Agents
Always-on AI teammates that prep meetings, send follow-ups, and schedule reviews—so work moves forward while you focus on clients.
Help that’s already on it
Out-of-the-box, but tuned to you
Start with prebuilt Agents, then set preferences—templates, tone, working hours, approval rules. Run Agents from Chat, Projects, or a client record. You’re always in control.
Meeting scheduler
Automated outreach that books your client meetings. Proposes times from your calendar, handles reminders and reschedules, respects time zones and preferences, and logs everything back to the client record.
Scale personal advice
Chat that gets things done.
Talk to Slant like you would your assistant. Ask questions, recall client details, draft emails, run AI agents, or prepare meeting agendas—all without breaking your flow. With context from your CRM, every answer is informed, accurate, and ready to act on.
Prompts that strengthen relationships
Stay effortlessly connected with your clients. Nudges give you proactive suggestions to check in, prepare for upcoming meetings, tackle overdue tasks, request referrals, and more—delivered exactly when you need them to keep relationships strong and work moving forward.
Meeting notes without the note-taking
Stay fully engaged in client conversations while Slant captures every detail. Notetaker records, organizes, and summarizes meetings—turning discussions into clear recaps and actionable tasks, all automatically linked to the right client record.
Consistent follow-up, on autopilot
Keep every lead warm without lifting a finger. Slant's Sequences combine emails, texts, and tasks into automated workflows that help you stay in touch, build relationships, and move prospects toward becoming clients—without missing a beat.
Every client process, on track
Keep work moving across the client lifecycle. Projects bring structure to every process with templates, assignments, reminders, and real-time visibility—so nothing slips through the cracks.
Your pipeline, crystal clear
See growth at a glance. Opportunities gives you customizable pipelines, a Kanban board you can actually work from, and stage-based automation that triggers projects, sequences, and tasks—along with forecasts you can trust.
The CRM, upgraded
Do everything a CRM should— contacts, households, tasks, emails, files— and then some. Slant adds AI across the board for answers, memories, and automations that help you do more of the work that matters.
FAQs
Be the reason behind the retirement party, the second home, the peace of mind.