Weflow is the Revenue AI Orchestration platform for sales, customer success, and RevOps teams. It captures and records every email, meeting and call, turns conversations into structured CRM data you own, and forecasts on it. Backstory, formerly People.ai, captures email and calendar activity and reads transcripts other tools record.
We always believed that revenue and pipeline are driven by the bottom layer of data: activities. But without full activity capture, we couldn't see the full story.
Rugile Pudzevelyte, Senior Revenue Operations Manager, United Fintech · Case study
At a glance
What each covers
| Weflow | Backstory | |
|---|---|---|
| Price per user | $19–$79 a month | Quote only, per connected person |
| Call recording | Included | None; reads other tools' transcripts |
| Inbox add-in | Outlook and Gmail | None |
| Email attachments | Stored in Salesforce | Not captured |
| Data hosting | EU, US or APAC | United States |
"With Weflow, we’re now capturing all relevant activities and have full transparency into the performance of each sales rep. It’s a game changer."
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"Weflow gives us better visibility and predictability of our business."
"Weflow eliminated the need for our VP to ask, ‘Did you follow up with that deal?’. It tracks customer interactions automatically, creating a framework that drives accountability across the team."
"None of the other tools gave us a solution like Weflow. From the beginning, we had a really smooth process."
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"I had a first introductory call with Weflow. I think I was sold after 15 minutes. There’s no question that the people at Weflow understood the problems that we were trying to solve."
"I’ve worked with Gong before, but Weflow’s simplicity and real-time sync are game-changing."
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"We use Weflow to auto-capture activity data, run deal reviews, and analyze our pipeline to inform our forecast. Being able to spot deal risks early has improved win rates and pipeline health."
Feature comparison
If your goal is an activity context layer that feeds your own AI and BI tools, across several CRMs, Backstory is a good choice. When you want capture, call recording and forecasting in one platform, with every insight in your CRM, choose Weflow.
Activity CaptureShow 8 capabilitiesHide
| Capability | Weflow | Backstory |
|---|---|---|
| Email capture | StrongerServer-side capture through a central app in Google Workspace or Microsoft 365, with no rep action.Logged as Salesforce Task or EmailMessage records, from $19/user/month. | Server-side capture from Google Workspace or Microsoft 365 with no rep action.Activity reaches Backstory within two hours and the CRM within one business day. |
| Matching to the right opportunity | StrongerAdmin-set matching rules per team.When an account has several open opportunities, Weflow weighs contact role, owner, account and stage before it logs. | Matches by confidence score from domain, contacts, owners and contact roles.An email can match several opportunities, but only the primary one reaches Salesforce. |
| Contacts and contact roles | StrongerCreates missing Salesforce contacts from email recipients under admin rules, and adds Opportunity Contact Roles when it logs an email. | Creates contacts when the domain matches an account the user owns, and adds contact roles once one exists on the deal, unless First OCR is switched on. |
| Rep review and correction | StrongerThe Outlook add-in and Chrome extension show which records an email will log to.Reps re-map once and the choice applies to the whole thread. | Reps review and re-map activity only in Backstory's web app, and a corrected match reaches Salesforce within 24 hours.No Gmail or Outlook add-in. |
| Attachments | StrongerEmail attachments stored in Salesforce, with a size band per configuration that skips signature images and very large files. | Email and calendar attachments are not captured. |
| Historical backfill | StrongerPast emails and meetings written into Salesforce, typically up to 24 months.Run by Weflow's team. | Analyzes two years of past activity at go-live for its own insights.Meeting transcripts are never backfilled; ingestion starts the day it is switched on. |
| Running alongside other tools | Compatibility Mode delays the sync and skips emails Outreach, Salesloft, Apollo or Clay already logged, so Salesforce gets no duplicates. | Deduplicates against Outreach, Salesloft and SendBloom through a shared Message-ID and updates the existing task instead of adding one. |
| Privacy controls | Admins exclude by domain, object, keyword or any Salesforce field, and reps mark single emails and events private. | StrongerSkips personal, private and BCC mail, discards the body of HR, medical or legal topics, and lets each user stop capturing a contact. |
Integration & PlatformShow 6 capabilitiesHide
| Capability | Weflow | Backstory |
|---|---|---|
| CRM support | Salesforce only, built on the Salesforce API, real-time and two-way.Respects custom objects, validation rules and permission sets, with no field mapping step. | StrongerNative on Salesforce through a managed package;Dynamics 365 and Oracle through API integrations it calls compatible. Forecasting runs on Salesforce only. |
| Salesforce footprint | StrongerTwo managed packages and one integration user with a dedicated permission set.Writes respect validation rules and field-level security. | Its integration user needs View All Data and View All Users at the top of the role hierarchy;Backstory recommends the System Administrator profile. |
| Setup and rollout | StrongerAn admin installs one central app in Google or Microsoft, with no install per rep.Technical setup takes 30–45 minutes; full rollout typically 2–3 weeks. | Central admin install for Google Workspace or Microsoft 365.Backstory puts go-live at 2 to 4 weeks; G2's Fall 2023 report measured 13. |
| Slack | Posts summaries, recording links, forecast reminders and agent reports to Slack.Does not read Slack. | StrongerAnswers deal questions and takes Salesforce updates in Slack, asks reps to categorize meetings there, and creates contacts from Slack conversations. |
| API and MCP | Read-only MCP connector for Claude, ChatGPT and other assistants, and a REST API that bulk-exports transcripts, scores and signals. | MCP server for Claude, ChatGPT, Copilot, Gemini and n8n under each user's permissions, plus an API with up to five admin-managed keys. |
| Security and hosting | StrongerSOC 2 Type II, HIPAA, GDPR and CCPA, with zero AI data retention.Hosted in the EU, US or APAC, matched to your Salesforce region. | SOC 2 Type II, with personal data stripped before AI calls.Hosted on AWS in the United States only, with every sub-processor a US entity. |
Conversation IntelligenceShow 6 capabilitiesHide
| Capability | Weflow | Backstory |
|---|---|---|
| Meeting recording | StrongerNotetaker on Zoom, Microsoft Teams, Google Meet and Webex, plus a desktop app for Windows and macOS that records without a bot. | Records nothing.Reads recordings and transcripts that Zoom, Teams, Meet, Webex or Gong already hold. |
| Phone and in-person meetings | StrongerThe desktop app records softphones such as Aircall and RingCentral, and iOS and Android apps record in-person meetings. | No recorder and no mobile app.Dialer calls appear only as call tasks logged in Salesforce. |
| Transcription | Stronger96 languages with automatic detection, with the full transcript stored in a Salesforce recording object. | Does not transcribe.Writes all its own output in English and redacts activity in languages it cannot screen. |
| Meeting summaries | StrongerAI summary within about a minute from your own templates, written to the Salesforce Event, plus a drafted follow-up email. | One AI summary per ingested meeting in My Meetings, a beta that is off by default, in a fixed format. |
| AI Field Updates | StrongerWrites values from calls into Salesforce fields of every type except lookups, including MEDDIC fields, automatically or after review. | Writes a fixed set of engagement fields and the scorecard answers a rep accepts.Nothing is extracted from calls into fields you choose. |
| Coaching scorecards | StrongerEvery recorded call scored against MEDDIC, MEDDPICC or Challenger templates, rolled up per call, deal and rep over time. | Scores no calls.ClosePlan scorecards rate deal health against a methodology, not conversations. |
Deal Intelligence & ForecastingShow 8 capabilitiesHide
| Capability | Weflow | Backstory |
|---|---|---|
| Deal board | StrongerOpportunity, account and contact fields side by side with last email and next meeting, every field editable back to Salesforce. | Spreadsheet-style sheets with inline and bulk edits that save straight to Salesforce, including new records. |
| Deal summaries | StrongerDeal-level AI summary across every meeting on the opportunity, and AI Playbooks that read every email, meeting and CRM field. | Account and Opportunity 360 summarize key topics, next steps and risks, on the accounts and deals an admin selects for AI. |
| People on the deal | Everyone on a deal with per-contact engagement and multi-threading warnings, fed by automatic contact creation. | StrongerRanks each person by engagement and seniority with a 0 to 100 engagement score;ClosePlan adds relationship maps with suggested stakeholders. |
| Deal scoring | StrongerScores every opportunity 0 to 100 nightly on its likelihood to close, trained on your own closed deals. | A 0 to 100 engagement score from activity volume, type and recency, not a likelihood to close. |
| Forecast submissions | StrongerReps submit a baseline and best case tied to named deals; managers override with a logged reason, and every version is kept. | Reps and managers submit by forecast type, with weekly snapshots.Managers adjust team roll-ups only, never a rep or a deal. |
| AI forecast | StrongerAI projection returns a low, middle and high range from 50+ deal signals, beside the weighted and roll-up forecasts. | Forecast values come from Salesforce opportunities, with no AI-predicted number beside the team's call. |
| Forecast hierarchy | StrongerRoll-ups follow the Salesforce role hierarchy or a custom Weflow hierarchy, with parallel forecasts for new business, renewal and expansion. | Hierarchy imported from a CSV; changes made in Salesforce do not sync until an admin re-imports the file. |
| Pipeline analytics | StrongerPipeline waterfall between any two dates with drill-down, pacing, stage conversion and 30+ prebuilt metrics. | Pipeline Changes splits movement between consecutive weeks or quarters into new, won, lost, slipped and pushed deals. |
Which one fits your team
You are replacing Backstory
Weflow backfills up to 24 months of emails and meetings into Salesforce and records calls itself, so one platform replaces Backstory and the recorder it reads from.
Better fit: Weflow
You run People.ai, Clari and a separate recorder
Activity Capture, Conversation Intelligence and Deal Intelligence & Forecasting come in one platform at $79/user/month, on one set of data in your CRM.
Better fit: Weflow
Your reps live in Outlook or Gmail
Reps see and fix where an email logs from the Outlook add-in or Chrome extension. Backstory has no inbox add-in; corrections happen in its web app.
Better fit: Weflow
Your managers adjust forecasts deal by deal
Weflow logs each manager override on a named deal with a reason and keeps every version. Backstory allows adjustments to team roll-ups only.
Better fit: Weflow
Your data must stay in the EU
Weflow hosts in the EU, US or APAC, matched to your Salesforce region, with zero AI data retention. Backstory hosts on AWS in the United States only.
Better fit: Weflow
You want a context layer for your own AI and BI
Backstory sells the captured data as a foundation for teams that build their own dashboards and agents, through an MCP server and an API.
Better fit: Backstory
Part of your business runs Dynamics or Oracle
Backstory connects to Microsoft Dynamics 365 and Oracle as well as Salesforce. Weflow works only with Salesforce.
Better fit: Backstory
Your leaders work in Slack
Backstory answers deal questions and takes Salesforce updates in Slack, and creates contacts from Slack conversations. Weflow posts to Slack but does not read it.
Better fit: Backstory
Pricing compared
Weflow is priced per seat, with each product sold alone or as a bundle and no platform fee. Backstory shows its model but no figures: a platform fee per connected person plus a pre-packaged allotment of AI answers.
| Weflow | Backstory | |
|---|---|---|
| Seat price | $19 Activity & Contact Capture, $39 Conversation Intelligence, $39 Deal Intelligence & Forecasting; bundles at $49, $59 and $79 (per user per month, billed annually) | Not published; quoted per connected customer-facing person |
| Platform fee | None | Charged per connected person whose activity it ingests |
| AI usage | Included in the seat; only Agent Builder is metered | A pre-packaged allotment of AI answers per term, resized at renewal |
| Viewers | Free view-only licenses up to the number of recording licenses | Managers, finance and ops use it free |
| 50 users, per year | $47,400full platform | Quote onlyno public price |
IncludedCosts extraNot offeredBackstory sells on True Forward terms: use beyond the allotment is never cut off mid-term, and the next term is sized to actual use.
What users of each tool say
What they like
“The absolute best part about Weflow is that it automatically summarises every single client call and drops the notes straight into Salesforce. I stopped writing up notes manually for the most time.”
LPLaszlo P.Enterprise, 5/5 · G2 review
Where it falls short
“There is a small lag when a new field is created on Salesforce, it doesn't instantly sync with WeFlow.”
ACAlisson C.Senior Account Executive (Mid-Market), 5/5 · G2 review
BackstoryWhat they like
“People AI. has given us great visibility into metrics driving our top of sales funnel such as meetings, calls, emails, etc.”
SPShivam P.Small-Business, 4.5/5 · G2 review
Where it falls short
“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.”
VUVerified User in Computer SoftwareEnterprise, 4.5/5 · G2 review
Replacing Backstory with Weflow
Product
Replaces Backstory's activity capture
Activity & Contact Capture
Auto-sync emails, meetings, and contacts from Outlook or Google to Salesforce. Get pre-built activity insights and reports.
$19
per user / month
Includes
Ask AI Agent Builder
- Auto-sync email, calendar and contacts
- Permanently stored in native objects
- Works with Salesforce reporting and automations
- Sync past activities up to 24 months (add-on)
- Outlook Add-In and Google Extension to see and adjust mapping
Bundle
From $49/user/month
Revenue AI Foundation
Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team.
$49
per user / month
Products included
Activity & Contact Capture Conversation Intelligence Mobile Copilot Ask AI Agent Builder
- Auto-sync email, calendar and contacts to Salesforce
- AI notetaker for Zoom, Teams, Meet and more
- AI field updates, summaries, coaching scorecards and follow-up emails
- Build and deploy custom multi-step agents
- Ask Weflow AI about your deals and accounts
Enterprise-grade security
Weflow is built for teams with strict security and privacy requirements.
SOC 2 Type II
GDPR
HIPAA
CCPA
Frequently asked questions
Is Backstory the same as People.ai?
Yes. People.ai renamed itself Backstory in 2026 and kept the same product and data infrastructure; the company is still People.ai, Inc., trading as Backstory, and its help center still runs on help.people.ai. It now calls itself a revenue intelligence and AI answer platform for enterprise sales teams, and states that it is not a rep productivity tool or a call-recording tool.
Can Weflow replace Backstory?
Yes, for teams on Salesforce. Weflow covers Backstory's email and meeting capture, contact and contact role creation, deal views and forecasting, and adds call recording, AI Field Updates into any field type, attachments, an inbox add-in and EU hosting. You give up Backstory's Slack workflows, its Dynamics 365 and Oracle connections, and its free seats for managers, finance and ops.
Does Backstory record calls?
No. Backstory reads recordings and transcripts that Zoom, Microsoft Teams, Google Meet, Webex or Gong already hold, starting the day each integration is switched on, and writes its own output in English. Weflow records meetings with its notetaker, its desktop app and its iOS and Android apps, transcribes 96 languages, and writes the summary and full transcript into Salesforce.
We run People.ai, Clari and Clari Copilot. Can one platform replace all three?
Yes. Activity & Contact Capture at $19, Conversation Intelligence at $39 and Deal Intelligence & Forecasting at $39 per user per month cover capture, recording and forecasting, and the full platform is $79. Weflow imports your existing recording library at no extra cost, typically in 1–2 weeks, and forecast calls submitted in Clari import from Clari's API or a CSV.
How does contact and contact role creation compare?
Weflow creates missing Salesforce contacts from To and CC recipients, with rules that limit creation to existing accounts, cap contacts per email or meeting and block addresses such as info@, and it adds an Opportunity Contact Role when it logs an email. Backstory creates a contact only when the domain matches an account the user owns, and adds contact roles once one already exists on the deal.
How does Backstory price?
Backstory charges a platform fee for each connected customer-facing person whose activity it ingests, plus a pre-packaged allotment of AI answers, and publishes no figures. Viewers such as managers, finance and ops use it free. Weflow is priced per user per month, from $19 to $79, billed annually with a 10-user minimum and no platform fee, with AI included in the seat.
How does Backstory's forecasting compare?
Backstory Forecasting runs on Salesforce only, takes its values from opportunities, keeps weekly snapshots and lets managers adjust team roll-ups, not individual deals. Weflow's Deal Intelligence & Forecasting adds an AI projection with a low, middle and high range, deal-by-deal overrides with a logged reason, forecast accuracy by rep and team, and a pipeline waterfall between any two dates.
Where is our data hosted, and how is AI handled?
Weflow hosts in Frankfurt, New York or Sydney, matched to your Salesforce region with an EU or UK override, holds SOC 2 Type II with HIPAA, GDPR and CCPA compliance, and keeps zero AI data retention. Backstory hosts on AWS in the United States, runs its generative AI on Microsoft Azure, strips personal data before any model call and never trains models on customer data.
What does each install in Salesforce?
Weflow installs two managed packages and one integration user with a dedicated permission set, plus one mail app installed centrally in the Microsoft or Google admin console. Backstory installs a managed package with custom fields, components and pages; its integration user needs View All Data and View All Users, and its views load inside Salesforce only after SAML single sign-on is set up.
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