People, not paperwork.
Bloks is the Un-CRM for advisors. Your CRM takes. Bloks gives – a full day back, every week.
SOC 2 Type II Certified • Data never used for AI training • Flexible client consent • Canadian Data Residency
Trusted by top-performing financial advisors
Works on its own, or integrate your CRM
This is what we mean by Un-CRM
No setup.
No training.
No maintenance.
Every meeting, call, and email is captured automatically — building your records, updating your profiles, tracking your commitments. No configuration. No data entry. No new habits to build.
Works standalone, or syncs directly with your CRM. It gets updated — you don't have to touch it.
How it works
Un-CRM in four steps.
You work, Bloks handles the rest.
The Un-CRM for your whole team.
Most tools help one advisor. Bloks helps the practice.
When your team uses Bloks, every interaction compounds—shared records stay current, commitments stay tracked.
No chasing notes. No falling behind. Just one up-to-date view of every client.
Bloks works while you work
6 things your CRM needs you to do. Bloks does them all.
Smart Profiles. Client profiles that build and update themselves - from your interactions.
AI Meeting Notes. No bots. Zero friction. Compliant, structured notes ready when the meeting ends.
Follow-ups. From conversation to completion - tracked across your team.
Ask Bloks. Query your entire book in plain language. Ask, get the answer.
Document Creation. KYP and compliance docs generated from your conversations.
Make exceptional service repeatable and scalable.
Bloks captures opportunities and commitments automatically, then coordinates your team’s efforts — so exceptional service becomes consistent across every client. It no longer depends on individual memory or heroics, but on a system your entire organization runs on.
Walk into every client conversation one step ahead.
Bloks connects the dots across your conversations, emails, documents, and your team’s shared history — then briefs you on what matters most.
Not just what was said — but what’s unresolved, what’s important, and what’s next.