Slant vs Streak
Slant confirms 4 of the features we check on its own site; Streak confirms 5. Starting prices: Slant USD 150/mo · per seat per month, billed annually, Streak not published.
Slant
Financial advisors and RIAs who want an AI-first relationship CRM with a notetaker.
Watch out: Built only for financial advisors; annual billing at $150 per seat.
Streak
Teams that want to run sales and customer relationships entirely inside Gmail.
Watch out: Built around Gmail; no prices shown in the crawled text.
| Overview & pricing | ||
|---|---|---|
| Category | CRM & Sales | CRM & Sales |
| Specialty | AI CRM for advisors | Gmail CRM |
| Based in | Unconfirmed | 🇺🇸 United States |
| Best for | All sizes | All sizes |
| Starting price | USD 150/mo · per seat per month, billed annually | Unconfirmed |
| Free plan | ✕No | Unconfirmed |
| Free trial | Unconfirmed | Unconfirmed |
| Features confirmed on each vendor’s site | ||
| Visual sales pipeline · Core features | Unconfirmed | ✓Pipelines: track deals through every stage |
| Contact & company management · Core features | ✓Client and prospect management | ✓Build a shared contact database |
| Workflow automation · Core features | ✓Automations and follow-ups in one place | ✓Automation: automate CRM drudgery |
| Email sync · Core features | Unconfirmed | ✓CRM runs directly inside Gmail with email tracking and sharing |
| AI assistant / AI agent · Core features | ✓AI Chat, AI agents and AI nudges | ✓AI to power your workflow; ChatGPT integration to update deals |
| SOC 2 · Security & compliance | ✓Described as SOC 2-compliant | Unconfirmed |
| Integrations | ||
| Listed on its site | Unconfirmed | Google Workspace, ChatGPT, Claude, MCP, LinkedIn, Allo, Slack |
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Every ✓ / ✕ comes from the vendor’s own website (sources on each product page). Unconfirmed means the site doesn’t say — not that the feature is missing.