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Client workflows built from reusable action templates

Advisor CRM connecting client communication, meetings and policy context

Real-estate CRM with transaction checklists and client updates

Distributor CRM with ERP-linked customer records and structured implementation work

Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.

Client booking with connected proposals, contracts, invoices, and workflows

AI platform that captures emails, calls, and meetings and updates CRM or AMS records.

Prospect discovery and CRM synchronization through browser research

Advisor CRM workflows linked to a contact, opportunity or project

A standalone CRM application distribution without the commerce modules

Practice workflows and client requests priced by client count

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

AI-powered ATS and CRM for recruitment agencies

Photography enquiries, booking proposals and shoot details in one client-management suite

Account-linked sales opportunities with product quantities and selected-record statistics

Configurable advisory CRM with record-linked processes and task dependencies

Apple-native CRM linking client conversations, sales, and delivery work

Configurable CRM with service-based access and selective table exports

CRM workflows that distinguish the first matching event from repeated matches

A self-hosted CRM core for leads, contacts, and sales workflows

Bring client marketing data into scheduled reports and branded dashboards.

Field sales execution with offline presentations, meeting records, and CRM synchronization

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

An independently usable CRM app with team pipelines and opportunity activities