Bloks connects the dots—so you don’t have to.
360° Relationship Intelligence: Synthesizing every signal—email, CRM, calls—into insights you can act on. It’s not just smarter—it’s a whole new category.
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Bloks doesn’t just take notes. It captures context from email, calendar, CRM, calls, and docs to build richer briefs and more complete profiles. This cross-signal intelligence fuels ask-anything search and CRM-ready summaries—setting Bloks apart from AI notetakers and basic automation tools.
Relationship Intelligence That Works the Way You Do
Bloks delivers meaningful value across every step of your relationship workflow.
The most versatile and secure notetaker on the planet
Works across all conferencing platforms, no integrations, and no pesky bots on calls.
Manual Notes and Highlights
Capture screenshots instantly with a single click and take your own manual notes - and see them seamlessly integrated into your AI summary.
In Person Meetings
Use our comprehensive mobile application to capture in-person meetings. Non intrusive, precise and secure
Auto-Start and Stop
Bloks automatically starts taking notes when you start a call, and stops when the call ends.
Comprehensive meeting summaries and clear follow-ups!
Bloks turns your conversations into actions, shareable summaries and CRM ready compliant records.
Customizable Templates
Get notes in the exact format for your team needs, customer discover, pitch, KYC, etc.
Multi-Lingual
Get your summaries in the language you want. Fully multi-lingual. Out of the box.
Share
Share your notes with one click to your colleagues, clients, whether they are on Bloks or not.
Rich CRM-like People, Company and Pre-Meeting Briefs
Automatically generated, rich profiles for every contact and company - magically created for you - CRM sync ready.
People Briefs
A dynamic, 360° view of every person you engage with—automatically enriched and always up to date.
Company Briefs
A complete, detailed and real-time view of every company—automatically enriched from public and private sources.
Pre-Meeting Brief
Feel like a CEO with context specific pre-meeting briefs - using insights from Bloks 360 Relationship Intelligence.
Keep your CRM up to date—without the manual work.
Bloks connects directly to leading CRMs like Salesforce, Affinity, Hubspot, Wealthbox, Equisoft and Dynamics, letting you sync key insights, data points, and summaries with just one click. No copy-pasting. No guessing what’s being updated. Just clean, structured data where it belongs.
Works with your favourite CRM
Bloks seamlessly integrates with your existing CRM, so you can stay connected to the tools your team already uses.
Sync Call Summaries
Attach notes from a call to the corresponding person or company record—or create a new one instantly if it doesn’t exist yet.
Sync Company Data Points
Update key data fields in your CRM with a single click. You’ll see exactly what you’re updating before confirming—no surprises.
Your personal Relationship ChatGPT—always ready with the right answer.
Ask Bloks anything about your meetings, contacts, companies, or even your entire network. Whether you’re preparing for a follow-up, trying to recall a past detail, or simply want to stay one step ahead—Bloks gives you instant answers, grounded in both public and private context.
Ask Bloks about a Meeting
Summarize, refine, or remember what mattered most. Ask follow-up questions about any meeting—adjust the AI summary, pull out key action items, or recall a specific detail from the conversation.
Ask Bloks about a Contact or Company
Bloks surfaces key insights from emails, calls, and public sources like LinkedIn, Crunchbase—instantly. Get reminders of past interactions, personality profiles and much more.
Ask Bloks about Your Network
Search your entire relationship graph with natural language. Ask open-ended or specific questions like: “Who did I promise to follow up with in the next 3 weeks?” or “What was that Toronto conference someone mentioned last week?”
One workspace. Shared context. Smarter collaboration.
Bloks makes it easy for your team to stay aligned—sharing insights, standardizing workflows, and building collective relationship intelligence without the overhead.
Shared Knowledge, Instantly
Automatically share meeting notes and highlights with your team. Keep everyone aligned with up-to-date insights and shared context.
Consistent Team Workflows
Standardize how your team captures and organizes information with shared templates—for both meeting notes and company profiles.
Centralized Team Controls
Manage users, roles, and billing in one place. Set permissions, assign roles, and consolidate invoices across your team.
How Professionals Are Using Bloks Today
From saving hours on CRM updates to walking into meetings fully briefed—Bloks is already transforming how client-facing teams work.
“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.”
Michael Sami
Partner, Labarge Weinstein
- “Prep time drops from ~60 min to <30 min per review meeting.”
Senior Private Wealth Advisor
- “Bloks saves me about half a day each week on admin tasks.”
Bryan Kramer
Consultant, BryanKramer.com
- “Bloks is the first AI tool that feels built for investors. It auto-fills ARR, capital raised, even gross margin—and our CRM is up-to-date without me touching it.”
Johanna H.
Senior Associate, Lewis & Clark Ventures
“Bloks acts like my assistant—I recall last session in seconds and stay fully present with the client.”
Maria B.
Executive Coach
“Now, instead of relying solely on memory or incomplete notes, I can effortlessly track relationships, recall key interactions, and strategically navigate client engagements.”
Ed Brill
Consultant, Orchid Black
Proof in Action
Real teams. Real impact. See how Bloks transforms workflows across industries—from consultants and coaches to advisors and VCs.
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