AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AskElephant when automatically logging call and meeting data into the crm matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Try them side by side on real calls before deciding — needs vary by team.
AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
AskElephant is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AskElephant | Pulse360 |
|---|---|---|
| Core capability | Call, meeting, and email capture including botless desktop recording | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | Automatic CRM syncing to HubSpot and Salesforce | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Automated cross-team handoffs that transfer deal context | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | AI coaching scorecards based on methodologies like MEDDIC and SPICED | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Proactive churn and deal-risk alerts across conversations | AI rephrasing to improve client communications |
| Best-fit workflow | AI chat to query business data via ChatGPT, Claude, or Gemini | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
AskElephant
Pulse360
It depends on your workflow. AskElephant is strong for automatically logging call and meeting data into the crm, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
AskElephant is a free tier with paid upgrades and Pulse360 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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