Bloks is an AI notetaker and relationship intelligence platform that helps you capture and organize notes, automatically transcribe and summarize conversations, create tasks and to-do lists, and surface relevant information from your email and calendar, all in one place.

How does Bloks help with CRM?

Bloks provides a 360-degree, audit-ready memory to supercharge your CRM. It captures key CRM data from conversations, emails, documents, and trusted web sources, and pushes it to your favorite CRM with a single click.

Yes, Bloks is SOC2-compliant with bank-grade encryption. It is also compliant with Canadian and US financial regulations, and data is stored in your local geography.

Bloks is an AI notetaker and relationship intelligence platform that helps you capture and organize notes, automatically transcribe and summarize conversations, create tasks and to-do lists, and surface relevant information from your email and calendar, all in one place.

How does Bloks help with CRM?

Bloks provides a 360-degree, audit-ready memory to supercharge your CRM. It captures key CRM data from conversations, emails, documents, and trusted web sources, and pushes it to your favorite CRM with a single click.

Yes, Bloks is SOC2-compliant with bank-grade encryption. It is also compliant with Canadian and US financial regulations, and data is stored in your local geography.

Bloks

Name: Bloks
Brand: Bloks
Price: $0 USD
Availability: InStock

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AI-powered relationship intelligence platform for automated note-taking and CRM enhancement.

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Bloks Introduction

What is Bloks?

Bloks is an AI-powered relationship intelligence platform designed to automate note-taking, task management, and meeting organization. It captures and organizes notes, automatically transcribes and summarizes conversations, creates tasks and to-do lists, and surfaces relevant information from email and calendar, all in one place. Bloks aims to provide users with a 360-degree, audit-ready memory to supercharge their CRM, acting as a second brain that remembers every conversation, email, and interaction.

How to use Bloks?

Bloks runs quietly in the background, tracking conversations and touchpoints. Users can ask Bloks questions about past interactions, draft follow-ups, and share summaries. It integrates with email, calendar, and CRM systems to create rich profiles of people and companies.

Why Choose Bloks?

You should choose this if you want a platform that lets you build custom apps or workflows easily, even if you’re not a tech expert, saving you time and effort.

Pricing

Bloks Free

Start with up to 20-credits to test drive Bloks+ with no credit card required. 14 day free trial of unlimited transcriptions and summaries and AI note transformation.

Bloks Plus

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

Note-taking at it's finest, meeting prep at it's best. Perfect for those getting started assisted note taking. *Start for free and upgrade at anytime

Bloks Plus

$18 USD / month* per user

Note-taking at it's finest, meeting prep at it's best. Perfect for those getting started assisted note taking. *Start for free and upgrade at anytime

Bloks Premium

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

For those who need distilled relationship insights from multiple sources + the ability to push to the CRM.

Bloks Premium

$89 USD / month per user

For those who need distilled relationship insights from multiple sources + the ability to push to the CRM.

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