Welcome to Bloks
Chad Carlson
Co-founder - Head of Product and Client Success
Hi, I’m Chad, co-founder of Bloks - thanks for checking us out.
If you’ve already installed Bloks, congrats — you’re in for a treat.
If you’re just exploring, this is for you too.
The CRM that builds itself.
"Let’s be honest — no one actually likes their CRM. They’re clunky, outdated, and full of half-empty fields.So we built something smarter — a CRM that builds itself."
A Smarter Way to Manage Relationships
Traditional CRMs store static data — names, emails, maybe a few notes — and rely on you to keep them current.
Bloks is different. It builds itself from your interactions.
Every call, email, and document fuels your living system of context - one that understands how your relationships start, grow, and change over time.
Instead of just knowing who someone is, you know what matters most - what you last discussed and what comes next.
That’s real intelligence.
Always Prepared. Always Connected.
The first thing you’ll see is your supercharged calendar: powered by Bloks to help you show up ready for every meeting.
Before each call, you’ll get a Pre-Meeting Brief: who you’re meeting, when you last spoke, and why you’re meeting now. It’s automatically pulled together from your calendar, emails, contacts, documents, and trusted public sources.
With one click, dive into People or Company Details: complete with relationship history, shared docs, and personality insights.
Whether it’s been a week or six months, you’ll walk in with complete context — no digging required.
Notes That Take Themselves
When your meeting starts, Bloks handles the note-taking automatically.
Our built-in AI records, transcribes, and organizes every conversation, linking it to the right people and companies on the fly.
Later, wheither presented by person, company, or topic, it’s all there.
Add your own notes or screenshot highlights anytime, and share personalized summaries with ease.
All fully private, bot-less, and compliant with recording consent built-in when needed.
A Living Knowledge Base
Every interaction updates your Relationship Intelligence Hub — automatically.
Bloks detects title changes, funding news, and key details from calls and emails, continuously enriching your People and Company Pages.
No manual updates. No forgotten context.
Just a growing, organized memory that evolves with your relationships.
AskBloks — Instant Answers, Infinite Context
Need to recall what you discussed last quarter?
Want a quick summary of open follow-ups or company updates?
Just AskBloks — your AI relationship assistant that remembers every detail and delivers the right context instantly.
Less time managing data. More time building relationships.
Welcome to Bloks,
Chad.