What AskElephant does

AskElephant is an AI workflow automation platform purpose-built for revenue teams — sales, customer success, RevOps, and revenue leaders — founded in 2023 by Woody Klemetson (CEO) and Kaden Wilkinson and headquartered in Lehi, Utah. The platform, branded as RevenueOS, converts customer conversations (calls, emails, meetings) captured from Zoom, Microsoft Teams, RingCentral, Dialpad, and a botless desktop recorder into automated CRM updates, cross-team handoff documents, AI coaching scorecards against methodologies such as MEDDIC, SPICED, Challenger, and BANT, churn and deal-risk alerts, and natural language business-data queries. Core technical capabilities include autonomous AI agents that build and run workflows from plain-English descriptions, bi-directional CRM synchronization with HubSpot and Salesforce with field-level mapping and validation rules, and integration with 50+ adjacent tools spanning project management (Linear, Asana, monday.com), communication (Slack), and data (Notion, Google Drive, Confluence). The product is built on commercial enterprise APIs from OpenAI, Anthropic, and Google, with explicit data-isolation guarantees preventing customer data from training shared models.

The product suite comprises eight integrated modules — AI Agents, CRM Automation, Cross-Team Handoffs, AI Coaching, Proactive Alerts, AI Chat, Botless Recording, and the Peanut AI voice productivity sub-brand — and is delivered via web, desktop (macOS, Windows), and mobile (iOS, Android) clients. AskElephant holds SOC 2 Type 2 and HIPAA certifications, supporting enterprise and healthcare deployments.

The business model is seat-based SaaS subscription priced at $25–$99 per user per month for standard tiers with a 14-day free trial, plus custom multi-year enterprise contracts. Go-to-market combines product-led self-serve onboarding with a sales-assisted enterprise motion supported by comparison-style SEO pages against Gong, Clari, Avoma, Fireflies, and Otter, and a novel AI-chatbot referral channel directing prospects to ask ChatGPT, Claude, Gemini, or Perplexity about the product. The company has raised a $6M seed round led by Jump Capital with High Alpha, Tandem, and SaaS Ventures, and references adoption among "thousands of forward-thinking revenue leaders," with PestShare as the only named disclosed case study.

Name

AskElephant

Legal name

AskElephant AI, Inc.

Website

https://askelephant.ai

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

AskElephant is an AI workflow automation platform that converts customer conversations into automated CRM updates, coaching scorecards, cross-team handoffs, and churn alerts for sales, customer success, and RevOps teams.

Ownership category

akta.pro rank

Product category

Revenue Intelligence and Workflow Automation Software

NAICS

Software Publishers (513210), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

akta.pro secondary industries

Marketing Automation Platforms & Services (BPAFAFAC), Conversational AI Platforms (chat/voice bots, orchestration) (HDAAAFAC), Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)

Keywords

• Revenue workflow automation
• Conversation intelligence software
• CRM automation platform
• AI sales coaching
• Revenue operations system

Headquarters

HQ city

Lehi

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription - Seat-based SaaS: AskElephant charges subscription fees on a per-seat basis with tiered pricing plans ranging from $25 to $99 per user per month. Enterprise pricing is available for larger deployments with custom requirements. The subscription model provides recurring revenue with land-and-expand potential as teams grow.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

AskElephant's RevenueOS platform uses AI agents to capture calls, meetings, and emails and automatically trigger revenue workflows including CRM updates (Salesforce/HubSpot), AI coaching scorecards against methodologies like MEDDIC and BANT, sales-to-CS handoff documents, and proactive churn/deal risk alerts. The platform is sold as seat-based SaaS subscriptions ranging from $25 to $99 per user per month, with custom enterprise pricing for larger deployments.

Product overview

AskElephant is an AI-powered Revenue Operating System (RevenueOS) that automates workflows for revenue teams. The platform comprises a unified core with eight integrated modules: AI Agents (autonomous workflow builder), CRM Automation (auto-updates Salesforce/HubSpot), Cross-Team Handoffs (context transfer between sales and CS), AI Coaching (scorecards against MEDDIC/BANT frameworks), Proactive Alerts (churn/deal risk detection), AI Chat (natural language business queries), Botless Recording (invisible call capture), and Peanut AI (voice dictation app). These modules share a common conversation intelligence foundation—capturing calls, meetings, and emails—and automatically trigger CRM updates, tasks, alerts, and handoff documents. Teams using RevenueOS report saving 5+ hours weekly per rep on administrative tasks while improving CRM data accuracy by 90%.

Differentiator

Problem solved

Functional benefit

Brands

• Peanut AI: Desktop voice productivity app for fast dictation and read-back workflows. Users can speak at natural speed, transcribe speech to text, play text back with text-to-speech, and use snippets/custom dictionary replacements.
• RevenueOS

Products and services

• RevenueOS Proactive Revenue Operating System that automates workflows, CRM updates, and sales coaching; serves as the unified platform integrating all modules for sales, post-sales, and RevOps teams.
• AI Agents Autonomous workflows that build and run themselves from plain English descriptions or conversation context, automating CRM updates, coaching, task creation, churn alerts, and win/loss analysis without manual setup.
• CRM Automation Automatically updates Salesforce and HubSpot fields from call transcripts, emails, and meeting notes by extracting next steps, decision-makers, budget, and timeline directly into the CRM.
• Cross-Team Handoffs Generates complete handoff packages when deal ownership transfers between teams, automatically compiling conversation history, key decisions, stakeholder preferences, and open action items into structured documents.
• AI Coaching Evaluates 100% of sales calls against sales methodologies (MEDDIC, SPICED, Challenger, BANT) using automated scorecards, providing real-time visibility into rep performance including talk-to-listen ratios, discovery question coverage, and objection handling.
• Proactive Alerts Analyzes conversation signals, email sentiment, and CRM data to detect churn and deal risk 2-3 weeks early, routing alerts to account owners with configurable risk scoring models.
• AI Chat Natural language interface for querying business data across CRM, call recordings, calendar, Notion, and email, with toggleable LLM backends (ChatGPT, Claude, Gemini, Perplexity) and data isolation preventing model training.
• Botless Recording Desktop toggle for invisible meeting recording without a bot joining the call, delivering the same transcripts and CRM updates as standard recording for sensitive conversations.
• Peanut AI Desktop voice productivity app providing voice dictation (speech-to-text) and text-to-speech read-back workflows for faster writing, with snippets and custom dictionary replacements.

Quantifiable outcome

• 5+ hours saved weekly per rep on CRM updates
• +5 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability10 records

Feature8 records

Partnerships

Eight partnerships are on record, tiered core and secondary.

• HubSpotcoreTechnology or IntegrationDeep bi-directional integration with HubSpot CRM for automatic field-level updates. Listed on HubSpot App Marketplace as certified integration partner. No seat minimums for HubSpot integration.
• SalesforcecoreTechnology or IntegrationDeep bi-directional integration with Salesforce for automatic field-level updates. Real-time sync with field-level mapping and validation rules.
• GongsecondaryTechnology or IntegrationIntegration partnership where AskElephant can pull recordings from Gong and layer automation on top, enabling teams to use both platforms together.
• ZoomsecondaryTechnology or IntegrationIntegration for capturing meeting context and automating post-call workflows from Zoom calls and meetings.
• SlacksecondaryTechnology or IntegrationIntegration for sending summaries, alerts, and automated notifications to Slack channels and users.
• NotionsecondaryTechnology or IntegrationIntegration to connect Notion docs and workspace as context for AI chat and workflow triggers.
• RingCentralsecondaryTechnology or IntegrationIntegration for call capture and conversation data from RingCentral phone and meeting platform.
• OpenAI, Anthropic, Google (AI Model Providers)coreTechnology or IntegrationEnterprise-grade AI model providers powering AskElephant features. Commercial enterprise API agreements prohibit providers from using customer data for model training. Customer data is not used to train shared ML models.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Gong.io: The dominant conversation intelligence platform for revenue teams. Gong records calls, transcribes, and delivers deal insights; AskElephant explicitly positions against Gong with workflow automation that extends beyond Gong's insight-only model.
• Clari: Revenue platform combining conversation intelligence, forecasting, and pipeline analytics. Overlapping target buyer (revenue leaders) and overlapping core capability of call analysis with sales-coaching workflows — directly comparable to AskElephant's AI Coaching and CRM Automation modules.
• Avoma: AI meeting assistant and conversation intelligence platform targeting SMB and mid-market revenue teams. Direct overlap with AskElephant on call recording, transcription, CRM sync, and coaching — AskElephant publishes comparison content directly against Avoma.
• Fireflies.ai: AI notetaker and meeting intelligence platform with broad CRM and workflow integrations. Comparable on conversation capture and CRM auto-update use cases; AskElephant names Fireflies explicitly in its competitive comparison pages.
• Otter.ai: Widely-used AI meeting transcription and summarization platform with expanding CRM and workflow features. Overlaps on call transcription, summaries, and downstream workflow triggers — explicitly listed by AskElephant as a comparison target.
• Chorus.ai (ZoomInfo): Conversation intelligence and sales coaching platform now owned by ZoomInfo. Competes head-to-head in AI-driven call scoring, coaching, and CRM sync — the same core functions AskElephant delivers via AI Agents and AI Coaching.

Broad incumbents

• Salesforce Einstein / Slack GPT: Native AI layer inside Salesforce CRM offering call summarization, CRM auto-update, and predictive forecasting. With deep native access to Salesforce data, Einstein represents the platform incumbent that can absorb AskElephant's CRM Automation value proposition.
• Salesloft: Established sales engagement platform with conversation intelligence, cadences, and workflow automation. Comparable on automating revenue workflows and CRM updates; broader portfolio than AskElephant and entrenched in enterprise sales stacks.
• Outreach: Large sales execution platform covering sequencing, conversation intelligence (via Kaia), and deal management. Adjacent competitor offering workflow automation at enterprise scale; AskElephant competes for the same revenue-leader buyer.
• HubSpot Breeze AI: HubSpot's native AI suite for sales, marketing, and service hubs including call transcription and CRM auto-fill. As a certified integration partner of HubSpot, AskElephant competes against HubSpot's own bundled automation for HubSpot-native buyers.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/askelephant
• Instagraminstagram.com/askelephantai

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds2 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AskElephant