Sell / CRM · show on the map
Bloks
Bloks handles meeting notes, client files, follow-ups and forms for financial advisors, positioned as a lighter alternative to a CRM.
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- Category
- Sell
- Subcategory
- CRM
- Home country
- Canada
- Website
- bloks.ai
- Platforms
- Web
- Pricing
- Pricing page
- Last checked
- 2026-11-12
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