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ASKELEPHANT.AI

AskElephant is a revenue-work automation platform that captures conversations, extracts signals, updates CRM records, and powers workflows such as sales-to-CS handoffs, coaching, alerts, and AI chat.

Botanical engraving of the alpine eyebright ALPINE EYEBRIGHT
Euphrasia revoluta
6
USE CASES
4 / 8
STAGES COVERED
17
NAMED CUSTOMERS
2023
FOUNDED
THE CLIMB · WHERE ASKELEPHANT HELPS
  1. 01 Sign-up COVERED →
  2. 02 Onboard SEE VENDORS →
  3. 03 Activate SEE VENDORS →
  4. 04 Adopt COVERED →
  5. 05 Support SEE VENDORS →
  6. 06 Expand COVERED →
  7. 07 Renew COVERED →
  8. 08 Advocate SEE VENDORS →
01 · USES

What it's used for

Automate CRM updates from customer and sales conversations.Assemble automated sales-to-CS handoff packages.Generate coaching scorecards and surface coaching moments.Detect churn and deal risks and send alerts.Query calls, CRM records, docs, and other business data with AI chat.Capture meeting transcripts, summaries, and action items without a bot joining.
02 · ICP

Who it suits (ICP)

  • Revenue teams using HubSpot or Salesforce.
  • RevOps teams that need clean CRM data and workflow automation.
  • Post-sales and customer success teams that need handoffs, churn alerts, and expansion signals.
  • Sales teams that want call capture, signal detection, and CRM automation.

Buyers: RevOps leaders (Teams focused on CRM accuracy, process enforcement, and workflow automation.), Customer Success leaders (Post-sales teams using handoffs, churn alerts, and expansion signals.), Sales leaders (Teams managing coaching, deal visibility, and CRM hygiene.), Revenue leaders (Leaders using conversation visibility for coaching and forecasting.), Founders and CROs (Named among forward-thinking revenue leaders using AskElephant.)

03 · HOW IT WORKS

How it works

AskElephant captures conversations, extracts signals such as commitments and risks, matches those signals to CRM records and schema, then uses the reliable data to power automations like coaching, handoffs, and churn alerts.

04 · FEATURES

Key features

  • Universal AI notetaker that captures conversations across browser, desktop app, mobile app, and dialer software.
  • Extracts commitments, objections, and deal risks from conversations.
  • Matches signals to the right CRM record, standardizes to schema, and validates before writing.
  • Auto-updates any CRM field from conversations.
  • Optional human-in-the-loop approval workflows for CRM updates.
  • Customizable coaching scorecards for methodologies like MEDDPICC, SPICED, Challenger, and BANT.
  • Automatically triggered handoff packages when deal ownership changes or stages are reached.
  • Custom risk-scoring models for churn likelihood, deal health, expansion potential, or custom criteria.
  • Evidence-based alerts with source citations and recommended actions.
  • AI chat with context controls across CRM, Notion, call recordings, emails, and more.
  • Botless recording with AI transcripts, summaries, action items, and CRM updates.
05 · INTEGRATIONS

What it works with

HubSpotSalesforceSlackAsanaNotionGmailGoogle CalendarOutlookCopper CRMGongGrainDialpadAircallRingCentralPlain
06 · VALUE

What it says it delivers

  • Bad CRM data makes for bad AI automations.
  • A clean CRM unlocks downstream automations. Useful AI coaching. Reliable forecasts. Context-rich handoffs.
  • AskElephant is the CRM automation layer that finally solves data hygiene and unlocks downstream automations for the entire revenue team.

In the vendor's own words, from its website.

07 · PRICING

Pricing

  • Core: $99 per user/month when billed annually
  • White-Glove: $119 per user/month when billed annually (5-seat minimum)
  • Enterprise: Custom
08 · COMPANY

About the company

HEADQUARTERSLehi, United States
FOUNDED2023
09 · CUSTOMERS

Who uses it

PestShareKixieVendilliCopperSchoolAIBoomCloudApplauseDisruptiveREDOTrailway GrowthFinallyRevvyalldemandSequel.iohapilyLevverRebuy

Named on askelephant.ai.

10 · USE CASES

Use cases on its website

11 · CASE STUDIES

Customer stories on its website

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

12 · SECURITY

Security and compliance

  • ✓ SOC 2 Type II compliance
  • ✓ HIPAA compliance
COMPARE WITH · SIMILAR KIT FOR THE SAME STAGES
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BEFORE YOU BUY

Is it the kit, or the map?

The Post-Sales Reset looks at how your customers move from signed deal to renewal, and finds the few changes that matter most.

EXPLORE THE POST-SALES RESET ↗

Work at AskElephant, or spotted something wrong? SUGGEST AN EDIT →

Chris Sparshott
WHO RUNS IT

Chris Sparshott

CUSTOMER SUCCESS, SUPPORT AND RENEWALS LEADER · SUCCESSBYCS

Not sure which leg of the climb is the problem? Kit helps, but the path matters more. The Post-Sales Reset finds where your customers are getting stuck and what to fix first.

Explore the Post-Sales Reset ↗ VIEW LINKEDIN PROFILE ↗ DIRECTORY@SUCCESSBYCS.COM →