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

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.

AI Automation

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

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.