Bloks
Bloks is an AI platform for relationship intelligence and meeting automation. Ideal for investment teams, it helps automate CRM updates and meeting notes by capturing insights without visible bots.
January 9th, 2026
About Bloks
Bloks is an AI platform for relationship intelligence and investment productivity. Ideal for venture capital and private equity teams, it helps automate meeting workflows and CRM updates by capturing insights without intrusive bots.
Bloks is an AI platform that helps investment professionals achieve superior relationship intelligence without manual data entry. The system functions as an automated Chief of Staff, specifically engineered for high-stakes investment environments. It leverages invisible smart capture technology to record and transcribe conversations on platforms like Zoom, Google Meet, and Microsoft Teams without requiring a visible participant to join the call. This ensures a natural meeting atmosphere while still generating high-fidelity transcripts and action items. The AI engine then transforms these conversations into structured meeting briefs, identifying deal signals, follow-ups, and key relationship updates. Deep bi-directional integrations with Salesforce and Affinity allow the tool to automatically sync these insights, updating CRM records in real-time. By processing data from emails and calendars, Bloks also prepares users with automated pre-meeting research, providing context on founders and company history before the call starts.
Environment – macOS, Windows, iOS, Android
Browser / Automation – Chrome, Safari
Toolchain – Salesforce API, Affinity API
Core Loops – Autonomous CRM data entry and relationship scoring
Capabilities – Bot-free recording, automated deal signal extraction, and SOC 2 Type 2 secure data handling
💰 Pricing
Free-Forever Plan: $0 - Limited to a 20-credit lifetime usage cap for core functions
14-Day Trial: $0 - Full access to all Premium features with no credit card required
Bloks Premium (Monthly): $89/mo (or $69/mo billed annually) - Full access to unlimited briefs, summaries, AI insights, and CRM syncing
Bloks Premium (Annual): $89/mo (or $69/mo billed annually) - All features with significant annual savings
Bloks for Enterprise: Custom Pricing - Scalable solutions with dedicated account management and audit trails
🌍 Why Choose Bloks?
✅ Bot-free meeting capture for natural conversations
✅ Automated CRM syncing with Salesforce and Affinity
✅ SOC 2 Type 2 compliance for enterprise-grade security
✅ Multi-platform native apps for mobile and desktop workflows
Popular among venture capital, private equity, and investment banking professionals.
🌐 Discover Bloks and thousands of other AI tools on Beyond The AI - your trusted directory for AI solutions.
Bloks is an AI platform that helps investment professionals achieve superior relationship intelligence without manual data entry. The system functions as an automated Chief of Staff, specifically engineered for high-stakes investment environments. It leverages invisible smart capture technology to record and transcribe conversations on platforms like Zoom, Google Meet, and Microsoft Teams without requiring a visible participant to join the call. This ensures a natural meeting atmosphere while still generating high-fidelity transcripts and action items. The AI engine then transforms these conversations into structured meeting briefs, identifying deal signals, follow-ups, and key relationship updates. Deep bi-directional integrations with Salesforce and Affinity allow the tool to automatically sync these insights, updating CRM records in real-time. By processing data from emails and calendars, Bloks also prepares users with automated pre-meeting research, providing context on founders and company history before the call starts.
Environment – macOS, Windows, iOS, Android
Browser / Automation – Chrome, Safari
Toolchain – Salesforce API, Affinity API
Core Loops – Autonomous CRM data entry and relationship scoring
Capabilities – Bot-free recording, automated deal signal extraction, and SOC 2 Type 2 secure data handling
💰 Pricing
Free-Forever Plan: $0 - Limited to a 20-credit lifetime usage cap for core functions
14-Day Trial: $0 - Full access to all Premium features with no credit card required
Bloks Premium (Monthly): $89/mo (or $69/mo billed annually) - Full access to unlimited briefs, summaries, AI insights, and CRM syncing
Bloks Premium (Annual): $89/mo (or $69/mo billed annually) - All features with significant annual savings
Bloks for Enterprise: Custom Pricing - Scalable solutions with dedicated account management and audit trails
🌍 Why Choose Bloks?
✅ Bot-free meeting capture for natural conversations
✅ Automated CRM syncing with Salesforce and Affinity
✅ SOC 2 Type 2 compliance for enterprise-grade security
✅ Multi-platform native apps for mobile and desktop workflows
Popular among venture capital, private equity, and investment banking professionals.
🌐 Discover Bloks and thousands of other AI tools on Beyond The AI - your trusted directory for AI solutions.
Who is using Bloks?
Venture Capitalists Private Equity Associates Investment Teams Relationship Managers Sales Executives
Key Features
- Invisible Smart Capture
- Bi-directional CRM Sync
- Automated Meeting Briefs
- Relationship Intelligence AI
- SOC 2 Type 2 Security
Use Cases
- Automating deal flow documentation
- Updating Salesforce records post-meeting
- Conducting pre-meeting founder research
- Generating secure investment committee notes
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