AskElephant
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.
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What it's used for
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.)
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.
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.
What it works with
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.
Pricing
- Core: $99 per user/month when billed annually
- White-Glove: $119 per user/month when billed annually (5-seat minimum)
- Enterprise: Custom
About the company
Who uses it
Named on askelephant.ai.
Use cases on its website
Customer stories on its website
- PestShare: How PestShare Accelerates Revenue by Automating Workflow and Replacing Manual Call Review ↗
- Kixie: How Kixie Turns Signals Into Sales With Real-Time AskElephant Alerts ↗
- Vendilli: How Vendilli Reduces Manual Work and Strengthens Sales Consistency ↗
- Copper: How Copper Gains Team-Wide Visibility by Querying Thousands of Customer Calls with AskElephant ↗
Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.
Security and compliance
- ✓ SOC 2 Type II compliance
- ✓ HIPAA compliance
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