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Crossbeam for Sales
Crossbeam Copilot Overview
Crossbeam Copilot Overview
Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

Crossbeam Copilot Overview

Crossbeam Copilot puts Ecosystem Intelligence in the hands of sellers where they work every day. Our current Copilot Apps include: Salesforce, HubSpot, Chrome, and Gong.

With access to Copilot, sellers can:

Prospect Smarter

  • Identify which partners are the best to help provide insights, introductions, or assistance with target accounts. And then reach out to them directly from within the app.

  • Access enriched contacts with signals like “Decision-maker” and “Economic Buyer” to help identify the best contacts to reach out to. And add them to your CRM if they’re missing!

Close Deals Faster

  • Leverage Ecosystem-Led Growth plays packed with relevant actions sellers can take based on partner status and contextual insight for every deal.

What’s included within Copilot?


The Account tab is the default landing page for Crossbeam Copilot. It provides key partner insights for the account you’re looking at and will even surface a recommended Play for you to leverage based on contextual insight for your deal.


The Overlaps tab provides a high-level overview of the associated partners for the account you’re digging into. Ecosystem Intelligence signals are piped in to help sellers know which partners are the best ones to reach out to or prioritize for their deals.


The contact tab surfaces contacts partners are sharing that you might not have on your end. This list of contacts provides additional context based on the shared number of partners and partner activity to make them more appealing for you to reach out to. Ecosystem Intelligence signals are also piped into these contacts to help you know who the decision-maker might be, or who just recently had activity with your key partner.


This tab provides relevant actions you can take depending on the partner status with the account and the additional data available.

Who gets access to Crossbeam Copilot?

Crossbeam Copilot is only available for Connector or Supernode customers. Each Crossbeam Core seat comes with access to Crossbeam for Sales and Crossbeam Copilot.

You can purchase additional Crossbeam for Sales seats by visiting the Plan & Billing page.

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