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Slant CRM

Slant CRM

AI-native CRM for advisors

46 ratings
10 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • March 16, 2026
  • August 6, 2026

Features

Developer

Pageport Inc.
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Slant CRM screenshot #1 for iPhone
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Slant CRM screenshot #3 for iPhone
Slant CRM screenshot #4 for iPhone
Slant CRM screenshot #5 for iPhone
iphone
ipad
⭐10
Reviews↘︎
❓8 answered
FAQ↘︎
📦~ in 5 days
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About

This AI-powered CRM helps financial advisors manage client relationships and streamline workflows. Record meetings, take notes with voice-to-text, and get AI insights on client data directly from your mobile device.

✓AI-native CRM
✓Record meetings
✓Talk-to-text notes
✓AI chat for client insights
✓Manage client books
✓Multiple AI model options
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What's New in Slant CRM

1.1.0

August 6, 2026

- Meeting recordings can be accessed through Files > Slant CRM > Recordings - Task management - General performance and stability improvements - Security updates

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User reviews

Most RecentHighest RatedLowest Rated

The best CRM

The best CRM. It does so much it takes time to learn how to use it. But it does so much so very well.
TommyG-OCTommyG-OC

Most important software I use

Slant is unrivaled in the CRM space for the AI capabilities they offer to help me focus on relationships and not administrative things
mountainmannymountainmanny

Slant rules

It really does
DHHONZDHHONZ

Unbeatable CRM for financial advisors

I’m a previous Wealthbox user and Slant blows them out of the water. This is the single most important tool in my RIA that is future proofing my business.
D14141489D14141489

Slant

Awesome. Love it!
Passantino123Passantino123
See 5 more reviews

FAQ

What devices does Slant CRM support?

Slant CRM is available on iPhone, iPad, and iPod devices, allowing financial advisors to manage their client relationships on the go.

How often is Slant CRM updated?

The latest version of Slant CRM is 1.0.5, and it was last updated on March 27, 2026. This indicates regular updates to improve functionality and reliability.

What is the user sentiment for Slant CRM?

Slant CRM has a perfect rating of 5.0 stars from 10 ratings, suggesting very positive user sentiment among its current user base.

Is Slant CRM suitable for younger users?

Slant CRM has an age rating of 4+, making it appropriate for users of all ages, though its primary target audience is financial advisors.

Does Slant CRM offer a free trial?

Slant CRM is completely free to use, so there is no need for a trial period. Users can access all its features without any cost.

How does Slant CRM compare to traditional CRMs?

Slant CRM is designed to be a system of action, not just a system of record, by leveraging AI to provide insights and streamline advisor workflows, addressing the limitations of fragmented tech stacks found in traditional CRMs.

Can I use Slant CRM offline?

The provided data does not specify offline capabilities for Slant CRM. It is designed for mobile use, which typically implies an internet connection for full functionality.

Does Slant CRM have ads?

No, Slant CRM does not contain advertisements. The app is free to download and use without any ad interruptions.