Last updated 08-11-2026
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Bloks
Bloks captures client meetings, calls, and emails in the background, then turns them into notes, profiles, and follow-ups without you typing CRM fields. Built for Canadian wealth and insurance advisors, it markets itself as an Un-CRM that gives back a full admin day each week.
Traditional CRMs expect you to log every interaction manually, while standalone note bots join calls as visible participants. Bloks records virtual and in-person meetings without bots, syncs to Salesforce, Wealthbox, Equisoft, or HubSpot, and keeps profiles current from real conversations instead of empty data entry forms.
Financial advisors, insurance planners, and practice assistants use Bloks when compliance notes, pre-meeting briefs, and KYP documents must stay accurate but nobody has hours for CRM upkeep. The Advisor license is $89 per month with a 14-day trial, and an Assistant add-on at $69 per month helps teams coordinate briefs and follow-ups.
Captures Zoom, Teams, Google Meet, Webex, mobile, and in-person meetings without joining as a bot
Advisor plan is $89 per month with a 14-day free trial on every feature
Syncs profiles and tasks to Salesforce, Wealthbox, Equisoft, and HubSpot
Generates pre-meeting briefs, KYP letters, and client-ready summaries from captured conversations
Ask Bloks queries your entire book of business in plain language with source-backed answers
SOC 2 Type II certified with Canadian data residency and no client data used for AI training
Assistant add-on at $69 per month enriches briefs and coordinates follow-ups for license holders
Automatic meeting capture without bot participants in client calls
Profiles and tasks update from real conversations instead of manual CRM forms
Pre-meeting briefs and KYP documents generated from captured interactions
SOC 2 Type II certification with Canadian data residency options
Plain-language Ask Bloks search across your entire book of business
Focused on wealth and insurance advisors rather than general sales teams
Advisor license required before the $69 per month Assistant add-on is available
Enterprise rollout for teams over 20 requires contacting sales for custom pricing
What does Bloks do for financial advisors?
Bloks captures meetings, calls, and emails, then writes notes, updates client profiles, and tracks follow-ups automatically. Bloks markets itself as an Un-CRM that replaces manual CRM data entry for wealth and insurance advisors.
How much does Bloks cost per month?
Bloks Advisor is $89 per month, billed monthly or $1,068 annually for a 25% discount. Bloks Assistant is a $69 per month add-on for existing license holders. Bloks Enterprise pricing is custom for teams of 20 or more.
Does Bloks join client meetings as a bot?
No. Bloks captures virtual and in-person meetings without a visible bot participant. Bloks supports Teams, Zoom, Google Meet, Webex, mobile calls, and in-person conversations with transcripts ready when the meeting ends.
Which CRMs does Bloks sync with?
Bloks works standalone or syncs to Salesforce, Wealthbox, Equisoft, HubSpot, and other CRMs listed on the product page. Bloks extracts structured data from conversations to keep profiles current without manual field updates.
Is Bloks compliant for regulated advisors?
Bloks is SOC 2 Type II certified and offers flexible client consent workflows, audit trails, retention controls, and Canadian data residency. Bloks states client conversation data is never used to train AI models.
Does Bloks offer a free trial?
Yes. Bloks includes a 14-day free trial with every feature unlocked and no restrictions on the Advisor plan. You can start from the install page without hidden fees, and cancel anytime according to the pricing page.