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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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Collin T.
CT
Collin T.
11/04/2025
Validated Reviewer
Review source: G2 invite

Empowers Processes with Ease and Efficiency

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.
Randy B.
RB
Randy B.
God, Family, Leadership, DirtWorld
09/04/2025
Validated Reviewer
Review source: Organic

Empowers Teams with AI-Driven Efficiency and Great Support

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.
Verified User in Computer Software
AC
Verified User in Computer Software
08/25/2025
Validated Reviewer
Review source: Seller invite

Great software for a source of truth for all deals & accounts + managing workflows

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.

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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