Crossbeam

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.

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

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels4 records

Marketing channels10 records

Core 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

Named customers12 records

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability9 records

Feature7 records

Partnerships

16 partnerships are on record, tiered core, supporting and flagship.

• SalesforcecoreTechnology or IntegrationNative CRM integration enabling bidirectional data exchange between Crossbeam and Salesforce, allowing ecosystem signals to appear directly in Salesforce workflows
• HubSpotcoreTechnology or IntegrationNative CRM integration with HubSpot enabling partner overlap data and ecosystem signals within HubSpot workflows
• Microsoft DynamicssupportingTechnology or IntegrationCRM integration enabling Crossbeam ecosystem data to flow into Microsoft Dynamics environments
• GongcoreTechnology or IntegrationAI revenue intelligence integration allowing Crossbeam ecosystem signals to inform deal coaching and conversation analytics in Gong
• OutreachsupportingTechnology or IntegrationSales engagement platform integration enabling ecosystem-aware outreach sequences and sequences triggered by Crossbeam signals
• SnowflakecoreTechnology or IntegrationData warehouse integration enabling ecosystem data to be queried and analyzed within Snowflake analytics environment
• ChatGPTcoreTechnology or IntegrationAI assistant integration via Crossbeam MCP server enabling ChatGPT to query ecosystem data and provide deal intelligence
• ClaudecoreTechnology or IntegrationAI assistant integration via Crossbeam MCP server enabling Claude to surface partner contacts, account overlaps, and ecosystem signals
• GleansupportingTechnology or IntegrationWork AI platform integration enabling Crossbeam ecosystem signals to appear in Glean search and knowledge management contexts
• ClaysupportingTechnology or IntegrationData enrichment platform integration enabling Crossbeam ecosystem data to enhance outbound prospecting workflows in Clay
• ServiceNowflagshipStrategic or Co-development PartnerStrategic 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
• 360insightsflagshipStrategic or Co-development PartnerPartner ecosystem orchestration partner collaborating with Crossbeam and ServiceNow on partner GTM rebuild using Learn-Build-Activate framework
• Amazon Web ServicescoreTechnology or IntegrationCloud infrastructure provider hosting Crossbeam production systems with data replication across multiple data centers
• OpenAIsupportingTechnology or IntegrationAI services provider for Crossbeam's AI-powered features including Pace deal intelligence
• AnthropicsupportingTechnology or IntegrationAI services provider for Pace subprocessor, providing AI capabilities for deal intelligence features
• Reveal SASsupportingTechnology or IntegrationCrossbeam affiliate based in France, part of Crossbeam's international operations and subprocessor network

Scale indicators9 records

Recent moves5 records

Expansion highlights5 records

Direct 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

• Xx.com/crossbeam
• Facebookfacebook.com/getcrossbeam
• LinkedInlinkedin.com/company/getcrossbeam

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds4 records

Investors15 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crossbeam