# Bloks: The Un-CRM — For financial advisors > AI-powered personal CRM for professionals to manage relationships and meetings. (iPhone/iPad app by Bloks, Inc..) - Source: https://appshunter.io/ios/app/bloks-the-un-crm/id1635994879 (this page in markdown: same URL + `.md`) - Developer: [Bloks, Inc.](https://appshunter.io/developer/1562011630) - Category: Productivity, Business - Price: Free - Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 16.4 · 56 MB - Languages: American English - Released: 2022-10-16 - Data updated: 2026-10-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/bloks-the-un-crm/id1635994879/reviews.md ## What is Bloks? Bloks. The Un-CRM for financial advisors. Your CRM takes your time, your evenings, your attention. Bloks gives it all back. It does the work your CRM never could, so each person feels like your only client. WHAT DISAPPEARS FROM YOUR WEEK • Never take meeting notes again. • Never update a client file again. • Never fill out a form again. • Never write a follow-up from scratch again. • Never walk into a meeting cold again. • Never forget a commitment again. HOW IT WORKS ON YOUR IPHONE • Calendar: your day at a glance, with a brief ready for every meeting. Who you're meeting, what changed since you last met, and what you still owe them. • Record: tap the mic for any meeting, call or in-person visit. Bloks writes the notes, updates the client file and drafts the follow-up. No bots join your calls. • Follow-ups: every commitment becomes a task with a name and a date, tracked across your team until it's done. • Contacts: client profiles that build and update themselves, from the family details to the long-term goals. • Chat: ask anything about anyone, in plain language. What did we agree in March? Who mentioned a property purchase this year? What's the name of his dog? Bloks works with Teams, Zoom, Google Meet and Webex, in person and on the phone. It works on its own, or alongside the CRM your practice already has. BUILT FOR A REGULATED INDUSTRY • SOC 2 Type II certified • Canadian data residency • PIPEDA compliant • Encrypted at rest and in transit • Your data is never used to train AI models • Flexible client consent WHAT ADVISORS SAY “1 full day back, every week.” Matthew Arthur, Certified Financial Planner, Arthur Wealth Management “0 setup, value within hours.” Luca Talarico, Financial Security Advisor, LT Planning Services Inc. Bloks is used by advisors at the Desjardins Independent Network, Financial Horizons and Empire Life's TruStone, and across several of Canada's other major dealer and insurance networks. You're never on your own. A real person at Bloks helps you get set up. A Bloks account is required. Try it free at bloks.ai. Every client, your only client. ## Key features - AI notetaker for conversations - Automatic CRM synchronization - Tailored meeting briefs - Relationship intelligence insights - Integration with Salesforce and Affinity ## Is Bloks safe? Not enough ratings yet to assess Bloks. ## Is Bloks legit? Bloks: The Un-CRM appears to be a legitimate app. The AppsHunter Legitimacy Score for Bloks is 83 out of 100 points across 7 verification signals from App Store and developer data. ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/bloks-the-un-crm/id1635994879/reviews.md ### 5/5 — What I’ve been looking for *2024-07-11* This app finally does what I want. It summarizes audio with AI, not just turning audio into text. Keep up the good work developers! An Apple Watch app would be nice….. ## Frequently asked questions about Bloks ### What is Bloks? Bloks is an AI-powered personal CRM designed for professionals. It helps you capture conversation details, automatically update your CRM, and prepare for meetings with tailored briefs. ### Does Bloks have ads? No, Bloks does not contain advertisements, offering an uninterrupted user experience. ### What devices does Bloks support? Bloks is available on iPhone and iPod devices. ### How often is Bloks updated? The latest version, 16.0.0, was released on April 29, 2026, indicating active development and regular updates. ### What integrations does Bloks offer? Bloks automatically syncs with popular CRMs like Salesforce and Affinity, streamlining your workflow. ### What is the age rating for Bloks? Bloks has an age rating of 4+, making it suitable for a wide range of users. ### What do users like about Bloks? Users appreciate its AI-driven features for capturing details and generating insights, leading to more meaningful connections and efficient meeting preparation. ### Is Bloks free to use? Yes, Bloks is available for free, with no in-app purchases or subscription fees mentioned. ## Version history (last 5 releases) ### 18.0.0 — 2026-10-22 UI overhaul ### 17.0.0 — 2026-06-18 Bug fixes and security updates. ### 16.0.0 — 2026-04-29 bug fixes ### 15.1.0 — 2026-04-09 bug fixes ### 15.0.0 — 2026-03-26 bug fixes ## Apps similar to Bloks | App | Rating | Price | Category | | --- | --- | --- | --- | | [Quick Notes - Supasend](https://appshunter.io/ios/app/quick-notes-supasend/id6504688166) | 4.7 (32) | Free | Productivity | | [Quick Capture - Vault notes](https://appshunter.io/ios/app/quick-capture-vault-notes/id6737046871) | 4.5 (103) | Free | Productivity | | [Revere - Remember People](https://appshunter.io/ios/app/revere-remember-people/id1260429188) | 4.7 (110) | Free | Productivity | | [Audio Notes \| Email Me](https://appshunter.io/ios/app/audio-notes-email-me/id1090744587) | 4.8 (675) | Free | Productivity | | [Simplified - AI Daily Planner](https://appshunter.io/ios/app/simplified-ai-daily-planner/id6461726747) | 4.6 (187) | Free | Productivity | | [Yoodoo: ADHD Daily Planner](https://appshunter.io/ios/app/yoodoo-adhd-daily-planner/id1644320094) | 4.8 (22) | Free | Productivity | ## More apps by Bloks, Inc. - [Nook Calendar](https://appshunter.io/ios/app/nook-calendar/id1562340014) All apps by Bloks, Inc.: https://appshunter.io/developer/1562011630 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-24.*