“Bloks is like my second brain - it remembers every conversation, email and interactions. It helps me analyse potential deals and make more informed decisions.”

Michael Maloney
Investor at Next Coast Ventures

“Bloks helps us be more efficient, more proactive. It’s not a luxury—it’s essential.”

Louis-François Major
CEO Groupe Major

“Bloks isn’t just convenient—it’s essential. I can now focus strategically, instead of getting stuck in busywork.”

Johanna Mennona
Investor, Lewis & Clarke Ventures

“Bloks makes me look like a rock star. Clients receive crisp, detailed summaries right away, significantly boosting my professional credibility.”

Bryan Kramer
Consultant, BryanKramer.com

Relationship intelligence that gives you an edge

Rich context = smarter insights

Bloks connects the dots across your conversations, email, calendar, documents, and trusted web sources.
That means more accurate summaries, briefs, sharper insights, and automatic extraction of key CRM data — without you lifting a finger.

Always on, always working

Bloks runs quietly in the background. It tracks every conversation, every touchpoint, and continuously creates and updates rich people and company CRM profiles.
You don’t have to prompt it. You don’t even have to think about it. The right brief is ready when you need it.

Say goodbye to busywork

Forget CRM updates, task follow-ups, and post-meeting busywork.
Bloks captures decisions, assigns action items, drafts emails — and gets them in front of you before you even ask. All of that, with deeper context and smarter insights.

Get it right with the most secure and versatile notetaker on the planet

Virtual
In-person
Combine Manual Notes
Customizable Templates
No Bots
Silent Screen Grabs
Auto Start/Stop
Team Sharing
No Integration Required
Multilingual
Start for free

360-degree, audit-ready memory to supercharge your CRM

Ask Bloks anything - your relationship GPT

Bloks lets you ask questions about past conversations, emails, and interactions — across all your contacts, not just one meeting.
Right arrow icon
It can also do the work for you: draft follow-ups, intro emails, and shareable summaries.
Right arrow icon
It pulls from conversations, emails, documents, and trusted web sources to give you deeper, more accurate answers.

Remember every detail with rich, CRM-like people and company profiles

Bloks scours your conversation transcripts, email, documents, and trusted Internet sources to create rich CRM-like profiles on the people and companies your are meeting.
Right arrow icon
Giving you unique insights and rich data on every relationship.


Right arrow icon
Personalize these profiles based on your preferences.
Right arrow icon
Self organized - no manual entry. No work.

Save valuable time on CRM busywork

Get almost 20% more hours back every week.
Push your notes and key CRM data — extracted from conversations, emails, documents, and trusted web sources — to your favorite CRM with a single click.
Works with (or without) your favorite CRM

Built for teams

Share summaries with team members and leverage your teammates previous interactions to build the most comprehensive profile on the people and companies you are interacting with.
You control what you share.
Start for free

Loved by your compliance team

Right arrow icon
SOC2-compliant with bank-grade encryption.
Right arrow icon
Compliant with Canadian and US financial regulations.
Right arrow icon
Data is stored in your local geography.
Access our live Trust Center