AI Automation

Turn triggers into follow-through. Automate repeatable work with AI like updating records, triggering projects, sending emails, or whatever else your process calls for.

AI automation to do… Well, anything.

AI-driven automation

Workflows aren’t just “if this, then that.” Add AI steps to summarize, draft, research, and decide what happens next—then Slant updates records, triggers projects, and kicks off follow-through.

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.

Workflow marketplace

Don’t know what to build? Download a workflow template from our marketplace and tweak it however you’d like.

Scale personal advice

CRM

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.

Intake Forms

Modern firms send modern forms.

Collect client and prospect information with beautiful, branded forms—built into Slant, filled into Slant, included with Slant.

AI Agents

Chat that gets things done.

Talk to Slant like you would your assistant. Ask questions, recall client details, draft emails, run AI agents, and prep for meetings—without breaking your flow.

Project Management

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.

Notetaker

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.

Marketing

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

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.