Ask questions about your Crossbeam data
Connect Crossbeam to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.
Crossbeam shows you partner overlaps and shared accounts, but understanding which partnerships actually drive revenue or how collaboration activity affects deal velocity requires connecting to your CRM and sales tools. Filament links Crossbeam to Salesforce, HubSpot, and your revenue platforms so you can analyze partnership ROI and account engagement without manual exports.
Track Crossbeam KPIs with Filament Analytics
Connect your Crossbeam account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey Crossbeam metrics you can track in Filament:
Combine Crossbeam with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, Crossbeam lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your Crossbeam data gets even more powerful when combined with other tools:
Crossbeam + Salesforce
Connect Crossbeam partner overlaps with Salesforce opportunities to see which partnerships drive the most pipeline, how shared accounts convert compared to solo prospects, and which partner relationships accelerate deal velocity.
Crossbeam + HubSpot
Connect Crossbeam account mappings with HubSpot contacts and deals to track which partner introductions convert to customers, measure partnership influence on revenue, and build a kpi dashboard showing collaboration ROI.
Crossbeam + Segment
Connect Crossbeam partnership data with Segment product events to see how partner-sourced accounts behave differently, which partnerships bring the most engaged users, and how collaboration affects product adoption and retention.
Benefits of Filament's Crossbeam Integration
Ask in plain English
Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your Crossbeam account
Connect your Crossbeam account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your Crossbeam data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build Crossbeam dashboards in minutes
Get tailored insights instantly and share them with your team.
Better business decisions with AI Analytics
How to get more from your data
Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.
With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.
Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:
- Which campaigns and channels actually drive revenue growth?
- How does user engagement translate into pipeline or sales performance?
- Where are we losing efficiency between acquisition, retention, and finance?
By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.
Enterprise-grade security
Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.
Learn more about securityCrossbeam integration FAQ
Everything you need to know about connecting Crossbeam with Filament and getting the most out of your data.