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Every RevOps team has been asked "is this forecast real?" and known, privately, that the answer is “not really.” Backstory's team has spent years solving the hard part of that problem — capturing what actually happened across every email, meeting, and call, and turning it into a forecast you can stand behind. Ask them how the best operators arrive at a number they can defend.
Run the business on data your team trusts
Backstory is an AI revenue platform that goes beyond dashboards to answer your hardest pipeline questions: which deals are real, which are at risk, and what to do next. It captures every email, meeting, and call automatically, matches each touchpoint to the right deal using two years of your own history, and delivers a direct, evidence-backed answer inside Salesforce or wherever your team already works. No rep data entry required.
Features
Automatic activity capture: Logs every email, call, meeting, and chat from the tools your team already uses, so the CRM reflects what's actually happening without reps changing a thing.
Activity matched to your deals: Maps every touchpoint to your open pipeline using two years of your actual deal history, flagging weak engagement, missing contacts, and deals losing steam before you have to ask.
Direct answers, not dashboards: Delivers a plain-language answer on each deal — this one's at risk, here's why, here's what to do — instead of a chart to interpret or a score to second-guess.
Defensible forecasting: Checks every deal in your commit against real activity, so you know which numbers you can stand behind and where to act before the quarter closes.
Pipeline health & deal risk: Surfaces at-risk and stalling deals with the reason and a recommended next step, including single-threaded deals and missing decision-makers.
Methodology & CRM compliance: Tracks your qualification framework automatically from real activity and drives high, enforceable adoption of your chosen sales methodology.
Account strategy & stakeholder coverage: Shows who matters in every account, where coverage gaps sit, and where there's room to grow — fuel for smarter territory design and GTM strategy.
Works where you work (MCP + integrations): Connects to Salesforce, Dynamics, Oracle, Gmail, Outlook, Zoom, Teams, Slack and more, including multiple CRMs at once, with answers available via web app, CRM, or your AI tools through MCP.
Our average member has more than 5 years of RevOps experience. That means you’ll have real-time access to seasoned professionals. All we ask is that you’re generous with your knowledge in return.
