AI across CRM, marketing, content and customer service.
Marketing & SEOFree
Bloks
AI-powered relationship intelligence platform for automated note-taking and CRM enhancement.
Marketing & SEO
What it does
AI-powered relationship intelligence platform for automated note-taking and CRM enhancement.
In their own words: Bloks is the Un-CRM for advisors. Your CRM takes. Bloks gives – a full day back, every week. SOC 2 Type II Certified • Data never used for AI training • Flexible client consent • Canadian Data Residency
It's a marketing & seo tool. It's a paid tool, so check the plans before committing. Visit the website for the latest features and pricing.
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