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External reviews

197 reviews
from G2

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    Wendi M.

Crossbeam is a key tool for partnerships

  • October 24, 2023
  • Review verified by G2

What do you like best about the product?
I love the overall grid that appears for each connected partner. It makes it easy to tell at a glance if a partnership makes sense - or not. The level of customer support they offer is also terrific!
What do you dislike about the product?
I understand the terminology of "populations" but most everyone else refers to them as lists. Any time I've helped a new partner get up and running, I first start with the translation. Not a huge issue, but minimizing the unique nomenclature could be helpful for new customers.
What problems is the product solving and how is that benefiting you?
Life was pretty miserable before finding Crossbeam a few years (and jobs) ago. It was basically spreadsheet hell, especially if either partner had long lists of customers or prospects. The time saved by using Crossbeam is easily calculated - what takes a minute (surfacing all the overlaps) in Crossbeam used to take an hour per partner, if not longer. I generally try to take a quick peek prior to my calls with partners.


    Kaushik K.

If you work with partners, you need Crossbeam.

  • April 28, 2023
  • Review verified by G2

What do you like best about the product?
The ease of use. Its intuitive, the set-up is easy, and it makes it effortless to use it post-initial set-up which saves so much time and delivers immediate value.
What do you dislike about the product?
Can't really complain. Their free plan literally give you everything you need to get stared with account mapping.
What problems is the product solving and how is that benefiting you?
The ability to cross-reference clientele and build a case for internal and external evengalism to dedicate resources to a partnership is a big win for us!


    Laura H.

Engages strategic partnerships in an efficient, sustainable way.

  • April 25, 2023
  • Review provided by G2

What do you like best about the product?
Ability to customize data per partnership
What do you dislike about the product?
It would be more useful if new user invites were more authoritative.
What problems is the product solving and how is that benefiting you?
Crossbeam allows me to share selective customer data securely with partners and potential partners.


    William L.

Saves me hours a week

  • April 25, 2023
  • Review verified by G2

What do you like best about the product?
The platform itself is a really simple idea, but the execution of it and the fact that most of our partners have adopted it means that we're able to account map very quickly and easily. It's helps massively when we're evaluating a new partner, we can quickly identify existing mutual clients (great for case study and GTM campaigns) and quickly identify mutual open opportunities, that helps us prioritise partner activitiy.
What do you dislike about the product?
Sometimes, crossbeam can be a bit slow - but we're using the free version, so I can't really complain!
What problems is the product solving and how is that benefiting you?
Account mapping and identifying top tier clients. It saves me from having to update different Google Sheets as all the data is automatically pulled in. We're able to be notified whenever a new prospect is a mutual prospect of our parnters which helps us even further in the sales cycle and we're able to close deals more efficiently.


    Prasanna L.

Kudos to Crossbeam team!

  • April 24, 2023
  • Review verified by G2

What do you like best about the product?
I've been using Crossbeam passionately for the last 1.5 years and I find it really effective. It's great to note that Crossbeam offers a free plan and a paid plan but you can get the most out of it using the free plan itself unless you decide to connect to your CRM. Guess what - it's going to be super-efficient if connected to CRM to boost the impact of the Partner Ecosystem.

I also really like the blog posts that Crossbeam creates, all of them are very neatly prepared, align with what companies are building and take a lot of learning from the content they produce. It's not as easy to write about Partnerships but many thanks for what they are doing.
What do you dislike about the product?
Nothing I can think of honestly. I only had great experience using Crossbeam!
What problems is the product solving and how is that benefiting you?
Crossbeam is an Account Mapping platform that lets you share your prospect, open opportunities and customer information with your trusted partners. Similarly the partners will be sharing the information with your company and if there is an overlap or a match, you setup rules for data sharing. Imagine one day you wake up and see hundreds of your open opportunities are already customers of your partner, it becomes easier to work with your partner to close those open deals. It's a well planned and efficient tool to generate pipeline and win deals from your partners existing network.


    John C.

Streamlined and Effective

  • April 24, 2023
  • Review verified by G2

What do you like best about the product?
It's brilliant to be able to see the crossover between customer groups with potential partners.
What do you dislike about the product?
It's significantly difficult to find a new connection. There are contacts who say they are in Crossbeam and I can't effectively search for them. I'd like it to be just as easy to connect on Crossbeam as to connect on LinkedIn.
What problems is the product solving and how is that benefiting you?
Crossbeam helps me figure out which new integrations I should prioritize.


    Quentin U.

A must-have partnership software

  • April 22, 2023
  • Review provided by G2

What do you like best about the product?
The UX/UI of the platform is just great.
Its simplicity is perfect and its account mapping overlap features is just a must-have for any partnership manager out there to complete its daily job.
What do you dislike about the product?
Nothing, the tool is useful in my day-to-day job, and the platform's UX/UI is just great. Everything is smooth.
What problems is the product solving and how is that benefiting you?
Crossbeam helps me manage common pipeline with my partners and quickly identify target accounts / common clients to perform my role on a daily basis.


    Salvatore (Sal) S.

Unlock revenue and relationships

  • April 21, 2023
  • Review verified by G2

What do you like best about the product?
The platform is incredibly valuable. What a concept. The matrix is critical. Connections directly to the CRM make this a real-time insights tool for us, and our entire company and team.
What do you dislike about the product?
Some hesitancies by some partners to share data... this isn't on Crossbeam, but anything that can be built in to help with this e.g. "auto NDA", would be amazing.
What problems is the product solving and how is that benefiting you?
The platform allows our sales and partnerships team to unlock relationships -- we can help our partners, which is the most valuable action we can take to grow business together. This platform 100% enables this.


    Lenka B.

game-changer for partnership management

  • April 20, 2023
  • Review verified by G2

What do you like best about the product?
I have been using Crossbeam for a few months now and I am very impressed by its features and benefits. Crossbeam is a partner ecosystem platform that helps me find and activate partnerships with other companies, securely share data with them, map accounts and identify overlaps, and co-sell with them to drive more revenue. Crossbeam has made my partnership management much easier and more effective.

Crossbeam has helped me grow my business by enabling me to:

- Discover new leads and prospects from my partners’ networks
- Advance existing deals and shorten sales cycles with partner support
- Grow joint accounts and increase customer retention with co-marketing and co-delivery
- Build trust and credibility with my partners and customers
What do you dislike about the product?
- Crossbeam can sometimes be slow to load or sync data, especially when there are a lot of overlaps or partners involved.
- Crossbeam does not have a mobile app or a browser extension, which would make it more convenient to access and use on the go.
- Crossbeam could have more integrations with other tools and platforms that I use, such as email marketing, social media, or analytics.
What problems is the product solving and how is that benefiting you?
Discover new leads and prospects from my partners’ networks
Advance existing deals and shorten sales cycles with partner support
Grow joint accounts and increase customer retention with co-marketing and co-delivery
Build trust and credibility with my partners and customers


    Scott H.

A great tool for those seeking to strengthen partnerships!

  • April 19, 2023
  • Review verified by G2

What do you like best about the product?
It is easy to use and the layout is clean and simple. I can easily connect with known and unknown partners alike so that I can easily grow my partnership network.
What do you dislike about the product?
I have not found anything to complain about.
What problems is the product solving and how is that benefiting you?
I am able to have insights into the crossover between my organization and those of my partners or potential partners if a formal relationship is not in place.