AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. CleverX: CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AskElephant when automatically logging call and meeting data into the crm matters most, and CleverX when conducting moderated 1:1 video research interviews with recruited participants matters most. Run both through a week of actual calls to see which suits your workflow.
AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching.
CleverX is an AI-first B2B research platform that runs AI-moderated and human-moderated interviews, surveys, and usability tests with auto-transcription and analysis.
AskElephant is an AI meeting and workflow automation platform built for revenue teams across sales, customer success, and operations. It captures calls, meetings, and emails, including via botless desktop recording, and then uses AI agents to automate the downstream work that normally follows a conversation. The platform automatically syncs call and meeting data into HubSpot or Salesforce, transfers deal context between sales and customer success during handoffs, and generates coaching scorecards based on sales methodologies such as MEDDIC and SPICED. AskElephant also produces proactive alerts that surface churn risk and deal risk detected across conversations, and it offers an AI chat that lets users query their business data using major LLMs like ChatGPT, Claude, and Gemini. Its emphasis is on eliminating manual data entry and administrative busywork so revenue teams can focus on customers rather than CRM upkeep, with workflows that the company describes as building and running themselves. AskElephant is an active product with published pricing, customer testimonials, and demo booking, operating in 2026. It is a good fit for teams that want meeting capture combined with automated, cross-team workflows rather than standalone note-taking alone. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CleverX is an AI-native research platform that helps product teams, designers, and UX researchers go from question to insight by designing studies, recruiting participants, and analyzing results in one place. It supports multiple methods including AI-moderated interviews, human-moderated 1:1 interviews, moderated and unmoderated usability tests, and surveys. AI moderators with configurable voice, tone, and probing style conduct natural conversations that follow up and probe deeper at scale, with auto-transcription covering every session and AI highlight reels generating chapter-based clips. Human-moderated interviews are run as live video sessions through Google Meet, Zoom, or Teams, with smart scheduling, real-time transcription, and observer rooms. The platform recruits from a pool described as over 8 million verified participants across industries and languages, and surfaces themes, quotes, and reports that export to PDF, DOCX, or CSV. Fraud protection, behavior monitoring, and end-to-end encryption support data reliability. It is aimed at companies needing fast, qualitative and quantitative customer and B2B research.
Best suited for
AskElephant is a free tier with paid upgrades (freemium); CleverX is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AskElephant | CleverX |
|---|---|---|
| Core capability | Call, meeting, and email capture including botless desktop recording | AI-moderated interviews with configurable voice, tone, and adaptive probing follow-ups |
| Standout feature | Automatic CRM syncing to HubSpot and Salesforce | Auto-transcription and real-time transcription of interview sessions |
| Team usage | Automated cross-team handoffs that transfer deal context | AI highlight reels that generate chapter-based clips from each interview |
| Integrations | AI coaching scorecards based on methodologies like MEDDIC and SPICED | Human-moderated live 1:1 video interviews via Google Meet, Zoom, or Teams |
| Languages & capture | Proactive churn and deal-risk alerts across conversations | Participant recruitment from a large pool of verified professionals |
| Best-fit workflow | AI chat to query business data via ChatGPT, Claude, or Gemini | Automated analysis surfacing themes and quotes, exportable as PDF, DOCX, or CSV |
AskElephant
Choose AskElephant if you need automatically logging call and meeting data into the crm — strengths include automates crm updates and handoffs, cutting manual admin.
CleverX
Choose CleverX if you need running ai-moderated user interviews at scale with automatic transcription — strengths include combines recruitment, interviewing, transcription, and analysis in a single platform.
AskElephant
CleverX
It depends on your workflow. AskElephant is strong for automatically logging call and meeting data into the crm, while CleverX is strong for running ai-moderated user interviews at scale with automatic transcription. Both transcribe and summarize meetings.
AskElephant is a free tier with paid upgrades and CleverX is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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