Bloks

Typing up meeting notes and then copying them into a CRM is the chore Bloks is built to cut out. Bloks is an AI note taker and relationship intelligence platform that transcribes meetings, summarizes them, and turns the notes into something you can push to your CRM.

It sits across several jobs at once: AI CRM, meeting assistant, summarizer and email assistant.

The free start gives you up to 20 credits to try Bloks+ with no credit card required, and the current plans mention a 14 day free trial of unlimited transcriptions, summaries and AI note transformation.

Paid Bloks Plus is listed at $14 per user per month on annual billing ($168 a year) or $18 month to month, and it covers note taking and meeting prep.

Bloks Premium costs $69 per user per month on annual billing ($828 a year) or $89 monthly.

It adds distilled relationship insights from multiple sources and the ability to push to the CRM.

That CRM push is the part to weigh, since it sits only on the higher tier.