Slant CRM
Everyone
info
50+
Downloads
Everyone
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About this app
Slant is an AI-native CRM built for financial advisors. Most advisory firms rely on fragmented tech stacks because traditional CRMs are underpowered. Slant changes that by making the CRM a system of action, not just a system of record.
With the Slant mobile app, advisors can record meetings, capture notes with talk-to-text, and chat with AI about their book or any household— all from their phone. Toggle between multiple books and choose your preferred AI model for a workflow that fits the way you work.
With the Slant mobile app, advisors can record meetings, capture notes with talk-to-text, and chat with AI about their book or any household— all from their phone. Toggle between multiple books and choose your preferred AI model for a workflow that fits the way you work.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, Financial info and 4 others
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
You can request that data be deleted
What’s new
- Chat experience improvements
- Meeting recordings can be accessed through Files > Slant CRM > Recordings
- General performance and stability improvements
Version 1.0.13
- Meeting recordings can be accessed through Files > Slant CRM > Recordings
- General performance and stability improvements
Version 1.0.13
Everyone
Learn moreApp support
phone
Phone number
+18019715425
About the developer
PagePort, Inc.
trevan@pageport.com
1100 W Traverse Pkwy Ste 230
Lehi, UT 84048-4901
United States
+1 208-573-0527