G2 Vendor Directory

Backstory vs. Planhat

A side-by-side comparison based on G2 review data.

MetricBackstory

by Backstory

Planhat

by Planhat

Overall rating4.54.5
Review count630964
Ease of use9.08.5
Ease of setup8.67.9
Quality of support9.29.3
Meets requirements8.98.8
NPS67.71004972.89916
Small Business10.7%32.1%
Mid-Market35.0%61.0%
Enterprise54.4%6.9%
Total page views1,0183,902
Total LLM citations2,77521,362

Backstory

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.

Pros

  • Helpful
  • Customer Support
  • Ease of Use
  • Intuitive
  • Easy Setup
  • Customization

Planhat

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering.

Pros

  • Ease of Use
  • Customer Support
  • Customization
  • Automation Efficiency
  • Efficiency
  • Automation