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Backstory

Backstory is a revenue intelligence platform that analyzes sales activity to answer questions about deals, accounts, pipeline, and forecasts.

Backstory

In inglese

Backstory connects CRM records, emails, calls, and meetings, then surfaces deal summaries, pipeline risks, forecast changes, account insights, and opportunity qualification results. Teams can ask questions in Backstory, Slack, or connected AI tools.

It is used by revenue operations, sales leaders, managers, and account teams. Pricing is quote-based: the whole team can access answers, while fees depend on connected customer-facing people and packaged usage. No public tier prices were listed.

Features

  • Analyze calls, emails, meetings, and CRM records
  • Surface deal summaries, risks, and engagement signals
  • Track pipeline health with forecasting and pipeline changes
  • Map stakeholders and generate account plans
  • Score opportunities against MEDDPICC
  • Answer revenue questions in plain language
  • Connect AI clients to Backstory data through MCP
  • Provide developer-ready API access

Use cases

  • Review which deals are real, slipping, or losing momentum
  • Prepare forecast calls using activity-backed pipeline evidence
  • Coach sellers on risks, engagement, and qualification gaps
  • Build account plans around active and missing stakeholders
  • Ask AI tools about deal history and recommended next steps

Pros

    Cons

      Capabilities

      • Ask in plain language — “Ask in plain language” source
      • Charts and dashboards — “Defend variance confidently in board meetings with evidence using waterfall charts that show exactly what moved.” source
      • Connects to your data — “Yes. Backstory connects to Salesforce, Microsoft Dynamics, Oracle, Gmail, Outlook, Zoom, Teams, Slack, and more.” source
      • Real-time data — “Spot pipeline gaps and flag risks in real time before they show up in the forecast.” source

      Security

      • SOC 2 Type II — “Covered under SOC 2 Type II scope, independently audited.” source
      • SOC 2 — “Covered under SOC 2 Type II scope, independently audited.” source
      • Not trained on your data — “Customer data is never used to train AI models.” source

      Pricing

      Prices checked
      2026-09-25
      Official website