial or a card; the trial is only for the paid plans that add a business number.

How long is the free trial?

The free trial of Starter or Pro lasts 14 days. In Settings → Billing, the Plans card says "Try Starter or Pro free for 14 days" and the button on each paid plan reads Start 14-day trial. Your card is charged on day 15 unless you cancel before the trial ends. The free trial is available on both Starter and Pro; the Free plan has no trial because it costs nothing. While the trial is running, Settings → Billing shows a Trial · N days left badge and the date your trial ends.

How do I start a free trial?

You start the Starter or Pro free trial from inside Interdatum CRM, not from the website:

1. Sign up for a free Interdatum CRM account (no card needed for the Free plan).
2. Go to Settings → Billing.
3. In the Plans card, choose Start 14-day trial on Starter or Pro.
4. Complete the secure checkout page. You'll return to Settings → Billing when you're done.

Only a workspace owner or admin can start a trial. If you cancel out of checkout, you'll see "Checkout was cancelled. Nothing was charged." After the trial starts, the next step is to pick your business number in Settings → Phone & Text.

Do I need a credit card, and can I get more than one free trial?

Yes, a card is required to start the Starter or Pro free trial; the card is collected on the checkout page. The Free plan does not need a card. You can enter a promotion code at checkout if you have one.

Each workspace gets one free trial. If your workspace has already had a trial or a paid subscription, Settings → Billing shows Choose Starter or Choose Pro instead of Start 14-day trial, and the paid plan starts right away without a free trial.

What usage is included during the free trial?

During the free trial you get the same included call minutes and texts as the plan you chose: 300 minutes and 500 texts on Starter, or 1,000 minutes and 2,000 texts on Pro. There is no overage during a free trial. If you use all the included minutes or texts before the trial ends, outbound calls and texts pause until your paid plan starts. You'll see a message that the workspace used all the minutes and texts included in the free trial, with the date outbound calls and texts resume. Incoming calls still ring through.

What happens when the free trial ends?

When the Starter or Pro free trial ends, your card is charged the plan's monthly price (CA$49 for Starter or CA$129 for Pro, plus applicable taxes) and your plan continues automatically. Before the trial ends, the workspace owner gets an email reminder with the end date and the monthly price. If you want to keep the plan, you don't need to do anything. To avoid being charged, cancel before the trial ends using Manage billing in Settings → Billing. You can also switch between Starter and Pro during the trial; switching keeps your trial.