Bloks

An AI-powered platform that enhances relationship management through automated note-taking and CRM improvements.

AI CRM AI Note Taker AI Meeting Assistant AI Productivity Tools AI Knowledge Management AI Email Assistant AI Chatbot AI Summarizer

About Bloks

Bloks is an AI-driven relationship intelligence platform that streamlines note-taking, meeting organization, and task management. It automatically transcribes conversations, summarizes discussions, creates actionable tasks, and integrates seamlessly with email and calendar systems. Bloks provides a comprehensive, audit-ready memory of interactions, empowering users to optimize their CRM and maintain detailed records of all communications and engagements.

How to Use

Bloks operates quietly in the background, tracking conversations and touchpoints. Users can query Bloks about past interactions, draft follow-up messages, and generate summaries. It integrates with email, calendar, and CRM systems to build detailed profiles of contacts and organizations.

Features

Automatic task and to-do list creation

Relationship intelligence insights

Pre-meeting briefing summaries

Real-time transcription and conversation summarization

Automated note capture

AskBloks for information retrieval

Seamless CRM integration

Use Cases

Making data-driven decisions

Focusing on strategic initiatives

Enhancing efficiency and proactivity

Building professional credibility

Analyzing sales opportunities

Best For

Business professionalsFinance expertsPublic relations specialistsMarketing teamsSales professionalsAccounting firmsBusiness development unitsLegal advisorsConsultants

Pros

Boosts team collaboration and communication

Reduces time spent on CRM updates and administrative tasks

Ensures security with bank-level encryption and compliance

Integrates smoothly with existing workflows and tools

Delivers deeper context and intelligent insights

Cons

Learning curve for new users

Full functionality may require a subscription

AI reliance might necessitate manual review occasionally

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Bloks Free

Test Bloks+ with up to 20 credits, including a 14-day free trial of unlimited transcriptions and AI-generated summaries, with no credit card required.

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Bloks Plus

$14 USD / month* per user ($168 annually)

Ideal for assisted note-taking and meeting preparation. Start free and upgrade anytime.

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Bloks Plus

$18 USD / month* per user

Enhanced note-taking features for professionals. Start free and upgrade at any time.

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Bloks Premium

$69 USD / month per user ($828 annually)

Provides comprehensive relationship insights from multiple sources and enables CRM data pushing.

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Bloks Premium

$89 USD / month per user

Advanced relationship analytics with multi-source data and CRM integration capabilities.

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Frequently Asked Questions

Find answers to common questions about Bloks

What is Bloks?

Bloks is an AI-powered relationship intelligence platform that automatically captures, transcribes, and summarizes conversations, while organizing notes and tasks efficiently.

How can Bloks improve my CRM?

Bloks consolidates interaction data to create a comprehensive, audit-ready memory, and easily pushes relevant information to your CRM system.

Is Bloks secure and compliant?

Yes, Bloks complies with SOC2 standards, uses bank-grade encryption, and adheres to US and Canadian financial regulations, with data stored locally.

Can Bloks integrate with existing tools?

Yes, Bloks seamlessly integrates with email, calendars, and CRM platforms to streamline your workflow.

What are the main benefits of using Bloks?

It automates note-taking, enhances relationship insights, saves time, and improves overall communication and productivity.