Every feature is a CRM task you’ll never do again.
Bloks builds your relationship intelligence automatically - from the meetings you take, the emails you exchange, and the documents you share.
This is what the Un-CRM looks like in action
Explore our features.
Meeting Intelligence
Meetings. Just show up. We’ll handle the rest.
Before, during, and after - Bloks does what your CRM can’t: remembers everything, updates everything, asks nothing of you.
Before meetings
Pre-Meeting Briefs. Context-specific summary of past interactions, key insights, and what matters most.
Dynamic People Briefs. A 360° view of every participant - relationships, history, and relevant context.
Live Company Snapshots. Real-time intelligence from public and private sources - metrics, stakeholders, in one place.
Team-Enhanced Briefs. Manual notes from assistants enrich every pre-meeting brief.
During meetings
Automatic capture — no bots, no friction. Bloks works seamlessly across virtual, in-person, and mobile meetings — capturing every conversation.
Accurate, real-time notes. Every interaction is transcribed and summarized with precision — nothing missed. Ready when your meeting ends.
Works wherever you are. From Teams, Zoom, Meets and Webex to in-person meetings and mobile calls — Bloks captures it all.
Add context in the moment. Capture screenshots, and add your own notes — seamlessly integrated into your AI-generated summary.
After the meeting
Everything captured. Fully accessible. Full transcripts and audio playback — so every detail is easy to revisit at any time.
Summaries for every need. Generate multiple versions from a single meeting — detailed internal notes, client-ready summaries.
Turn conversations into action. Tasks and follow-ups are automatically generated — nothing gets missed.
Keep your systems up to date. Key data is extracted and structured to update client profiles — keeping your CRM current without manual entry.
Meeting coaching. After every interaction, Bloks highlights where you can improve to drive better outcomes.
Un-CRM in Action
Profiles. Built automatically. Always up to date.
The only thing missing from your CRM was the person who would actually keep it current. Bloks is that person.
Works standalone, or syncs to Salesforce, Wealthbox, Equisoft, Hubspot, and more.
Every interaction builds the profile. Emails, meetings, calls, and documents build a complete, up-to-date view of your relationships.
Always current. No manual updates. Key data and activities are captured automatically—keeping profiles accurate without data entry.
Enriched beyond your interactions. Profiles are enhanced with public data—giving a deeper view of every person and company.
Tailored to your workflow. Customize key fields and context so every profile reflects how you work.
Workflows & Tasks
Everything your CRM was supposed to track - tracked.
Every commitment captured. Tasks and follow-ups are identified automatically—so nothing gets missed.
Clear ownership, across your team. Assign, track, and ensure accountability—without manual coordination.
Stay on top of every relationship. Track commitments across clients—see what’s promised and what’s next.
Client-ready documents. Generated automatically. Generate KYP letters and summaries from conversations—not from scratch.
Ask Bloks
Ask your entire book of business a question.
Your CRM has the data. But you can’t ask it a question. Ask Bloks anything - in plain language - and get answers drawn from every meeting, emails, and notes across your whole practice.
Ask anything. Know everything. Query meetings, contacts, or your network in plain language—and get instant, source-backed answers.
Find any detail. Instantly. “What’s the name of his dog?” Revisit conversations and emails to recall specific details in seconds.
Turn insight into action. Draft emails, client communications, or formal documents—grounded in your conversations and relationship history.
Deep-dive and analyze. Analyze one client or your whole book to spot patterns, uncover opportunities, and make better decisions.
Team Intelligence
The Un-CRM for your entire practice.
A CRM is only as good as what your team puts into it. Bloks removes that dependency entirely.
One team brain. No silos. Every interaction becomes shared intelligence—keeping profiles and knowledge always up to date.
Aligned execution across the team. Tasks and follow-ups are visible and coordinated—nothing falls through.
Assistants, fully empowered. Assistants enrich briefs, coordinate follow-ups, and update CRM—no chasing.
Consistent workflows, without the overhead. Standardize capture and organization with shared templates.
How it works
Un-CRM in four steps.
You work, Bloks handles the rest.
Trust, Control, Compliance
Ownership & Privacy
Your data, fully protected. You own your data. It is encrypted at rest and in transit to keep it secure using industry-leading security standards.
Flexible client consent. Multiple consent workflows—from email to in-meeting prompts—ensure compliance without disruption.
Your client conversations never leave your control. Data is never used to train AI models—your conversations and relationship data remain exclusively yours.
Compliance & Control
SOC 2 Type II certified. Independently audited to meet rigorous security, availability, and confidentiality standards.
Retention and auditability. Set retention policies and track audit trails—complete visibility and control.
Data residency and control. Data is stored in localized regions to meet regulatory and organizational requirements.
End-to-end encrypted. You own your data.