Slant CRM

Name: Slant CRM
Rating: 5.0 (44 reviews)
Author: Pageport Inc.

by Pageport Inc.

iPhone · iPad

Active Last checked 6 Aug 2026

App Store ↗

Quick verdict

What it is: Store information collected; independent summary not yet available.
At a glance: Free to download

Categories and search queries

Official categories

Business
Finance

AppCorpus categories

Key functions

Function	Availability	Access	Scope	Evidence
Free app	Yes	Free	—	Store published

Screens

App Store

6 store screenshots

Pricing & paywalls

App Store

Free

Last verified 6 Aug 2026

Ratings & reviews

App Store

5.0 44 ratings · App Store

5/5Awesome product
These guys have built an excellent product. AI native solutions are paramount in today’s technical landscape- kudos to them.

Woburn mass · 6 Aug 2026
5/5Great app!
Love the tool & love the team!

hayden-neal · 6 Aug 2026
5/5Great RIA CRM that’s getting even better
We adopted Slant in January 2026 and it keeps getting better. We think this team is awesome

ReggieFairchild · 6 Aug 2026
5/5Slant Mobile App
This app is great, simple layout, accomplishes what you need of it and has a great UX. Great work by the Slant team.

VanDiest1 · 6 Aug 2026
5/5Unbeatable 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.

D14141489 · 6 Aug 2026

Privacy & accessibility

App Store

Privacy

Data Linked to You — Analytics — User Content — Emails or Text Messages Developer declared
Data Linked to You — App Functionality — Contact Info — Email Address Developer declared
Data Linked to You — App Functionality — Contact Info — Name Developer declared
Data Linked to You — App Functionality — Identifiers — User ID Developer declared
Data Linked to You — App Functionality — Search History Developer declared
Data Linked to You — App Functionality — User Content — Audio Data Developer declared
Data Linked to You — App Functionality — User Content — Emails or Text Messages Developer declared
Data Linked to You — App Functionality — User Content — Photos or Videos Developer declared
Data Linked to You — Other Purposes — Contact Info — Email Address Developer declared
Data Linked to You — Contact Info Developer declared
Data Linked to You — Identifiers Developer declared
Data Linked to You — Search History Developer declared
Data Linked to You — User Content Developer declared

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Accessibility

No accessibility labels collected yet.

Versions

App Store

1.0
1.0.10
- Strengthened resilience for meeting recordings when backgrounded and interrupted - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Support 2FA sign in - General performance and stability improvements
1.0.11
- Strengthened resilience for meeting recordings when backgrounded and interrupted - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Support 2FA sign in - General performance and stability improvements
1.0.12
- Strengthened resilience for meeting recordings when backgrounded and interrupted - Meeting recordings can be accessed through Files > Slant CRM > Recordings - Support 2FA sign in - Version update nudge - General performance and stability improvements
1.0.13
- Chat experience improvements - Meeting recordings can be accessed through Files > Slant CRM > Recordings - General performance and stability improvements
1.0.14
- Chat experience improvements - Meeting recordings can be accessed through Files > Slant CRM > Recordings - General performance and stability improvements
1.0.15
- Meeting recordings can be accessed through Files > Slant CRM > Recordings - Chat experience improvements - General performance and stability improvements
1.0.16
- Meeting recordings can be accessed through Files > Slant CRM > Recordings - Draft email & create projects in chat - Chat experience improvements - General performance and stability improvements
1.0.17 · 24 Jul 2026
- 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
1.0.2
- Chat experience refined with smoother scrolling, tighter spacing, and pull-to-refresh - Recording reliability improvements for backgrounding and network transitions - Various bug fixes and performance improvements
1.0.3
- Chat experience refined with smoother scrolling, tighter spacing, and pull-to-refresh - Recording reliability improvements for backgrounding and network transitions - Various bug fixes and performance improvements
1.0.4
- Chat experience refined with more intuitive scrolling - Voice transcription optimized for content capture - Book loading optimized for shared books - Various bug fixes and performance improvements
1.0.5
- Chat thread history added to household-scoped chats - Various bug fixes and performance improvements
1.0.6
- Voice dictation is now faster and more reliable - Chat history: access past conversations from any chat - Pull-to-refresh on household members drawer - Fixed AUM display accuracy - General performance and stability improvements
1.0.7
- Strengthened resilience for meeting recordings when backgrounded - General performance and stability improvements
1.0.8
- Strengthened resilience for meeting recordings when backgrounded and interrupted - General performance and stability improvements
1.0.9
- Strengthened resilience for meeting recordings when backgrounded and interrupted - Meeting recordings can be accessed through Files > Slant CRM > Recordings - General performance and stability improvements

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Alternatives

CurrentClient — Same category + similar ratings
Vega Minds — Same category + similar ratings
FinMate AI — Same category + similar ratings

Availability by market

Data quality & evidence

Page completeness: Live store listing
Last verified: 6 Aug 2026
Sources: App Store

Independent summary has not been published yet.

Report a correction

Use this page with an AI agent

AppCorpus MCP gives your agent current app data, prices, screens, features and sources.

Example prompt

Compare Slant CRM with CurrentClient.

View JSON

GET /api/v3/apps/6760246583

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