What to bring
- Your main business goal for the next few months.
- The part of the workflow or system that feels most unclear.
- A quick summary of your current tools, team size, or setup.
Pricing
Pricing for CRM setup, dashboards, automation, and workflow cleanup.
Most projects begin with a free consultation so we can understand what feels scattered, slow, repetitive, or hard to track before recommending a package.
Prices are in CAD. Software subscriptions, third-party tools, and taxes are not included.
How pricing works
Clear starting prices before the work expands.
Each package explains what you receive and who it is for. Larger builds are scoped after the problem is understood.
What to expect
Small businesses usually need clearer lead tracking, follow-ups, reporting, and handoffs before they need more software.
Process before software
Start with what feels messy, then decide what to build.
Small businesses often need clearer lead tracking, cleaner customer information, consistent follow-ups, and better reporting before they need more tools. Systems by Anadi starts with the problem, then chooses the right CRM setup, dashboard, reminder, template, or automation.
Free consultation
A 15-minute free consultation for a quick steer.
Use this short call to share your business goal, the part of the workflow that feels messy, and what kind of outcome matters most. You'll get a brief read on what is highly recommended, what can wait, and whether the best first step is a Systems Audit, a blueprint, or something lighter.
What you'll leave with
- A brief recommendation on the most useful next step.
- What is worth fixing now versus what can safely wait.
- A quick sense of whether you should start with an audit or a bigger build.
This is a quick fit check, not a full strategy session. If the problem needs deeper mapping, the Systems Audit is still the best next step.
Core packages
Transparent starting prices for the most common project types.
The free consultation is the natural first step, then the scope expands only if the business actually needs more setup or implementation work.
Best place to start
Systems Audit
Intro price
$349 CAD
A practical review of what feels messy, where work gets stuck, and what should be cleaned up first.
- 60-minute discovery call
- Current workflow review
- Pain point analysis
- Improved workflow map
- CRM and data field recommendations
- Automation opportunities
- Reporting recommendations
- 30-day implementation roadmap
Best for
Small businesses where leads, follow-ups, tasks, reports, or admin work feel scattered.
Workflow & CRM Blueprint
Starting at
$750 CAD
A clear plan for your customer steps, lead stages, follow-ups, fields, and reporting needs.
- Full workflow mapping
- CRM pipeline design
- Lead and customer status logic
- Follow-up process
- Data dictionary
- Reporting plan
- SOP and checklist outline
- Tool recommendations
Best for
Businesses preparing to set up or clean up lead tracking, booking, quoting, or customer follow-up.
CRM & Workflow Setup
Starting at
$1,250 CAD
A simple place to track inquiries, customers, quotes, status, owners, and next follow-up dates.
- CRM and pipeline setup
- Lead stages
- Customer fields
- Follow-up reminders
- Lead source tracking
- Owner and team assignment
- Basic automations
- Simple training guide
Best for
Businesses losing leads, forgetting follow-ups, or managing customer details in too many places.
Reporting Dashboard Setup
Starting at
$950 CAD
A simple report view that shows the numbers you need without digging through messy spreadsheets.
- Leads
- Quotes sent
- Sales
- Revenue
- Costs
- Profit
- Conversion
- Lead source performance
- Pending follow-ups
- Monthly trends
Best for
Owners who want clear visibility into leads, sales, costs, profit, and follow-ups.
AI Workflow Automation
Starting at
$850 CAD
Email drafts, summaries, templates, and light admin support added where it actually saves time.
- Lead summary generation
- Email draft workflow
- Quote draft assistance
- FAQ and team knowledge assistant
- SOP assistant
- Intake categorization
- Weekly report summaries
Best for
Businesses with repetitive admin tasks that are ready for practical AI support.
Full Systems Sprint
Starting at
$2,500 CAD
A focused implementation sprint for leads, follow-ups, reporting, documentation, and basic automation.
- Systems Audit
- Workflow redesign
- CRM setup
- Dashboard setup
- Basic automation
- SOP and training guide
Best for
Businesses ready to clean up several messy parts at once.
Specialized systems
Smaller starting points for narrower bottlenecks.
If the problem is already clear, these focused systems can be a cleaner fit than a broader package.
Specialized system
Lead Recovery & Follow-Up System
From
Starting at $950 CAD
Lead tracking and follow-up systems for small service businesses that want fewer missed inquiries and cleaner sales pipelines.
Specialized system
AI Admin Starter Pack
From
$750 CAD
Practical AI setup for small business admin tasks, including email drafts, inquiry summaries, SOP prompts, and safe usage guidelines.
Specialized system
Review & Local Trust System
From
Starting at $499 CAD
Review request workflows and local trust systems for small service businesses that rely on Google reviews and referrals.
Specialized system
Quote Workflow System
From
Starting at $950 CAD
Quote and proposal workflows for small businesses that need faster, cleaner, more trackable estimates.
Monthly support
Ongoing support for businesses that want a steadier systems partner.
After the initial setup, ongoing support helps keep your systems clean, improve dashboards, monitor automations, and refine workflows as the business changes.
Light Support
From
$350/month
Small fixes, check-ins, minor CRM updates, and small dashboard changes.
Good for
Small teams that want light help keeping a few things tidy each month.
Systems Support
From
$750/month
Ongoing workflow improvements, dashboard updates, automation monitoring, and process cleanup.
Good for
Businesses that want a steady systems partner after the initial setup.
Growth Support
From
$1,500/month
More active systems improvement, reporting review, documentation, automation support, and monthly planning.
Good for
Teams that need more hands-on support and regular operational refinement.
Monthly support may require a minimum commitment depending on scope.
Introductory pricing
Introductory pricing for Systems Audits.
Systems by Anadi offers introductory pricing for early Systems Audit clients so the first step stays accessible while still creating a clear, useful roadmap for your business.
Available for new audit clients
If you want to discuss introductory pricing, start with the free consultation and mention it when you reach out.
FAQ
Pricing questions, answered plainly.
Straight answers, without fake urgency or vague language.
Why do most projects start with a Systems Audit?
Because tools and automations only work well when the underlying workflow is clear. The audit helps identify what should be fixed first.
Are prices fixed?
The Systems Audit has a clear intro price. Larger projects are listed as starting prices because scope depends on tools, complexity, data quality, team size, and the number of workflows involved.
Are software costs included?
No. Software subscriptions, third-party tools, paid AI tools, and taxes are not included unless clearly stated in a proposal.
Can you work with our existing tools?
Usually, yes. The goal is not to force a new tool. The goal is to create a cleaner system using the simplest tools that fit the business.
Do you build custom software?
Sometimes, but only when simpler tools are not enough. Most small businesses benefit first from cleaner workflows, CRM setup, dashboards, and automation using existing platforms.
Can we start small?
Yes. The Systems Audit is designed as a practical first step before committing to a larger implementation.
Do you guarantee more sales?
No. Systems by Anadi does not guarantee revenue results. The goal is to improve clarity, follow-up, reporting, and operational consistency so the business can make better decisions.
Not sure what to choose?
Start with a free consultation.
You will get a clear view of what is messy, what is worth fixing first, and what tools or automations actually make sense.