Automate workflowslike CRM updateswith AI
Revenue teams can now automate CRM updates, AI coaching, sales-to-CS handoffs, churn alerts, and more.
Trusted by thousands of forward-thinking revenue leaders
Integrated into your current tech stack
Seamlessly connect with the tools you already use.
Integrations available: Salesforce, HubSpot, Google Drive, Notion, Linear, Gmail, monday.com, Asana, Confluence, Sendoso, Gong, RingCentral, Zapier
THE PROBLEM
Other tools can't
automate the work.
AI notetakers and conversational intelligence tools fall short because they focus on insights but struggle to take action.
Drowning in manual workEvery team member is wasting hours per day — from managers digging for coaching material to RevOps fixing bad CRM data.
CRM updates don't get doneReps love selling, not data entry. But when CRM updates are ignored, data quality issues start compounding.
Handoffs breakCritical context gets lost between sales, success, and support. Hours are wasted on manual meeting prep.
THE SOLUTION
Not just a tool.
Part of your team.
AskElephant's AI agents do the behind-the-scenes work for you. So your team can focus on strengthening customer relationships.
Then
Weighed down by manual work
- Reps typed updates in the CRM
- Managers watched recordings to find coaching material
- CS spent hours prepping an onboarding
- RevOps fixed messy CRM data
- Leaders couldn't forecast with bad data
Now
AI agents working for you
- AI updates every CRM field
- Get targeted coaching material in real time
- Onboarding docs generate automatically
- CRM agents run proactive data quality audits
- Forecasts are accurate, thanks to clean CRM data
PRODUCT FEATURES
Essentials that erase busywork
AI AGENTS
Workflows that build & run themselves
Automate workflows with AI agents to give your sales and post-sales teams new freedom to focus on customer relationships.
- • Automate CRM updates, AI coaching, task creation, churn alerts, win/loss analysis, etc.
- • Our AI workflow assistant builds custom workflows for you.
- • If you get stuck building a workflow, our human team is ready to help.
CRM AUTOMATION
Eliminate manual CRM updates
Leverage the most robust CRM integrations on the market to automatically update any field, or with human-in-the-loop — in Hubspot or Salesforce.
- • Reps can finally forget updating the CRM after every call.
- • Sales people spend more time on calls with customers
- • Managers don't have to nag reps about updating the CRM
Deal Insights
Discovery
CROSS-TEAM HANDOFFS
Fix messy handoffs for good.
When deal ownership is ready to switch teams, Implementation and CS receive handoff packages they know they can trust.
- • Integrate handoffs with tools you already use
- • Post-sales teams can save dozens of hours per month
- • Customer context never slips through the cracks
AI SALES ASSISTANT
Scale coaching to every rep, every call
Real-time coaching scorecards and reports let managers actually manage again. No more watching recordings for hours looking for the right coaching insight.
- • Customize coaching scorecards to any sales methodology.
- • Use MEDDIC, SPICED, Challenger, BANT, or use AI to build your own.
- • Customize your workflow to send post-call to reps, to managers only, etc.
Scanning customer signals...
Good morning, Daphne
Here's some things I found this morning.
Churn alert
Tyrell.aiEmail immediately
Tyrell.ai Churn Risk
Automated Playbook Running...
Get up to speed
- Why? Frustration regarding meeting recordings not showing in platform.
- History: Engineering promised fixes last week.
Churn Playbook
Alerted our Growth Team
Create churn summary doc
Draft email to Ivan at Tyrell.ai
PROACTIVE ALERTS
Retention risks, surfaced instantly
Faster, more proactive churn or deal alerts easily translate into revenue gains. Delighted customers will notice your attention to detail.
- • AI can connect dots across conversations & platforms
- • Easily build risk scoring models to your specifications
- • Put your retention teams into the driver seat
AI GLOBAL CHAT
AI chat with your business
AskElephant intuitively contextualizes your business data. Now use AI to chat with your call recordings, Hubspot or Salesforce, your calendar, Notion, and much more.
- • Toggle your AI chat window between ChatGPT, Claude, and other LLMs.
- • Control which tools are used as context (CRM, Notion, etc.)
- • We prevent your data from being used to train LLMs.
BUILT FOR
Every revenue team, one platform.
AskElephant automates the busy work across sales, post-sales, and operations—so your team can focus on what matters.
Leaders
HOW WE HELP
To maximize workflow automation
Capture
AskElephant captures calls, meetings, emails, Notion docs, and more.
Insights
Learn to use our AI chat tools, tags, signals, and AI summaries.
AI Workflows
We'll set up your first workflow automations, or "AI agents"
Systems
Later we'll drive more business value by creating a team of agents, or a system.
We build workflows for you
Our engineers build what you need, free of charge
What customers say
Real results from real teams.
“My team spent 50 hours a month watching sales recordings to manually prep for onboardings. But now AskElephant automatically adds that information to the CRM, saving CS days of effort per month.”
Scott Stollwerk
Chief Sales Officer, PestShare
Still not sure if AskElephant is right for you?
Let ChatGPT, Claude, or Perplexity do the thinking for you. Click a button to see what your favorite AI says about AskElephant.
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