Slant CRM

iOS app by Pageport Inc.. Business · Pageport Inc.

Store rating
5 / 5
Store rating count
60
Download price
Free to download
In-app purchases
Unknown
Version
1.1.2
Listing last refreshed
2026-09-15

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Store description excerpt

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.

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