Bloks
AutomatedAI-powered meeting notes and relationship intelligence platform for financial advisors and professionals, with CRM sync and pre-meeting briefs.
Bloks has 3 plans: paid plans from $828/month and custom pricing for larger teams. We have not recorded a price change.
Bloks plans and prices
Advisor
monthly$1,068/mo
Billed annually
- yearly$1,068/yr($89/mo billed annually ($1,068/yr))
- monthly$89/mo($89/mo billed monthly)
- AI meeting notes, no bots
- Self-updating profiles
- Smart pre-meeting briefs
- Generate KYPs & documents
- CRM sync
- Primary license
Assistant
monthly$828/mo
Billed annually
- yearly$828/yr($69/mo billed annually ($828/yr))
- monthly$69/mo($69/mo billed monthly)
- Add-on for license holders
- Enrich pre-meeting briefs
- Coordinate follow-ups
- Calendar sharing
- Maintain profiles & CRM
Enterprise
Custom
- Tailored for teams of 20+
- Team-wide intelligence
- Centralized admin & billing
- Audit trails & retention
- Dedicated success manager
Price history
Last 0 recorded changes
No price changes recorded yet.
Other CRM products
No confirmed alternatives yet.