Bloks vs Wondrful

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.

Know your buyers and sell smarter.

Our platform streamlines your workflow, allowing you to close more deals in less time.

In today's ever-changing world, our primary means of connecting with potential clients remains Google Meet/Zoom. As such, it's crucial to upgrade our online sales techniques. That's why we've developed a suite of tools to assist sales representatives, founders, and head of sales to expedite the closing process while reducing the burden of manual tasks.

Explore our features and discover how we can help you save time and boost your productivity.