Bloks

Bloks is an AI-powered relationship intelligence platform for client-facing professionals in finance, investing, consulting, and business development who need accurate context across every relationship.

It captures and organizes information from calls, emails, documents, and web sources into a private, searchable knowledge base, then turns that context into workflow-ready outputs:

• AI note-taking on mobile and desktop that generates summaries and follow-ups, without adding bots to calls
• Personalized pre-meeting briefs that pull from prior interactions plus external sources like websites and LinkedIn
• CRM sync and structured data extraction that maps notes to the right people and companies and updates systems like Salesforce, Affinity, and Pipedrive
• Ask Bloks chat for querying relationship history, commitments, and next steps in plain language

Pricing: Freemium, with a free version, a 7-day full-feature trial (no credit card required), and paid plans starting at $69/user/month (annual billing) or $89/user/month (monthly).

Notable for its focus on private, audit-ready relationship knowledge and security controls, including end-to-end encryption (TLS 1.2+ in transit, AES-256 at rest), plus data ownership terms that state customer data is not used to train AI models.