Bloks - AI-powered relationship intelligence for professionals

What is Bloks

If you work in finance, consulting, or any relationship-driven profession, you likely spend too much time on administrative tasks instead of focusing on the people who matter most. You prepare for meetings by manually searching through past emails, take detailed notes during calls while struggling to stay present, and then spend hours afterward organizing those notes into something useful. By the time you've done all that, you've barely had any real conversation with your client or prospect.

This is the core problem Bloks solves. Bloks is an AI-powered relationship intelligence assistant designed specifically for professionals who build their work around human connections—advisors, deal makers, wealth managers, executive coaches, and sales leaders. Unlike traditional CRM systems that demand constant manual data entry, Bloks works in the background to capture, organize, and surface the information you need, when you need it.

The platform automatically prepares you for every meeting, tracks commitments and follow-ups, and builds a self-organizing knowledge base across all your relationships. It learns who your contacts are, what matters to them, and how you've interacted over time—then presents that context exactly when it matters, whether you're heading into a client call or preparing for a pitch.

Bloks isn't a new startup experimenting with AI. The team behind it has been building productivity tools for over 20 years. They created Tungle, the pioneering scheduling link technology that was acquired by BlackBerry, and later built Foko, which was adopted by major brands like Nike, CVS, Hermès, and Louis Vuitton before being acquired by Workforce Software. That same team has applied their deep expertise in relationship management and productivity to create Bloks—a tool that understands how financial professionals actually work.

The product has already gained significant traction, with hundreds of thousands of users from the Tungle days and strong interest from the Product Hunt community. But what sets Bloks apart isn't just the technology—it's the philosophy: you should focus on people, not paperwork.

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Bloks Core Features

Bloks replaces the fragmented tools and manual processes that typically consume your week with a unified system that works silently in the background. Here's what you can actually do with it.

You can let AI handle your meeting notes. Bloks automatically captures and transcribes every call on Zoom, Teams, Google Meet, or Slack, then generates intelligent summaries that capture the key decisions, action items, and discussion points. You walk out of every meeting with a polished, shareable summary ready to send to your team or clients—no more scrambling to reconstruct what happened.

You can walk into every meeting fully prepared. Bloks pulls context from your calendar, email history, and past interactions to generate a pre-meeting brief in under 60 seconds. You'll see who you're meeting, what you've discussed before, any pending follow-ups, and relevant details like recent company news or personal milestones. This means no more last-minute panic searching through old threads.

You can build a complete picture of every relationship. Bloks aggregates information across all your communication channels to create rich relationship profiles. It remembers client preferences, family milestones, financial goals, and conversation history—so you can deliver genuinely personalized service at scale. A wealth manager, for example, can recall a client's daughter's wedding or retirement plans without relying on memory.

You can search your entire relationship history with natural language. Ask Bloks anything like "what did Acme Corp mention about their expansion plans?" or "when did we last discuss pricing?" and it instantly retrieves relevant insights from across all your meetings and communications. Users report this capability alone has boosted their bid win rates by 25%, because they can quickly pull the exact context needed to tailor proposals.

You can keep your CRM updated without touching it. Bloks automatically syncs meeting summaries and insights to your existing CRM—no manual data entry required. This eliminates the knowledge silos that plague most teams and ensures everyone has access to the latest information.

You can give your team complete relationship visibility. With Bloks' team management features, everyone in your organization sees the full story behind every client relationship. Whether you're bringing a new team member up to speed or collaborating on a complex deal, no one starts from zero.

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Who Uses Bloks

Bloks serves a wide range of relationship-driven professionals. Here's how different users apply the platform to solve real challenges—find the scenario that closest matches your situation.

If you're an advisor or consultant, you probably spend too much time taking notes during client meetings and not enough time actually listening. Bloks automatically captures every conversation and generates structured summaries you can share with clients or reference later. One user, Stuart Low, saves over 8 hours every week by eliminating manual note-taking—and reports feeling more present during conversations.

If you're in sales or deal sourcing, finding the right insight at the right time can make or break a pitch. Ask Bloks lets you search your entire relationship history with natural language queries. Users have increased bid win rates by 25% because they can quickly pull exactly the context needed to tailor proposals. Jasmine L., a New Business Lead at a brand agency, specifically credits Bloks with improving her competitive positioning.

If you're a wealth manager or financial advisor, remembering every client's personal details—family milestones, financial goals, risk preferences—across hundreds of relationships is impossible. Bloks automatically extracts and remembers these details, enabling truly personalized service at scale. You can follow up on a client's retirement plans or acknowledge their daughter's graduation without relying on memory.

If you work in investment or private equity, portfolio company communication often lives scattered across emails, Slack DMs, and call notes—making it hard for the whole team to stay aligned. Bloks creates a unified knowledge base where everyone sees the complete context. One Managing Partner reported achieving 100% team visibility, eliminating the information silos that typically plague investment firms.

If you're an executive coach, preparing for each coaching session typically requires reviewing past notes, email threads, and session recordings—eating up hours every week. Bloks automatically generates pre-meeting briefs that give you the full context in 60 seconds, so you can focus entirely on your client rather than administrative prep work.

If you manage a team, the biggest challenge is often ensuring everyone has access to the same client information. When knowledge lives in individual inboxes and direct messages, new team members start from zero and senior advisors become information bottlenecks. Bloks centralizes all relationship intelligence so everyone sees the complete story.

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Bloks Pricing

Bloks offers straightforward, transparent pricing designed to scale with your needs. Whether you're a solo advisor or a large team, there's a plan that fits.

Free Trial: 7 days of full functionality, no credit card required. This gives you enough time to test all features with real meetings and see the value firsthand.

Premium (Annual): $69 per user per month, billed annually at $828 per year. This is the best value for individual professionals and small teams who want full access to AI meeting summaries, relationship insights, Ask Bloks search, and CRM sync.

Premium (Monthly): $89 per user per month, billed monthly. Same features as annual, but more flexible if you prefer month-to-month commitment.

Enterprise: Custom pricing for organizations needing advanced controls. Includes flexible billing and seat management, dedicated customer success manager, audit logging, and priority support. Ideal for firms with specific compliance requirements or teams larger than 10 people.

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Frequently Asked Questions