CRM
Everything your CRM does—only better. Keep data, emails, files, and tasks in one place, then layer on AI for answers, memories, automations, and work that completes itself.

AI chat
Ask questions, recall client details, and run AI-powered agents—all from a chat that feels like talking to your assistant.

Projects
Track every prospect and client workflow— from onboarding to RMDs— with templates, automation, and clear ownership so nothing stalls.

Nudges
Timely, proactive suggestions that help you strengthen relationships, stay organized, and keep work moving—without having to decide what’s next.

Notetaker
Capture every detail from every meeting—without typing a word. Slant’s AI Notetaker listens, organizes, and turns conversations into actionable follow-ups.

Agents
Always-on AI teammates that prep meetings, send follow-ups, and schedule reviews—so work moves forward while you focus on clients.