Bloks vs Paxo

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.

Paxo is an iPhone meeting assistant built for in-person conversations rather than calendar bots. You hit record in the app, Paxo transcribes the audio, and you get searchable notes with speaker labels after you assign voices from your Contacts. The homepage pitches it for face-to-face meetings, desk-side Zoom calls, and walking conversations where a browser extension would not follow you.

Most meeting note tools assume a video call with a shared link. Paxo records from the phone microphone, stores recordings on device, and syncs across Apple devices through iCloud. Server processing is limited to transcription and note generation, and the privacy policy says recordings are deleted from Paxo servers once processing finishes.

Managers, consultants, and field teams use Paxo to capture decisions without typing during meetings. Voice identification learns teammates over time, exports can go to Notion, Obsidian, or Google Docs, and the interface keeps past recordings organized and searchable.