Backstory

Backstory is an AI revenue intelligence platform that reads calls, emails, meetings, and CRM records to answer questions about deal health, pipeline risk, and account strategy. It captures customer activity automatically from existing tools, matches it to the right accounts, opportunities, and contacts, and surfaces risks and changes without requiring reps to log anything manually. It supports multiple CRMs simultaneously and can analyze historical deal data from the start.

Core capabilities include the Backstory Assistant, engagement scoring, deal summaries, forecasting, waterfall charts, risk headlines, automated account plans, parent account roll-ups, trending risks, custom signals, situation search, MEDDPICC opportunity qualification, and AI sales coaching. It connects to Salesforce, Microsoft Dynamics, Oracle, Gmail, Outlook, Zoom, Teams, Slack, and other tools, and delivers answers through its web app, CRM, or AI assistants such as Claude, ChatGPT, Copilot, and Slack.

Backstory is built for revenue operations teams, sales leaders, and chief revenue officers who make commit, pipeline, and coaching decisions. Pricing is usage-based rather than per-seat: organizations pay to connect people whose customer activity powers the platform, while viewers and answer consumers access the product without individual seats. Consumption is pre-packaged per term, with True Forward pricing that adjusts usage forward at renewal rather than back-billing mid-term.