Cadence gives customer context a place to live and work a place to move. Connect conversations, customer records and your next operational step through configured integrations with the Block Gemini ecosystem.
Explore real Cadence screens, from your shared pipeline to the AI apps that help your team prepare and follow through.
When the record changes, the work moves.
Configure triggers, approvals and actions for your process. Route new leads, respond to status changes and organise the handover.
cadence.blockgemini.com
Actual Cadence interfaceFictional demonstration data · screenshots, not a live workspace
01
Echo conversations. Cadence customer context.
Echo supports customer conversations through AI agents. A configured connection can bring lead details and conversation updates into Cadence, where the team sees the customer record, pipeline stage, owner and next action. Agree the fields, consent handling and handover rules for your workflow.
Connect relevant customer details and conversation updates.
Assign follow-up to a responsible team member.
Validate record matching and updates during setup.
02
Keep call context with the relationship.
Bridge provides AI-enabled calls and conferences in the documented Cadence ecosystem. Configure which call or conference context should be associated with the customer record. Where a suitable transcript is supplied, Sales Intelligence can support the separate requirements-to-proposal workflow.
Keep the record and the relevant conversation connected.
Decide which systems supply the information.
Review proposal findings before sharing a draft.
03
Connect the systems that make your business work.
Use scoped API and webhook integrations to move relevant records, updates and action requests between Cadence and other business systems. Start with one useful journey, define the source of truth and test what happens when a record already exists or an external service is unavailable.
Define the data, trigger and responsible owner.
Confirm subscriptions, access and integration scope.
Test the complete journey before wider rollout.
THE CONNECTED BLOCK GEMINI BUSINESS
Your customer context. Across the ecosystem.
Make Cadence the working customer record around your conversations and operations. Start with a defined connection, then extend the journey as your business needs evolve.
Customer · owner · next action
Your teamYour workflow
Echo and Bridge connections are documented in the Cadence solution overview and require configuration. The additional products below are integration opportunities to scope with our team. Separate subscriptions or charges may apply.
Configured connection
From first enquiry to owned opportunity.
Bring lead details and conversation updates from Echo into your configured Cadence workflow.
AI conversation → customer record → follow-up owner
Start independently, or let Block Gemini help shape your boards, prepare your data, configure automations and connect your systems. Enablement is practical work delivered for your requirements.
Both. Cadence organises customer relationships in configurable boards and records, and connects that context to tasks, owners, dates and workflow actions. Sales, account and operations teams can shape the workspace around their process.
What does the AI actually do?
Lead Scoring prioritises leads with supporting reasoning. Web Research adds company or contact context with source links. Sales Intelligence analyses a supplied transcript, lets your team review the findings and generates a branded draft proposal PDF. AI requires a paid plan, the relevant app entitlement and available credits.
Can I start free?
Yes. Free is an ongoing plan for one organisation per business, with one full-access user, free Viewers, three boards, 1,000 records and 250 MB of storage. No trial or credit card is required. AI apps are available on paid plans. Confirm current terms in the Cadence platform.
Does every Block Gemini product connect automatically?
Connections are configured for your workflow. The Cadence overview documents Echo, Bridge, APIs and webhooks. The other portfolio examples on this page are opportunities to scope with our team, not a claim of pre-enabled connectors. Product subscriptions, third-party services and integration work may carry separate charges.
Can our existing data and process move into Cadence?
Cadence supports imports, configurable fields and boards. Start by mapping your current records, ownership and stages to the new workspace. Block Gemini enablement can help with data preparation, migration, workflow setup and scoped integrations. Agree the required systems and work before rollout.
How do subscriptions and AI credits work?
Paid plans are billed per seat each month and include an AI-credit allowance. App access is included in eligible plans or added for a monthly organisation fee. AI runs consume credits; app subscriptions do not add credits. Optional top-ups are available on paid plans. Exhausted credits pause AI while core CRM continues within plan limits. USD prices exclude applicable taxes.
Who sets up the boards, automations and integrations?
You can configure the workspace yourself or use Block Gemini enablement. Growth includes four hours once per organisation, Scale six, and Enterprise a twelve-hour baseline. Additional enablement is US$50/hour. Hours are valid for twelve months from allocation or purchase; extra purchases require your authorisation. Routine support and defect fixes do not consume enablement hours.
Bring your customer journey into one intelligent rhythm.
Start with your first board. Build the workflows and connections your business needs next.
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Customer · owner · next action
