Marketing
Slant helps you discover best-fit prospects, enrich them, and run consistent outreach with pre-approved sequences. Better timing, higher-quality conversations.
Find best-fit prospects, faster.
Find people who look like your best clients.
Slant’s prospecting tools let you define what your ideal client looks like, then surface matching leads from trusted data sources—so you spend less time searching and more time connecting.
Data enrichment, done for you
Pull in verified contact details, company info, and social profiles automatically. No manual research. No stale data.
Outreach that runs in the background
Create multi-step email sequences with approval workflows, so outreach goes out consistently—and nothing gets sent without your say-so.
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.
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.
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.
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.