Compare the Blocks
The four products address different work. Use this page to see how they differ, who tends to use each one, and what to confirm before you plan a rollout.
| CRMBlock | FinanceBlock | PhoneBlock | MarketingBlock | |
|---|---|---|---|---|
| Focus | Customers, opportunities, jobs, tasks, and follow-up | Accounting records, receivables, payables, and project finances | Business greetings, call routing, and follow-up paths | Project stories, content preparation, and campaign planning |
| Mostly used by | Owners, sales, and office teams coordinating work | Owners and the person responsible for the books | Whoever decides how the business answers the phone | Owners and whoever prepares and approves content |
| Start here when | Leads, records, or next steps are hard to track | You need a clearer view of receivables, payables, and project results | Callers need better routing or a next step after an unanswered call | Project photos and ideas are waiting to become useful content |
| The first question it answers | What should happen next for this customer, and who owns it? | What is owed to us, what do we owe, and how did this project do? | What happens when someone calls and we cannot answer? | What do we already have that is worth telling people about? |
| Status | Access on request | Access on request | Setup by discussion | In development |
| Sign-in | At centralblock.info/login, CRMBlock account | At centralblock.info/login, FinanceBlock account | Configured for your business; help via support | Not yet available |
| Confirm before rollout | Which workflows are in the current setup; import scope and field mapping | Opening balances, imports, reports, and the review process with your bookkeeper | Number, destinations, ringing behaviour, business hours, fallback, provider charges | Which workflows will be first; channel connections depend on released integrations |
| Connections direction | Passing customer and job context to finance and marketing | Read-only QuickBooks import and comparison first; bank and document connections by validation | Routing calls to the right person, with follow-up captured on the record | Approved project material flowing in; channel reporting when released |
| Explore | Explore | Explore | Follow |
Products and individual capabilities are at different stages. Shared sign-in, coordinated billing, and connections across the family are development goals. Ask about current availability for the exact workflow you need before making a purchasing or rollout decision.
Which Block first?
A simple way to decide: find the moment in your week that costs the most time or trust, then start there.
If the problem shows up as missed follow-up
Leads go quiet, jobs stall between sold and scheduled, or the owner is the only person who knows the customer history. Start with CRMBlock.
If the problem shows up at month end
You cannot say quickly what is owed to you, what you owe, or whether a project made money. Start with FinanceBlock.
If the problem shows up on the phone
Calls ring out while the team is on site, callers do not know whether they reached the right business, and nobody calls back. Start with PhoneBlock.
If the problem shows up after the job
Good work goes unmentioned because the photos and details are scattered and nobody owns the post. Follow MarketingBlock and tell us what you need.
Still not sure?
Walk us through a recent customer inquiry. That real example is the fastest way to find the right starting Block.