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AskElephant

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25 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.9
Serving customers since
2023
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AskElephant

25 reviews

AskElephant is an AI-powered platform designed to enhance the efficiency of revenue teams by automating routine tasks and providing actionable insights. By serving as a proactive "second brain," it allows customer-facing teams to focus more on building relationships and closing deals, rather than getting bogged down by administrative work. The platform seamlessly integrates with existing tools, ensuring a smooth workflow without the need for extensive system overhauls. Key Features and Functionality: - AI Agents: Automate workflows such as CRM updates, coaching, task creation, churn alerts, and win/loss analysis. - CRM Automation: Automatically update any CRM field based on conversation insights, eliminating manual data entry. - Cross-Team Handoffs: Ensure seamless transitions between sales and customer success teams by automatically transferring full deal context. - AI Coaching: Provide real-time coaching scorecards and reports, allowing managers to focus on strategic guidance rather than sifting through recordings. - Proactive 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. Primary Value and Solutions Provided: AskElephant addresses common challenges faced by revenue teams, such as manual data entry, inefficient handoffs, and the time-consuming process of coaching and data analysis. By automating these tasks, the platform ensures that critical context is preserved, CRM data remains accurate, and coaching moments are highlighted without the need for extensive manual review. This leads to increased productivity, more effective team collaboration, and ultimately, improved customer relationships and revenue growth.

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AskElephant Reviews

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Mike R.
MR
Mike R.
07/17/2026
Validated Reviewer
Review source: Organic

Accurate Deal Analysis and Next-Step Recommendations That Help Us Win More Business

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.
Sam F.
SF
Sam F.
Executive Sales and Operational Leader, RID Certified ASL Interpreter, Adjunct Professor
07/17/2026
Validated Reviewer
Review source: Organic

Transformative AI Tool for Sales Teams

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.
Cory S.
CS
Cory S.
07/17/2026
Validated Reviewer
Verified Current User
Review source: Organic

Ask Elephant Transformed Our Training and Forecasting with Seamless CRM Integration

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.

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HQ Location:
Lehi, US

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What is 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. AskElephant owns CRM data hygiene at the source and powers downstream automations that actually work: CRM field updates, sales coaching, sales-to-CS handoffs, and churn alerts. The result is trustworthy data, reliable automations, and a sales team focused on what AI can't replicate. Relationships.

Details

Year Founded
2023