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Bloks

Bloks â People, not Paperwork

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Overview

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