Bloks connects the dots, a living knowledge-base.
Self-organizing intelligence from every call, email, and doc—faster moves, deeper trust, data that’s always yours.
All Your Signals - Self-Organized
Bloks unifies every signal—conversations, events, emails, documents, and web data—and intelligently maps it to the right people and companies.
No tagging. No manual sorting. Just a dynamic, self-organizing knowledge base Bloks AI taps into to surface insights, drive analysis, and sync to your CRM in seconds.
Relationship Intelligence That Works the Way You Do
Bloks delivers value at every step—capture, insight, and ownership—without changing your workflow.
Invisible, secure Smart Capture—no bots, zero friction, 100% accuracy.
From Zoom, Teams, and Meet to in-person meetings, Bloks records with studio-grade quality while you mark highlights or jot notes. The result: crystal-clear summaries you can trust, automatically feeding your living knowledge-base.
Manual Notes and Highlights
Capture screenshots instantly with a single click and take your own manual notes - and see them seamlessly integrated into your AI summary.
In Person Meetings
Use our comprehensive mobile application to capture in-person meetings. Non intrusive, precise and secure
Auto-Start and Stop
Bloks automatically starts taking notes when you start a call, and stops when the call ends.
Comprehensive meeting summaries and clear follow-ups!
Bloks turns your conversations into actions, shareable summaries and CRM ready compliant records.
Customizable Templates
Get notes in the exact format for your team needs, customer discover, pitch, KYC, etc.
Multi-Lingual
Get your summaries in the language you want. Fully multi-lingual. Out of the box.
Share
Share your notes with one click to your colleagues, clients, whether they are on Bloks or not.
360° people & company briefs—auto-built, always up to date
Bloks stitches signals into rich, CRM-ready profiles—so you open every meeting with a full view of who’s in the room, what matters to them, and what’s changed since you last spoke.
Dynamic People Briefs
A dynamic, 360° view of every person you engage with—automatically enriched and always up to date. Timeline, key promises, personal cues—all in one spot.
Live Company Snapshots
A complete, detailed and real-time view of every company—automatically enriched from public and private sources. Metrics, corporate insights, stakeholders in one scroll.
Pre-Meeting Brief
Context-specific rundown delivered before you join every––using insights from Bloks 360º Relationship Intelligence.
Keep CRMs current—without manual work or data lock-in.
Bloks keeps the master knowledge-base in your tenant, then pipes clean, structured insights to Salesforce, Affinity, Wealthbox, HubSpot, or Dynamics with a single click. No copy-paste, no mystery fields—just the right data in the right place, and it’s always still yours if you ever leave the CRM behind.
Works with today’s CRMs
Bloks seamlessly integrates with your existing CRM, so you can stay connected to the tools your team already uses. More integrations rolling out fast.
One-Click Push
Attach summaries or extracted data points from a call to the correct person or company record—or create a new record instantly.
See-Before-Sync
Update key data fields in your CRM with a single click and preview every change so there are zero surprises—you’ll see exactly what you’re updating every time.
Your personal Relationship ChatGPT—just Ask Bloks.
Query any meeting, contact, or your entire network in plain English and get instant, source-linked answers. See it get smarter - and understand your preferences the more you interact with it.
Clarify a Meeting Follow-Up
“What did I promise Acme?”—Ask follow-up questions about any meeting and adjust the AI summary, pull out key action items, or recall a specific detail from the conversation.
Deep-Dive a Contact
Bloks surfaces key insights from emails, calls, and public sources like LinkedIn, Crunchbase—instantly. Personality, latest interactions, past emails—get refreshed instantly and stay ahead of the curve.
Search Your Network
Search your entire relationship graph with natural language. Ask open-ended or specific questions like: “Who did I promise to follow up with in the next 3 weeks?” or “What was that Toronto conference someone mentioned last week?”
Shared context. Smarter collaboration.
Bloks lets teams pool intelligence without extra admin—standardizing capture, sharing insight, and controlling access in one workspace. With Bloks, it's easy to stay aligned.
Shared Knowledge, Instantly
Automatically share meeting notes and highlights with your team. Keep everyone aligned with up-to-date insights and shared context.
Consistent Team Workflows
Standardize how your team captures and organizes information with shared templates—for both meeting notes and company profiles.
Centralized Team Controls
Manage users, roles, and billing in one place. Set permissions, assign roles, and consolidate invoices across your team.
How Professionals Are Using Bloks Today
From saving hours on CRM updates to walking into meetings fully briefed—Bloks is already transforming how client-facing teams work.
“The moment I installed Bloks, it prepared a rich brief for my next meeting—instantly. Then it started taking notes, with zero setup. It just worked.”
Michael Sami
Partner, Labarge Weinstein
- “Prep time drops from ~60 min to <30 min per review meeting.”
Senior Private Wealth Advisor
- “Bloks saves me about half a day each week on admin tasks.”
Bryan Kramer
Consultant, BryanKramer.com
- “Bloks is the first AI tool that feels built for investors. It auto-fills ARR, capital raised, even gross margin—and our CRM is up-to-date without me touching it.”
Johanna H.
Senior Associate, Lewis & Clark Ventures
“Bloks acts like my assistant—I recall last session in seconds and stay fully present with the client.”
Maria B.
Executive Coach
“Now, instead of relying solely on memory or incomplete notes, I can effortlessly track relationships, recall key interactions, and strategically navigate client engagements.”
Ed Brill
Consultant, Orchid Black
Proof in Action
Real teams. Real impact. See how Bloks transforms workflows across industries—from consultants and coaches to advisors and VCs.
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