Backstory Reviews & Product Details

Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners.

Seller

Backstory

Discussions

Backstory Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Amy Brandl (--)

Used by PandaDoc and 2 others

Beta

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

View More Pricing Information

Backstory Integrations

(2)

Verified by Backstory

Backstory Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Backstory, and what problem is it built to solve?

Backstory is used to capture and organize sales activity, giving teams visibility into customer engagement, opportunities, and sales performance. It helps reduce manual CRM updates and makes it easier to see where teams should focus.

What languages does Backstory support?

Backstory supports 1 language: English.

What company sizes and industries is Backstory the best fit for?

Backstory appears to suit teams across small, mid-market, and enterprise organizations, with the strongest reviewer presence in mid-market and enterprise settings. Positive experiences span several technology-oriented sectors as well as telecommunications.

How long does it take to implement Backstory across a team?

The most common reported time to go live is 1–3 months, though implementation can be faster or take longer depending on the rollout.

What customer support options does Backstory provide, and how do users find the overall support experience?

Support is available through email/help desk, chat, and a knowledge base. The support experience is often described as responsive, helpful, and hands-on during setup and ongoing use; some users also encounter upfront configuration work or slower follow-up.

What tools and platforms does Backstory integrate with, and how do these integrations help users get more value from the product?

Backstory offers 2 integrations, both in the Salesforce category:

Salesforce: Salesforce Platform and Salesforce Sales Cloud

These connections help keep sales activity and CRM records together, making it easier to review pipeline information and update records without as much manual work.

What features or capabilities could make Backstory even more useful?

More flexible reporting and a smoother way to work with data are the clearest opportunities to make Backstory more useful.

Expand reporting customization, including more flexible dashboards, filters, and cross-object views.
Improve activity capture and data matching so engagement records are more complete and accurately tied to accounts and opportunities.
Make common editing and collaboration workflows easier, including clearer sync feedback and more convenient sharing or exporting.

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Nicholas I.

Enterprise (> 1000 emp.)

6/24/2022

"Intuitive and unified dashboard that allows users to easily identify all activity trends"

3.5/5

What do you like best about Backstory?

In the click of a button, youre able to easily and seamlessly identify all activity trends and engagement levels on an account-specific basis without ever having to leave the account within Salesforce Review collected by and hosted on G2.com.

What do you dislike about Backstory?

I dont find many downsides to using the tool. It promotes accountability and a bit of a manual process but after a quick training video its easy to adopt and incorporate into your workflow Review collected by and hosted on G2.com.

Response from Rick Reid of Backstory

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Thank you for the review, we are glad you are getting value from People.ai! We think we are easy to use as well, thanks for agreeing!

Jessica B.

Account Executive

Enterprise (> 1000 emp.)

6/28/2022

"More helpful than I originally thought!"

5/5

What do you like best about Backstory?

I knew this tool was going to be helpful but after learning more about it and using it in my every day with every deal I have or account I am interested in, I can't go without it! Highly recommend it and am very thankful for the insights it provides. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

but would be nice to see partner interactions as well- not sure how that would work though Review collected by and hosted on G2.com.

Response from Rick Reid of Backstory

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Thanks for the review! Glad you are finding it useful. Data collection on partner activity is an interesting idea, we are always thinking about how to improve the data capture.

Verified User in Computer Software

Enterprise (> 1000 emp.)

11/4/2022

"People.ai for tracking activities"

4.5/5

What do you like best about Backstory?

People.ai does a really great job at tracking user activities and capturing potential contacts that may have been missed. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

While People.ai does a good job at capturing contacts, it does maybe too well of a job. There may be some issues where unnecessary contact records are created, especially on the opportunity contacts. Review collected by and hosted on G2.com.

Response from Anna Mkrtchyan of Backstory

edit

Thank you for leaving a review for People.ai! Great to hear that we are taking care of you and your organization's needs. We know that we can always improve and we're constantly working to do so.

Ted W.

Pacific Northwest PreSales Sr. Manager

Mid-Market (51-1000 emp.)

8/9/2022

"Makes using Salesforce WAY Better"

4.5/5

What do you like best about Backstory?

I love that I can see a unified view of all of my opportunities. I can update items in Salesforce directly. It allows me to see what I want from a tactical standpoint and update it as needed. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

I would like to be able to export the data. Review collected by and hosted on G2.com.

Nitin B.

Manager, Analytics

Enterprise (> 1000 emp.)

7/22/2022

"People.ai Reporting Review"

4.5/5

What do you like best about Backstory?

People.ai has API dataset which will be helpful to deep dive into the Activity dataset which is not fully captured with Salesforce and People.ai integration. So I feel these dataset are really useful to calculate employee productivity. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

I think the coverage of seniority and department for the participants of the meetings and emails and calls placed by the Sales Organization is not comprehensive and hence there is a lot of blank data in those fields. Review collected by and hosted on G2.com.

Response from Mark Gallant of Backstory

edit

Thanks for the great review and we are pleased to help you complete your dataset view of your revenue activity. We have some exciting new features coming soon that will greatly expand those capabilities. Join us for our late summer solution launch on Sept 13th to learn much more.

See how Backstory improved

Verified User in Staffing and Recruiting

Mid-Market (51-1000 emp.)

6/24/2022

"Great so far! Saving me a ton of time already"

5/5

What do you like best about Backstory?

The transparency and ability to easily update notes in SF by using Glass instead of opening each account separately. Has already cut down my time to input notes by more than half. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

None yet - haven't had a chance to really dive deep though my find some things I dislike once really getting into the use of it and how best it can work for me. Review collected by and hosted on G2.com.

Recommendations to others considering Backstory:

Connect with your Users on what is going to benefit them most. Support is also great at PeopleGlass! Review collected by and hosted on G2.com.

What problems is Backstory solving and how is that benefiting you?

It used to take me at least an hour to view all of my client's notes and update them accordingly within Salesforce. People Glass allows me to update them timely and sync automatically with Salesforce. This will greatly help me with other aspects of my day to day as well. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

11/14/2022

"People.AI Is Easy To Setup and Use"

5/5

What do you like best about Backstory?

People.AI is a fantastic enterprise-level tool. From its Relationship Map to MEDDIC capabilities, it's been a staple at two companies I have worked for. It's easy to setup, intuitive, and you can get good reporting and metrics from it. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

No out of the box ability to create validation rules to prompt Sales reps to fill out a MEDDIC form Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

6/7/2022

"PeopleGlass for the win!"

5/5

What do you like best about Backstory?

PeopleGlass allows me to update all the most important information the business needs to make informed decisions about our pipeline. This used to take a while since you have to wait for each page to load in SalesForce but PeopleGlass has figured out the best way to complete these tasks. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

I haven't found anything yet that I dislike. I've downloaded the desktop app and installed the Chrome extension so that makes everything extremely easy to use. If I run into anything, I'll make sure to reach out. Review collected by and hosted on G2.com.

Recommendations to others considering Backstory:

Definitely consider PeopleGlass if you are looking to increase productivity and reduce time spent on administrative tasks. Review collected by and hosted on G2.com.

What problems is Backstory solving and how is that benefiting you?

Using PeopleGlass is allowing me to focus on activities that attract new clients instead of focusing on administrative tasks. I can use one sheet to make all my updates instead of having to bounce around in SalesForce. Review collected by and hosted on G2.com.

Matthew K.

Customer Success Manager

Mid-Market (51-1000 emp.)

11/11/2022

"New to my organization- but have started using to help stay organized and efficient with my accounts"

4.5/5

What do you like best about Backstory?

Ability to make quick edits on one screen. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

Creating the accounts that are under my name already in Salesforce. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

5/13/2022

"Great productivity tool for keeping Salesforce updated"

3.5/5

What do you like best about Backstory?

Inline editing of Salesforce opportunities. I cannot do this in my company's Salesforce so having access to it here is a huge time saver. Easy to create new views and filter to the correct data. Review collected by and hosted on G2.com.

What do you dislike about Backstory?

Minor thing, but I couldn't spell check/correct in the inline editing, so had to finish my edits and then go back into each field to perform spelling corrections. I am a poor speller so this is a bit of a pain! Also, while inline editing when I got to a new paragraph (on a Mac) you have to hit 'command+enter ' while in most other applications this is a 'shift+enter' function. Minor thing, but again I am having to keep correcting myself. Review collected by and hosted on G2.com.

Response from Rick Reid of Backstory

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Thank you for the excellent feedback! We'll take a look at your comments and see what we can do.