It has read everything.
And it shows you where.
Ask about your own business and get an answer built from your own records, with each claim pointing at the deal, call or email it came from. When it wants to change something, it asks first.
Bring your own model · Nothing written without approval · Chats stay private to you
Deals at risk this week
Three deals need you today.
Rowan Tree Landscaping [S1] has had no reply for twelve days and its close date passed on Tuesday. The last thing sent was the estate grounds quote at $12,900.
Ashcombe Removals [S2] has been idle for eleven days. The only contact attempt since the search was a call nobody answered.
Northgate Electrical [S3] is live but waiting: the co-director asked for phased pricing on Tuesday and nothing has gone back.
Searched workspace4
S1Deal: Estate grounds maintenance
Quoted · $12,900 · close date passed
S2Lead: Ashcombe Removals
Last activity 11 days ago · call not answered
S3Call: Daniel Okafor, 4 Aug
Asked for phasing before sign-off
S4Task: Send phased quote
Assigned to Priya Raman · due today
Proposed Task
Send phased quote to Northgate's co-director
Daniel asked for two-quarter phasing on Tuesday's call and sign-off sits with the co-director, who has not seen a quote yet.
Why this one is different
Most AI in a CRM writes copy. This one reads your business.
A chatbot bolted to a contact list can rewrite an email. It cannot tell you which quote has gone quiet, because it has never seen the quote.
Grounded in your records
Leads, deals, tasks, notes, email, calls, meetings and the calendar. The answer is assembled from what is actually in the workspace, not from a general impression of your industry.
Cited, every time
Each claim carries a marker, and the sources are listed under the answer so you can open the record and check it. No citation, no claim.
Asks before it acts
Tasks, notes, deal updates and email drafts arrive as proposals with the exact content shown. Approve, edit or deny.
Your model, your account
Connect Anthropic, OpenAI, Gemini, DeepSeek or Kimi and pick the model per conversation. The provider bills you directly.
The morning brief
What needs you today, written before you sit down.
A short summary of the state of play, assembled from overdue tasks, stalled deals, flagged email and the meetings in front of you. Each signal names the record it came from, so the brief is a set of links rather than a paragraph of vibes.
- Deals that have gone quiet past the threshold you set
- Quotes and replies waiting on someone, with how long they have waited
- The next meeting, and a one-click prompt to prepare for it
- Sits on the dashboard rather than in a separate place to check
Dashboard
Northwind Services · Last 30 days
Ask Bloc AI
Today’s sales brief
Three deals have gone quiet past your threshold, two quotes are due back today, and your 11:00 is a first call with a budget holder.
Rowan Tree Landscaping
Quote sent 12 days ago, no reply. Close date passed.
Ashcombe Removals
Idle 11 days. Last contact was an unanswered call.
Last 30 days
Leads found
1,284
Searches
18
Calls
246
Won
$84,600
Win rate
38%
Right now
Leads
4,912
Open pipeline
$212,400
Forecast
$96,180
Open tasks
27
Meetings
6
Leads and deals over time
Per day, over the last 30 days
Open pipeline by stage
What is sitting in each stage, by value
Who is closing
Deals won and still open, by owner
| Owner | Open | Won | Won value |
|---|---|---|---|
| PRPriya Raman | 14 | 5 | $41,200 |
| TWTom Whitfield | 11 | 2 | $24,800 |
| ABAisha Bello | 9 | 2 | $18,600 |
Proposals
It offers. You decide.
An assistant with write access to your pipeline is a liability unless every write is visible first. Bloc AI shows the exact payload it intends to save, in a card with three buttons, and the edit button opens it before anything happens.
- Tasks, notes, deal updates, email drafts and workflow drafts
- The full content shown, not a summary of what it will do
- Editable before approval, so a nearly-right suggestion is still useful
- Approved changes appear in the deal history attributed to the assistant
Commercial rewire: 3 sites
Northgate Electrical Services · Leeds · Services
Value
Weighted
Probability
Close date
Owner
Contact
Daniel Okafor
Operations director
d.okafor@northgate-elec.example.com
07700 900318
Notes
Four engineers plus Daniel. Enquiries currently arrive in three places, quotes live in a spreadsheet. Two jobs lost in June to missed follow-ups.
ActivityActive 2 hours ago
- Call with Daniel Okafor, 12 minutesPriya Raman2h ago
- Moved from New to QualifiedBloc AI2h ago
- Task created: send phased quote to co-directorBloc AI2h ago
- Rewire schedule sent, 2 attachmentsPriya RamanTue 09:14
- Budget sits with the co-director, not DanielPriya RamanTue 09:02
Bring your own model
No markup, no lock-in, no mystery model.
You connect an account you already hold. Keys are stored encrypted, shown only by their last four characters, and can be swapped or removed without touching anything else.
Anthropic
ConnectedClaude Opus 5, Sonnet 5, Haiku 4.5
OpenAI
ConnectedGPT-4o, GPT-4o mini
Google Gemini
AvailableGemini 2.5 Pro, Flash
DeepSeek
AvailableChat, Reasoner
Any provider that speaks the OpenAI-compatible protocol can be added, including a model you host yourself.
And the other direction
Point your own assistant at the workspace.
Bloc CRM speaks the Model Context Protocol, so the assistant you already use can work your leads directly, under a key you issue and can revoke.
Real tools, not a scrape
Find leads, run a search, check its progress, list and filter records, export a selection. The same operations the interface uses.
Scoped keys
Each key is issued for one workspace with the permissions you choose, and shows its last use so a forgotten key is easy to spot and revoke.
Visible afterwards
Anything done through a key is attributed to it in the record history, so automated work is never anonymous.
Questions answered
About the assistant, and what it may do.
The honest answers, including the limits.
What can Bloc AI actually see?
The workspace you are in, and only the parts of it your own account may reach. It reads leads, deals, tasks, notes, email, calls, meeting recordings and your calendar to answer a question, and it cannot see another workspace even if you belong to one.
Does it make changes on its own?
No. Anything that would write to the workspace, a task, a note, a deal update, an email draft, arrives as a proposal showing the exact content. You approve it, edit it first, or deny it. Nothing is saved until you say so.
How do I know an answer is true?
Every answer cites the records it was drawn from, marked in the text and listed underneath, so you can open the deal or the call it is describing. An assistant that cannot show its working is one you have to take on trust, and a sales figure is not something to take on trust.
Whose AI model is used?
Yours. You connect an account with Anthropic, OpenAI, Google Gemini, DeepSeek or Kimi, and choose the model per conversation. The key is stored encrypted in your workspace and the usage is billed by that provider to you, so there is no per-message markup here.
Is my data used to train a model?
Not by us. Your workspace content is yours, it is not sold, and it is not used to train models serving anyone else. What is sent to the model provider you connected is governed by the terms of the account you connected, which you control.
Can other people see my chats?
No. Conversations are private to the person who wrote them, even inside a shared workspace. What the assistant can reach still follows your workspace permissions, so a private chat does not become a way around them.
Can I use my own AI tools against Bloc CRM instead?
Yes. Bloc CRM exposes a Model Context Protocol connection, so an assistant you already use can search leads, run a search, read a pipeline and export a list, under a scoped key you issue and can revoke.
Ask it something you cannot answer yourself.
Connect a model, load a month of work, and ask which deals are slipping. If the citations do not hold up, you have lost an afternoon and nothing else.
14 days of Pro · No card required · Cancel whenever you like