Introduction
This release makes it easier to grow and operate your partner ecosystem end to end. Partner Invitations and Open Data Partners (ODPs) graduate from beta to general availability, giving every team a faster path to new overlap data and new partners. Offline Partners also gains support for Google Sheets as a data source, keeping partner data synced automatically. Integration Seat user is also generally available, so CRM connections and data integrations no longer need to tie up a paid seat. Rounding out the release, AI Agents enters public beta, automating Slack alerts for ecosystem changes you'd otherwise track manually.
New Features and Improvements
Open Data Partners (availability varies by plan; see help center article for more details)
Description: Open Data Partners (ODPs) are curated technology vendors whose customer data is sourced and maintained by Crossbeam. ODPs surface instant account overlaps with major tech vendors—no partner invitation, connection, or data-sharing agreement required, and one is added automatically when you create your Crossbeam account.
Benefit: See ecosystem overlap data immediately, identify vendors with the strongest customer overlap, and demonstrate ecosystem opportunities without waiting on a partner to connect.
Partner Invitations (all plans)
Description: Partner Invitations allows users to upload a list of targeted companies, send individual or bulk invitations, and track the invite status in one workspace.
Benefit: Teams can build out their ecosystem in days, automate outreach, and centralize invite tracking in Crossbeam.
AI Agents (Public Beta; available on Connector, Supernode, Enterprise plans)
Description: Agents automate ecosystem alerts by watching for a specific condition in your Crossbeam data—like a new mutual customer or a partner closing a deal on a shared account—and posting a notification to Slack when a match occurs. Agents is moving from private to public beta, opening the feature up to more organizations.
Benefit: Stop manually monitoring overlaps. Configure an Agent once and let it flag new mutual customers, shared opportunities, and closed-won deals as they happen, straight in Slack.
Integration Seat (Supernode and Enterprise Plans)
Description: Integration Seat user is a dedicated seat type for managing CRM connections, data sources, and outbound integrations and scoped to data and integration management. One Integration User is included per organization, and it does not count toward your seat limit.
Benefit: Keep integrations running without dedicating a full paid seat to a service account, and give RevOps and Partnership teams clear, scoped ownership over data connections.
Google Sheets for Offline Partners (all plans)
Description: Offline Partners can now use a connected Google Sheet as a data source, in addition to CSV. Once connected, partner data syncs automatically on Crossbeam's standard sync cadence, so there's no need to manually re-upload a file every time your data changes.
Benefit: Keep Offline Partner data fresh without repeated manual uploads, and let a partner's contact maintain the sheet directly so it stays accurate over time.
Additional Resources
Conclusion
For questions, assistance, or to access these new features, please reach out to our support team or contact Sales. We hope you enjoy exploring the latest updates to enhance your Crossbeam experience!