Bloks

Bloks uses AI to automate note-taking, CRM updates, and client insights, empowering smarter decisions for relationship management.

Visit Website

What Is Bloks?

Bloks is an AI-powered relationship intelligence tool that goes beyond note-taking to provide deep insights, automate CRM updates, and enhance client interactions with secure, compliant technology.

Target Audience of Bloks

consultantsinvestorssales professionalsCEOsfinancial professionalslegal professionalstech teams

How To Use Bloks?

Install Bloks via the website, integrate it with your communication tools (email, calendar, virtual meeting platforms), and let it run in the background to capture conversations, create summaries, and update CRM profiles. Access insights and drafts anytime to streamline workflows.

Core Features of Bloks

  • AI-driven relationship intelligence with context from conversations, emails, and documents
  • Automatic CRM updates and rich profile creation for people and companies
  • Background operation to track interactions without user prompts
  • Secure, SOC2-compliant platform with bank-grade encryption
  • Multilingual support and customizable templates for notes
  • Team sharing capabilities for collaborative insights
  • Integration with popular CRMs like Salesforce and HubSpot
  • Automated drafting of follow-up emails and summaries
  • Audit-ready memory for compliance with financial regulations
  • Versatile notetaking for virtual and in-person meetings

Use Cases of Bloks

  • Enhancing client relationships for consultants and investors
  • Streamlining CRM updates for sales teams
  • Providing actionable insights for strategic decision-making
  • Reducing busywork for professionals in meetings and follow-ups
  • Ensuring compliance for financial and legal professionals

A More Comprehensive Overview of Bloks

FAQ from Bloks

Pricing of Bloks

Bloks is Paid service

Free Plan

Free

Basic features for individual users to get started with AI notetaking.

Pro Plan

TBD on pricing page

Advanced features for professionals with CRM integration and team sharing.

Enterprise Plan

Contact for pricing

Tailored for teams with full compliance, security, and custom integrations.

Contact & Company Information of Bloks

Bloks Company Name: Bloks

MoreAbout Bloks Company

Bloks Sign Up

Bloks Sign Up Link:https://www.bloks.app/install

Information

Publisher:
Shawn HacksShawn Hacks
NestSaaSNestSaaS
Your all-in-one solution for directories, blogs, news, and more. Packed with Listings, Payments, CMS, Blog, Auth, SEO, and Themes. Flexible, extensible, and built to scale effortlessly.