Slant is an AI-native CRM for financial advisors, RIAs and wealth management firms, used by more than 1,000 advisory firms from solo practices to enterprise teams. It keeps every client relationship in one record (households, family members, accounts, emails, meetings, notes, files and tasks) and puts AI to work on top of that record.
What's included in every seat:
• AI Notetaker: joins Zoom, Microsoft Teams and Google Meet calls, writes the summary and creates follow-up tasks in the CRM.
• AI Chat: ask questions about a client, a meeting or your whole book, and draft emails and meeting agendas from the answers.
• Nudges and AI agents: timely prompts for birthdays, follow-ups, RMDs and large account swings, with the email or task already drafted.
• Automations and project workflows: templates for onboarding, annual reviews, money movement and compliance, triggered by CRM changes.
• Intake forms: branded client onboarding forms that fill straight into Slant, with PDF filling and DocuSign.
• Client reviews: see who is due, overdue or scheduled, by service tier.
• Prospecting: find best-fit prospects, enrich contact data and run pre-approved outreach sequences.
• Opportunities, reports and dashboards.
Slant connects to the systems advisors already use: custodians including Charles Schwab, Fidelity, BNY Pershing, Altruist, Betterment, SEI, RBC, Raymond James, Interactive Brokers and DST FANmail; Black Diamond, Addepar and Pontera; Google, Microsoft and Exchange email and calendars; Google Drive, OneDrive, SharePoint, Box, Dropbox, ShareFile and Egnyte; DocuSign; Calendly and other schedulers; phone and SMS providers including RingCentral, Zoom Phone and CurrentClient; Karbon; Zapier; and Claude and other AI assistants through Slant's MCP connection.
Slant is SOC 2 Type II compliant and hosted in the United States. It encrypts data in transit and at rest, enforces MFA, redacts sensitive data before it reaches AI models, and never uses client data to train AI models.
Pricing starts at $150 per user per month, billed annually, with the notetaker and AI included and no seat minimum. Migration and onboarding are free: Slant's team moves firms from Redtail, Wealthbox, Salesforce or any other CRM, and most firms are live within days. Slant runs on the web, iOS and Android.
Slant launched in 2025, is headquartered in Lehi, Utah, and is backed by 2048 Ventures and Matchstick Ventures.
Endless business cards, and a new generation that is avoiding the old trait. Folocard has you covered. Scan a business card to extract the text you need for your email template.
AbanteCart is a free, open-source eCommerce platform designed to empower businesses of all sizes to create and manage online stores efficiently. With its scalable architecture, AbanteCart offers a comprehensive suite of features without imposing limits, monthly fees, or transaction costs, making it an ideal solution for growing online retailers.
Key Features and Functionality:
- Unlimited eCommerce Potential: AbanteCart supports an unrestricted number of products, customers, and orders, allowing businesses to expand without constraints.
- Multi-Store Management: Operate multiple online stores from a single administrative interface, each with unique settings, themes, products, categories, and payment methods.
- Mobile & Tablet Optimization: The platform ensures a fully responsive storefront, providing a seamless shopping experience across all devices, including mobile phones, tablets, and desktops.
- Dark Mode Support: Enhance user experience with dark mode, allowing customers to switch between light and dark themes for improved readability and comfort.
- Forms Management: Easily build and customize contact, registration, and checkout forms with the Forms Manager, configuring input fields, validation rules, and form sections to meet specific requirements.
- Built-In Content Management System (CMS): Manage pages and create blog posts directly within AbanteCart, enabling the development of news sections or blogs to boost customer engagement and SEO.
- Content Vault: Automatically save previous versions of product descriptions, banners, and HTML code, allowing for easy reversion to any prior version with a single click.
- Flexible Product Options: Create unlimited products with customizable attributes and options, including stock tracking and media files for each product or option combination.
- Product Customization: Allow customers to personalize their orders with custom fields, text inputs, and file uploads during checkout.
- Advanced Product Categorization: Facilitate quick product discovery with sorting by type, brand, price, tags, or custom conditions, with additional extensions available for enhanced searchability.
- Powerful Product Media: Support various media types, such as images, videos, and HTML codes, with a sophisticated media library for easy file management and reuse.
- Digital Product Sales: Effortlessly sell and manage digital content, including support for digital downloads and licensing management through additional extensions.
- Product Migration & Import: Bulk upload and manage product data with flexible import tools, allowing data mapping and image uploads, and manage products in spreadsheet applications for bulk updates.
- Customer Management: Provide customers with tools to manage their accounts, including dashboards for order tracking, wishlists, and account balances, with support for store credits and account balances for seamless transactions.
- International eCommerce: Cater to global customers with support for multiple languages, currencies, tax rates, and payment gateways, enabling seamless international transactions.
- Security & Data Protection: Ensure secure transactions with full SSL support, strong password encryption, secure tokens, and optional database-level encryption for extra protection.
- Powerful Admin Panel: Manage all aspects of the store from a centralized, user-friendly control panel, including products, orders, customers, and marketing.
- Usability: Designed for ease of use, AbanteCart requires no technical expertise, featuring an intuitive, voice-controlled interface for effortless store management.
- Layouts Management: Customize designs for each category, product, or content page independently, creating unlimited dynamic blocks for engaging layouts.
- Order Management: Manage orders and statuses, send notifications to keep customers informed, and allow customer service to create or update accounts and view/edit orders.
- Seamless Shopping Experience: Encourage conversions with a fast, hassle-free checkout process, allowing customers to complete purchases as guests or create accounts for faster repeat transactions.
- Sales Boosting Tools: Increase revenue with promotional pricing, quantity discounts, and flexible coupons for specific products, customers, or time periods, with usage tracking.
- Shipping and Payment Customization: Offer real-time shipping rates and carriers, customize allowed destinations, provide free shipping when applicable, and choose from over 20 secure payment gateways.
- Email Marketing: Utilize customizable email templates for account updates, password resets, and promotions, with easy subscription options and the ability to send emails to subscribers or customers who ordered selected products.
- Banners: Create engaging banners with graphics, HTML, or call-to-action buttons, scheduling them for specific promotions or time periods.
- Product and Content Embedding: Easily integrate products into blogs, articles, or any web page by copying and pasting embed codes for categories, brands, or collections.
- SEO Readiness: Built with SEO-friendly URLs and metadata management, with additional SEO extensions available in the marketplace to enhance rankings.
- Integrations: Customize and extend AbanteCart with integrations to fit business needs, leveraging third-party apps and services for additional functionality.
- Integrated Analytics and Reporting: Gain deep insights with integrated Google Analytics.
- Automated Tax Calculation: Utilize Avalara AvaTax for automatic sales and use tax calculations across over 12,000 taxing jurisdictions.
- Technology: Powered by the latest open-source internet technologies, including PHP 8+, MariaDB, MySQL, HTML5/Bootstrap, ElasticSearch, jQuery, AWS, MVC, and API.
- Extensions: Easily extend functionality with a module-based Extension API, allowing users to add specific features as needed.
- Extension Installation: Install extensions directly from the AbanteCart marketplace or via archive upload in the admin panel.
- Recurring Revenue: Offer recurring revenue with subscription management, handling daily, weekly, or monthly subscriptions using extensions for popular payment gateways.
- Developer Support: Sell custom themes, integrations, or extensions on the AbanteCart Marketplace, with developer tools and terms and conditions available.
- Customization: The AbanteCart team offers solutions for demanding eCommerce requirements, providing competitive estimates for custom needs.
Primary Value and User Solutions:
AbanteCart provides a robust, scalable, and cost-effective eCommerce solution that empowers businesses to establish and grow their online presence without limitations. Its comprehensive feature set addresses the diverse needs of online retailers, from product management and customer engagement to marketing and analytics. By offering a user-friendly interface, extensive customization options, and a supportive community, AbanteCart enables businesses to create tailored online stores that enhance customer experience, drive sales, and adapt to evolving market demands.
Build beautiful, responsive multi-step forms that convert. Growform is a full-featured multi-step form builder with email alerts, Zapier integrations, built in templates and more. Embed anywhere with simple HTML code.
The Leap is a free, all-in-one creator store designed to help creators start making money online, right now.
With The Leap's AI-powered digital product builder, you can quickly and easily create mobile-first digital products — like mini-courses, tutorials, guides, and challenges — that are as engaging as your social media content. Simply tell The Leap what your expertise is, and it'll instantly generate product ideas for you. From there, The Leap will produce a digital product draft that you can personalize to your taste, incorporating your unique genius, personal stories, and tone of voice.
When you create digital products on The Leap, sales pages are instantly generated, and links to these pages are automatically added to your customizable link-in-bio storefront. Choose from 200+ combinations of themes, colorways, and layouts, all designed to make a great first impression and convert your followers into customers.
To promote your products and boost sales, use The Leap's built-in email marketing tools to create automated email flows and send email broadcasts. With a library of expert-recommended, pre-made email templates, The Leap helps you set the lead nurturing process on autopilot, making it easier to turn potential customers into paying customers of your digital products.
inboxSparrow is a results-driven email marketing agency specializing in creating tailored email campaigns to boost engagement and conversions. We help businesses of all sizes streamline their email marketing with expertly designed templates, strategic content, and seamless scheduling. Our services empower brands to connect with their audience, build lasting relationships, and drive measurable growth.
At inboxSparrow, we prioritize data-driven strategies, personalized client support, and innovative solutions to deliver exceptional email marketing outcomes. Whether you’re looking to launch your first email campaign or optimize an existing one, we’re here to make every email count.
Vars Health is an all-in-one software platform designed to operate and automate your staffing agency, offering comprehensive healthcare staffing solutions. Our platform provides medical staffing agency software, nurse staffing agency software, dental agency software, and temp staffing agency software, all tailored to help you succeed in the growing gig economy. Vars Health combines CRM, ATS, a custom branded, white label mobile app, credentialing, clock in/clock out features, integrations, email marketing, accounting, payroll, and more to streamline operations and enhance efficiency. Optimize your temporary staffing processes with our innovative platform and see how it can transform your agency. Get a free demo today!
dStyles 365 integrated approach enables you to easily create documents, e-mails, offers, legal documents, and contracts from templates. You can also choose to draft from scratch in your companies corporate identity. dStyle ensures consistent, compliant and professional content.
Funnelfly is exactly what your startup needs to consistently communicate with your leads and convert them to paying customers. The Funnelfly platform makes it easier for startup founders or non-technical marketers to close more deals and grow faster through quick onboarding, email copy templates, and easy integrations. Automate the entire sales journey and reduce the amount of workload on a small team.
Marketers can track how their leads are progressing in the Sales Pipeline, which also has CRM capabilities. Developing and deploying the ideal customer journey is simplified with Growth Tracks. They provide pre-developed automated email marketing campaigns that are sent from your Gmail with the right message at the right time to your leads. Funnelfly keeps all sales and marketing tasks in one place so startups can focus on growth.
Postmetry audits marketing emails from the outside, as received by a mailbox.
The user forwards an email, or sends one to a test address, and receives a report with four scores: Compliance (tracking pixel, tracked links, recipient identifier in URLs, unsubscribe), Deliverability (SPF, DKIM and DMARC results read from the receiving server's headers), Technical (HTML weight, structure, validity) and Experience (readability, link visibility, accessibility). Each criterion shows its measured value, the threshold applied, the source of the rule and a correction.
The analysis loads no image and follows no link, so the audit does not trigger the tracking it measures. The original message is archived unchanged and every analysis can be replayed on it.
A public observatory covers 2,000+ sends from 250+ brands, with one page per brand listing its scores and the points to fix.
Single-email audits are free. Intended users: CRM and email marketing managers, data protection officers, and email template developers.
Coast is a maintenance and asset management software for managers and staff on the go. You can track assets, assign work orders and chat from our all-in-one platform.
CartHook Checkout is a private Shopify application which enables online vendors to build customizable one-page checkouts and post-purchase one-click upsells. Featuring checkout page templates, post-purchase upsells and landing page funnels as well as payment processing, ROI tracking, abandoned cart recovery emails, and more, CartHook Checkout aims to provide a comprehensive online checkout solution.
The CleverReach Integration for SAP Customer Experience is a robust solution designed to seamlessly connect SAP Sales Cloud with the CleverReach email marketing platform. This integration streamlines the synchronization of target groups and campaign details, enabling businesses to execute efficient and personalized email marketing campaigns directly from their SAP environment. By automating data exchange between the two systems, it minimizes manual efforts, reduces errors, and enhances the overall customer experience.
Key Features and Functionality:
- Bidirectional Synchronization: Automatically syncs target groups and campaign information between SAP Sales Cloud and CleverReach, ensuring data consistency across platforms.
- Personalized Communication: Transfers recipient attributes such as title and name, allowing for tailored email content that resonates with individual customers.
- Template Management: Enables the storage and reuse of newsletters as templates for future campaigns, promoting consistency and efficiency in marketing efforts.
- Comprehensive Reporting: Synchronizes recipient interactions, reports, and statistics back to SAP Sales Cloud, providing valuable insights into campaign performance and customer engagement.
- Marketing Consent Management: Ensures compliance by synchronizing marketing agreements (opt-ins between both systems, maintaining up-to-date consent records.
- Lead Generation: Automatically captures newsletter subscriptions as leads in SAP Sales Cloud and adds them to relevant target groups, facilitating seamless lead management.
Primary Value and User Benefits:
This integration addresses the challenge of disjointed marketing and sales processes by creating a unified workflow between SAP Sales Cloud and CleverReach. Users benefit from:
- Enhanced Efficiency: Automating data synchronization reduces manual tasks, allowing marketing and sales teams to focus on strategic initiatives.
- Improved Accuracy: Minimizing manual data entry decreases the likelihood of errors, ensuring reliable and consistent customer information.
- Data-Driven Decisions: Access to synchronized reports and analytics empowers businesses to evaluate campaign effectiveness and refine strategies based on real-time data.
- Personalized Customer Engagement: Leveraging detailed customer data enables the creation of targeted and relevant email campaigns, fostering stronger customer relationships.
By integrating CleverReach with SAP Sales Cloud, businesses can optimize their marketing operations, enhance customer engagement, and drive more effective sales outcomes.
BayEngage is a comprehensive email and SMS marketing platform designed to help online businesses automate their marketing efforts and engage customers effectively. With an intuitive drag-and-drop editor and over 380 pre-built email templates, users can create personalized campaigns tailored to their audience. The platform supports advanced segmentation, allowing businesses to target specific customer groups based on shopping activity, email engagement, and location. BayEngage also offers robust automation features, including abandoned cart recovery, welcome series, and post-purchase follow-ups, ensuring timely and relevant communication with customers. Seamless integration with popular e-commerce platforms like Shopify, WooCommerce, and BigCommerce enables synchronization of store data, while the SMS marketing feature provides dedicated toll-free numbers and keywords for direct customer outreach. Additionally, BayEngage integrates with tools such as TargetBay Reviews, Smile.io, Recharge, Zapier, and Pabbly Connect, enhancing its functionality and adaptability to various business needs.
Key Features and Functionality:
- Email and SMS Campaigns: Create and automate personalized email and SMS campaigns using a user-friendly drag-and-drop editor and a library of over 380 customizable templates.
- Advanced Segmentation: Target specific customer groups based on shopping behavior, email engagement, and geographic location to deliver more relevant content.
- Automation Workflows: Implement automated workflows for scenarios such as abandoned cart recovery, welcome series, win-back campaigns, and post-purchase follow-ups to maintain consistent customer engagement.
- E-commerce Integration: Seamlessly integrate with platforms like Shopify, WooCommerce, and BigCommerce to synchronize store data, including orders, customers, and products.
- SMS Marketing: Utilize dedicated toll-free numbers and keywords to send targeted SMS campaigns, enhancing direct communication with customers.
- Comprehensive Support: Access unlimited phone, email, and chat support to assist with account setup and campaign optimization.
- Third-Party Integrations: Enhance functionality through integrations with tools like TargetBay Reviews, Smile.io, Recharge, Zapier, and Pabbly Connect.
Primary Value and Solutions Provided:
BayEngage empowers businesses to streamline their marketing processes by automating email and SMS campaigns, leading to increased efficiency and customer engagement. By offering advanced segmentation and automation features, the platform ensures that communications are timely and relevant, which can result in higher open rates and conversions. The seamless integration with major e-commerce platforms allows for effortless synchronization of store data, enabling personalized marketing strategies. Additionally, the inclusion of SMS marketing capabilities provides a direct channel to reach customers, further enhancing engagement and driving sales. Overall, BayEngage addresses the need for a cohesive and efficient marketing solution that helps businesses grow their subscriber base, recover abandoned carts, and foster customer loyalty.
BitHide is a trusted crypto wallet software provider for businesses, registered in Hong Kong and operating since 2021. The non-custodial wallet helps companies securely accept cryptocurrency payments, manage crypto flows, and automate financial operations while keeping sensitive business data confidential.
Key Features of BitHide
1. Confidential & Secure Solution
BitHide uses proprietary technologies for business confidentiality. IP addresses change per transaction (Dark Wing), and fees (TRX, BNB, ETH) are paid from temporary addresses. Companies select transaction safety levels, protecting infrastructure from third-party risks.
2. Full Control over Funds and Reporting
Companies retain full control over funds. No third party custodies core assets or private keys. The system generates balance reports for any period in a few clicks.
3. Unlimited Wallets in a Single Workspace
Businesses create unlimited wallets in one workspace. Different teams, profit centers, or projects get their own for seamless bookkeeping, reporting, and financial separation.
4. Automated Operations
Mass payouts, auto-withdrawals, and AML checks automate via custom scenarios. BitHide offers secure crypto payroll: employers create custodial wallets for employees, partners, or affiliates, managing credentials centrally.
5. Cost Savings on TRON Network
For USDT TRC-20, the solution auto-reduces fees (savings up to ~30%). Businesses avoid manual TRX counting or failed transactions.
6. Built-in AML Screening & Crypto Swap
Automated AML checks evaluate address risk levels. Crypto Swap enables asset exchanges within the wallet workspace.
3 Integration methods: API, customizable widgets and payment pages.
BitHide has been featured in Reuters, Benzinga, Business Insider, PYMNTS, The Defiant, Cryptopolitan, and other global outlets.
Altair® HyperView® is a comprehensive post-processing and visualization software designed for engineers to analyze and interpret simulation results from finite element analysis and multi-body system simulations. It offers high-fidelity, interactive 3D data visualization, enabling users to manage large result files efficiently and transform complex data into comprehensive animations, plots, and reports. HyperView's multi-disciplinary viewer supports various simulation types, including structural, thermal, and dynamic analyses, facilitating accurate interpretations and informed decision-making.
Key Features and Functionality:
- Seamless Integration with Leading CAE Solvers: HyperView supports a wide range of solver technologies, including Altair® OptiStruct®, Altair® Radioss®, Altair® MotionSolve®, Altair® AcuSolve®, Abaqus, Ansys, LS-Dyna, Nastran, Pam-Crash, Adams, ADVC, and more, allowing users to animate and plot results from various sources.
- Tailored Solutions for Any Domain: The software offers industry-specific toolkits for vehicle safety, NVH analysis, aerospace simulations, and more, providing specialized functionality to deepen users' understanding of simulation results.
- Data Synchronization: HyperView synchronizes animations, plots, videos, and tables within a single application, ensuring consistency and accuracy across all analyses.
- Multi-Page, Multi-Window Environment: Users can study multiple models simultaneously, enabling comprehensive analysis and comparison through flexible layout organization.
- Advanced Results Post-Processing: The software allows for in-depth analysis by interrogating model and results data, generating customized load cases, and computing failure indices.
- Automated Report Generation: HyperView enables the creation of customizable templates and fully automated PowerPoint reports that dynamically showcase animations and results, streamlining the reporting process.
Primary Value and User Solutions:
HyperView enhances engineering productivity by providing a robust platform for post-processing and data visualization. It simplifies the interpretation of complex simulation data, allowing engineers to make informed decisions quickly. The software's ability to handle large datasets and integrate seamlessly with various CAE solvers reduces the time and effort required for analysis. Additionally, its advanced visualization tools and automated reporting capabilities improve communication of findings, facilitating collaboration and accelerating the product development process.
Wizy Mail Merge & Doc Merge with Attachments for G Suite allows you to do free mail merge & document merge with attachments , merges Sheets, Docs, PDF or Emailwhich also Includes Email tracking & templates library.
Glide helps Partners and Managers in growing accounting firms to improve control within their practice, increase visibility of all staff activities and assure client retention by delivering exceptional service.
Do not risk losing another client again. Take control of your staff's workload, automate communication with clients, visualise profitability of jobs, all through your highly configurable Glide system.
Using our graphical editor, you can mould Glide to your existing processes and email templates.
Autograph is a native Mac app that designs professional email signatures and installs them into Apple Mail in one click, assigned to the right accounts. When a macOS update or an iCloud sync wipes a signature, Autograph puts it back automatically.
Professionals and teams pick a template arranged by profession (real estate, law and finance, consulting, sales and more), apply their branding with colours, fonts, logo, photo and banner, and check how it looks on a phone. Photos, logos and banners are hosted, so they render in Gmail and Outlook instead of arriving as attachments, and a QR code sets up the same signature on iPhone and iPad.
Autograph is a one-time purchase with no subscription and no account, with licences for 2 to 25 Macs. A free tier covers installing, account assignment and iPhone setup.
Referrizer.com is the a Referral Marketing Automation software for small and medium size businesses who would like to get more referrals from existing customers / clients.