Slant CRM vs Callday

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.

You know you should be calling. Instead there's always something else. Another course, another ad channel, another tool that promises clients without ever picking up the phone. And deep down you know: cold calling is still the most direct way to book meetings and close deals. The only thing between you and a full calendar is the next call you keep putting off. Callday is built for exactly that. It turns cold calling from the task you avoid into the habit that fills your calendar. One lead at a time, one decision per lead. You call. Callday handles the rest. YOUR FIRST LIST IS FREE Pick an industry and a city. Callday scans Google Maps and builds a call-ready list in minutes, with phone numbers, websites and ratings. Already have leads? Import any CSV or Excel file. HOW A CALLDAY WORKS 1. Build a new call list in minutes. 1. Open the list. Swipe right to call a lead, swipe left to let it go. 2. Log the outcome: meeting, call later, no answer, not interested. 3. Book a meeting and it lands in your calendar with a Zoom link. The confirmation email goes out from your own connected inbox, and the reminder is scheduled. No spreadsheet to keep up to date, no CRM to feed. Just the next call. Make today a Callday. Terms: https://callday.io/terms Privacy: https://callday.io/privacy