Switch CRMs in hours, not weeks.
Most financial advisors are operational on Laylah in under 24 hours. We simplify the transition so you can get back to serving your clients.
Why advisors switch CRMs
Outdated interface
A clunky tool that slows you down instead of helping you work.
Scattered data
Client info split between spreadsheets, emails, and multiple systems.
Constant double entry
Typing the same information into two or three different places.
Stressful audits
Scrambling to find compliance records when regulators come knocking.
Rising costs
Paying more every year for software that hasn't kept up.
If you recognize yourself in any of these scenarios, you're not alone. And migration is simpler than you think.
Your current tool
Migrate from your current tool
Each path is different. Find your starting point and see exactly how the transition works.
From Equisoft/connect
Switch to a modern, intuitive CRM with a fast, assisted migration.
From Maximizer
Switch to a CRM designed around Canadian advisor workflows, not general sales
From Cloven/Zoho
Your CRM should be built for your industry, not adapted from a generic platform.
From Salesforce
Enterprise power without the enterprise cost and configuration.
From Spreadsheets
Your practice deserves more than a spreadsheet.
Other CRM
Using a different system? We'll help you migrate your data, regardless of your current tool.
Frequently Asked Questions About Migration
Ready to simplify your transition?
Most advisors are operational in under 24 hours. Our team supports you at every step, because we know switching systems is stressful.
Assisted migration, free of charge. No commitment.