AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Mentalyc: Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AskElephant when automatically logging call and meeting data into the crm matters most, and Mentalyc when documenting psychiatric and assessment notes such as mse and biopsychosocial assessments matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching.
Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals.
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
Mentalyc is an AI documentation platform built for therapists, counselors, psychiatrists, PMHNPs, social workers, and other behavioral health professionals. It captures sessions in several ways: recording telehealth or in-person sessions with client consent, uploading an audio file, dictating a recap, or typing a short summary. The session audio is transcribed, and according to the company audio is processed and deleted while transcripts are stripped of identifying details. From this input it auto-generates clinical notes in multiple formats, including SOAP, DAP, BIRP, GIRP, PIRP, PIE, intake notes, MSE, biopsychosocial assessments, and supervision/consultation notes. Beyond notes, it produces treatment plans with measurable goals and tracks client progress over time. Mentalyc is web-based and accessed through a browser after signup, and it can sync with EHR systems such as SimplePractice, TherapyNotes, and Jane App or run as a standalone tool. It states it is HIPAA and SOC 2 compliant and does not use customer data to train AI models.
Best suited for
AskElephant is a free tier with paid upgrades (freemium); Mentalyc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AskElephant | Mentalyc |
|---|---|---|
| Core capability | Call, meeting, and email capture including botless desktop recording | Transcribes recorded, uploaded, dictated, or typed sessions into structured notes |
| Standout feature | Automatic CRM syncing to HubSpot and Salesforce | Generates multiple note formats (SOAP, DAP, BIRP, GIRP, PIRP, PIE, MSE, intake, supervision) |
| Team usage | Automated cross-team handoffs that transfer deal context | Automated treatment plans with measurable goals |
| Integrations | AI coaching scorecards based on methodologies like MEDDIC and SPICED | Progress tracking across sessions without client questionnaires |
| Languages & capture | Proactive churn and deal-risk alerts across conversations | EHR integrations with SimplePractice, TherapyNotes, and Jane App |
| Best-fit workflow | AI chat to query business data via ChatGPT, Claude, or Gemini | HIPAA and SOC 2 compliant with audio deleted after processing and de-identified transcripts |
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.
Mentalyc
Choose Mentalyc if you need generating progress notes from recorded or in-person therapy sessions — strengths include purpose-built for mental health documentation with many clinical note formats.
AskElephant
Mentalyc
It depends on your workflow. AskElephant is strong for automatically logging call and meeting data into the crm, while Mentalyc is strong for generating progress notes from recorded or in-person therapy sessions. Both transcribe and summarize meetings.
AskElephant is a free tier with paid upgrades and Mentalyc is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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