A relationship, not a row.
Bring customer details, activity, notes and files together. Give every opportunity an owner and a next step.
CADENCE · AI-FIRST CRM
Your relationships.
Your workflows.
One intelligent rhythm.
The AI-first CRM that connects customer records, team workflows and your Block Gemini products. Understand the opportunity. Know the next action. Keep everyone moving together.
Start free. Add AI on a paid plan. Build around your business.
CRM + workflows + AI appsActual product. Demo data.
Customer contextClear ownershipAI-assisted actionsConnected products
AI inside the work.
Score leads, research companies and prepare proposal drafts without separating the insight from the record.
Your process, connected.
Configure the boards and actions you need, then connect the conversations and business systems around them.
GET INSIDE THE PRODUCTSee the work.
See the work.
Find your next move.
Explore real Cadence screens, from your shared pipeline to the AI apps that help your team prepare and follow through.
The whole pipeline, without losing the detail.
Customer records, owners, stages and custom fields in one working view. Open a record to keep notes, files and the next action together.
Actual Cadence interfaceFictional demonstration data · screenshots, not a live workspace
INTELLIGENCE THAT MOVES THE WORKFrom “what do we know?”
From “what do we know?”
to “what happens next?”
Bring useful AI into the moments that matter: understanding a lead, preparing a conversation and turning requirements into a proposal.
Illustrative workflow film with an English interface. Product screens and feature details are shown separately.
One customer record. A useful starting point.
Add the lead from an import or a configured channel. Assign an owner, review research and scoring, and decide the next conversation.
- 1Customer record
- 2AI context
- 3Owner & next action
THE CONNECTED BLOCK GEMINI BUSINESSYour customer context.
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 actionYour 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 connectionFrom 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
Explore EchoConfigured connectionCall context that stays with the customer.
Connect relevant AI call and conference context to the relationship and its next action.
Call or conference → context → next action
Explore BridgeMeetScope with our team
Connect a product demonstration to follow-up.
Explore a scoped handover from a Meet product conversation into the right customer record and sales task.
Product conversation → agreed handover → sales task
Explore Meet
Scope with our teamConnect delivery work with operational insight.
Discuss which team activity insights would help your customer delivery process, and how to bring the relevant context into Cadence.
Team insight → reviewed context → delivery follow-up
Explore Sync
Scope with our teamGive a reviewed operational event an owner.
Explore an integration that turns an approved Opsyte event into a service task, with the location, context and responsible person.
Reviewed event → service record → responsible team
Explore Opsyte
Scope with our teamShape the AI connection around your business.
Discuss your model access, data boundaries and custom AI requirements with the product team before defining a Cortex connection.
AI requirement → scoped connection → validation
Explore CortexA specific product combination in mind?Map my connected workflow
BUILT AROUND THE WAY YOU WORKOne platform.
One platform.
Many kinds of momentum.
A CRM should fit your business. Configure boards for the relationships, work and handovers your team actually manages.
From new lead to won opportunity.
Keep stages, qualification, ownership and follow-up work in one shared process.
A relationship that keeps its context.
Bring customer information, notes, files and relationship history together with the next task.
A clear handover after the sale.
Organise onboarding, project work and service requests with owners, dates and statuses.
The board your business needs.
Adapt fields and workflows for recruitment, internal requests or other structured team work.
A PLAN FOR YOUR NEXT CHAPTERStart free.
Start free.
Put AI to work from $5.
Monthly plans in USD. Add the AI apps and capacity your team needs. You can start with one paid seat.
Free
A clear place to start.
$0per organisation
Open Cadence- 1 full-access user + free Viewers
- 3 boards · 1,000 records
- 250 MB file storage per organisation
- Core CRM; AI requires a paid plan
Launch
Your first AI-powered pipeline.
$5per seat / month
Open Cadence- 10 boards · no plan cap on records
- AI Lead Scoring included
- 10,000 AI credits per seat / month
- 1 GB file storage per seat
Growth
More context for a growing team.
$15per seat / month
Open Cadence- 50 boards · Lead Scoring + Web Research
- 50,000 AI credits per seat / month
- 5 GB file storage per seat
- 4 enablement hours, once per organisation
Scale
From customer context to proposals.
$30per seat / month
Open Cadence- 250 boards · all three AI apps
- 150,000 AI credits per seat / month
- 20 GB file storage per seat
- 6 enablement hours, once per organisation
Enterprise
Custom terms, agreed capacity and a dedicated account manager. Discuss your organisation’s requirements with our team.
Understand AI apps, credits and billing
Lead Scoring is included on all paid plans. Web Research is included from Growth or costs $9 per organisation/month on Launch. Sales Intelligence is included from Scale or costs $19 per organisation/month on Launch and Growth.
AI runs consume credits. App subscriptions do not add seats or credits. Included paid-seat allowances pool within the organisation; top-ups are optional. Exhausted credits pause AI while the core CRM continues within plan limits.
Prices exclude applicable taxes. Monthly renewal; annual arrangements are available on request. Confirm current allowances, credit validity, app access and the payable total in Cadence and your accepted order.
YOUR BUSINESS. OUR HANDS-ON HELP.You do not have to
You do not have to
set it all up alone.
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.
Plan my Cadence setup- 01
Create your workspace
Choose Free or a paid plan that fits your team.
- 02
Bring your records
Map your data, configure fields and set up boards.
- 03
Connect your team and tools
Invite people, assign access and scope your integrations.
- 04
Put your workflow into motion
Configure actions and activate the AI apps your plan supports.
GO DEEPER
Find your way into Cadence.
AI sales workflows
Less time gathering context. More time moving the right deals.
Explore Cadence lead scoring, source-linked company research and transcript-to-proposal workflows. Connect AI insight to customer records and the next sales action.
Pipelines & workEvery relationship. Every handover. A clear next step.
Organise customer records, ownership, tasks and follow-up with Cadence boards, table, Kanban, calendar and dashboards. Configure CRM workflows around your business.
Connected productsLet the conversation become the next action.
Connect Cadence customer records with Echo conversations, Bridge call context and scoped business-system integrations. Explore a connected Block Gemini customer journey.
Is Cadence a CRM or a work-management platform?
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.