What platforms help manage multiple client accounts and conversations in one place?
AskElephant captures every customer interaction and syncs it to your CRM, tied to the correct account records. All call data, notes, and conversation history appear in HubSpot or Salesforce—so teams get a complete view without switching tools. It also surfaces cross-account insights, like which deals are at risk or which customers mentioned specific concerns.
How it works
- Every conversation automatically linked to the correct CRM account
- Full conversation history accessible from account record
- Cross-account analytics surface patterns and risks
- Search across all conversations by topic, concern, or competitor mention
- No manual note-taking or account tagging required