# Laylah
> Laylah is a CRM and practice management platform built for financial advisors in
> Canada. It syncs client data from Canadian insurance carriers and back-offices,
> automates compliance documentation, and includes a built-in Financial Needs
> Analysis (FNA) tool and secure client portal. Made by Laylah Innovations Inc.,
> Quebec City, Canada (founded 2021). Bilingual: English (laylah.ca) and French
> (laylah.ca/fr). 30-day free trial, plans from $120 CAD/user/month.

## Product
- [CRM for Financial Advisors (homepage)](https://laylah.ca/): What Laylah does — centralized client data, carrier feeds, compliance, FNA, client portal
- [Features overview](https://laylah.ca/features): All modules at a glance
- [Case Management](https://laylah.ca/features/cases): Kanban workflows, custom pipelines for insurance/investments, task delegation
- [Compliance](https://laylah.ca/features/compliance): Audit trail, Law 25 / PIPEDA, Canadian data residency, suitability documentation
- [Financial Needs Analysis (FNA)](https://laylah.ca/features/fna): Pre-filled life, disability, critical illness, and retirement needs analysis
- [Client Portal](https://laylah.ca/features/clientspace): Secure document exchange and compliant client communication
- [Enterprise](https://laylah.ca/features/enterprise): Multi-environment support for larger firms
- [Integrations](https://laylah.ca/integrations): Canadian carrier and back-office data feeds

## Pricing
- [Pricing](https://laylah.ca/pricing): Growth $120/user/month, Scale $140/user/month (CAD, billed monthly), 30-day free trial, no long-term contract

## Switching CRMs
- [CRM Migration hub](https://laylah.ca/migration): Switch CRMs in hours, not weeks
- [From Equisoft/connect](https://laylah.ca/migration/equisoft)
- [From Maximizer](https://laylah.ca/migration/maximizer)
- [From Cloven/Zoho](https://laylah.ca/migration/cloven)
- [From Salesforce](https://laylah.ca/migration/salesforce)
- [From spreadsheets](https://laylah.ca/migration/spreadsheets)

## Key guides
- [Best CRM for Financial Advisors in Canada (2026)](https://laylah.ca/blog/articles/best-crm-for-financial-advisors): Comparison of Laylah, Equisoft Connect, Cloven, Maximizer, Wealthbox, Salesforce FSC
- [Best CRM for Financial Services](https://laylah.ca/blog/articles/best-crm-for-financial-services)
- [Maximizer vs Laylah](https://laylah.ca/blog/articles/maximizer-vs-laylah)
- [Cloven vs Laylah](https://laylah.ca/blog/articles/cloven-vs-laylah)
- [What Is a Financial Needs Analysis?](https://laylah.ca/blog/articles/what-is-a-financial-needs-analysis)
- [How Much Does CRM Software Cost?](https://laylah.ca/blog/articles/how-much-does-crm-software-cost)
- [How to Choose a CRM for Your Advisory Practice](https://laylah.ca/blog/articles/how-to-choose-a-crm-for-your-financial-advisory-practice)
- [Financial Advisor Compliance in Canada](https://laylah.ca/blog/articles/financial-advisor-compliance)
- [CRM Implementation for Financial Advisors in Canada](https://laylah.ca/blog/articles/crm-implementation-for-financial-advisors-canada)

## En français
- [CRM pour conseillers financiers](https://laylah.ca/fr): Page d'accueil française
- [Tarifs](https://laylah.ca/fr/pricing)
- [Analyse des besoins financiers (ABF)](https://laylah.ca/fr/features/fna)
- [Conformité](https://laylah.ca/fr/features/compliance)
- [Migration CRM](https://laylah.ca/fr/migration)
- [Le meilleur CRM pour conseillers financiers au Canada](https://laylah.ca/fr/blog/articles/best-crm-for-financial-advisors)

## Company
- [About Laylah](https://laylah.ca/about): Canadian, independent, team in Quebec City
- [Security at Laylah](https://laylah.ca/security-at-laylah)
- [Trust Center](https://trust.laylah.ca)
- [Contact](https://laylah.ca/contact)