Bloks Review: Pricing, Features & Alternatives

Pre-Meeting Briefs

Context-specific summary of past interactions, key insights, and what matters most is provided before meetings. This feature ensures that users are well-prepared and informed about the context of their upcoming discussions.

Dynamic People Briefs

A 360° view of every participant is generated, including their relationships, history, and relevant context. This allows users to understand who they are meeting with and tailor their approach accordingly.

Live Company Snapshots

Real-time intelligence from public and private sources is provided, including metrics and stakeholders, all in one place. This feature helps users stay informed about the companies they interact with.

Team-Enhanced Briefs

Manual notes from assistants enrich every pre-meeting brief, providing additional context and insights. This collaborative feature ensures that all relevant information is available before meetings.

Automatic Capture

Bloks captures every conversation seamlessly across virtual, in-person, and mobile meetings without any friction. This ensures that users can focus on the discussion without worrying about note-taking.

Accurate, Real-Time Notes

Every interaction is transcribed and summarized with precision, ensuring that nothing is missed. Users receive a comprehensive summary ready when their meeting ends.

Contextual Note Capture

Users can capture screenshots and add their own notes during meetings, which are seamlessly integrated into the AI-generated summary. This feature allows for personalized insights to be included.

Full Transcripts and Audio Playback

All details from meetings are fully accessible, with transcripts and audio playback available for revisiting important discussions. This ensures that users can refer back to any meeting at any time.

Summaries for Every Need

Multiple versions of summaries can be generated from a single meeting, including detailed internal notes and client-ready summaries. This flexibility allows users to tailor outputs to different audiences.

Automatic Task Generation

Tasks and follow-ups are automatically generated from conversations, ensuring that nothing gets missed. This feature helps users stay organized and accountable.

Meeting Coaching

After every interaction, Bloks highlights areas for improvement to drive better outcomes. This feature provides users with actionable insights to enhance their meeting effectiveness.

Automatic Profile Building

Profiles are built automatically from every interaction, including emails, meetings, calls, and documents. This ensures that users have a complete and up-to-date view of their relationships without manual updates.

Enriched Profiles

Profiles are enhanced with public data, providing a deeper view of every person and company. This additional context helps users understand their relationships better.

Customizable Profiles

Users can customize key fields and context in profiles to reflect their unique workflows. This feature allows for personalization and relevance in how information is presented.

Automatic Task Tracking

Every commitment is captured automatically, ensuring that tasks and follow-ups are identified without manual coordination. This feature helps users stay organized and accountable.

Clear Ownership

Tasks can be assigned and tracked across the team, ensuring accountability without manual coordination. This feature promotes collaboration and transparency in task management.

Client-Ready Document Generation

Documents such as KYP letters and summaries are generated automatically from conversations, eliminating the need to create them from scratch. This feature saves time and ensures consistency.

Ask Bloks

Users can query their entire book of business in plain language and receive answers drawn from meetings, emails, and notes. This feature allows for quick access to information without complex searches.

Instant Detail Retrieval

Users can find specific details instantly, such as recalling the name of a pet from past conversations. This feature enhances memory recall and relationship management.

Insight to Action

Users can draft emails, client communications, or formal documents based on their conversations and relationship history. This feature streamlines communication and ensures relevance.

Deep-Dive Analysis

Users can analyze individual clients or their entire book to spot patterns, uncover opportunities, and make better decisions. This feature supports strategic planning and relationship management.

Network Search

Users can ask questions across their relationships, from broad inquiries to specific follow-ups. This feature helps maintain engagement and ensures no opportunities are missed.

Shared Intelligence

Every interaction becomes shared intelligence, keeping profiles and knowledge up to date across the team. This feature fosters collaboration and ensures everyone is informed.

Aligned Execution

Tasks and follow-ups are visible and coordinated across the team, ensuring nothing falls through the cracks. This feature enhances teamwork and accountability.

Empowered Assistants

Assistants can enrich briefs, coordinate follow-ups, and update the CRM without needing to chase down information. This feature maximizes efficiency and support for advisors.

Standardized Workflows

Users can standardize capture and organization with shared templates, reducing overhead and ensuring consistency across the team. This feature streamlines processes and enhances productivity.

Centralized Management

Users can manage users, roles, permissions, and billing centrally, providing control and visibility in one place. This feature simplifies administration and enhances security.