Bloks
Bloks: A focused meeting assistant for advisor workflows, CRM updates, and compliance documents. Ranked #60 of 81 in AI Meeting Assistants by our editors (6.0/10); pricing: 14-day trial; best for financial-services teams needing CRM workflows.
At a glance
- Editor score6.0 / 10
- Pricing14-day trial
- Best forFinancial-services teams needing CRM workflows
- Free planNo
- Paid from$69/user/mo
- TranscriptionYes
- Facts checked22 Sep 2026
Where it wins
- Captures meetings without bots across desktop and mobile apps
- Combines summaries, assigned actions, briefs, and CRM synchronization
- Supports KYP and compliance document generation with audit trails
Where it doesn't
- No perpetual free plan; the trial lasts 14 days
- Advisor costs 89 per month, while Assistant costs 69 per month
- Its CRM and relationship-data focus may not suit general meeting teams
Our verdict on Bloks
Bloks is an AI meeting assistant and relationship-intelligence platform for financial and insurance advisors. It captures virtual, in-person, and mobile conversations without a meeting bot, then creates structured notes, searchable transcripts, audio playback, summaries, action items, follow-up email drafts, and CRM updates. Bloks also supports pre-meeting briefs, client profiles, compliance documents, and plain-language search across relationship data. It runs on macOS, Windows, iOS, and Android, with support for Microsoft Teams, Zoom, Google Meet, Webex, in-person meetings, and mobile calls.
Pricing is organized around advisor and team workflows. The Advisor plan costs 89 per month and includes botless AI meeting notes, self-updating profiles, smart pre-meeting briefs, KYP and document generation, and CRM synchronization. The Assistant plan costs 69 per month as an add-on for license holders, adding enriched pre-meeting briefs, follow-up coordination, calendar sharing, and profile and CRM maintenance. Enterprise uses custom pricing for teams of 20 or more and adds team-wide intelligence, centralized administration and billing, audit trails and retention, and a dedicated success manager. A 14-day full-featured trial is available.
Bloks is particularly suited to practices already working with Salesforce, Wealthbox, Equisoft, HubSpot, Google Calendar, or Microsoft Calendar. Its combination of relationship search, two-way CRM synchronization, consent workflows, configurable retention, audit trails, encryption, SOC 2 Type II certification, and Canadian data residency fits regulated advisory operations. Teams seeking a general-purpose meeting note tool may prefer a broader, lower-cost option, especially if they do not need CRM workflows or compliance documents. Financial-services teams that want structured follow-up and relationship intelligence should find the product’s narrow focus more relevant.
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Bloks pricing
All 3 Bloks plans and prices →
Bloks fact sheet
| Free plan | No |
|---|---|
| Paid from | $69/user/mo |
| Transcription | Yes |
| Summaries and action items | Yes |
| Meeting capture | Desktop |
| Meeting platforms | Microsoft Teams, Zoom, Google Meet, Webex |
| Transcription languages | Not verified |
| Calendar integrations | Yes |
| Free trial | 14 days |
| Deployment | Desktop, Mobile |
| Platforms | Windows, macOS |
| Compliance & security | SOC 2 |
| Support | |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 6 integrations: Salesforce, Wealthbox, Equisoft, HubSpot, Google Calendar, Microsoft Calendar |
| Pricing | 14-day trial (source) |
| Website | bloks.ai |
| Facts checked | 22 Sep 2026 |
Bloks integrations
Bloks lists 6 integrations on its own site.
- Salesforce
- Wealthbox
- Equisoft
- HubSpot
- Google Calendar
- Microsoft Calendar
Alternatives to Bloks
- FellowA broad meeting assistant combining capture, search, action items, governance, and integrations.9.4
- Fireflies.aiA broad AI meeting assistant for multilingual teams and conversation analysis.9.3
- MeetGeekA broad meeting workspace with a useful free tier and flexible paid plans.9.1
Also Ranked In
Bloks is ranked in 4 of our directories.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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