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What is Management OS?

Management OS is a digital platform tailored to boost revenue intelligence and management for entrepreneurs, Chief Revenue Officers, and sales executives. By aggregating data from CRM systems, emails, calendars, and dialogues, it uncovers deal vulnerabilities, forecasting indicators, contextual insights for accounts, coaching opportunities, and recommended subsequent actions. Leaders are equipped with alerts and daily summaries, leverage conversational AI for in-depth pipeline exploration, prepare for client engagements, and utilize generated strategies and research for impactful follow-ups. The platform features collaborative workspaces that enhance revenue discussions, facilitate seller training, and support regular operational practices for B2B sales teams. Additionally, Management OS seamlessly integrates with a range of CRM, communication, calendar, meeting, and automation tools, providing functionalities such as voice interaction, organizational memory, and proactive action recommendations. Offered as a hosted Software as a Service (SaaS), it presents various plans that include an AI agent alongside the complete application, as well as usage-based credits, ensuring adaptability and growth potential for users. By doing so, Management OS strives to optimize workflows and elevate results for sales organizations, ultimately leading to a more effective sales strategy.

What is Backstory?

Backstory is an AI-powered revenue intelligence platform built to give sales organizations deeper visibility into deals, accounts, pipelines, forecasts, and customer engagement. It connects with existing CRM, email, calendar, meeting, and sales applications to collect account activity without requiring representatives to manually enter every interaction. Calls, meetings, stakeholders, and other engagement signals can be automatically associated with the relevant opportunities and accounts. The platform analyzes this information alongside historical sales patterns to evaluate deal health and estimate the likelihood that an opportunity will close. Revenue teams can use the resulting insights to identify risks, stalled deals, missing contacts, coverage gaps, bottlenecks, and potential expansion opportunities. Stakeholder mapping helps sellers understand the people involved in each buying process and determine whether important decision-makers or influencers are missing. Backstory also generates deal-specific recommendations that suggest possible next steps based on buyer activity and the context surrounding an opportunity. AI sales coaching capabilities can help representatives evaluate their approach and improve execution without relying solely on periodic manager reviews. Sales leaders and revenue operations teams can use forecasting and pipeline management features to compare opportunities, monitor changes, and improve visibility into expected revenue. The platform also supports renewal and retention use cases by applying account activity intelligence to existing customer relationships. Backstory is intended for organizations that want to combine automated sales data capture with AI analysis to improve pipeline management, forecasting, account strategy, opportunity qualification, and day-to-day selling decisions.

Media

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Integrations Supported

Slack
6sense
BoldSign
Crystal
Cursor
Demandbase
Gainsight
GitHub Copilot
Gmail
Google Sheets
Humantic
Keap
Make
Microsoft OneDrive
Model Context Protocol (MCP)
OpenClaw
Salesforce
n8n

Integrations Supported

Slack
Microsoft 365
Tableau

API Availability

Has API

API Availability

Pricing Information

$149/month
The Agent plan is $149/month for one leader and includes 150 credits/month. Agent Team is $119/user/month for at least 3 users, with annual options also offered. Full-app packages start at $1,250/month, or $1,000/month billed annually for the Leader package covering the leader plus up to 3 managed people; larger packages cost more, and Enterprise pricing is custom. Agent Access add-ons are $40 per desk/month or $400 per desk/year. One-time credit packs start at $100 for 100 credits. A free trial is available. Viewers and limited conversation and daily-brief access are free.
Free Trial Offered?

Pricing Information

$50 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Management OS

Date Founded

2026

Company Location

United States

Company Website

mgmt-os.ai

Company Facts

Organization Name

Backstory (People.ai)

Date Founded

2016

Company Location

United States

Company Website

www.backstory.ai/

Categories and Features

Revenue Intelligence

Not specified

Categories and Features

Account Planning

Not specified

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Data Enrichment

Not specified

Inside Sales

Dashboard
Data Management
Lead Capture
Performance Management

Revenue Intelligence

Not specified

Revenue Operations

Not specified

Sales Analytics

Not specified

Sales Intelligence

Not specified

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