Bloks uses AI to organize calls, emails, and docs into a private, searchable knowledge base for faster, smarter relationship-driven work. It delivers smart summaries, follow-ups, and insights to boost productivity and deepen client trust
Stop stacking subscriptions. Call every data provider - emails, phones, enrichment, intent - from Claude Code, billed by credits, on a single API key.
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Get startedBloks is perfect for wealth managers, insurance brokers, venture capital teams, consultants, and agencies who want to keep client info organized and save time. It helps you stay focused on relationships while managing notes, calls, and follow-ups effortlessly.
Bloks offers a free 7-day trial with no credit card required and pricing starts at $69 per user per month billed annually for the Premium plan, which includes unlimited meeting briefs, AI insights, CRM updates, and team management. The Free plan provides basic features with manual notes and summary sharing, while the Enterprise plan offers scalable pricing with custom solutions, priority support, and enhanced compliance features. Bloks supports multiple platforms and integrations, prioritizes data security with SOC2 compliance and end-to-end encryption, and allows full data ownership.
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Bloks requires basic configuration such as connecting your communication accounts and adding relevant contacts, which can be completed solo in minutes. After setup, it automatically organizes your relationship data and starts delivering smart summaries and insights.
Bloks
