humans
CRM fields don't get updated
Critical deal data is missing because it's trapped in your call recordings.
"The Context Gap"
CRM Automation Layer
Make your CRM
self-updating.
Finally.
Bad CRM data makes for bad AI automations. AskElephant handles both. Built for teams using HubSpot.
The root problem
Asking humans to manually update the CRM was always going to fail.
Old CRMs sold the same story for 20 years: reps will keep the data clean. We always knew better. Reps were hired to sell. Not to type.
The symptoms
Reps fill context gaps with shadow AI
Reps copy/paste transcripts into personal ChatGPT with no company context attached.
"The Bandaid"
Sales forecasts you can't trust
Forecasts run off guesswork and impromptu deal reviews. Not forecast-ready data in the CRM.
"The Stakes"
Why This Matters
“A clean CRM unlocks downstream automations.
Useful AI coaching. Reliable forecasts. Context-rich handoffs.”
The Key
Trustworthy data is not a feature.
It's our identity.
CRM Automation
Eliminate manual
CRM updates
- AskElephant auto-updates every field in your CRM.
- Add human-in-the-loop approvals, if needed.
- Customize field mappings to your unique CRM schema.
The Unlocks
Downstream automations.
That actually work.
AI Sales Coaching
Coach every rep.
Every call.
- Customize coaching scorecards to any sales methodology.
- Use MEDDIC, SPICED, Challenger, BANT, or use AI to build your own.
- Configure coaching scorecards to be sent to managers via Slack.
Handoffs
Fix messy handoffs
for good
- Automatically-triggered handoff packages arrive when you need them.
- Integrate handoffs with the tools you already use.
- Start with a template and then customize to your team's process.
Churn Alerts
Retention risks surfaced instantly
- AskElephant listens for churn signals across all conversations.
- Surface churn alerts in Slack, Asana, and more.
- Customize risk-scoring models to your specifications.
Our approach
Purpose-built infrastructure behind your self-updating CRM
Data Capture
01
AskElephant's universal AI notetaker captures conversations across browser, desktop app, mobile app, and dialer software.
Signal Extraction
02
Beyond superficial meeting summaries, AskElephant extracts deeper signals like commitments, objections, and deal risks.
CRM Intelligence
03
AskElephant matches each signal to the right CRM record, standardizes it to your schema, and validates before writing.
Downstream Automations
04
Now with reliable data, AskElephant powers AI automations that actually work: coaching, handoffs, and churn alerts.
Built for
Every revenue role.
One platform.
Real results
from real teams.
Trusted by thousands
“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
