Crossbeam Reviews in May 2025: User Ratings, Pros & Cons

"Crossbeam has been a great asset to our channel sales organization."

What do you like best about Crossbeam? Really a fan of the user interface, simplicity, and the excitement and willingness of the Crossbeam success team to help with issues and brainstorm use cases for us! What do you dislike about Crossbeam? I don't like that I cannot delete reports/populations/data sources in bulk. It gets pretty inconvenient to have to delete one by one. What problems is Crossbeam solving and how is that benefiting you? Solving a big account mapping and total picture view ...

"Easy and efficient account mapping"

What do you like best about Crossbeam? The UI is great, it's easy to add new partners to the account, and you can share different amounts of information on a case by case basis. What do you dislike about Crossbeam? A clearer way to see what CRM integrations are live. And the fact that there's no pipedrive integration What problems is Crossbeam solving and how is that benefiting you? Account mapping - allows me to work with partners on deals without the admin

"Must have for partner teams"

What do you like best about Crossbeam? Easy to map accounts to identify mutual customers, upsell opportunities and joint pursuits to collaborate on. What do you dislike about Crossbeam? Recent changes to pricing and features are clunky and cumbersome, forces us to implement workarounds that are annoying and slowing our usage. What problems is Crossbeam solving and how is that benefiting you? Crossbeam makes it easy for us to identify accounts to collaborate on with our partners.

"Crossbeam has been a great resource for our sales team and saves so much time."

What do you like best about Crossbeam? Crossbeam is an easy-to-use platform that has been a big time saver for our sales organization. Before, everyone talked about account mapping, but the traditional process of sharing lists was too cumbersome and overwhelming. What do you dislike about Crossbeam? I wish more companies used it. More data the better the information. What problems is Crossbeam solving and how is that benefiting you? Helping us quickly pinpoint common prospects, customers ...

"Crossbeam has become an essential to for Partnerships"

What do you like best about Crossbeam? Crossbeam has made account mapping simple. Any tool that replaces a very manual, inaccurate process with something that is a pleasure to use and always updated, is an easy win. What do you dislike about Crossbeam? There are a few tweaks that could make the interface easier to use. However, I do think the team has done a fantastic job listening to use feedback and making great updates What problems is Crossbeam solving and how is that benefiting ...

"Crossbeam saves us so much time with our partners"

What do you like best about Crossbeam? Crossbeam makes is very easy to know who my partners customers are and how who owns each account. Really great in identifying sales prospects with partner relationships What do you dislike about Crossbeam? Very little....the hardest part is getting your partner to begin using the tool and uploading their Salesforce info. What problems is Crossbeam solving and how is that benefiting you? Crossbeam helps us know which accounts to approach and which ...

"Must Have for Alliances"

What do you like best about Crossbeam? Before Crossbeam, our teams were doing account mapping exercises through spreadsheets, which was a very manual process. Connecting to our Salesforce instance and automatically mapping across our customers and prospects saves an enormous amount of time. We can now automate this motion, quickly identifying similarities with our partners and focusing on more significant initiatives simultaneously. What do you dislike about Crossbeam? One challenge we ...

"Awesome Partnership tool!"

What do you like best about Crossbeam? Love the account mapping functionality and reporting. Makes it so easy to run a quick evaluation against the partnership opportunities. What do you dislike about Crossbeam? It would be really helpful to be able to better track partner invites with access to email addresses sent to and ability to send follow ups, etc.. What problems is Crossbeam solving and how is that benefiting you? Crossbeam allows us to quickly identify opportunities at a glance by ...

"Must have solution for Sales Reps & Partnership Managers"

What do you like best about Crossbeam? I love the seamless data migration (we used Hubspot). My personal favorite is the reporting tool which makes lead-sharing easy and fun. Customer success reps are also amazing!! What do you dislike about Crossbeam? Sometimes reporting tool shows no overlaps due to wrong data formatting when using CSV or customized pipelines on CRMs. What problems is Crossbeam solving and how is that benefiting you? Helps me save a ton of time for lead sharing sessions ...

"Excellent tool to generate connections between partners and ecosystem."

What do you like best about Crossbeam? Ease of use and ability to integrate with other partners/companies with the click of a few buttons. What do you dislike about Crossbeam? I have little to dislike about Crossbeam. They have excellent support and constantly improve their product. What problems is Crossbeam solving and how is that benefiting you? Crossbeam gives instantaneous access to generate new connections that normally take hours of research. As such, I am more productive and able to ...