How BackEngine Works

Your team talks to customers across email, calls, Slack, and support tickets. BackEngine pulls it all together, organizes it by account, and shows you what's working, what's not, and what to do next.

Setup in under 30 minutes
1

Connect Your Tools

BackEngine authenticates with the tools your team already uses—Gmail, Outlook, Slack, Gong, Zoom, Teams, Salesforce, HubSpot, and many more. No data migration. No workflow changes. Live in under 30 minutes.

2

Every Interaction Gets Mapped to an Account

BackEngine automatically routes new and existing emails, call transcripts, Slack messages, and support threads to the right customer account. Nothing to log. Nothing to clean up later.

3

Your Playbook Gets Applied

During setup, you show BackEngine how your team is supposed to work—your templates, messaging standards, and execution expectations. BackEngine compares what’s actually happening on each account to that standard.

4

Risks and Gaps Get Surfaced

BackEngine flags what needs attention: unhappy accounts, missed follow-ups, handoffs missing context, and opportunities your team hasn’t acted on.

5

Your Team Executes

With everything connected and organized, your team knows where to focus and can act with confidence.

Built for how your team actually works

BackEngine gives every role what they need to execute

For Account Managers

On-demand and automated.

BackEngine gives you instant answers about any account, based on real interactions.

It can generate QBR decks, renewal strategies, account plans, and handoff briefs when you need them.

Automated agents work in the background: prepping for meetings, drafting follow-ups, and flagging items that need attention, so nothing falls through the cracks.

For Leaders

Visibility without asking.

BackEngine shows execution quality and account health across your portfolio, or on any single account, in real time.

No waiting for status updates. No digging through someone else's summary. You see what's happening, and where action is needed.

See it in action

Walk through a live demo and see how BackEngine connects your tools, surfaces risks, and helps your team execute.