Bloks
AutomatedAI-powered meeting notes and relationship intelligence platform for financial advisors and professionals, with CRM sync and pre-meeting briefs.
Active plans
3
Total changes
3
Last change
Jun 11, 2026
Price trend
no history
What we know about Bloks’s pricing
Moderately activeChanges in 12 months
3
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Pricier than 91% of CRM tools (345 compared)
Current pricing
Advisor
monthly$1,068/mo
Billed annually
$89/mo billed annually ($1,068/yr)
- 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
$69/mo billed annually ($828/yr)
- 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
monthlyCustom
- Tailored for teams of 20+
- Team-wide intelligence
- Centralized admin & billing
- Audit trails & retention
- Dedicated success manager
Price history
Last 3 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 11, 2026 | Enterprise | new plan | — | — | — |
| Jun 11, 2026 | Assistant | new plan | — | $69 | — |
| Jun 11, 2026 | Advisor | new plan | — | $89 | — |
Similar to Bloks.
No confirmed competitors yet. These are CRM products at a similar price, matched automatically — not verified alternatives.