Bloks
Bot-free AI notetaker that preps meetings and updates your CRM.
Overview
Bloks records and summarizes meetings without a bot joining the call, then builds self-updating client profiles, pre-meeting briefs, and CRM sync from that data. It's built for investors, wealth advisors and consultants who run relationship-heavy pipelines.
Pricing
Pricing shown for reference only. These figures reflect RECATOOLS research as of 12 Jul 2026 and may be out of date or incomplete. This is not financial or purchasing advice — always confirm the current price on the provider’s official website before making any decision.
- Bot-free AI meeting notes
- Self-updating profiles
- Pre-meeting briefs
- CRM sync
- Enrich pre-meeting briefs
- Coordinate follow-ups
- Calendar sharing
- Maintain profiles & CRM
- Team-wide intelligence
- Centralized admin & billing
- Audit trails & retention
- Dedicated success manager
What you can produce with Bloks
- Bot-free meeting transcription and summaries
- Self-updating client/contact profiles
- Automated pre-meeting briefs
- CRM sync
- Ask Bloks natural-language search across notes
- Follow-up tracking to completion
- SOC 2 Type II certified
- Canadian data-residency option
ASEAN Perspective
Bloks in Southeast Asia
ASEAN-region availability and pricing notes coming soon. Drop the editorial team a note via /contact/ if you can supply local context (Singapore/Malaysia/Indonesia/Thailand/Vietnam).
Bloks' pitch is narrower than the generic meeting-notetaker category, and that's its strength: no bot joining your Zoom, a knowledge base that self-organizes around people and companies rather than a flat list of transcripts, and pre-meeting briefs pulled together from your calendar, email and past notes automatically. SOC 2 Type II certification and a Canadian data-residency option matter to the wealth-management and VC crowd it's aimed at.
Reviewers consistently praise transcription accuracy and how cleanly it turns a call into follow-up actions, but summaries and action items get described as uneven on messier meetings, and support for languages besides English is thin. There's no public API and no in-person capture via phone mic yet. Good fit for advisors and consultants managing a real book of relationships; overkill for a team that just wants meeting transcripts.
What people say
Bloks is a relatively young product -- co-founded by Marc Gingras, Chadwick Carlson, Rian Robertson and Jean Philippe Lespinasse out of Ottawa, tracing back to 2021, with a $1.5M seed round in 2024 led by Storytime Capital and Mistral Venture Partners and backed by angels from Apple, LinkedIn and Grindr -- and its review footprint reflects that stage: strong but thin, concentrated on Product Hunt rather than G2 or Capterra at volume.
The recurring praise across the reviews we found: a simple interface, reliable transcription, and meeting prep that actually saves time by surfacing who you're meeting and what mattered last time you spoke. Several reviewers who work in consulting or account management specifically call out that it organizes work around people and companies rather than a generic notes feed, which matches how they actually think about their pipeline. The Ask Bloks feature -- querying a single meeting or the whole notebook in plain language -- gets cited as a genuine time-saver rather than a gimmick layered on top of a transcript.
The 'no bot in your meeting' capture model gets singled out favorably -- it's a real differentiator against Otter, Fireflies and Granola, all of which join the call as a visible participant that some clients in finance and legal contexts object to.
On limitations, reviewers flag that AI-generated summaries and action items can be inconsistent on messier or multi-topic calls, that non-English support lags the English experience, and that one reviewer specifically wanted in-person capture through an iPhone mic that wasn't available yet. There's no public developer API, which limits it for teams wanting to pipe Bloks data into custom tooling beyond the built-in CRM sync.
Pricing sits at the premium end for a notetaker -- $89/month for the core Advisor plan (or $1,068/year at a 25% annual discount), a $69/month Assistant add-on seat, and custom Enterprise pricing for teams of 20+ -- reflecting its positioning toward client-facing finance and consulting roles rather than general office use, where the SOC 2 Type II certification and Canadian data-residency option carry real weight with compliance-conscious buyers.
Summary of public user & expert reviews, compiled by RECATOOLS.
About this listing
This entry was compiled from publicly available data including Bloks's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Bloks unless explicitly stated.
Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.
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