Leverage your ecosystem to close bigger deals, faster

On every Company, Deal or Contact record within HubSpot, Crossbeam Copilot’s Ecosystem Card (CRM Card) will show you at a quick glance how many partner overlaps you have available for your account. By clicking View All, you’ll have access to all the Crossbeam Copilot features listed below.

Account Highlights provides actionable intel at a glance

Focus on what’s most important for your accounts with key highlights and actionable insight front and center. These highlights include insights like which one of your partners recently closed a deal with your prospect. And if you’re ready to take action, use one of the highlighted plays right from HubSpot to help move your deal across the line.

Get warm intros and keep stalled deals moving

The Partners Overlap tab layers in Ecosystem Intelligence signals — like win rates and average deal size — to help you quickly identify the best partners to give you a warm intro or keep stalled deals moving.

Target better leads with Enriched Contacts

Crossbeam Copilot surfaces the contacts your partners are sharing with you right within HubSpot and layers in Ecosystem Intelligence signals like “Decision-maker” or “Economic Buyer” to help you identify the best ones to reach out to.

Make every move count with Plays

Crossbeam Copilot surfaces actionable Plays you can leverage, curated with the next best steps you can take to ensure your opportunities are marked as closed/won.