Slant CRM

Slant CRM

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.

Ratings and reviews

it's impossible to create a task on the Android version of the app. first, describing the desired task to the AI bot is almost impossible. I just need a way to tap "create task." but once you get the AI bot to create a task, the checkmark for confirming the task is situated too high on the screen and can't be tapped. creating a task on the go is basically the only reason I need an app version of the CRM.

Awesome way to record my meetings on the go!

Great CRM input app!

What’s new

- Meeting recordings can be accessed through Files > Slant CRM > Recordings
- Draft email & create projects in chat
- Expanded chat functionality
- General performance and stability improvements
- Security updates

v1.0.17