Bloks
The Un-CRM for wealth and insurance advisors. Bloks captures meetings, updates profiles, and tracks follow-ups automatically. A full day back, every week.
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What's included
Bloks is a personal relationship-intelligence CRM that automatically captures meeting conversations, emails, and documents, organizing that information by person and company to prep the user before each interaction. The product includes an AI notetaker for in-person and video meetings, automatic sync with CRMs like Salesforce and Affinity, and a self-organizing knowledge base that lets users ask natural-language questions about contacts, companies, or interaction history. It targets professionals who depend on long-term relationships, such as consultative sales, investing, and partnerships; pricing is a monthly per-user subscription, positioned above simpler traditional CRM platforms.