Bloks connects the dots, a living knowledge-base. Self-organizing intelligence from every call, email, and doc

Bloks is the Relationship Intelligence platform purpose-built for investment professionals, financial advisors, and client-focused teams. It helps you stay on top of every relationship by automatically capturing insights from meetings, emails, and documents—no bots on calls required. Bloks doesn’t just record a meeting; it builds a private, firm-wide knowledge-base that stays searchable, shareable, and compliant. With the Pipedrive integration, that living memory syncs to CRM in seconds—turning every conversation into structured data, tasks, and next-steps your whole team can trust.

The Pipedrive integration is available directly inside the Bloks application. It takes just two minutes to get up and running with Bloks, and only a few seconds to connect Pipedrive.

Start saving 8+ hours every week — automatically.

How it works:

• Download and install Bloks (visit bloks.app)
• Log in with your existing Google or Microsoft account
• Open the Integrations menu in Bloks and connect Pipedrive
• Bloks automatically captures your meeting notes
• Push any Bloks summary directly to Pipedrive