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    Mia W.

An indispensable tool in our partner marketing strategy

  • July 31, 2025
  • Review provided by G2

What do you like best about the product?
Crossbeam makes it incredibly easy to identify overlapping customers and prospects, allowing us to prioritize co-marketing efforts that actually move the needle. We especially appreciate how seamless it is to surface warm leads and coordinate with partners on campaigns, making our outreach more targeted and effective.
What do you dislike about the product?
We’d love to see more advanced reporting capabilities and customizable dashboards to better track the performance of joint initiatives.
What problems is the product solving and how is that benefiting you?
The user interface is clean and intuitive, and the integrations with our existing tech stack have helped us streamline processes that used to take hours. It’s also been instrumental in strengthening relationships with our most valuable partners by providing transparent, data-driven insights.


    Marketing and Advertising

Collaborative CRM insights that drive results

  • July 17, 2025
  • Review provided by G2

What do you like best about the product?
I really appreciate Crossbeam because it connects smoothly with our CRM and quickly shows us important overlaps with our partners. It’s like having a radar that reveals hidden revenue opportunities. The interface is super easy to use, and the matching logic is spot on; we've discovered warm introductions that we might have missed otherwise. Plus, Crossbeam makes our work more efficient by giving us partner-sourced leads and clearing up the usual confusion around account ownership. It’s definitely been a game-changer for us.
What do you dislike about the product?
Onboarding non-technical partners has been our biggest challenge. Crossbeam is awesome for teams that already have tidy CRM data and some operations know-how, but it can be a bit much for those without a RevOps person on board. Plus, the jargon can be a bit confusing—having a glossary or some helpful tooltips would really make things easier for users who are new to this stuff.
What problems is the product solving and how is that benefiting you?
Crossbeam gives us a clear view of which accounts overlap with our partners, helping us make smarter moves for growth. Instead of just guessing where the opportunities are, we can now base our decisions on real data showing how our accounts connect. This has really boosted our pipeline speed. Plus, the “Data Clean Room” feature is a big win—it lets us work together securely without putting sensitive CRM info at risk.


    Meryl S.

A must-have for any partnerships pro!

  • May 21, 2025
  • Review provided by G2

What do you like best about the product?
There's so much I like about Crossbeam and it's ease of use, but its foundational account mapping feature by way of a really simple CRM connection is invaluable. It not only makes it really easy to identify which partner(s) to collaborate with during a sales cycle, but also simplifies partner evaluation, identifying beta customer for a new integration, or spotting co-marketing opps and more.

I also absolutely love the innovation around Crossbeam for Sales. The Chrome extension is one of my favorite features and makes ecosystem discovery super easy and delivers insights to sales teams where they are working in a very clear, actionable way.
What do you dislike about the product?
Very few dislikes! One or two minor things like being able to rename default populations or a bit more flexibility with CRM customizations. I also think it cold be helpful to share partner contacts at a connected partner (to help as people make moves and teams grow).
What problems is the product solving and how is that benefiting you?
Crossbeam creates visibility into and impact of a partnerships strategy across the entire lifecycle of customer. More specifically, Crossbeam:

- Eliminates a lot of manual work and guesswork of identifying the right partners to engage in a deal cycle, but instead allows the team to uncover partner opportunities with much more efficiency, reliability, and proactivity.
- Provides actual data to develop a business case to build a partnership.
- Removes bottlenecks with regard to ensuring sales teams have ecosystem information.
- Offers clear insights to highlight the value of a partner strategy and specific ecosystem partners.
- Makes my job a lot easier!


    Devon C.

Great platform for helping showcase partner overlap and collaborate across different BU's

  • May 15, 2025
  • Review provided by G2

What do you like best about the product?
I like how it is to use, we connected to our Salesforce and so all of our BU's have easy access to see what partners are overlapping in accounts and reach out proactivel.
What do you dislike about the product?
I'd like to see more use cases that others have used Crossbeam for but really don't have many dislikes, support is great, the product is easy to use, and it's easy to integrate into our other tools.
What problems is the product solving and how is that benefiting you?
Crossbeam is helping us push partner led initiatives across a variety of different BU's by easily being able to integrate into a variety of our tools and showcase partner to customer overlap in an easy to use UI.


    Computer & Network Security

Great account mapping software

  • May 14, 2025
  • Review provided by G2

What do you like best about the product?
Easy to use and the integration was seamless.
What do you dislike about the product?
Nothing currently but there is still time!
What problems is the product solving and how is that benefiting you?
Who are our partner's clients and how can we work with them and align seamlessly.


    Marketing and Advertising

Critical for Any Partnership Org

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
I love how easy it is to build into our existing systems and processes once we get it all implemented. I also loved the support team at Crossbeam. They are responsive, always helpful, and always pleasant. I would absolutely recommend Crossbeam to a friend or colleague.
What do you dislike about the product?
I dislike that I am limited in the types of fields I can add to Crossbeam. Depending on the type of partnership, sometimes we want to share some strange data. I think Crossbeam would be best if it were more of a data sandbox, where once we make a valid connection via the URL or whatever else is used to match, we can do whatever we want with the data we share / use. That would be INCREDIBLE.
What problems is the product solving and how is that benefiting you?
It can be hard to get partner companies to share their client list. Crossbeam is the trusted 3rd party that makes everyone feel more secure with sharing their data.


    Information Technology and Services

Crossbeam has provided us a wealth of information for working with our strategic partners.

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
The integration with Salesforce and ease of use.
What do you dislike about the product?
User interface within Crossbeam can be clunky to find things.
What problems is the product solving and how is that benefiting you?
This is helping us to better plan and work with our partners to engage clients and collaborate on their solutions.


    Computer Software

Stronger Together: How Crossbeam Supercharged Our Adobe Partner Ecosystem

  • May 13, 2025
  • Review provided by G2

What do you like best about the product?
Crossbeam enables Adobe teams to securely uncover overlapping accounts with partners, making it easier to identify co-selling opportunities and drive joint pipeline growth. Its intuitive interface and automated data syncing reduce manual work and accelerate partner collaboration.
What do you dislike about the product?
However, Crossbeam’s effectiveness is limited by the quality and completeness of partner data, and some users find it challenging to navigate complex data permission settings without dedicated support or training.
What problems is the product solving and how is that benefiting you?
Crossbeam solves the problem of siloed partner data by allowing Adobe teams to securely share and compare account lists with partners, without exposing sensitive information. This visibility helps us quickly identify mutual customers and prospects, prioritize co-selling opportunities, and align go-to-market efforts—ultimately accelerating deals and strengthening partner relationships.


    Information Technology and Services

It is great for partnership work - overlaps across customers, open opportunities and prospects

  • April 29, 2025
  • Review provided by G2

What do you like best about the product?
It quickly connects to CRM and shares the basics you decide do
What do you dislike about the product?
Recent changes to their packing - heavily limits the basic option
What problems is the product solving and how is that benefiting you?
Allows for quickly understanding overlaps in pipeline with potential partners and existing partners and integration to CRM so sales teams can see the same

Understanding overlaps across segments (customers, open opportunities and prospects) is critical


    Brian S.

The ease of uploading and sharing to our partners to identify mutual opportunities.

  • June 05, 2024
  • Review provided by G2

What do you like best about the product?
The ease of uploading and sharing to our partners to identify mutual opportunities. It was very easy to setup and deploy accross our partner network.
What do you dislike about the product?
Crossbeam is great but wish it connected to Zoho.
What problems is the product solving and how is that benefiting you?
Crossbeam makes it easy to control sharing our client base with our partners. It's really useful for identifying mutual opportunties.