Bloks

Bloks is an AI tool designed specifically for professional services to optimize relationship management. By capturing and integrating data from client conversations, documents, emails, and trusted internet sources, it provides users with detailed insights directly within their CRM systems. This helps businesses focus on client interactions and build relationships by offering timely and relevant information, ultimately simplifying complex data management tasks.

Bloks functions either as a standalone tool or as a front end for traditional CRM systems, adapting to various business needs. Its use of relationship intelligence enables organizations to maintain a competitive edge by efficiently managing potentially overwhelming amounts of client data and synthesizing it into actionable insights. With built-in encryption in transit and at rest as well as SOC 2 compliance, Bloks ensures data security, meeting high standards required by industry regulations.