Notetaker
Capture every detail from every meeting—without typing a word. Slant’s AI Notetaker listens, organizes, and turns conversations into actionable follow-ups.
Your meetings, captured effortlessly
Pre-and post-meeting support
From preparing agendas and client briefs to sending follow-up emails and action items, Slant’s automated agents handle the work before and after every meeting.
Always where you need it
Every note, summary, and action item is automatically linked to the right client in Slant, so your meeting insights are ready when you need them.
Scale personal advice
Chat that gets things done.
Talk to Slant like you would your assistant. Ask questions, recall client details, draft emails, run AI agents, or prepare meeting agendas—all without breaking your flow. With context from your CRM, every answer is informed, accurate, and ready to act on.
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.
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.