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
- Apply for approval and a free provisioned number during the Canadian beta.
- 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 approved for the communications beta
- Teams moving client communication off personal phones
- Managers who coach or review calling teams
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.