Search results

Bloks is software for financial advisors that captures meetings, emails, and documents and keeps client records current.

Qualify inbound prospects, route them to the right representative, and book meetings in the same flow.

AI recruiter for high-volume hiring and candidate screening.

Sales CRM with role-controlled deal edits and a continuing free edition

Sales pipelines with lead routing and Freddy AI assistance

Prospect searches and list enrichment with connected CRM delivery

Insurance deal pipelines with agent-specific follow-up automation

B2B CRM activities that connect tasks and emails with a sales-process step

Account-based sales prioritization with weighted engagement signals and predictive scoring

Lead cards with distinct qualification, pipeline and follow-up controls

Self-hosted customer records with configurable lead and opportunity pipelines

CRM lead routing that distinguishes account owners from rotating pools

Real-estate sales CRM with availability cover and explicit user reassignment

Connected revenue records with configurable sales workflows

Sales CRM with reusable filtered views and linked opportunity records

AI assistant that updates your CRM through messaging apps.

Matter pipelines whose stage and status control different parts of the view

Legal intake forms with case-specific fields and conditional follow-up rules

Lead assignment rules that account for territory, capacity and availability

Visual B2B sales pipelines with guided selling and no-code automation

Real estate lead follow-up with ownership, history and status filters

A sales CRM organized around the next customer follow-up

Small-business CRM with connected booking, documents, and workflow tasks

Complex-sales CRM with milestones, sales aids, and account plans