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

AI assistant that updates your CRM through messaging apps.

Sales learning, content, and buyer rooms with annual user-based subscriptions

Lead assignment rules that account for territory, capacity and availability

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

CRM-based automation for lead capture and customer follow-up

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

Digital sales Pods with page-level audiences and explicit ownership handoffs

Shared sales workspaces with staged content and collaboration controls

A shared lead inbox with different personal and team completion actions

Sales execution dashboards linking team metrics with coaching work

Customer deal workspaces created from governed sales playbooks

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

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

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