Bloks captures client conversations, integrates your documents, emails & trusted Internet sources, and proactively delivers insights directly into your CRM. Count on Bloks to connect the dots, so you can focus fully on clients - True Relationship Intelligence.

Always come prepared. Never forget a conversation. Get instant, tailored briefs delivered before meetings, detailed profiles of attendees, and comprehensive minutes, automatically sourced from your conversations, emails, contacts, and calendar.

Bloks puts your notes, tasks, and meetings on autopilot. Capture and organize notes, automatically transcribe and summarize conversations, create tasks and to-do lists, and surface relevant information from your email and calendar, all in one place.