AskElephant: AI workflow platform for revenue teams that captures calls and meetings and automates CRM updates, handoffs, and coaching. TeamRetro: Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries. 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 TeamRetro when conducting recurring team health checks to track morale and agile maturity 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.
Purpose-built online tool for running agile retrospectives, team health checks, and planning poker with AI-assisted idea grouping and summaries.
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
TeamRetro is a web-based platform designed specifically for agile teams to run structured retrospective meetings, team health checks, and estimation (planning poker) sessions. Rather than adapting a generic whiteboard, it provides a guided retrospective workflow with anonymous idea submission, dot voting, grouping, and action-item tracking carried forward between sessions. The tool ships with a large library of retrospective templates (such as Start/Stop/Continue, Sailboat, and 4Ls) and icebreakers, and includes recurring team health-check assessments that visualize how a team's agile maturity and sentiment trend over time. Its AI capabilities focus on the retro itself: automatically grouping similar cards into themes, generating discussion summaries when enabled, and producing icebreaker or custom health-check content from prompts, with organizations able to switch AI features on or off. TeamRetro integrates with tools like Jira, Trello, Microsoft Teams, and Slack so action items flow into existing workflows. It is delivered as a hosted SaaS product with a free trial and is used by teams ranging from startups to large enterprises looking to standardize and improve project retrospectives. Pricing varies by plan. Check the official website for current pricing.
Best suited for
AskElephant is a free tier with paid upgrades (freemium); TeamRetro is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AskElephant | TeamRetro |
|---|---|---|
| Core capability | Call, meeting, and email capture including botless desktop recording | Action-item tracking carried across sessions |
| Standout feature | Automatic CRM syncing to HubSpot and Salesforce | Guided retrospective workflow with anonymous input, grouping, and dot voting |
| Team usage | Automated cross-team handoffs that transfer deal context | AI-assisted automatic grouping of similar ideas into themes |
| Integrations | AI coaching scorecards based on methodologies like MEDDIC and SPICED | AI-generated retrospective summaries (when enabled by the organization) |
| Languages & capture | Proactive churn and deal-risk alerts across conversations | Recurring team health checks with trend and sentiment tracking over time |
| Best-fit workflow | AI chat to query business data via ChatGPT, Claude, or Gemini | Large library of retrospective templates and icebreaker activities |
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.
TeamRetro
Choose TeamRetro if you need running sprint or project retrospectives for distributed agile teams — strengths include purpose-built for retrospectives rather than a repurposed generic whiteboard.
AskElephant
TeamRetro
It depends on your workflow. AskElephant is strong for automatically logging call and meeting data into the crm, while TeamRetro is strong for running sprint or project retrospectives for distributed agile teams. Both transcribe and summarize meetings.
AskElephant is a free tier with paid upgrades and TeamRetro 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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