Navigate onboarding effortlessly with the Crossbeam Setup Guide. Use this guide to complete key steps in Crossbeam, allowing you to dive into the exciting parts, like account mapping, more quickly.
Click the Setup Guide button next to your profile avatar in the upper right corner and complete the setup guide steps.
Add Partners
Invite your partners to join you for account mapping.
Add Data
Integrate with your CRM system or upload Google Sheets (or a CSV) to get your data flowing into Crossbeam.
Create Populations
Segment your data into meaningful groups of people or companies.
Share Data
Share exactly what you want with who you want, and nothing more.
Account Mapping
Gain new data-driven, actionable insights about your partnerships using the Account Mapping Matrix or Reports.
Invite Team Members
Scale partnership collaboration by inviting team members to join Crossbeam.