Spreadsheets
Professionalize your practice without starting over.
You built your practice with spreadsheets, notebooks, and your memory. Laylah gives you a professional system that respects your way of working.
Honest assessment
What works with spreadsheets
Spreadsheets and personal tools got you this far. That resourcefulness is a real strength.
- Total flexibility (you know your system)
You built it, you understand it, and you can change it whenever you want.
- No additional subscription cost
Tools you already own or that are free to use, with no monthly fees to worry about.
- No vendor dependency
Your data lives on your devices and in your files. You are not locked into any platform.
- Habits built over years
Workflows and routines that feel natural because you have been using them for so long.
Common friction points
What eventually becomes a problem
These are the limitations that advisors who transitioned to Laylah most frequently mentioned about their previous setup.
- Data in local files
A hard drive crash, and years of data disappear. No automatic backup.
- No carrier synchronization
Every policy or coverage update must be entered manually. Data quickly becomes outdated.
- Incomplete client history
Emails are in your inbox, notes in a notebook, documents on your desktop. Impossible to reconstruct the thread.
- Hard to prove compliance
Without centralized traceability, responding to an audit means digging through multiple sources.
- Unsecured sensitive documents
Attachments travel via unencrypted email. Client files are accessible to anyone using the computer.
- Impossible to delegate
If you hire someone, how do you pass on your 'system'?
Your advantages
You have nothing to lose
- No tech expertise needed
An intuitive interface designed for advisors, not IT teams.
- 99.4% client satisfaction
Advisors love the simplicity and the support they receive.
- You're not alone
Most of our clients were in exactly your situation before getting started.
- Free 30-day trial
Try everything for free with no commitment.
What changes with Laylah
- Client management
Spreadsheets
Excel file with hundreds of rows
Laylah
Complete and structured client records
- Notes and follow-up
Spreadsheets
Notes in a notebook or text file
Laylah
Chronological and timestamped client timeline
- Documents
Spreadsheets
Documents on desktop or in emails
Laylah
Centralized and secure document management
- Policy data
Spreadsheets
Manual policy data entry
Laylah
Automatic sync with 25+ carriers and MGAs
- Needs analysis
Spreadsheets
FNA in a separate file
Laylah
Built-in needs analysis with pre-fill
- Communications
Spreadsheets
Unencrypted email exchanges
Laylah
Encrypted client portal with audit trail
- Processes
Spreadsheets
No standardized processes
Laylah
Reproducible and auditable workflows
- Data
Spreadsheets
Data on a single computer
Laylah
Data hosted in Canada, accessible everywhere
How the transition from spreadsheets works
Everything you need to know before switching CRM, in one practical guide.
Talk to our migration team
Get a personalized migration plan from our team. We will assess your current setup and guide you through every step.
FAQ About Switching from Spreadsheets
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.