Relationship Intelligence
is Power.
Bloks transforms every call, email, document, and web data into live intelligence—synced to your CRM, ready to drive results.
Busywork is stealing your edge.
CRM updates, manual follow-ups, fragmented context. You’re not just wasting time—you’re missing key moments.
Your secret weapon: Relationship Intelligence
Bloks keeps you one step ahead—turning conversations, emails, docs, and web insights into smarter meetings, effortless CRM updates, and stronger client interactions
Your Stealth advantage
AI Built for Relationship-Driven Work
360° Relationship Intelligence
Cross-signal intelligence from multi-source data makes Bloks stand apart from every other AI notetaker and basic automation tool.
Compliance Ready
Comprehensive person- and company-briefs, robust, time-stamped notes, and every data point syncs to your CRM—keeping the whole team current and compliance ready.
Smart Summaries & Follow-Ups
AI Smart Capture delivers personalized, accurate and searchable summaries. Customize output to share instantly with teammates.
No pesky bots joining calls. Works across all conferencing platforms - Teams, Zoom, Meets, Huddle, Webex - with no integration required. Plus, use the Bloks mobile application to capture in person.
Your Relationship GPT
The more you use Bloks, the smarter it gets. Ask and get answers instantly—no downtime, no rummaging.
Built for your world.
Whether you’re advising clients, sourcing deals, managing policies, or coaching executives—Bloks adapts to you.
.avif)
Hear from professionals who trust Bloks
Fridays are mine again.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
More calls, less fatigue.
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
Like I hired a chief of staff!
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I changed nothing. It changed everything!
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
I'm fully present again!
Bloks handles the admin so I can focus 100% on the person in front of me.
Steve Spurgat
Managing Partner
Stronger relationships, not just more.
Bloks gives me the insights to make every conversation count
Andrew Milne
Fractional CRO
Prep time just vanished!
The support team is always there to help. I feel confident using this product.
Chris Neal
Head of Engineering
It felt like magic–tech that just works.
No setup. No friction. I installed Bloks and it just started working.
Luke Versweyveld
Co-founder and CEO
My very own intelligence unit.
Every morning, I wake up to a customized, actionable brief.
Bernard Nieto
Sales Engineer
Fridays are mine again.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
More calls, less fatigue.
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
Like I hired a chief of staff!
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I changed nothing. It changed everything!
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
“The moment I installed Bloks, it prepared a rich brief for my next meeting — instantly. Then it started taking notes, with zero setup. It just worked.”
“Sure, I talk to founders, but I'm also running financial models and tracking multiple projects. Keeping track of critical details started to feel impossible.”
“I walk into every call thinking, ‘Coach, put me in.’ Bloks has already briefed me on the people, the history, and the next moves—so I’m sharper and fully present.”
"I’d rather spend my time fully engaged, looking at the person I’m talking to rather than being distracted taking notes."
"It’s only five minutes before a client; I have a quick chat and — boom — Bloks, my assistant, reminds me what we talked about last time.”
Enterprise-grade privacy, loved by compliance teams.
Compliant with financial regulations in Canada and the U.S.
All data stored securely.
- SOC2 Certified Infrastructure
We comply with financial and data security regulations in Canada and the U.S. All data is stored in secure, audited infrastructure.
End-to-End Encryption
We use TLS 1.2+ to secure data in transit and AES-256 encryption to protect data at rest—ensuring your information remains private and secure.
Data Residency Compliance
We support regional data hosting in Canada, the U.S., and Europe—helping you meet legal, regulatory, or client-specific residency requirements.
You Own Your Data
You stay in full control—your data is private, never shared, and never used to train AI models. Only your organization can access it.
.avif)