CRM
Slant
Import Slant households, send your notes and tasks back, and read meeting transcripts next to a client’s plan.
Your clients’ history already lives in Slant. Connect it once, and Kerdora brings each household in, sends your planning notes back, and puts Slant meetings beside a client’s plan.
What you get
Households without retyping. Import a Slant household as a new client, or link it to a client you already have. Names, emails, phone numbers, and current jobs come with it.
Notes and tasks that land in Slant. Lock a note in Kerdora and send it to that household in Slant. Send your tasks too.
Slant notes in Kerdora. Notes from a linked household show on that client’s notes page, read-only.
Meetings and transcripts. Office → Meetings lists a household’s upcoming and past Slant meetings. Open one to read its summary and search its transcript side by side.
Dora reads it too. Dora can read a linked household’s Slant notes and meetings and search its transcripts. Clients never see any of it.
What moves where
Into Kerdora
Households
Contact details
Notes
Meetings
Meeting summaries
Transcripts
Back to Slant
Notes you lock and send
Tasks you send
Set it up
Go to Settings → Integrations and connect Slant.
Select Import households. Create a client from each household, or link it to an existing client.
Open a linked client’s notes page or Office → Meetings.
Start with 1 household. If something changes in Slant later, select Check for changes on that client.