Bloks
Takes meeting notes, keeps client files and tracks follow-ups for financial advisors, alongside or instead of a CRM.
Visit bloks.ai ↗would rather buy than build
Details
- What it does
- CRM and sales, Notes and knowledge
- Pricing
- Free trial, Subscription
$50 to $199 - Works on
- Web, iPhone and iPad
- Works with
- wealthbox
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