Fellow vs Bloks

Fellow is a secure AI meeting assistant designed to record, transcribe, and summarize meetings across platforms like Zoom, Microsoft Teams, and Google Meet. It prioritizes privacy, ensuring meeting data is accessible only to authorized users with granular controls and compliance with SOC 2, HIPAA, and GDPR standards. The platform supports pre-meeting preparation with collaborative agendas and AI-generated briefs, helping teams stay focused and productive. Post-meeting, Fellow automates follow-ups, action items, and CRM updates, integrating with over 50 tools including Salesforce, HubSpot, Jira, and Slack. It offers botless recording options for added privacy and supports regulated industries such as finance and healthcare with features like transcript redaction and audit trails. Fellow serves diverse teams from sales and marketing to engineering and operations, centralizing meeting knowledge and streamlining workflows.

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.