---
title: "AskElephant | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/askelephant
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# AskElephant

Website: https://askelephant.ai/  
Stages covered: 4 of 8 (Sign-up, Adopt, Expand, Renew)  
Founded: 2023  
Headquarters: Lehi, United States

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

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.

## 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.

## Who it suits

- 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

HubSpot, Salesforce, Slack, Asana, Notion, Gmail, Google Calendar, Outlook, Copper CRM, Gong, Grain, Dialpad, Aircall, RingCentral, Plain

## What it says it delivers

The vendor's own words, from its website (quoted data):

> 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.

## Pricing

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

## Who uses it

- PestShare
- Kixie
- Vendilli
- Copper
- SchoolAI
- BoomCloud
- Applause
- Disruptive
- REDO
- Trailway Growth
- Finally
- Revvy
- alldemand
- Sequel.io
- hapily
- Levver
- Rebuy

Named on askelephant.ai.

## Use cases on its website

- [CRM automation](https://www.askelephant.ai/product/crm-automation)
- [Sales-to-CS handoffs](https://www.askelephant.ai/product/handoffs)
- [AI coaching](https://www.askelephant.ai/product/coaching)
- [Proactive alerts](https://www.askelephant.ai/product/alerts)
- [AI chat](https://www.askelephant.ai/product/ai-chat)

## Customer stories on its website

- [PestShare: How PestShare Accelerates Revenue by Automating Workflow and Replacing Manual Call Review](https://www.askelephant.ai/customers/case-studies/pestshare)
- [Kixie: How Kixie Turns Signals Into Sales With Real-Time AskElephant Alerts](https://www.askelephant.ai/customers/case-studies/kixie)
- [Vendilli: How Vendilli Reduces Manual Work and Strengthens Sales Consistency](https://www.askelephant.ai/customers/case-studies/vendilli)
- [Copper: How Copper Gains Team-Wide Visibility by Querying Thousands of Customer Calls with AskElephant](https://www.askelephant.ai/customers/case-studies/copper)

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

---
Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/askelephant