Slant CRM

Name: Slant CRM
Availability: InStock
Rating: 5 (6 reviews)
Author: Slant CRM

6 reviews

Everyone

100+

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.

AI-native CRM for financial advisors. Focus on clients; Slant handles the rest.

Updated on

Sep 14, 2026

Data safety

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

Ratings and reviews

6 reviews

Max Makhnyk

September 15, 2026

Recent update completely broke the app. I messaged them and 24 hours later another update was pushed and fixed it. I highly recommend slant.

Nick Foy

August 7, 2026

hooray for the latest update!

1 person found this review helpful

Slant CRM

August 6, 2026

Oh no! Nick, we apologize for this! A fix has just been published to solve the issue with the button situation. We are always looking for ways to improve the product so you can focus on your clients. Nick - we just released a version update to support simple task management in the mobile app!