Cloven vs Laylah: Which CRM is Best for Canadian Financial Advisors? 

Choosing the right CRM can be the difference between growth and chaos. If you’re a financial advisor exploring options, Cloven and Laylah have likely come across your radar. In this post, we compare the two platforms across four key categories: Data & Integrations, Functionality, Support, and Pricing. Our goal with this Cloven vs Laylah comparison is to provide a balanced review that helps you choose what’s best for your firm.

Data & Integrations Comparison

Laylah’s standout feature is its live data feeds. It connects directly with many Canadian carriers and back-office systems to automatically sync policy and investment data. This is helpful for small teams with limited admin support. That said, it doesn’t cover every carrier or data source, so it’s important to confirm which feeds apply to your book of business.

Cloven doesn’t yet offer carrier data feeds but integrates with NDEX to pull investment data from over 8,500 sources. It also syncs with Microsoft 365 and Google Workspace and can connect external tools via Zapier or Cloven’s open API.

If we had to pick a winner for this category, it would be Laylah, for automatic data feeds. But if your goal is flexibility and tech consolidation, Cloven deserves a closer look.

Functionality Comparison

Laylah is designed as a smart data hub. It lets advisors manually assign tasks, identify gaps in coverage, and run financial needs analysis.

Cloven takes a more proactive approach, offering pre-built templates tailored to help advisors get started quickly. From there, advisors can customize every part of the system using an intuitive drag-and-drop editor. Cloven turns client data into automated, actionable steps that streamline operations and help uncover new opportunities—automations can trigger emails, assign tasks, request e-signatures, or prompt clients to upload documents securely via SideDrawer or WorkDrive.

Built-in apps as part of Productivity Suite for email marketing, scheduling, and form building (powered by Zoho One) allow advisors to manage everything in one place.

If we had to pick a winner for this category, it would be Cloven, for its robust automation, customization, and all-in-one functionality.

Support Comparison

Laylah offers in-app chat and video calls as needed. Onboarding includes a self-serve checklist and free setup support. Their help centre is well-documented and available in both English and French.

Cloven provides 1-on-1 onboarding and training, data migration assistance, and ongoing support at no extra cost. Advisors can have unlimited 1-on-1 training calls, access help guides, and connect with the team via in-app chat or phone.

Winner? It depends on your learning style. Laylah suits advisors who prefer a lighter setup and self-serve resources, while Cloven is ideal for those looking for hands-on support and deeper customization.

Pricing Comparison 

Laylah charges $120CAD/user/month, whereas Cloven charges $105CAD/month/user.

Cloven also includes tools that often require external subscriptions—like e-signature, email marketing, scheduling, and forms—at no additional cost. They offer discounts for large teams, and a 90-day money-back guarantee.

If we had to pick a winner for this category, it would be Cloven for offering more built-in value and helping firms lower their overall tech costs

Conclusion 

Both CRMs are built for Canadian financial advisors—but with different strengths. Laylah is ideal if you need automatic data syncing. Cloven is a stronger choice if you want to take action on your data, automate processes, and consolidate your tools in one platform. Ultimately, the best CRM is the one that matches your team’s processes, growth goals, and client experience vision.