Syncs with
Stop working for your CRM.
Bloks feeds itself. This is what disappears from your week.
A practice that remembers everyone.
Your practice knows more than any one person can hold, and more than any form has a field for. Bloks holds it, and keeps it current without anyone typing a word.
Captures
Understands
One file per client, from every source.
Harris family
Client since 2016
Sara Lecavalier
Client since 2018
Acts
Everything it learns becomes something it does.
Self-maintaining profiles
No one types them up.
A brief before every meeting
Waiting when you sit down.
Meeting notes, no bot in the room
In Bloks when the call ends.
Every commitment, tracked
Nothing quietly dropped.
Follow-ups, drafted
The note, the summary, the email.
Forms, filled out
From what was said.
KYP letters and compliance
Evidence, not recall.
Your CRM, kept current
Without anyone re-typing.
Ask Bloks
“What did we agree in March?”
Your data stays
yours.
A system that knows this much has to answer for it.
Recording
Thursday · 9:15 to 10:00
Annual review · Sara Lecavalier
You and Sara · Google Meet
You
Sara
Nobody else on the call. Notes in Bloks when it ends.
You don’t quit your CRM. You just stop needing it.
Bloks runs alongside it and keeps it current from your meetings, calls and emails. Plenty of practices run both and stay there. But when the record is already up to date by the time you’d log in, you log in less.
Ask the advisors.
We’re not new to this.
Twenty years building productivity software together. Tungle, which pioneered the scheduling link, sold to BlackBerry; Foko to WorkForce Software, now part of ADP. All of it taught us the same thing: results come from relationships. Bloks is what we did about it.
Founder in Residence at Mila
Canada’s Top 100 AI & Tech Startups, ALL IN
The person across from you won’t know why. They’ll just feel it.
No setup, no training, and a dedicated team walking you through it if you want one. Encrypted at rest and in transit. You own your data.
Straight answers.
What is Bloks?
Bloks is the Un-CRM for financial advisors, one system that does the work a CRM asks of you. Client files, forms, follow-ups, commitments and meeting notes, all kept current without data entry.
Does Bloks work without a CRM?
Bloks works without a CRM. It runs on its own, or alongside Salesforce, Wealthbox, Equisoft, Pipedrive, Laylah, Maximizer and Cloven, keeping them current automatically.
What does Bloks replace?
Advisors using Bloks typically stop paying for a separate AI note-taker, CRM, task manager and AI assistant, because Bloks does that work from one record.
Can I take my data out of Bloks?
Bloks lets you export your client records, individually or in full, in a format another system can read. You own your data whether you stay or not.
How is Bloks different from an AI note-taker?
Bloks does the filing, the forms and the follow-through itself, instead of writing the note and handing the rest back to you.
Does Bloks need a bot in the meeting?
Bloks records meetings without a bot joining the call, on Teams, Zoom, Meet and Webex, and in person.
Is Bloks compliant in Canada?
Bloks is SOC 2 Type II certified and compliant with PIPEDA and Quebec’s Law 25, with Canadian data residency, and client data is never used to train AI models.
What does Bloks cost?
$89 per advisor per month billed annually for Bloks Companion and $149 for Bloks Un-CRM, with assistant seats from $69 a month billed annually. It starts with a free trial.