Welcome to Bloks.
Deliver unparalleled service.
At scale. Without the administrative drag.
Bloks continuously captures your conversations, emails and documents into compliant client profiles - ready to be synced with your CRM — without data entry, setup, or disruption.
Step 1
Make sure that access to Bloks was granted to you by Merchandising Technology.
Request access by filling-out the Applications Premium Microsoft 365 Form.
Step 2
Download Bloks on your Windows machine to start your 7-day free trial and sign-in with your Microsoft 365 credentials.
Step 3
Install Bloks on your mobile device. Use Bloks for in-person meetings or away from your desk.
A series of 2-minute videos to get you fully up to speed on the most valuable features Bloks has to offer.
Benefits
Save 6-8 hours every week.
No more note-taking.
Every conversation and meeting is captured automatically.
No more profile upkeep.
Client profiles are created and continuously updated from emails, meetings, and interactions — in the background.
Your CRM finally stays current on its own.
Walk Into Every Client Conversation One Step Ahead.
Before every interaction, Bloks proactively connects the dots across your conversations, emails, documents, and your team’s shared history — then briefs you on exactly what matters.
Not just what was said — but what’s unresolved, what’s important, and what’s next.