This AI enables investment teams to remove tedious work in order to focus on strategic decisions. Bloks automates note-taking based on customized templates and synchronizes crucial data with your CRM, collecting information from various sources such as emails, documents, or websites. This software offers seamless integration with systems like Salesforce, thereby improving the work processes and increasing efficiency. Data security is guaranteed by end-to-end encryption. Users also benefit from specific briefings before each meeting, optimizing investment preparation thanks to reports such as investment memorandums. Designed especially for professional social networks, Bloks improves client relationship management without intrusion, making the copywriting and reporting almost autonomous. In an ecosystem where time is precious, Bloks proves to be an essential tool to maximize productivity while securing the information exchanged.
Facilitates operations by automatically synchronizing data from various sources such as conversations, documents and emails with the CRM. This tool effectively removes redundant tasks in the work process, enabling investment teams to focus on strategic analysis and decision-making.
Offers a solution for real-time note-taking during calls, without bot intrusion. This enables better time management and improved data organization, making the tracking of client interactions more precise and less time-consuming.
Extracts key information from all connected sources and integrates it directly into the CRM. This function significantly reduces the risk of manual errors and increases efficiency by eliminating the need for multiple data entries. Ideal for private equity professionals seeking to optimize their work processes.
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