Bloks is an AI relationship-intelligence workspace built for salespeople, founders, and account managers whose jobs run on a high volume of meetings. It puts notes, tasks, and calendars on autopilot by capturing conversations, then organizing them by company, contact, and project so nothing slips through the cracks.
Core Features
- Automatic transcription and summaries of calls on Zoom, Microsoft Teams, Google Meet, Slack, and Webex with no bots to admit.
- AI-assisted tagging that files notes, to-dos, and attachments by contact, company, and topic.
- A personal CRM that surfaces relevant email, files, and events alongside each relationship.
- Draft replies, follow-up emails, and action items directly from captured context.
- Calendar and CRM sync including Salesforce on paid plans, across Mac, iPhone, Android, and Chrome.
Use Cases
- Sales reps keeping a pipeline current without manual CRM data entry.
- Founders tracking investors, hires, and client history across dozens of threads.
- Consultants managing multiple client projects without losing detail.
Pricing
Bloks has a free plan with a 14-day trial of all features, then individual Plus costs about $18 per month (or $14 per month billed annually) and team Premium runs about $69 per month billed annually with CRM sync and shared workspaces. Enterprise adds audit trails and dedicated support.
Our Take
Best for relationship-heavy professionals drowning in meetings who want a self-organizing second brain. The trade-off is that free usage is thin after the trial and the real value sits behind Premium, so casual note-takers will feel the pinch. For pure meeting transcription without CRM, a lighter tool like Otter.ai is cheaper.
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