Marc Gingras

Bloks | True Relationship Intelligence - Clients count on you. You can count on Bloks.

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Bloks captures client conversations, integrates your documents, emails & trusted Internet sources, and proactively delivers insights directly into your CRM. Count on Bloks to connect the dots, so you can focus fully on clients - True Relationship Intelligence.

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Mark MacLeod

Excited to try the new version

Chad Carlson

@startupcfo looking forward to the feedback, keep in touch!

Sourav jha

Seems really interesting, curious to know how you manage data privacy considering you are integrating so many platforms.

Chad Carlson

@souravjha1111 great question - data encryption in transit and rest, SOC2 compliant, and in general for integrations keep only the minimum data, and use secure vendors API's to look up the rest as it is needed.

David Schroeder

Very cool! Congrats on the launch!!!

Chad Carlson

@datadave9000 thanks for the support!

Erich Ko

Absolute game changer!! All the parts of the job I hate are taken care of!

Chad Carlson

@erich_ko1 100% - hand off the stuff you don't like, so you can focus on the parts you do like!

Van Phan

Love the idea of Bloks! Great potential for Growth.

Chad Carlson

@van_phan6 yes - huge growth potential, and huge value to so many people to depend on solid long term professional relationships.

Patrick White

Using bloks as part of my process at L-SPARK and love the Support Chad and the team provide and the openess to listening and the drive to be better.


We have it streamlined that now our bloks notes are in our CRM making sure we're up to date and ontop of everytthing.

Chad Carlson

@patrick_white1 you and the L-SPARK team have been great, and lots more good things coming to Bloks based on your feedback. Love the local support!

Marcelo Bursztein

I can't think of anyone better than @marc_gingras to build a product like this. He's passionate about creating efficiencies and he's an incredible operator.

Chad Carlson

@marc_gingras  @marcelo_bursztein Everyone at Bloks agrees, for those who don't know Marc, look him up!

Andrew Hudon

Bloks is a game changer for virtual meetings!

Chad Carlson

@andrew_hudon Thanks for the support, and even more coming for in-person meetings!

Cliff Worley
Congrats on the launch and thank you for building this much needed product
Chad Carlson

@fiscalcliffw thanks for the support, always nice to know our execution is meeting peoples needs

Daniel Benin

Big congrats to the Bloks team! This is seriously next-level—finally, a tool that doesn’t just summarize calls but actually connects the dots across emails, docs, and CRMs in a meaningful way. Excited to see how this changes the game for client relationships. Wishing you all a massive success with this launch!

Chad Carlson

@daniel_benin5 thanks for the support, and we are truly happy to have you along for the ride as we grow.

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