Bloks
Never manage relationships again
Description
Bloks is an AI-driven platform designed to streamline relationship management by automating the preparation of meeting briefs, capturing conversations, and organizing notes, emails, and documents into a secure, searchable knowledge base. Built from the ground up for teams working in regulated industries, Bloks ensures every interaction is audit-ready and compliance-focused.
The platform offers smart summaries, intuitive follow-ups, and seamless CRM syncing, allowing users to save hours on administrative tasks while staying fully present in their client interactions. Advanced privacy measures and SOC2-certified infrastructure ensure that your data remains private and under your control at all times.
Key Features
- AI Meeting Preparation: Instantly generates detailed briefs ahead of every meeting
- Smart Summaries: Provides real-time summaries, follow-ups, and next steps after each call
- Self-Organizing Knowledge Base: Maps notes, transcripts, emails, and documents to contacts and organizations
- Relationship Intelligence: Weaves calls, emails, docs, and market updates into a unified, contextual view
- Audit-Ready Compliance: Features audit trails, SOC2 certification, and regional data hosting
- End-to-End Encryption: Secures data with TLS 1.2+ and AES-256 encryption
- Data Privacy: Data remains private, is not shared, and is not used for AI training
- Seamless CRM Integration: Pushes summaries and insights directly into CRM systems
- Multi-Platform Support: Available on Mac, Windows, iOS, Android, Google Workspace, and Office 365
- Intelligent Search: Offers instant, plain-language answers with 'Ask Bloks'
Use Cases
- Client relationship management for financial advisors
- Automated meeting preparation and follow-ups for consultants
- Managing compliance-ready knowledge bases for insurance brokers
- Deal sourcing and portfolio management for venture capitalists
- Organizing project communication for agency directors
- Consolidating institutional knowledge for private equity associates
- Streamlining executive coaching sessions
- Supporting collaborative client work in media and strategy agencies
Frequently Asked Questions
What platforms does Bloks support?
Bloks is available on Mac, Windows, iOS, Android, Google Workspace, and Microsoft Office 365.
Is Bloks SOC2 compliant and secure?
Yes, Bloks is SOC2 certified, uses end-to-end encryption, and complies with financial and data security regulations in Canada, the U.S., and Europe.
Is my data private and used for AI training?
Your data remains private, is not shared, and is never used to train AI models—only your organization can access it.
What happens after the 7-day free trial?
After the trial, users can subscribe to a monthly or annual plan, or contact sales for enterprise options.
Can Bloks sync with my existing CRM?
Yes, Bloks can integrate and push summaries directly to your CRM system.
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