AI Chat
Ask questions, recall client details, and run AI-powered agents—all from a chat that feels like talking to your assistant.
Your meetings, captured effortlessly
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.
Turn chats into action
Draft emails, run AI agents, prepare meeting agendas, or pull client details—simply by asking.
Scale personal advice
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.
The team you didn't have to hire
Slant's AI Agents work in the background—scheduling meetings, drafting follow-ups, prepping agendas and briefs, and keeping records up to date. Launch them from Chat or wherever you work. They're ready out-of-the-box, lightly customizable to your workflow, and always reviewable before anything goes out.
FAQs
Be the reason behind the retirement party, the second home, the peace of mind.