Slant Flexes on the Power of AI CRM with New Forms Launch

Max Metcalf via LinkedIn. Slant. Demo Link: https://www.linkedin.com/feed/update/urn:li:activity:7488651287324962816/

• Slant's Intake Forms collect client and prospect information through branded forms that are built into, filled into, and included with the Slant platform.

• Users describe the form they want in plain language and chat with Slant to make edits, add fields, and revise sections rather than using a conventional form builder.

• Forms pull data from the CRM before they are sent, and a document step extracts details from an uploaded documents such as tax returns so clients are asked only for what the return cannot provide.

• Submitted responses can be applied directly to the client record in one click, eliminating exporting, copy-pasting, and manual data entry.

• Forms pull the firm's logo, colors, and type from its brand kit so clients receive a branded questionnaire rather than a generic one.

• Forms are included with Slant, requiring no separate form builder, additional subscription, or integration to maintain.

• Available templates include client intake, advanced tax planning for 351 exchange screening, risk assessment, pre-IPO checklist, alternative investment deep dive, executive compensation review prep, retirement readiness quiz, and client event RSVP.

Knote: More evidence of the power of AI-based CRM. Some people feel AI will kill off CRMs. I agree with that, but only if "CRMs" are defined narrowly as what traditional CRMs look like now. Either way, I do enjoy a good AI demo, especially if it is not vaporware.