Bloks vs MeetGeek

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.

MeetGeek is a meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and other conferencing tools. It stores searchable transcripts, AI chat over past meetings, and workflow automations so teams can share notes without rewatching every recording.

Unlike lightweight note bots that only dump a summary, MeetGeek layers meeting templates, CRM integrations, and no-bot browser recording on top of transcription. That stack targets teams that need governance, analytics, and Zapier-style automation rather than a single post-call email.

Sales, customer success, and product teams use MeetGeek for customer calls, interviews, and internal standups. Educators and agencies also adopt it for online classes and client meetings where shared folders and role-based access matter.