Bloks
AutomatedAI-powered meeting notes and relationship intelligence platform for financial advisors and professionals, with CRM sync and pre-meeting briefs.
Active plans
3
Total changes
0
Last change
—
Price trend
no history
What we know about Bloks’s pricing
Newly trackedChanges in 12 months
0
Cadence
No changes seen yet
Direction
no movement yet
Category position
Pricier than 92% of CRM tools (343 compared)
Current pricing
Advisor
monthly$1,068/mo
Billed annually
$89/mo billed annually ($1,068/yr)
- yearly$1,068/yr($89/mo billed annually ($1,068/yr))
- monthly$89/mo($89/mo billed monthly)
- AI meeting notes, no bots
- Self-updating profiles
- Smart pre-meeting briefs
- Generate KYPs & documents
- CRM sync
- Primary license
Assistant
monthly$828/mo
Billed annually
$69/mo billed annually ($828/yr)
- yearly$828/yr($69/mo billed annually ($828/yr))
- monthly$69/mo($69/mo billed monthly)
- Add-on for license holders
- Enrich pre-meeting briefs
- Coordinate follow-ups
- Calendar sharing
- Maintain profiles & CRM
Enterprise
monthlyCustom
- Tailored for teams of 20+
- Team-wide intelligence
- Centralized admin & billing
- Audit trails & retention
- Dedicated success manager
Price history
Last 0 changes
No price changes recorded yet.
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