Bloks is the Un-CRM for advisors. Your CRM takes. Bloks gives – a full day back, every week. SOC 2 Type II Certified • Data never used for AI training • Flexible client consent • Canadian Data Residency
Focus Area
AI Meeting Assistant, Automated CRM Sync & Note-Taking Workspace
Core Features & Capabilities
Automated Meeting Recording & Summarization: Transcribes video calls and generates action-item summaries automatically.
Automated CRM Enrichment: Extracts contact details, deal updates, and key takeaways from meetings to enrich CRM records.
Executive Daily Briefings: Prepares daily briefing notes ahead of scheduled calendar meetings by pulling context from past notes.
Best For
Reducing time on routine knowledge work
Centralizing team workflows with AI assistance
DesignersHR ProfessionalsLegal Professionals
Integrations
MakeLinkedIn
Architecture & Security
Desktop & Mobile App: Native macOS, iOS, Windows app connecting to Google Calendar, Outlook, Salesforce, and HubSpot.
Pricing Details
Free Plan: $0 (Baseline meeting transcriptions and notes).
Pro Plan: Starts at ~$15 – $20 / month for unlimited AI summaries, CRM sync, and executive daily briefings.
Quick Info
PricingFree
ComplexityIntermediate
DeploymentCloud
Time to ValueInstant
API AvailableNo
Free TrialYes
Open SourceNo
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