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Crossbeam

The Ecosystem Revenue Platform

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Crossbeam is a partner ecosystem data platform that lets companies securely compare CRM data with their partners to find overlapping prospects, customers, and open opportunities ('Account Mapping'), then surfaces that ecosystem intelligence in Slack, CRMs, and - via a beta MCP server - directly inside AI assistants.

Vendor's own claim
signals/intent

Core capabilities

Vendor's own claim
  • Account Mapping: compare your CRM data against partners' to find overlapping prospects, customers, and opportunities without exposing raw data
  • Advanced (multi-partner) Account Mapping with saved, filterable Lists
  • Deal Navigator and Pipeline Generation: surface open opportunities and prospects where partner overlap can help close deals
  • Crossbeam Copilot embedded in Salesforce, HubSpot, Gong, Outreach, and Chrome
  • Crossbeam MCP (Beta): connects AI tools/agents to partner ecosystem data via named tools like find_partner_overlaps, get_partner_contacts, get_account_overlap_info
  • REST API for enterprise customers to programmatically retrieve overlap data and insights
  • 28+ outbound integrations to enrich email, sales engagement, and product analytics tools
  • Revenue Attribution and a Performance Dashboard on higher tiers

API & agent surface

From official docs
Notable endpoints
  • find_partner_overlaps - via Crossbeam MCP, per the vendor's own product demo copy
  • get_partner_contacts - via Crossbeam MCP
  • rank_by_influence - via Crossbeam MCP
  • get_record_signals - via Crossbeam MCP
  • get_account_overlap_info - via Crossbeam MCP
MCP tools exposed
find_partner_overlapsget_partner_contactsrank_by_influenceget_record_signalsget_account_overlap_info
Machine-readable spec
No OpenAPI link

Pricing

From official docs
PlanPriceIncludedNotable
Free$0/forever
Up to 3 Full access seats
3 Standard Populations, Single-partner Account Mapping up to 50 records at a time, Preview access to Advanced Account Mapping
Connector$4,800/year platform fee (includes 1 Full access seat); additional seats $1,800/user/yr
1 Full access seat included
Full access to single- and multi-partner Account Mapping, 5,000 unique record exports, Full Deal Navigator and Pipeline Generation
SupernodeCustom - Contact sales
3 Full access seats included; custom Sales seats at $40/user/mo
25,000 unique record exports, Unlimited integrations including custom CRM objects, Crossbeam Copilot for Gong and Outreach
EnterpriseCustom - Contact sales
Custom Full access and Sales seats
Starts with 100,000 unique record exports, Advanced access controls, SCIM user management

Checked 2026-08-06 against their pricing page. Vendors change pricing without notice.

What is Crossbeam

Vendor's own claim

Crossbeam is an Ecosystem Revenue / Ecosystem-Led Growth platform: it syncs a company's CRM data (Salesforce, HubSpot, Snowflake, Pipedrive, Sheets/CSV) and compares it against connected partners' data to reveal overlapping accounts, contacts, and deals, without exposing full underlying records. That overlap data is then actioned via in-app Account Mapping, Copilot integrations in CRMs/Slack/Gong, a REST API, and a beta MCP server that exposes the same overlap and signal data as callable tools for AI agents.

Ideal customer profile

Vendor's own claim

GTM teams - sales, marketing, and partnerships - at companies running a co-sell or channel-partner motion who want to turn partner CRM overlap into prioritized pipeline, warm intros, and deal acceleration, per Crossbeam's own positioning around 30,000+ GTM teams.

Who should look elsewhere

Our read

The free plan caps a company to a single Full Access seat's worth of real functionality (view-only Advanced Account Mapping, up to 50 records at a time on single-partner mapping, no CSV/list exports), so any team wanting to actually export or fully filter overlap data must move to the $4,800/year Connector plan. The REST API, webhooks, Crossbeam MCP (Beta), and Revenue Attribution are gated to the Supernode tier and above (custom pricing), so teams wanting programmatic or AI-agent access to their ecosystem data can't get it on the self-serve Free or Connector plans. Companies without an active partner ecosystem to map against get little value here - the entire product is built around comparing your CRM to a partner's CRM.

Tools in the same layer

Our read

No curated rival set covers this tool yet, so these are simply other tools in the same architectural layer and product form. Treat it as a starting point, not a shortlist.

Crossbeam FAQ

Is Crossbeam free to use?

Yes, there is a permanent Free plan for up to 3 full-access seats, but it limits Account Mapping to viewing up to 50 records at a time and previews (not full access to) Advanced Account Mapping, Deal Navigator, and Pipeline Generation.

From official docs
Does Crossbeam have an MCP server for AI agents?

Yes, a beta Crossbeam MCP is available, but only on the Supernode plan and above according to the pricing comparison table; the vendor's own marketing shows example tool calls like find_partner_overlaps and get_partner_contacts being used from Claude and ChatGPT.

Vendor's own claim
How is Crossbeam priced?

Free (up to 3 seats, limited functionality), Connector at $4,800/year platform fee plus $1,800/user/yr for extra seats, and custom-priced Supernode and Enterprise tiers with optional Sales seats at $40/user/mo.

From official docs
What data sources can Crossbeam connect to?

Salesforce, HubSpot, Snowflake, Pipedrive, Google Sheets, and CSV uploads, per the pricing page's data-source comparison.

From official docs
Do I need my partners to also use Crossbeam?

For direct Account Mapping, yes - the platform compares two companies' CRM data. Crossbeam also supports 'Offline Partners' for mapping against partners not yet active on Crossbeam, with the number of offline partners limited by plan.

From official docs
Does Crossbeam publish a machine-readable OpenAPI spec?

This is an absence of evidence, not confirmation none exists; confirm with the vendor.

Our read

Verify before you buy

  • Full named list of Crossbeam MCP tools beyond the five shown in vendor product-demo copy
  • A machine-readable OpenAPI specification was not included in the reviewed source set.

Need help setting it up?

This page tells you whether Crossbeam fits. Cheetah builds and runs the system it goes into — enrichment, sequencing, CRM and the joins between them.

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