--- title: AskElephant Reviews meta_title: 'AskElephant Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 25 reviews by the users' company size, role or industry to find out how AskElephant works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 25 scale: '5' date_modified: '2026-07-27' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # AskElephant Reviews **Vendor:** AskElephant **Category:** [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) **Average Rating:** 4.9/5.0 **Total Reviews:** 25 ## About AskElephant AskElephant is the CRM automation layer for B2B revenue teams running on HubSpot or Salesforce. It takes responsibility for the CRM data work that reps are typically stuck doing: updating fields, logging activity, and maintaining the records that everyone else depends on. AskElephant owns CRM data hygiene at the source, capturing activity automatically, standardizing fields, deduplicating contacts, and validating data before it touches a workflow. It then powers downstream automations that actually work: CRM field updates, sales coaching, sales-to-CS handoffs, and churn alerts. The result is trustworthy data, reliable automation, and a sales team focused on what AI cannot replicate. Relationships are built by humans, not bots. Key Features and Functionality: - CRM Automation: Automatically update any CRM field based on conversation insights, eliminating manual data entry. - Sales-to-CS Handoffs: Ensure seamless transitions between sales and customer success teams by automatically transferring full deal context. - AI Sales Coaching: Provide real-time coaching scorecards and reports. Implement your custom sales methodology or use popular frameworks like MEDDIC, SPICED, Challenger, or BANT. - Churn Alerts: Receive notifications about potential deal risks or churn alerts, enabling timely interventions. - AI Chat: Interact with your business data using AI, facilitating quick access to information across various platforms. Includes access to 20+ LLMs. - AI Agents & Workflow Builder: Automate workflows such as CRM updates, coaching, task creation, churn alerts, and win/loss analysis. Agents are fully customizable using the workflow builder. - Custom Data Signals: Extract unique insights at scale from your conversation data and trigger your custom workflows using these signals. - Universal AI Notetaker: Flexible capture and transcription of calls or meetings via 4 methods: web/browser, desktop app/botless, mobile app for in-person conversation, and dialer/contact center integrations. - MCP and API Access: Connect AskElephant's data into your stack - Native Integrations: Connect AskElephant and its powerful workflows to HubSpot, Salesforce, Slack, and even dialer solutions such as RingCentral and Dialpad. Primary Value: Healthy CRM data benefits all human and AI-automated workflows that flow downstream from a CRM system of record. Without healthy CRM data, interactions between revenue teams and customers suffer due to a severe lack of context. AskElephant is the first solution to finally solve the CRM hygiene issue at its root, along with downstream automations. Sales reps are no longer required to update the CRM after each call because AskElephant can update any CRM field or property instantly, to the exact specifications of the RevOps leader. AskElephant can even audit and clean CRM data retroactively, removing a massive data-hygiene burden from RevOps. This is all made possible by AskElephant's dedication to deep data extraction and intelligence, whereas other solutions will just send a meeting summary to the CRM. Pain Points Solved by AskElephant: - Poor CRM data hygiene and missing data - Sales reps manually updating the CRM - Inaccurate revenue forecasts due to poor CRM data - Unsecure use of LLMs to fill context gaps - Unreliable AI notetaker bots not joining your call - Sales leaders lacking time to coach reps - Messy sales-to-CS handoffs - CS teams that depend on sales for context - Implementation teams spending hours to prep an onboarding - Post-sales teams who are slow to see the early warning signs that turn into churn ## AskElephant Pros & Cons **What users like:** - Users praise AskElephant for its **automation capabilities** , significantly reducing repetitive tasks and boosting team productivity. (10 reviews) - Users rave about the **responsive customer support** from AskElephant, quickly resolving issues and enhancing user experience. (6 reviews) - Users value AskElephant for its **time-saving automation** , significantly enhancing productivity by reducing manual tasks and streamlining workflows. (6 reviews) - Users find AskElephant incredibly **easy to use** , streamlining their tasks and enhancing overall productivity effortlessly. (5 reviews) - Users commend the **incredibly helpful support team** of AskElephant, enhancing collaboration and user experience significantly. (5 reviews) - Users highlight the **exceptional meeting management** of AskElephant, seamlessly turning discussions into actionable insights for their teams. (5 reviews) - Users admire the **efficiency in task management** provided by AskElephant, improving productivity with seamless integration and support. (4 reviews) - Insights (3 reviews) - Recording (3 reviews) - Call Recording (2 reviews) **What users dislike:** - Users note a **steep learning curve** with AskElephant, requiring time and prior knowledge to utilize workflows effectively. (1 reviews) - Users find the **limited customization** options frustrating, relying on support for necessary configurations rather than self-service solutions. (1 reviews) - Users find the **poor search functionality** frustrating, making it difficult to navigate the library effectively. (1 reviews) ## AskElephant Reviews ### 1. Ask Elephant Turns Call Transcripts Into Actionable Revenue Intelligence **Rating:** 5.0/5.0 stars **Reviewed by:** Douglas G. | Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2026 **What do you like best about AskElephant?** What I like best is that Ask Elephant turns every recorded conversation into usable revenue data, not just a summary I read once and forget. Through its MCP integration, I pull full raw transcripts from customer calls directly into my AI workflows. My weekly expansion and renewal briefings, exec summaries, and board prep now build themselves from what was actually said on calls across our entire book of business. It's surfaced renewal risks and churn signals (like a customer actively shopping competitors) that would never have made it into the CRM. Beyond customer calls, I've used it for internal projects too. I recorded a 15-interview workflow audit and analyzed every transcript without anyone taking notes. Every engagement has a shareable link, so anything I cite in a report traces straight back to the source conversation. It's become the system of record for what actually happens in our meetings. **What do you dislike about AskElephant?** The built-in AI summaries are too shallow for deep analysis. When I run serious projects off call data, I skip them entirely and pull full raw transcripts instead, because the summaries drop details and quotes that matter. I'd also like better ways to find and verify specific recordings. When working with a large volume of meetings, I've had to build my own naming conventions and safeguards to confirm I'm pulling the right engagement, since searching and filtering could be stronger. **What problems is AskElephant solving and how is that benefiting you?** Ask Elephant solves the problem of conversation data dying after the meeting ends. Before, what customers said on calls lived in reps' heads or thin CRM notes, and renewal risks or expansion signals surfaced late or not at all. Now every customer call becomes searchable, citable data I can act on. The benefit is speed and accuracy in revenue reporting. My weekly expansion and renewal briefings and exec summaries are generated from actual call transcripts across our entire book of business, so leadership sees risks like a customer shopping competitors weeks earlier than we would have caught them in the CRM. It also eliminated manual note-taking on internal projects. I ran a 15-interview workflow audit entirely from recordings, which saved hours per interview and preserved every quote. What used to be anecdotes in someone's memory is now a system of record I can link to directly in any report. ### 2. Ask Elephant: Tremendous Platform with Exceptional Support and Time-Saving Automations **Rating:** 5.0/5.0 stars **Reviewed by:** John W. | Geospatial Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2026 **What do you like best about AskElephant?** The platform is tremendous, yet improving constantly, on how to interact with the data, filter calls, create workflows and automated tasks and feeds well into Slack, Hubspot, and other internal elements to keep our teams moving on a lighting fast pace. The support team has been exceptional since we began working with them 2 years ago. Very responsive and knowledgeable without ego. IF they didn't have the answer right away, they did their due diligence to get us an answer. From the the very top to all the way through daily operations, they've been a wonderful team to work with and collaborate on building our own systems. They also take feedback and action it very quickly in terms of development (we're very lucky in that respect). I can't speak highly enough about the crew there. All very, VERY good!! Within the app itself, over the past 2 years, the AI support to building out the automations kept getting better and better and has become very intuitive and easy to troubleshoot. Prior to joining Ask Elephant, we were manually doing all of our own call scraping and reviews and flagging opportunities and manually pushing information from one platform to the next, which meant we were very inefficient. The investment has paid off in hundreds of hours saved, but more importantly, we're getting more data than we used to, which has been incredibly helpful in getting our internal training and signals redefined and understood. It's been nothing but a net positive for us. **What do you dislike about AskElephant?** Nothing that I'd expect of a newer solution. Some hiccups here and there, but those were always quickly resolved. **What problems is AskElephant solving and how is that benefiting you?** We're able to analyze more calls and push data to our other internal systems and pull data from other platforms that would previously taken so much more time. We've been able to build more and more tools for analytics that previously would would have taken days of dev time and were just seen as a nice to have. But now they are a reality and we're getting better insights into our teams habits and correcting them much sooner, which is ramping up our opportunities and our close rates have improved because of the tools we've been able to utilze. ### 3. Ask Elephant Transformed Our Training and Forecasting with Seamless CRM Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Cory S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about AskElephant?** Ask Elephant has completely changed how we train, review, and forecast in our company. Support and onboarding is top tier, the amount of models you have access to is more than impressive, and we have never had an integration issue with our CRM. The UI is simple, yet effective, and we find pricing to be more than fair compared to other competitors that even lack a lot of features that AE has. We would have to make a lot of changes to our workflow if it wasn't for AE. **What do you dislike about AskElephant?** The only minor dislike is that the platform can change, but this is to be expected with a fast growing startup, and this barely can be seen as a legitimate complaint. **What problems is AskElephant solving and how is that benefiting you?** Ask Elephant has completely changed how we interact with our revenue team, and it has also completely changed how we handle customer escalations. This is allowing for a much more streamlined experience within our company, and it has oddly helped with culture as well. ### 4. AskElephant Turns Meeting Transcripts into Gold for GTM Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan G. | Head of Revenue Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2026 **What do you like best about AskElephant?** We use AskElephant's MCP extensively to pull meeting context directly into the other tools our GTM team relies on, and it's become core infrastructure for us. The HubSpot integration is hands-down the best CRM integration we've used - it turns call and meeting transcripts into contacts, deals, and tasks automatically, cutting out hours of manual data entry for reps. The Slack integration is just as strong, pushing coaching summaries and account alerts straight into the channels our managers already live in every day. Biggest realization since adopting it: meeting transcripts are a goldmine of GTM data, honestly the most valuable source of context any revenue team has in 2026, and AskElephant is the first tool that actually mines that data systematically instead of letting it evaporate after the call ends. **What do you dislike about AskElephant?** Honestly our biggest complaint is minor: the MCP documentation could use more real-world examples for less common workflows, so our team leaned on their support team a bit during setup. We'd also love even more granular control over which Slack channels get which alert types, though what's there today already covers most of what we need. Nothing that has slowed down adoption across our GTM team. **What problems is AskElephant solving and how is that benefiting you?** Before AskElephant, meeting transcripts basically died the moment a call ended - notes lived in someone's head or a doc no one revisited, and reps spent hours after every call manually updating HubSpot. Now, using AskElephant's MCP alongside the HubSpot and Slack integrations, every conversation automatically becomes structured CRM data plus a Slack summary for the manager, so nothing falls through the cracks. The bigger shift for us has been realizing meeting transcripts are a goldmine of GTM data - probably the single most valuable source of customer context available in 2026 - and AskElephant is what actually lets us mine it instead of letting insights evaporate after the call. ### 5. Accurate Deal Analysis and Next-Step Recommendations That Help Us Win More Business **Rating:** 5.0/5.0 stars **Reviewed by:** Mike R. | Chief Revenue Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2026 **What do you like best about AskElephant?** AE thinks ahead and provides incredible recommendations for our team on the next steps with prospects. It handles recordings, transcripts, and summaries really well. What I love most, though, is how it helps us objectively analyze deals and client interactions so we don’t miss what’s important to our clients or to us, and it clearly tells us what we need to do to succeed. Its analysis is consistently accurate. It has directly helped us win more business and retain more business as a company. **What do you dislike about AskElephant?** So far, I haven’t found anything I dislike. We’ve been using the platform for about eight months now, and AE consistently rolls out updates that improve the experience. Their team also works closely with us to customize the platform to function the way we want it to. Overall, I don’t have any dislikes to share. **What problems is AskElephant solving and how is that benefiting you?** It’s helping us close more business. It makes recommendations on when we should go onsite to meet a prospect versus staying remote. It also helps us identify unspoken concerns our clients may have, so we can address them proactively. On top of that, it’s helped us refine a plan of action to better retain clients. Overall, the platform is easy to use. ### 6. Transformative AI Tool for Sales Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Sam F. | Head of Sales & Business Development, Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2026 **What do you like best about AskElephant?** I think AskElephant is very easy to use. It's almost seamless, and it provides pretty extensive analysis that helps my agents improve their skills. What I really love is the AI features that allow me to dive deeper into consecutive meetings with clients. I can pull out data from multiple meetings and collate all of that data into one chat, ensuring I have the whole picture on everything discussed. It also helps quite a bit with passing information over to my operations team when we reach that point in the sales process. Ultimately, it makes our job easier and more streamlined, reducing the manual work and allowing us to update our notes in our CRM faster and more efficiently. It serves as a source of truth on the discussions we've had with clients, and we can easily collaborate and query information from our meetings. **What do you dislike about AskElephant?** I think, ultimately, they are always working on updating their tools and resources, as AI continues to evolve, there's always gonna be ways that we can improve. I would be interested to find out if they have any new integrations with other tools. And the more we can pull all of our resources into one environment, the better we'll be able to use it as well. **What problems is AskElephant solving and how is that benefiting you?** I use AskElephant to record and transcribe meetings, improving our sales team's process efficiency. It allows us to easily reference past meetings, collect data, and collate information to aid in proposal creation. The AI features streamline job tasks, facilitate collaboration, and enhance CRM updates. ### 7. AskElephant’s Versatility Covers Most of our Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about AskElephant?** I like how versatile AskElephant has become. There are so many things that can be done within the system. Most of the time that I think "I wish AskElephant could do this" there is a way to do it. **What do you dislike about AskElephant?** Once in a while, I hit some restrictions for what we want to accomplish versus what the AI can actually do (especially when our requests for data hygiene with our CRM is pretty complicated and specific). Not really sure this is an issue with AskElephant as much as it is with AI sophistication at this point, but we've hit that blocker a handful of times. **What problems is AskElephant solving and how is that benefiting you?** The biggest issue that AskElephant is helping us solve is having an AI listening to all of our calls and, in a sense, acting as a manager for live-coaching. As we are introducing new initiatives, we can have the AI listening to all calls, then right after the call give the sales rep immediate feedback AND give a summary of that feedback to their managers so they can discuss those items in their 1:1s. ### 8. Sophisticated Call Summarization **Rating:** 4.5/5.0 stars **Reviewed by:** Crista V. | Co-Founder & Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AskElephant?** I use AskElephant for summarizing sales calls, which helps us not rely on memory or take notes during meetings. It's sophisticated and guides you to specific portions of a call you want to review, reminding you of key concerns prospective clients have. I find it beneficial that I don't have to take notes and can focus on the call. It summarizes key points and labels them with time during the recording. The onboarding process was very quick, making it easy to start using. **What do you dislike about AskElephant?** It might not be the most affordable option even though it’s highly sophisticated. **What problems is AskElephant solving and how is that benefiting you?** AskElephant summarizes sales calls, so I don't need to rely on memory or take notes. It guides me to specific portions of a call and reminds me of key client concerns, allowing me to focus on the conversation. ### 9. A Great Marketing Tool and Central Hub for Authentic Customer & Prospect Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Todd J. | CMO, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2026 **What do you like best about AskElephant?** What I like most about AskElephant is, first, their team. They are super helpful, and I meet with them almost every week to go over any workflows or agents we've created. They help us build new workflows and agents so that we can leverage AI to get the voice of our customer integrated into our marketing touchpoints. This collaboration has been one of my favorite things about working with them. I also enjoy the call recording feature, which provides video, transcripts, and an integrated AI chat that I can query. That's really handy. Our CEO also uses AskElephant for preparing demos, as it sends him critical information before meetings. The video recording is treated as table stakes, and they add an AI interface layer that lets us use calls to the max while integrating with HubSpot. It’s become a central hub for our prospect and customer voice, as well as our CRM. **What do you dislike about AskElephant?** Nothing. **What problems is AskElephant solving and how is that benefiting you?** AskElephant connects us with customer voices, solves ignorance, enhances authenticity, and identifies competitors. It enriches HubSpot, manages duplicates, and keeps our CRM clean. ### 10. Game-Changer for Meeting Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon W. | Senior Software Developer **Reviewed Date:** February 09, 2026 **What do you like best about AskElephant?** I love AskElephant's ability to work inside the system with meetings, allowing for extreme automation without needing third-party tools. Their AI Meeting Recaps are amazing, and I can build out AI Agents that act based on meeting triggers without requiring human interaction, which is extremely valuable. The power of the AI and its ability to automate tasks were standout reasons for switching to AskElephant from our previous tool, Fathom. **What do you dislike about AskElephant?** I would love if they would offer a personal plan. I would love to use this for my personal life as well! **What problems is AskElephant solving and how is that benefiting you?** I use AskElephant to automate tasks based on meetings, which solves a lot of manual follow-up. It allows me to build AI Agents that act on meeting triggers without human interaction, and I love the system's built-in automation features. ### 11. Exceptional Team and a Game-Changing Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Maree D. | Customer Enablement and Adoption Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2025 **What do you like best about AskElephant?** Working with the team at Ask Elephant has been an incredible experience. Eli, Josh, and James introduced me to the platform and taught me the ropes with Eli leading the way as an absolute master teacher. Thanks to them, I was able to quickly get up and running building custom agents inside HubSpot: ones that surface critical insights that often get missed and even help coach our team on call performance. Beyond their technical skill, what stood out most was how smart, passionate, and genuinely collaborative they are. They care deeply about helping their partners succeed, always ready to support, guide, and share knowledge. Working with them wasn’t just productive; it was genuinely fun. And as for Ask Elephant itself, it’s an incredibly powerful tool, opening up possibilities far beyond any note-taker or call assistant I’ve ever used. It’s miles ahead of the curve and an absolute game-changer for teams that value insight and improvement. **What do you dislike about AskElephant?** What do you dislike about AskElephant? - Nothing! **What problems is AskElephant solving and how is that benefiting you?** Ask Elephant is solving one of the biggest gaps in enablement and CRM adoption — the loss of insight that happens between conversations and systems. In my work, teams live inside HubSpot, but the real context: the why behind deals, objections, and performance, often stays buried in call recordings or gets lost in notes no one reads. Ask Elephant changes that. It lets me build custom agents directly inside HubSpot that: Surface critical insights automatically (like missed buying signals or risk indicators) Coach reps on call performance in real time And push meaningful context back into the CRM, so it’s visible where teams actually work. The benefit is immediate: Reps get just-in-time coaching and clearer next steps. Managers spend less time digging through calls and more time enabling their teams. The whole system becomes smarter, insights don’t get lost, they get used. In short, Ask Elephant is helping me close the loop between conversation intelligence and system intelligence. It’s not another tool to adopt; it’s a layer that makes the tools you already use more powerful and more human. ### 12. Empowers Processes with Ease and Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Collin T. **Reviewed Date:** November 04, 2025 **What do you like best about AskElephant?** I find AskElephant incredibly easy to use, which saves me a lot of time and effort. Its user-friendly nature means that I seldom need to reach out for help, but when I do, the support from their team is incredibly responsive and helpful, resolving my issues very quickly. This easy usability allows me to accomplish most tasks in just a few minutes, making it efficient for my needs. I appreciate how it structures all the data gathered during meetings and helps execute it through workflows and agent automation, significantly enhancing my team's productivity and success. The fact that it integrates effortlessly with other tools I use, like Salesforce and my calendar, further enhances its value by fitting seamlessly into my existing workflow. AskElephant's powerful platform and excellent workflows, which I believe offer ten times the value compared to the AI summaries of Fathom, have been a significant reason for switching to it. Overall, the combination of its ease of use, responsive support, and impactful workflows makes AskElephant a valuable tool for me. **What do you dislike about AskElephant?** There are very minor UX things that can be improved. They already have these improvements on their road map, so it's an early-stage concern and doesn't bother me too much because the platform is powerful. **What problems is AskElephant solving and how is that benefiting you?** I use AskElephant to understand meetings better, lead my team to success, structure data efficiently, and automate workflows, saving time. It's user-friendly and has robust support, enhancing our operational efficiency. ### 13. Empowers Teams with AI-Driven Efficiency and Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Randy B. | Chief Executive Officer **Reviewed Date:** September 04, 2025 **What do you like best about AskElephant?** We love AskElephant's integration with HubSpot, which helps us stay aligned and informed. The simple setup process and supportive team made our transition smooth. I appreciate the AI's ability to interact with meeting transcripts, improving visibility and efficiency. Workflow automation in Slack enhances our productivity. Their responsive support team consistently assists us by resolving issues promptly. **What do you dislike about AskElephant?** We wish there was a pricing model that made it easier for our entire company to use AskElephant. We have users who wouldn't use the product very much but could benefit from access and different pricing structure that accommodate this scenario would be great. **What problems is AskElephant solving and how is that benefiting you?** We find AskElephant improves efficiency by recording meetings, creating transcripts, and leveraging AI for insights. It simplifies sharing recordings. It is integrating workflows with tools like Slack and HubSpot, allowing us to be more informed and efficient with each employee. ### 14. I'll never work without it again. **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew E. | Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about AskElephant?** I've used about every sales tool that exists and AskElephant is the only one I refuse to go without. Every sales and revenue tool has some sort of AI buzzword nonsense in it now they are barely parlor tricks. They are too generalized to be useful, too vague and require tons of editing, or completely hallucinate facts and get you into trouble. AskElephant was built for knowledge transfer. It helps me communicate better with my prospects, align on their project scopes, develop better business cases with them, and transfer that knowledge to my leadership team so they know how deals are progressing. It coaches me on my calls. It answers questions with detail. It doesn't miss things that other AI tools do. The team at AskElephant helps me create workflows specific to my sales process and to my environment. It even helps me with my handoffs to implementation and CS teammates. I use it every single day. **What do you dislike about AskElephant?** I haven't found anything I dislike about it yet. Quite the contrary, the team gets more impressive every time they make enhancements. **What problems is AskElephant solving and how is that benefiting you?** Call summaries. Email follow-ups. MEDDICC Coaching. Business Case Development. Internal Knowledge Transfer. ### 15. More than an AI notetaker--AskElephant is about insight, action, and impact. **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy M. | Program Manager, Education & Community, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about AskElephant?** AskElephant has been a huge asset for us, and it keeps getting better. What really stands out is how customer-focused the team is. They don’t just ship features—they actually listen, iterate quickly, and keep making the platform more powerful based on real user feedback. That’s rare. The ease of use has also come a long way. Every update makes it smoother to navigate and easier to pull the insights we need. It’s clear they’re intentional about UX, and that makes a big difference when you’re using it daily. AskElephant Workflows have been next level. Each meeting now can be turned into actionable data, effortlessly and efficiently. Workflows integrate incredibly well with what we are already doing and using within our CRM and internal processes. Whether it’s summarizing key details, streamlining follow-ups, or making sense of complex conversations, it’s become an essential part of our day-to-day. AskElephant is smart, evolving, and powerful. **What do you dislike about AskElephant?** Right now, AskElephant is pretty fantastic. As much as I love how their custom workflows do so much more of the heavy lifting, it does take some time or previous understanding of how workflows function in similar environments. Not being well versed in these things prior to using AskElephant, it took me a little longer to grasp how to create truly useful workflows. I had to work with AskElephant's team and our own CRM manager to gain that knowledge. That said, anything worth using is worth learning. **What problems is AskElephant solving and how is that benefiting you?** AskElephant is able to take all of our calls and meeting transcripts and make clear actionable data for every team. Even when someone isn't in a call, they still have the ability to gather insight and valuable data that can be used to make better decisions. Once workflows and prompts are in place, it truly effortless and saves our RevOps, Sales, and CS teams valuable time. ### 16. Great software for a source of truth for all deals & accounts + managing workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2025 **What do you like best about AskElephant?** I use AskElephant as a source of truth for what's going on with a specific deal or account. It's better than my CRM because it actually knows all of the transcripts from the calls and I can chat not just about a single call but multiple calls. I also love the workflows that it facilitates for us, things like updating certain fields in our CRM or sending us a slack update about accounts with churn risk. **What do you dislike about AskElephant?** The interface needs some love. It's a great product but I have to message the team to do most of the configuration rather than doing it myself. Luckily, they're willing to do that work for me which is great. But I wish it'd also be easier to use. **What problems is AskElephant solving and how is that benefiting you?** It is helping me manage workflows that used to be manual but are now automated with AskElephant. ### 17. The Best Recording Tool Out There **Rating:** 5.0/5.0 stars **Reviewed by:** mario c. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about AskElephant?** Best recording tool ever, i used a lot, like fathom **What do you dislike about AskElephant?** I Havent seen anything I dont like yet, loving the ai **What problems is AskElephant solving and how is that benefiting you?** Its helping me identify action items or missing information. ### 18. I can't imagine doing my job without this now... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about AskElephant?** AskElephant significantly increases our ability to serve our customers. We end every call knowing exactly what we need to do, the right folks get notified, potential areas of concern are made known to our sales leadership... it's actually pretty wild. It's like someone joins every call, obsesses over every detail, and then updates what needs to be updated in our CRM while it also notifies the right people about the right things. We win more deals because of it, our CRM is more accurate and up to date. We get notified of everything that matters in slack immediately. It's now one of those things that we can't live without. Oh, and the team keeps pushing out workflows for new use-cases everyday. It's almost too many workflows that I need - I can't keep on top of it. Support is quick, it is easy to use... I use it multiple times everyday and then it automatically provides value throughout the day for our whole team. Worth every dollar and then some. **What do you dislike about AskElephant?** The only downside is that their workflow capability doesn't have a search functionality. Sometimes it is hard to see what is there and in the library, but I am sure that downside will be fixed pretty quickly. They move super fast! Oh, one other downside - the workflow building could be a little bit easier. It is not hard per se, but it does take some getting use to (~20 minutes of training). I wish they had a Youtube or self-serve way to learn how to build workflows. Maybe they do and I just haven't seen it. **What problems is AskElephant solving and how is that benefiting you?** A lot of problems! Information gathering, meeting preparation, communication with sales leadership, CRM updating, coaching sales team members, writing high quality emails to prospects, speed to following up with prospects and customers, knowing when an account is at risk... I could go on and on. The big benefit is that we capitalize on ALL the information we have access to and we do it quickly. Our people are significantly more productive and a lot less falls through the cracks. For sales that means more revenue, better learnings, product improves faster. We are seeing all of those things since implementing AskElephant. ### 19. My Favorite AI Time-Saver, Hands-down! **Rating:** 5.0/5.0 stars **Reviewed by:** TJ R. | Vice President of Sales, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about AskElephant?** It automates the most tedious/monotonous tasks that were bogging down my sales team. Things like note-taking, or updating certain fields in our CRM, or crafting the followup email, or generating to-dos -- stuff that IS critical, but that takes so much time. AskElephant automates ALL of that. **What do you dislike about AskElephant?** Now that I've had a taste of what AskElephant can do, I actually just want MORE use cases for how to leverage the AI and the functionality to find more and more ways to save time. They've nailed what they do, I just can't get enough. **What problems is AskElephant solving and how is that benefiting you?** AskElephant solves several major problems for my team. First, it completely solves the Conversation Intelligence / note-taking use case -- all of your meetings are recorded, analyzed, with accurate transcripts spot-on summaries, next steps, action items, and even updates to the CRM (e.g. they talked about a competitor, so it can add the competitors mentioned to the "Competitor" field in my CRM, for example). Second, it delivers coaching around our sales conversations. Third, it provides rapid intelligence into the overall context of relationships with prospects -- I can ask questions and it can review EVERY call, every email, and every note with a given customer to find the answer. These are our top 3 use cases, but someone on my team seems to pick up a new use case every week. ### 20. Information about your business at your fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Brad K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about AskElephant?** AskElephant's integration into our daily operations has been highly beneficial. It facilitates comprehensive note-taking during meetings and calls, and empowers staff to provide concise end-of-day project summaries and productivity updates. This significantly streamlines company-wide information management. The support staff and AI engineers are prompt with responses and help with integration and creativity when it comes to designing work flows. I would highly recommend this software for any business in any field. **What do you dislike about AskElephant?** Really nothing now. They've made loads of updates that have resolved all of my issues with uploading recordings and they are integrating with more software all the time. **What problems is AskElephant solving and how is that benefiting you?** Monitoring and summarizing data to help with more traction. ### 21. Incredible team to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Billy W. | Director of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2025 **What do you like best about AskElephant?** AskElephant helps us automate recording notes into Hubspot from our sales calls. It was easy to implement, the customer support is incredible, and their team is laser focused on building features that actually make a difference for us. **What do you dislike about AskElephant?** AskElephant is a new product, but they've been great to work with so far as they are able to be extremely nimble in taking feedback and making changes quickly for us. **What problems is AskElephant solving and how is that benefiting you?** CRM Hygiene ### 22. AskElephant is like have an entire RevOps team as a founder **Rating:** 5.0/5.0 stars **Reviewed by:** Renato V. | Founder/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about AskElephant?** Making the best use of time as a founder is super super important and wasting any on managerial and manual tasks SUCK. AskElephant makes it so i don't have to keep track of things manually and instead is like having a blend of an EA with a RevOps analyst that makes sure our deal cycle and sales process is efficient. **What do you dislike about AskElephant?** There is nothing right now since every idea i bring to them, they ship the next day! **What problems is AskElephant solving and how is that benefiting you?** Keeping track of sales follow-ups, email follow-ups, take-aways and overall keeping the momentum with sales and product is key and this makes sure that I don't have to do any of that manually. ### 23. Finally call recording and AI that actually works **Rating:** 5.0/5.0 stars **Reviewed by:** Blake L. | Founding account executive, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about AskElephant?** Not only can I take my unstructured meeting data and bring the insights into my CRM, we can now take CRM data, linkedin insights, web insights to help our sales team show up to calls better prepared then ever. Our teams feedback has been AMAZING and we are running sales calls better then ever by building in call coaching and company insights. Wish this would have been around when we first started building our sales team because it's that much of a game changer. **What do you dislike about AskElephant?** Small improvements in creating workflows for non AI people but that is just me being picky **What problems is AskElephant solving and how is that benefiting you?** Sale team coaching and data collection ### 24. Responsive team and great product **Rating:** 5.0/5.0 stars **Reviewed by:** Norman T. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2025 **What do you like best about AskElephant?** Ability to use multiple workflows and choose your AI models. Fast transcriptions and the email followups it generates are better than the competition. We switched to askelephant from gong. Very happy with the responsive team. **What do you dislike about AskElephant?** You can't kick the askelephant bot out of a zoom **What problems is AskElephant solving and how is that benefiting you?** Allows us to globally query our prospects ### 25. Askelephant: a tool you didn’t know you needed **Rating:** 5.0/5.0 stars **Reviewed by:** Kris P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about AskElephant?** This tool has changed how we approach business. We are saving hours weekly, which has led to increased revenue. **What do you dislike about AskElephant?** It seems like the system is asking for a required field, even though you've already provided "none" as an answer. **What problems is AskElephant solving and how is that benefiting you?** Time optimization, syncing on communications before and after meetings, drawing on transcriptions to avoid miscommunications, and the time saved by automating these processes is excellent. - [View AskElephant pricing details and edition comparison](https://www.g2.com/products/askelephant/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-03+16%3A25%3A20+-0500&secure%5Bsession_id%5D=76cfe478-6900-4310-a290-272b3fc1bd2e&secure%5Btoken%5D=71bb15cc50d79f276e9a80d107dd74a3887fbf14486a28d4bb0896e051b1b418&format=llm_user) ## AskElephant Integrations - [Agility Ads](https://www.g2.com/products/agility-ads/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews) ## AskElephant Features **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Predictive Forecasting **Agentic AI - Revenue AI Platforms** - Natural Language Interaction - Proactive Assistance - Autonomous Task Execution - Cross-system Integration - Decision Making - Adaptive Learning **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Contact Capture **Platform - Revenue AI Platforms** - Conversation Intelligence - Predictive Forecasting - CRM Data Enrichment - Actionable Insights - Risk Flagging - Workflow Orchestration - Sales Coaching - Pipeline & Deal Management - Customer Data Capture **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top AskElephant Alternatives - [Aviso](https://www.g2.com/products/aviso/reviews) - 4.3/5.0 (976 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,679 reviews)