This artificial intelligence allows investment teams to eliminate tedious work in order to focus on strategic decisions. Bloks automates note taking based on custom 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, improving work process and increasing efficiency. Data security is guaranteed by end-to-end encryption. Users also benefit from specific briefings before each meeting, optimizing investment preparation through reports such as investment memoranda. Designed especially for professional social networks, Bloks improves the management of customer relationships without intrusion, making the Copywriting and almost autonomous reporting. In an ecosystem where time is precious, Bloks is proving to be an essential tool for maximizing 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, allowing investment teams to focus on strategic analysis and decision making.
Offers a solution for taking notes in real time during calls, without bot intrusion. This allows for better time management and improved data organization, making tracking customer interactions more accurate and less time-consuming.
Extracts key information from all connected sources and integrates it directly into the CRM. This feature greatly reduces the risk of manual errors and increases efficiency by eliminating the need for multiple data entries. Ideal for private equity professionals looking to optimize their work processes.
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