Bloks is unclaimed —

Bloks

People, not Paperwork·bloks.app

Bloks is an AI-powered relationship management platform (the 'Un-CRM') built for wealth and insurance advisors. It automatically captures meetings, calls, and emails to build and update client profiles, generate meeting notes, track follow-ups, and produce compliance documents without manual data entry. It can work standalone or sync with an existing CRM.

What it's for

Automatically capturing meetings, calls, and emailsGenerating AI meeting notes and summariesBuilding and maintaining self-updating client profilesProducing pre-meeting briefsTracking follow-ups and commitments across a teamGenerating KYP and compliance documents from conversationsQuerying a book of clients in plain language (Ask Bloks)Coaching advisors on call performanceSyncing data with an existing CRMCentralizing team-wide client intelligence and administration

Features 18

AI-generated meeting notes and summaries
Ask Bloks natural-language search across meetings, emails, and contacts
Audit trails and configurable data retention
Automatic capture of meetings, calls, and emails
Automatic follow-up and task tracking
Centralized admin, roles, permissions, and billing
CRM sync (Salesforce, Wealthbox, Equisoft, Hubspot)
Data residency controls
End-to-end encryption
Flexible client consent workflows
Full transcripts and audio playback
KYP and compliance document generation
Live company snapshots from public/private data
Meeting coaching scored across five dimensions
Pre-meeting briefs with context and history
Self-updating client profiles
Team-enhanced briefs from assistant notes
Team-wide shared intelligence and knowledge

At a glance

free trial

TypeWeb app

DeploymentCloud

PlatformsWeb

LanguagesEnglish

Forwealth advisors, insurance advisors, financial advisors, advisory teams and practices

CompanyBloks, Inc.

Integrations

SalesforceWealthboxEquisoftHubspotTeamsZoomMeetsWebex

Complianceself-reported

SOC 2 Type IIPIPEDA

Pricing

Pricing page includes a CAD/USD currency toggle; displayed figures use a '$' symbol without an explicit currency label in the supplied text, so they are treated as USD. Enterprise plan pricing is custom/quote-based.

Advisor (Primary License)$89/user/mo

Billed annually at $1,068 with stated '25% savings' vs monthly rate, though the stated annual total equals 12x the monthly price.

EnterpriseQuote

Custom/quote-based pricing; contact sales.

Tailored for teams of 20+

25% savings when the Advisor plan is billed annually ($1,068/year), per one instance of the pricing page.