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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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Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
05/12/2025
Validated Reviewer
Verified Current User
Review source: Organic

I can't imagine doing my job without this now...

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.
Billy W.
BW
Billy W.
05/06/2025
Validated Reviewer
Verified Current User
Review source: Organic

Incredible team to work with

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.
TJ R.
TR
TJ R.
Vice President of Sales at ClientSuccess
03/19/2025
Validated Reviewer
Review source: Organic

My Favorite AI Time-Saver, Hands-down!

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.

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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.

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Year Founded
2023