Bloks

Bloks: True Relationship Intelligence for Relationship Builders

Bloks is a relationship intelligence platform designed for investors, VCs, PE firms, angels, accelerators, family offices, and professionals across media, marketing, PR, consulting, accounting, law, finance, banking, corporate development, and M&A. It integrates standalone use or CRM syncing to deliver advanced, context-aware insights and automation to help users prepare for meetings, manage relationships, and drive business impact.

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How it works

• Centralizes conversations, emails, documents, events, and public data (Crunchbase, company websites, etc.) to surface relevant CRM data points automatically.
• Provides pre-meeting briefs, personalized summaries, and quick TLDRs to prepare for engagements.
• Automatically captures key moments from conversations with one-click silent screenshots and instant summaries.
• Self-organizes notes by people and companies, with automatic start/stop and mobile in-person transcription.
• Supports both individual and team use with optional team data sharing and collaboration.

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Key Capabilities

• AI note-taker with no heavy integrations required; works across platforms
• Automatic CRM data extraction from private communications and documents
• One-click sharing and syncing of meeting notes to CRM
• Manual and automatic synchronization of data fields to your preferred CRM
• Pre-meeting briefs with tailored insights (TLDRs, personality profiles, career highlights, ice breakers)
• Company overviews, last interaction dates, and key data points for quick context
• Relationship ChatGPT: ask questions about people or companies to generate follow-ups and updates
• Searchable insights across meetings, conversations, and external data sources
• Privacy and security: encryption in transit and at rest; SOC 2 compliance

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Who it's for

• Relationship builders across investors, marketing/media agencies, consultants, accountants, lawyers, financial planners, and corporate development
• Individuals using Bloks standalone or teams using collaborative features
• Firms seeking richer, context-aware insights to prep for meetings and track relationship health

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How to Use Bloks

1. Install for individuals or teams (no heavy integration required initially).
2. Connect conversations, emails, documents, and events as sources.
3. Let Bloks extract CRM data, generate briefs, and auto-summarize meetings.
4. Use personalized templates for pre-meeting prep and post-meeting follow-ups.
5. Share notes and insights with your team and sync to your CRM as needed.

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Safety & Privacy

• Encryption in transit and at rest
• SOC 2 compliant
• Data usage limited to improving relationship management and CRM syncing per platform terms

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Core Features

• AI-powered relationship intelligence and note-taker
• Automatic extraction of CRM data from conversations, emails, and documents
• One-click meeting note sharing and CRM syncing
• Automatic organization of notes by people and companies
• Personalized pre-meeting briefs and insights
• Team collaboration and shared insights
• In-depth company and contact overviews
• Relationship ChatGPT for quick questions and follow-ups
• Offline/online transcription and multi-source data aggregation
• Strong security with encryption and SOC 2 compliance