Crossbeam
Crossbeam operates an ecosystem revenue platform that enables B2B companies to securely share CRM data with partners, identify account overlaps, and accelerate pipeline through AI-powered ecosystem intelligence across a network of 30,000+ companies.
- Company typePrivate
- Founded2018
- HeadquartersPhiladelphia, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Crossbeam does
Crossbeam, Inc. is a Philadelphia-based, venture-backed software company founded in 2018 that operates an Ecosystem Revenue Platform enabling B2B companies to securely share CRM data with their partners and identify account overlaps. The company's core offering, Crossbeam Core, functions as a global system of record for CRM data exchange between partner companies, ingesting data from major CRMs (Salesforce, HubSpot, Microsoft Dynamics) and exposing overlap, deal signals, and partner relationships to seller, RevOps, marketing, partner, and customer success teams. The Crossbeam Network spans 30,000+ companies, and Crossbeam reports that partner-influenced deals close at higher win rates, larger average deal sizes ($80K baseline uplift), and shorter cycles (~12 days faster) per its published metrics.
The platform is architected as a core product with proprietary AI and data modules. Crossbeam Core is augmented by Pace (AI-powered deal intelligence that analyzes sales activity to surface risk signals and next-step recommendations) and Trace (a proprietary data service that sources and maintains publicly observed ecosystem relationship data powering the Open Data Partners feature). A Crossbeam MCP Server exposes ecosystem data to AI assistants (Claude, ChatGPT, Gemini, Glean) and triggers multi-step AI agents that draft communications, identify co-sell opportunities, and post signals to Slack. The platform is built on AWS infrastructure, is SOC 2 Type II, GDPR, CCPA, PCI DSS, ISO 27001, and ISO 27701 certified, and integrates natively with sales engagement (Outreach, Gong), data warehouse (Snowflake), and enrichment (Clay) systems.
The business model is subscription SaaS with a hybrid go-to-market: a free self-serve signup option drives bottom-up product-led adoption, while enterprise packages (including SAML SSO and advanced features) are sold via direct field sales with quote-based pricing. Reported customers include Intercom, Gorgias, JustCall, Census, Stripe, ServiceNow, Typeform, Gong, Brex, Snowflake, Clari, and Volta Energy. The company has raised approximately $116.85M across four funding rounds, with the most recent being a $76M Series C in October 2021 led by Andreessen Horowitz alongside corporate investors HubSpot, Okta, Slack, and Salesforce. Crossbeam has executed two acquisitions (Partnered in 2022 and Reveal in 2024) and operates a French affiliate, Reveal SAS, for EEA/UK/Swiss privacy operations.
Crossbeam firmographics
Firmographics- Name
- Crossbeam
- Legal name
- Crossbeam, Inc.
- Website
- https://crossbeam.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Crossbeam operates an ecosystem revenue platform that enables B2B companies to securely share CRM data with partners, identify account overlaps, and accelerate pipeline through AI-powered ecosystem intelligence across a network of 30,000+ companies.
- Ownership category
- akta.pro rank
Where Crossbeam is headquartered
LocationHeadquarters
- HQ city
- Philadelphia
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Crossbeam business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS: Subscription-based access to Crossbeam Core, Pace, and Trace services with subscription terms that renew automatically. Fees are set forth in Orders with payment terms typically within 30 days of invoice.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier for evaluation and self-serve adoption |
| Subscription | Annual | Enterprise tier with SSO, advanced features |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels10 records
Crossbeam product offering
Product offeringCore offering
Crossbeam is an Ecosystem Revenue Platform that enables B2B companies to securely share CRM data with their partners to identify account overlaps, surface ecosystem signals, and accelerate partner-influenced pipeline and revenue. The platform combines a core data sharing engine (Crossbeam Core) with AI-powered modules Pace (deal intelligence) and Trace (ecosystem relationship data), plus an MCP server for AI agent integration and native connectors for Salesforce, HubSpot, and other GTM systems.
Product overview
Crossbeam is an Ecosystem Revenue Platform that operates as a platform-plus-modules architecture. The core product is Crossbeam Core, a data sharing platform that enables companies to share CRM data with partners to identify account overlaps and drive ecosystem-led growth. Two key AI-powered modules enhance the platform: Pace (AI-powered deal intelligence for risk signals and recommendations) and Trace (proprietary ecosystem relationship data). Key capabilities include Account Mapping for finding partner overlaps, Deal Navigator for pipeline acceleration, and Crossbeam Copilot for AI-assisted queries. The platform integrates natively with major CRMs (Salesforce, HubSpot, Microsoft Dynamics), AI tools (ChatGPT, Claude, Gemini, Glean), and sales engagement platforms (Outreach, Gong), with an API and MCP server enabling custom workflows and AI agent automation. The ecosystem is powered by the Crossbeam Network of 30,000+ companies.
Differentiator
Problem solved
Functional benefit
Products and services
- Crossbeam Core Crossbeam's data sharing platform that enables customers to securely share CRM data with partners to identify account overlaps and ecosystem-led opportunities. Designed to integrate with third-party platforms and allows control over what information is shared with each partner. Targets B2B sales, RevOps, marketing, and partnership teams at enterprise and mid-market companies.
- Pace AI-powered deal intelligence service that analyzes customer sales activity data to provide deal status insights, identify risk signals, and recommend potential next steps. Part of Crossbeam's AI Features and available as an add-on module to Crossbeam Core.
- Trace Proprietary data intelligence service that sources and maintains publicly observed ecosystem relationship data. Powers the Open Data Partners feature within Crossbeam Core and is available as an add-on module.
- Crossbeam Copilot AI assistant interface for querying ecosystem data, drafting communications, and accessing insights. Integrated with CRM and AI tool ecosystems including Claude, ChatGPT, Gemini, and Glean. Available to Crossbeam Core customers.
- Crossbeam Network Global network of 30,000+ companies on Crossbeam enabling partner discovery and connection. Partners can connect and discover account overlaps within the network.
- Crossbeam Marketplace Marketplace for partnerships and integrations connecting ecosystem players with Crossbeam's partner ecosystem. Lists Copilot extensions for Gong, Outreach, HubSpot, Microsoft Dynamics, and Clay.
Quantifiable outcome
- 20% higher win rate when engaging partner customers compared to average across partners
- +8 more outcomes
Companies that use Crossbeam
Customer profileNamed customers12 records
Segments8 records
Ideal customer profiles2 records
Crossbeam technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability9 records
Feature7 records
Crossbeam partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core, supporting and flagship.
- SalesforcecoreNative CRM integration enabling bidirectional data exchange between Crossbeam and Salesforce, allowing ecosystem signals to appear directly in Salesforce workflows
- HubSpotcoreNative CRM integration with HubSpot enabling partner overlap data and ecosystem signals within HubSpot workflows
- Microsoft DynamicssupportingCRM integration enabling Crossbeam ecosystem data to flow into Microsoft Dynamics environments
- GongcoreAI revenue intelligence integration allowing Crossbeam ecosystem signals to inform deal coaching and conversation analytics in Gong
- OutreachsupportingSales engagement platform integration enabling ecosystem-aware outreach sequences and sequences triggered by Crossbeam signals
- SnowflakecoreData warehouse integration enabling ecosystem data to be queried and analyzed within Snowflake analytics environment
- ChatGPTcoreAI assistant integration via Crossbeam MCP server enabling ChatGPT to query ecosystem data and provide deal intelligence
- ClaudecoreAI assistant integration via Crossbeam MCP server enabling Claude to surface partner contacts, account overlaps, and ecosystem signals
- GleansupportingWork AI platform integration enabling Crossbeam ecosystem signals to appear in Glean search and knowledge management contexts
- ClaysupportingData enrichment platform integration enabling Crossbeam ecosystem data to enhance outbound prospecting workflows in Clay
- ServiceNowflagshipStrategic partnership with ServiceNow and 360insights to rebuild partner GTM operating model using ecosystem orchestration framework combining ServiceNow workflows, 360insights orchestration, and Crossbeam ecosystem intelligence for AI-powered partner motions
- 360insightsflagshipPartner ecosystem orchestration partner collaborating with Crossbeam and ServiceNow on partner GTM rebuild using Learn-Build-Activate framework
- Amazon Web ServicescoreCloud infrastructure provider hosting Crossbeam production systems with data replication across multiple data centers
- OpenAIsupportingAI services provider for Crossbeam's AI-powered features including Pace deal intelligence
- AnthropicsupportingAI services provider for Pace subprocessor, providing AI capabilities for deal intelligence features
- Reveal SASsupportingCrossbeam affiliate based in France, part of Crossbeam's international operations and subprocessor network
Scale indicators9 records
Recent moves5 records
Expansion highlights5 records
Crossbeam competitors and assessment
Company assessmentDirect peers
- PartnerStack: PartnerStack is a partner relationship management and affiliate platform focused on B2B SaaS companies, directly competing with Crossbeam in enabling partner ecosystems, tracking partner-influenced pipeline, and operationalizing co-sell motions.
- Impartner: Impartner is an established PRM (partner relationship management) platform offering channel management, partner enablement, and ecosystem analytics — competing with Crossbeam's core account mapping and partner intelligence capabilities.
- Allbound: Allbound provides partner relationship management software focused on channel sales enablement, content sharing, and pipeline visibility — a direct competitor in the partner ecosystem tooling category where Crossbeam operates.
- ZINFI Technologies: ZINFI offers unified channel management software including PRM, partner marketing, and through-channel marketing automation — competing with Crossbeam across enterprise partner ecosystem workflows.
- Channeltivity: Channeltivity is a partner relationship management platform for channel sales teams offering partner portals, deal registration, and pipeline tracking — directly comparable to Crossbeam's ecosystem-led growth capabilities.
- Tackle.io: Tackle.io is a cloud co-sell platform that helps SaaS companies list on cloud marketplaces (AWS, Azure, GCP) and orchestrate co-selling motions with cloud providers — overlapping with Crossbeam's deal acceleration and partner-influenced pipeline use cases.
- Kiflo: Kiflo is a partner management and PRM platform for SaaS companies that was acquired by HubSpot — directly competing with Crossbeam in partner pipeline tracking, deal registration, and ecosystem enablement for B2B SaaS vendors.
Broad incumbents
- Salesforce: Salesforce is a leading CRM platform with its own partner ecosystem (AppExchange, Partner Community, PRM features) — a broad incumbent that overlaps with Crossbeam through native channel management and ecosystem tooling.
- HubSpot: HubSpot is a CRM and marketing platform with a Solutions Partner Program and ecosystem features that increasingly overlap with Crossbeam — notably via its acquisition of Kiflo (a direct PRM peer).
Emerging players
- Partnered: Partnered was a partner collaboration platform that competed with Crossbeam in ecosystem data sharing; it was acquired by Crossbeam in 2022, illustrating the category consolidation dynamic in ecosystem-led growth tooling.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Crossbeam social profiles
Digital presenceCrossbeam compliance and trust
Trust signalCompliance6 records
Crossbeam financial estimates
Financial estimateRevenue estimate
Valuation estimate
Crossbeam leadership team
Management profileNumber of profiles
Profiles14 records
Crossbeam subsidiaries and ownership
Company hierarchySubsidiaries1 record
Crossbeam funding detail
Funding detailFunding overview
Funding rounds4 records
Investors15 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Crossbeam M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Crossbeam
What does Crossbeam do?
Crossbeam is an Ecosystem Revenue Platform that enables B2B companies to securely share CRM data with their partners to identify account overlaps, surface ecosystem signals, and accelerate partner-influenced pipeline and revenue. The platform combines a core data sharing engine (Crossbeam Core) with AI-powered modules Pace (deal intelligence) and Trace (ecosystem relationship data), plus an MCP server for AI agent integration and native connectors for Salesforce, HubSpot, and other GTM systems.
Is Crossbeam a public or private company?
Crossbeam is a private company. It is classified as venture growth investor backed and is currently operating.
When was Crossbeam founded?
Crossbeam was founded in 2018. It employs 51 to 100 people.
Where is Crossbeam based?
Crossbeam is headquartered in Philadelphia, United States, in the North America region.
How does Crossbeam make money?
One revenue line is on record: subscription SaaS.
Who are Crossbeam's main competitors?
Direct peers on record are PartnerStack, Impartner, Allbound, ZINFI Technologies, Channeltivity, Tackle.io and Kiflo. Broad incumbents are Salesforce and HubSpot. Partnered is listed as an emerging player.
Does Crossbeam have an API?
Yes. Crossbeam offers an API and MCP server that enables developers to put ecosystem signals directly into custom workflows, agents, and pipelines. The MCP (Model Context Protocol) server integration allows AI tools like Claude and ChatGPT to access Crossbeam data. The platform supports native integrations with CRM systems, data warehouses, and AI tools. API documentation is available at developers.crossbeam.com. Developer documentation is at developers.crossbeam.com.