CRM

Bloks

AI relationship intelligence platform — automatically organizes calls, emails, and notes to prep you for meetings and track commitments.

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bloks.app
Verified Free tier
Quick facts
What is it AI relationship intelligence platform — automatically organizes calls, emails, and notes to prep you for meetings and track commitments.
Pricing Freemium — from $89/mo
Free tier Yes
Platform Web Application
Best for preparing for client meetings with automatic briefs, tracking commitments and follow-ups across relationships
Domain registered 2015

Data updated Aug. 1, 2026

What does Bloks do?

Bloks is an AI-powered relationship intelligence platform designed to automate the administrative work of managing professional relationships. It functions as a smart assistant that captures information from your calls, emails, and documents, then organizes everything into a searchable knowledge base. Instead of manually updating a CRM or taking notes, Bloks does the heavy lifting by connecting the dots between your various interactions, giving you a complete picture of each relationship without the manual data entry.

The platform stands out by its ability to work automatically in the background. After connecting your communication tools, it begins generating smart summaries of your meetings, suggesting follow-up actions, and preparing you for upcoming conversations with relevant context. Its core feature, 'Relationship GPT,' allows you to ask natural language questions about your contacts and get instant answers drawn from your entire history of interactions. This turns what would normally be scattered information across different platforms into a cohesive, private intelligence system.

Bloks is particularly valuable for relationship-driven professionals who spend significant time in meetings and need to maintain detailed context across multiple clients or deals. Wealth managers can use it to keep track of client preferences and commitments, while venture capital teams benefit from having a live portfolio knowledge base that grows with every deal discussion. Consultants and agency teams find it essential for scaling client relationships without drowning in administrative work, allowing them to focus on delivering value rather than managing notes.

#ai summarizer#crm#knowledge base#meeting assistant#productivity#relationship intelligence#sales assistant

Key features

What makes it stand out
01
360° Relationship Intelligence: Weaves calls, emails, and docs into a single private knowledge base for full context
02
Self-Organizing & Audit-Ready: Automatically maps notes and transcripts to the right people and companies
03
Smart Summaries & Follow-Ups: Generates meeting summaries and next steps seconds after each call
04
Relationship GPT: Ask questions in plain language about your relationships and get instant answers
05
Bank-Level Security: Built from the ground up with enterprise-grade security and compliance

Who is Bloks for?

Who benefits most from this tool
preparing for client meetings with automatic briefs
tracking commitments and follow-ups across relationships
building a searchable knowledge base from all communications

Pricing

Free tier available — start without a credit card

Start for Free

Free
  • Full access to all features
  • Onboard in under 5 minutes
  • Desktop and mobile apps included
  • Experience how Bloks simplifies CRM updates

Bloks Premium

$89.0/month
$69.0/month billed yearly
  • Unlimited Meeting Briefs & Summaries
  • AI-powered insights for every relationship
  • Data extraction & CRM update
  • Team management & consolidated billing

Bloks for Enterprise

Custom

Everything in Bloks Premium, plus:

  • Flexible billing & seat management
  • Dedicated account manager
  • Greater Compliance with Audit Trail
  • Priority onboarding & support

Trust & presence

Domain Domain registered 2015

Gallery

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