Crossbeam provides an ecosystem‑led growth platform that enables B2B companies to securely share selected CRM records with partners and automatically match overlapping accounts using an AI‑driven engine. The solution delivers real‑time collaborative account lists, co‑selling workflows, and performance dashboards that surface partner‑sourced opportunities and quantify revenue impact across sales, marketing, RevOps, and customer‑success teams.
Funding
$76M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many B2B companies cannot safely share CRM data with their partners, which prevents them from identifying overlapping accounts, generating qualified leads, and accelerating deals across the ecosystem. This data silos limit addressable market size and reduce revenue growth.
Solution
Crossbeam delivers an Ecosystem‑Led Growth platform that lets organizations securely exchange selected CRM records with any partner in minutes. The platform uses a proprietary matching engine and AI‑driven Ecosystem Intelligence to surface mutual accounts, prioritize high‑impact collaborations, and surface actionable insights directly inside existing sales tools. Teams can create shared account lists, run co‑selling workflows, and receive real‑time alerts to act on partner‑sourced opportunities. Integrated dashboards provide attribution and performance metrics, enabling data‑backed decisions on partner investments. The solution scales across sales, marketing, RevOps, and customer‑success functions, turning partner networks into a predictable revenue source.
Target Audience
Primary users are GTM teams—including sales, marketing, RevOps, and customer‑success professionals—at B2B SaaS and technology companies seeking to expand revenue through partner ecosystems.
Features
- Account Mapping: AI‑powered pipeline matching engine that identifies overlapping accounts across partner ecosystems.
- Shared Lists & Greenfield: Real‑time collaborative lists for both overlapping and new (non‑CRM) prospects.
- Partner Impact & Attribution: Quantifies partner contribution to pipeline and revenue for leadership reporting.
- Crossbeam Copilot & Deal Navigator: In‑context AI insights and deal‑level recommendations within CRM and workflow tools.
- Performance Dashboard: Consolidated view of ecosystem health, partner performance, and revenue impact.
- Co‑selling Templates & Workflows: Pre‑built playbooks for joint outreach, warm introductions, and joint marketing.
- Slack & Alerts: Instant notifications on new overlaps or partner‑sourced signals.
- Secure, fine‑grained data controls and integrations with Salesforce, HubSpot, and other CRMs; plus a marketplace for partner‑centric apps.