Skip to content
Consult

Services

CRM Setup, Dashboards & Automation Services for Small Businesses.

If leads, follow-ups, reports, quotes, bookings, or admin tasks are scattered, these services help turn them into a setup your team can understand and keep using.

Business Systems AuditCRM & Workflow SetupReporting DashboardsAI Workflow AutomationSOP & DocumentationMonthly Systems SupportView Pricing

If you are not sure which service fits, start with a free consultation. It shows the quickest path forward and helps avoid tool-first decisions.

Service

When the business feels messy but you are not sure why, I map the system.

When the business feels messy but you are not sure why, I map how leads, clients, tasks, tools, reports, and follow-ups move today, then give you a practical cleanup plan.

Ideal for

  • Businesses that feel disorganized
  • Teams that miss follow-ups
  • Owners doing too much manually
  • Businesses that do not know what to automate first

Deliverables

  • Current workflow map
  • Pain point analysis
  • Improved workflow map
  • CRM and data field recommendations
  • Automation opportunities
  • Reporting recommendations
  • 30-day implementation roadmap

Service

When leads are hard to track, I set up a simple CRM.

When leads are hard to track, I set up a simple CRM so your team has one place to see every inquiry, customer, quote, status, owner, and next follow-up.

Ideal for

  • Teams using spreadsheets or a cluttered CRM
  • Businesses that need cleaner status logic
  • Owners who want less manual chasing
  • Businesses that want one place for the truth

Deliverables

  • Pipeline stages
  • Data fields
  • Status logic
  • Follow-up reminders
  • Lead source tracking
  • Owner and team assignment
  • Basic training guide

Tools

  • HubSpot
  • Zoho
  • Airtable
  • Notion
  • Google Sheets
  • ClickUp
  • Trello
  • Existing system

Service

When you cannot quickly see what is working, I build a dashboard.

When you cannot quickly see what is working, I build a simple dashboard for leads, sales, revenue, costs, profit, conversion, and overdue follow-ups.

Ideal for

  • Businesses that need a clearer view of sales and costs
  • Owners who want fast monthly reporting
  • Teams that cannot easily answer what is working

Deliverables

  • Core KPI definitions
  • Owner dashboard layout
  • Monthly reporting structure
  • Source and pipeline tracking
  • Profit and cost visibility
  • Simple review cadence

Tools

  • Google Sheets
  • Excel
  • Looker Studio
  • Power BI

Metrics

  • Leads
  • Quotes sent
  • Sales
  • Revenue
  • Costs
  • Profit
  • Conversion
  • Source performance
  • Pending follow-ups
  • Monthly trends

Service

When repetitive admin takes too much time, I add practical AI support.

When repetitive admin takes too much time, I add practical AI support for email drafts, client summaries, task reminders, intake summaries, and reusable templates.

Ideal for

  • Teams with repetitive admin work
  • Businesses that need better draft generation or summarization
  • Owners who want practical AI, not AI hype

Deliverables

Examples

  • Lead summary generation
  • Email draft generation
  • Quote draft assistance
  • FAQ and team knowledge assistant
  • SOP assistant
  • Weekly report summaries
  • Intake categorization
  • Customer follow-up templates

Service

When work depends too much on memory, I document the process.

When work depends too much on memory, I turn repeated tasks into clear steps, checklists, templates, and handoff notes so your team knows what to do.

Ideal for

  • Teams onboarding new staff
  • Businesses that rely on one person's knowledge
  • Owners who want cleaner handovers

Deliverables

  • Process documentation
  • Staff checklists
  • Admin workflows
  • Client onboarding steps
  • Tool usage guides
  • Handover documents

Service

When your setup needs regular care, I keep the system clean.

When the setup needs regular care, I help keep the CRM, dashboard, reminders, templates, and workflow clean as the business changes.

Ideal for

  • Businesses that want ongoing support after the initial setup
  • Owners who want systems kept tidy over time
  • Teams that prefer a practical partner on call

Deliverables

Support options

  • Light support
  • Systems support
  • Operations and automation support

Local buyer-intent pages

Focused Vancouver pages for people searching by problem, not by brand.

These pages are built for buyers who already know they need a CRM cleanup, dashboard, automation, or broader systems help.

Need something more specific?

Some problems are easier to fix when the work is narrowed.

If the bottleneck is really about leads, quotes, intake, reporting, or owner visibility, these solution pages are a cleaner next step than a generic service list.

Explore all solutions

Simple starting point

Most businesses should start with a free consultation.

The free consultation gives you a practical roadmap before you commit to a larger setup or automation project.

If the business feels disorganized, misses follow-ups, or relies too much on the owner, the consultation shows what to fix first and what can wait.

Book a Free Consultation

Need a cleaner way to track leads, follow-ups, and admin?

If your leads, follow-ups, quotes, tasks, or reports are scattered across too many places, Systems by Anadi can help you organize the process and build a practical setup around it.

Book a Free Consultation