Bloks
Automate relationship intelligence with AI-powered meeting notes and CRM sync
Target Audience
- Sales professionals
- Investors & venture capitalists
- Executive assistants
- Business development teams
Hashtags
Overview
Bloks acts as your AI relationship assistant by silently capturing meeting notes and organizing them automatically. It eliminates manual CRM data entry by extracting key details from conversations and documents. The tool helps professionals stay prepared with personalized pre-meeting briefs and instant access to relationship histories.
Key Features
Silent Screenshots
Capture key conversation moments without interrupting flow
Instant Summaries
Get AI-generated meeting recaps with actionable insights
CRM Sync Automation
1-click transfer of notes and data fields to your CRM
Pre-Meeting Briefs
Automatic compilation of relevant personal/company context
Relationship ChatGPT
Ask natural language questions about connections & history
Use Cases
Capture meeting notes automatically
Prepare for client meetings faster
Sync CRM data without manual entry
Track relationship histories effortlessly
Craft follow-up messages with AI help
Pros & Cons
Pros
- Works without CRM integrations or meeting bots
- Automatic organization by people/companies
- Personalized summary templates for different meeting types
- Scrapes web data for CRM enrichment overnight
Cons
- In-person transcription requires mobile app
- Team features only available in limited pilot
- No explicit mention of data export limitations
Frequently Asked Questions
Does Bloks require CRM integration?
No, Bloks works standalone without any integrations while offering optional CRM sync
Can I use Bloks for in-person meetings?
Yes, through mobile app transcription capabilities
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