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VerifiedChecked 2026-09-12

People.ai

AI revenue intelligence platform that captures go-to-market activity, synchronizes it with CRM systems, and provides account, opportunity, forecasting, and sales-performance insights.

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Revenue footprint

Where People.ai fits

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Revenue areas

Primary and supporting use cases
Coverage

Documented jobs

8 distinct jobs across 3 revenue areas

StrongAnalyse pipeline performance ↗

Provides engagement dashboards, activity metrics, account and opportunity analytics, and drill-in explanations for generated signals.

Condition: Signals require SalesAI; availability varies by configured object and package.People.ai / Backstory Help Center documentation ↗
PartialAssess buying intent ↗

Generates AI insights and opportunity-risk or readiness metrics such as win probability, deal velocity, competition risk, and budget qualification; the sources establish inferred opportunity insight rather than a dedicated intent-data product.

Condition: Metrics and insights depend on configured data and licensed SalesAI or forecasting capabilities.People.ai / Backstory Help Center documentation ↗
StrongCapture conversations and notes ↗

Captures meeting content and transcripts and uses them as part of the account and opportunity backstory and analytics foundation.

People.ai / Backstory Help Center documentation ↗
StrongForecast revenue ↗

Provides revenue forecasting tools and a Forecasting Query API for retrieving forecast records and historical snapshots.

Condition: Forecasting API is beta; forecasting access is license-dependent.People.ai / Backstory Help Center documentation ↗
StrongMaintain sales-activity history ↗

Automatically captures sales activities and contacts and synchronizes them to Salesforce, reducing manual activity logging and maintaining sales-activity history.

Condition: Requires configured CRM and activity-source connections.People.ai / Backstory Help Center documentation ↗
PartialManage opportunities ↗

Maintains account and opportunity context, activity history, and associated contacts through synchronized CRM and engagement data. The product covers a material part of this outcome, while execution or the durable record depends on another workflow or system.

Condition: The evidence establishes synchronization and analytics around CRM records, not that People.ai replaces a CRM.People.ai / Backstory Help Center documentation ↗
StrongObserve buyer events ↗

Captures observable activity and engagement from emails, meetings, calls, and other configured sources and surfaces it in dashboards.

Condition: Requires configured activity sources.People.ai / Backstory Help Center documentation ↗
StrongSynchronise records ↗

Synchronizes captured activities and contacts to Salesforce and supports mapped CRM activity sources.

Condition: Requires configured Salesforce and source mappings.People.ai / Backstory Help Center documentation ↗

Overview

What People.ai does

People.ai's current platform includes activity capture, CRM synchronization, engagement dashboards, SalesAI insights, account execution, opportunity management, and forecasting. Its documentation is increasingly branded as Backstory, while the public corporate and product site remains people.ai.

Automatically captures email, calendar, call, and meeting-transcript activity from configured sources.Filters sensitive or personal content during activity capture.Matches activity and contacts to accounts and opportunities.Synchronizes captured activity and contacts with Salesforce CRM.Provides engagement dashboards, activity analytics, account and opportunity views, and drill-in insights.Provides SalesAI signals and configurable AI-generated insights for accounts and opportunities.Provides forecasting tools and a beta Forecasting Query API.Provides metrics for opportunity health, win probability, deal velocity, competition risk, budget qualification, stakeholder engagement, and pipeline activity.

Buying context

Fit and constraints

Best for
Enterprise sales, revenue operations, and customer-facing teams that need automated activity capture, reliable CRM activity data, pipeline visibility, forecasting, and account or opportunity execution.
Relevant constraints
  • Requires configured connections to email, calendar, CRM, meeting, or other activity sources for capture.
  • SalesAI is required for Signals in Engagement Dashboards.
  • Signals are currently available for Account and Opportunity objects, not Team objects.
  • Captured email and meeting body content and transcripts are retained for 15 days; metadata is retained for the contract duration.
  • Non-English sensitive-content filtering is limited to listed supported languages; other languages are fully redacted as a security measure.
  • Forecasting Query API is currently beta.
  • Official documentation does not establish native outbound prospecting, contact discovery, sales sequencing, calling, proposal, contract, or e-signature workflows.
Evidence status
Vendor documented · checked 2026-09-12

Pricing

Plans and billing

Pricing has not been researched yet.

Official pricing and plan pages do not publish prices, plan amounts, billing cadence, currency, taxes, free tier, free trial, minimum seats, or usage/add-on charges. Official help documentation directs customers to their customer success manager for pricing and packaging.

Reviews

Buyer reviews

☆☆☆☆☆No verified rating yet0 verified buyer reviews

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Product references

We reviewed these official vendor documents. Product claims have not yet been independently tested.

  1. 13345959 automatic activity capture and filtering ↗help.people.ai/en/articles/13345959-automatic-activity-capture-and-filteringVendor documentation
  2. 13621972 object metric reference ↗help.people.ai/en/articles/13621972-object-metric-referenceVendor documentation
  3. 15088537 introduction to backstory ↗help.people.ai/en/articles/15088537-introduction-to-backstoryVendor documentation
  4. 14465468 crm activity sources ↗help.people.ai/en/articles/14465468-crm-activity-sourcesVendor documentation
  5. 13621075 forecasting query api ↗help.people.ai/en/articles/13621075-forecasting-query-apiVendor documentation
  6. 10451218 signals ↗help.people.ai/en/articles/10451218-signalsVendor documentation

Alternatives

Peers in this market

40
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Business is positioned for LinkedIn-plus-email outreach.AmbitionSales leaders, frontline managers, revenue enablement, and revenue operations teams seeking structured coaching, seller accountability, performance visibility, and execution management.FlowlaRevenue teams managing complex B2B sales, onboarding, renewals, and stakeholder-heavy buying processes.GainsightEnterprise and scaling customer-success teams that need structured post-sale operations, health management, retention workflows, renewal visibility, and expansion coordination.HockeyStackB2B marketing, sales, and revenue operations teams analyzing pipeline, attribution, buyer journeys, and account engagement.KixieOutbound sales and revenue teams that need CRM-connected calling, SMS, and higher-volume prospecting workflows.lemlistFounders, SDR/BDR teams, sales teams, agencies, and growth teams running outbound prospecting across multiple channels.LushaSales, marketing and revenue-operations teams that want self-service prospecting and credit-based enrichment with optional signals, API access, outreach and conversation intelligence in the same platform.Ruler AnalyticsMarketing and revenue teams measuring campaign ROI, multi-touch attribution and closed-loop marketing-to-revenue performance.tl;dvTeams that need searchable meeting records, automated notes and follow-up workflows, especially sales, customer success and revenue teams.WarmlyB2B sales, marketing, and revenue-operations teams that want to convert anonymous website traffic into prioritized and engaged pipeline.FindymailOutbound sales, lead-generation agencies, growth teams, and revenue-operations teams that need verified B2B contact data and CRM data maintenance.ProspeoSales teams, outbound agencies, founders, and RevOps teams doing targeted prospecting and contact-data enrichment.