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Backstory

Unify sales activity and ask evidence-linked questions about pipeline risk, account coverage and forecast confidence.

Pricing
Custom pricing based on connected customer-facing people and packaged answer consumption
Free plan
No public free plan verified
Platforms
Web

Tool Information

Backstory
People.ai, operating as Backstory
Updated: September 2026
Tool type: AI Revenue Intelligence Platform
Pricing: Custom pricing based on connected customer-facing people and packaged answer consumption
Free plan: No public free plan verified
Platforms: Web
Login required: Yes; account or company onboarding required
API: MCP server for supported AI clients; other API access subject to company documentation
Browser extension: No official browser extension verified
Mobile app: No official native mobile app verified
AI models: Backstory revenue reasoning engine; underlying model versions not specified
Developer: People.ai, operating as Backstory

About Backstory

Backstory is a revenue intelligence platform for sales leaders who need to understand what is happening across their pipeline. Formerly People.ai, it brings customer activity together with CRM records and turns that information into questions, summaries and risk signals. The focus is on the evidence behind a deal, rather than asking representatives to maintain another set of manual status reports.

Activity connected to accounts and opportunities

The platform captures emails, meetings and calls from connected business systems, then matches activity to the relevant accounts, opportunities and contacts. It can bring multiple CRMs into one view, which is useful for organisations operating across regions or subsidiaries. Historical interactions provide context for examining engagement, stakeholder coverage and changes in deal momentum.

A sales manager can ask which opportunities have gone quiet or where an economic buyer is missing. Account planning identifies engaged stakeholders and coverage gaps, while qualification workflows compare available evidence with approaches such as MEDDPICC. Summaries and risk signals point back to the underlying activity so managers can inspect why an issue was surfaced rather than rely on a bare score.

Answers inside existing workflows

Backstory provides a web experience and delivers information through connected CRM and collaboration tools. Its MCP server makes revenue context available to compatible AI assistants. This lets a team build its preferred interface on the platform’s connected activity foundation. It does not mean every general-purpose assistant automatically has permission to access the organisation’s customer records.

Deployment and pricing

Onboarding connects the relevant systems and establishes context from the company’s sales history. Pricing combines connected customer-facing people with a packaged pool of answer consumption, rather than charging separately for every viewer. The published True Forward model adjusts future terms to usage at renewal instead of retrospectively billing an overage during the current term. Exact commercial terms require a quote. Forecast and qualification outputs remain decision support: managers should inspect source coverage and apply their knowledge of the customer before changing a commitment or account strategy.

Key features
  • Automatically capture connected sales activity.
  • Match interactions to accounts and opportunities.
  • Inspect evidence behind deal-risk signals.
  • Create stakeholder-aware account plans.
  • Review opportunity qualification gaps.
  • Access revenue context through an MCP server.
Use cases
Pipeline risk reviews,Forecast preparation,Account coverage analysis,Opportunity qualification,Sales coaching
How to use
  1. Request a demonstration for your revenue team.
  2. Identify the CRMs and activity systems to connect.
  3. Agree access and customer-data permissions.
  4. Complete company onboarding and historical context setup.
  5. Ask a focused question about a deal or forecast.
  6. Inspect the activities supporting the response.
  7. Use the result in the relevant account or coaching discussion.
  8. Monitor adoption and review packaged consumption before renewal.
Best for
Revenue Leaders, Sales Managers, Revenue Operations
Integrations
Salesforce,Microsoft Dynamics,Oracle,Gmail,Outlook,Zoom,Microsoft Teams,Slack,MCP
Commercial use
Subject to the applicable service terms and rights in supplied material

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