Crossbeam, the leading Ecosystem-Led Growth SaaS platform, enables secure identification of shared customers and prospects with partner organizations. It seamlessly integrates with third-party platforms, allowing precise control over shared information through flexible matching and sharing rules, while maintaining data privacy.

Crossbeam automatically syncs data from the most common systems of record about customers and sales prospects, like Salesforce, HubSpot, and a number of custom data sources.  We also support CSV uploads.

✍️Note

To check if your data source is supported, click here to visit the Integration collection in the Help Center.

Crossbeam users have precise control over what data is shared and when. Our flexible solution to data sharing makes this possible, giving users control over what conditions need to be met in order for data to be exposed, and what data is shared when it is.

The Request Data feature allows you to select what data you’d like to receive from your established partners and send them a request within Crossbeam.

Export overlaps data from Crossbeam to a number of destinations. Data can be pushed into your Salesforce instance, exported to a CSV, or accessed programmatically via our REST API.

Read more about integrations here.

An Overlap is a match between a record in your Population and a Population of your partner. Data Sharing uses Overlaps as a condition for exposing data, and Reports use Overlaps to show specific intersections between data sets.

Learn how to create reports and view overlaps.

Learn how overlaps impact your billing tier.

Your Partners are the companies that you collaborate with on Crossbeam. You can only establish a partnership via our double opt-in invite system. Features like data sharing, and overlap analysis are only available to companies who have established a partnership.

In the Crossbeam app, a Population is a segment of data containing people or companies. Populations are the basis for data sharing and often map to funnel stages like leads, qualified opportunities, and customers.

Crossbeam offers an intuitive interface for users to build and refine their Populations, and the data in those Populations is automatically kept up to date by our data integrations.

Record Exports allow users to transfer enriched data from Crossbeam, gathered through account mapping activities, and transfer it to external platforms, such as data warehouses (e.g., Snowflake), integrations, and CRMs for further analysis.

Each record is counted once per subscription term, regardless of the number of integrations, destinations, partners, or overlaps. Even if a record undergoes multiple updates within that subscription term, it still counts only once.

User Roles determine access levels within Crossbeam and Crossbeam for Sales, defining what features and data each user can access. Roles are customizable to suit the needs of different team members.