AI agents
Ask questions, recall client details, and run AI agents— all from a chat that feels like talking to your assistant.
It’s never been easier to get real work done.
Context that counts
Because AI Chat works inside your CRM, every response is informed by client data, meeting notes, and past interactions—so answers are always relevant, accurate, and ready to act on.
Magic buttons
Build custom AI-powered workflows to do repeatable tasks directly from the chat. Prompts are fully customizable to your preferences, or download a template from our marketplace.
Turn chats into action
Draft emails, run AI agents, prepare meeting agendas, or pull client details, simply by asking the chat.
Scale personal advice
The CRM, upgraded
Do everything a CRM should, and more. Manage contacts, households, tasks, emails, and files—then let Slant’s AI power answers, memory, and automation so you can focus on what matters.
Every client process, on track
Keep work moving. Projects bring structure with templates, assignments, reminders, and real-time visibility—so nothing slips through the cracks.
Meeting notes without the note-taking
Stay fully engaged while Slant captures every detail. The Notetaker records, organizes, and summarizes meetings into clear recaps and actionable tasks.
Your practice, automated
Automate your repeatable processes. Trigger actions from behavior or CRM changes, and automatically update records, launch projects, and send follow-through.
Prospecting that feels personal
Slant helps you discover best-fit prospects, enrich them, and run consistent outreach with pre-approved sequences. Better timing, higher-quality conversations.
Annual reviews, fully tracked and always on schedule.
See who’s due, overdue, or already scheduled for reviews and touchpoints. Keep every client on schedule without spreadsheets or guesswork.
FAQs
Be the reason behind the retirement party, the second home, the peace of mind.