Partner account mapping
Two pipelines. One signal.
Co-Signal finds the accounts you share with each partner, straight from both CRMs, and lets each side decide exactly what the other can see.
Works withSalesforceHubSpotCSV
Sample data. Every name is fictional.
The problem
The overlap is there. Nobody can see it.
Every partnership shares accounts: your customers in their pipeline, theirs in yours. Today, finding them means emailing spreadsheets back and forth. Co-Signal replaces the swap with one live map that both sides control.
Today
The spreadsheet swap, every quarter
Account overlap, Q3 (final v4)
- 01Out of date the day it landsA quarter-old export, so the deals that matter now are missing.
- 02Redacted by handMiss one cell and a contact name goes to the partner (the outlined cell).
- 03All or nothingThey get the whole sheet or nothing. Nobody decides what the other side sees.
With Co-Signal
One live map, both sides in control
- 01Always currentMatched live from both CRMs. Nothing to export, nothing to chase.
- 02Only the overlap, matched for youCo-Signal finds the shared accounts. Nobody redacts anything by hand.
- 03You choose what they seeA count, the account names, or full detail. Change it whenever you like.
Sample data. Every name is fictional.
How it works
Connect. Control. Overlap.
Three steps from two separate CRMs to one shared answer, and neither side gives up control on the way.
Sample data. Every name is fictional.
Explore the product
Every partnership is two companies deciding what to share.
AI-native
Ask a question. Get the account to call.
The co-sell agent answers in plain language from the overlap you're allowed to see, and from nothing your partner hasn't shared.
Which shared accounts should we raise with our partner this quarter?
- Checked what Larkfield Dynamics shares with you
- Matched 31 shared accounts
- Ranked them by open pipeline and relationship
Two stand out. is a customer of your partner and has an open opportunity with you, so ask them for an introduction to the buying team. is a customer on both sides, which makes it a good place for a joint expansion conversation. overlaps too, but nothing is open there yet, so keep it on your watch list.
Sample question and answer, on sample data.
Which shared accounts should we raise with our partner this quarter?
Two stand out. Meridian Loop is a customer of your partner and has an open opportunity with you, so ask them for an introduction to the buying team. Northgate Analytics is a customer on both sides, which makes it a good place for a joint expansion conversation. Briarcliff Systems overlaps too, but nothing is open there yet, so keep it on your watch list.
Who it's for
Built for every team a partnership touches.
One shared map, read four ways.
- Meridian LoopNorthgate AnalyticsBriarcliff Systems
- Partner-influenced pipelineReedmark
Sample data. Every name is fictional.
Security
Your partner sees only what you choose.
Pick a sharing level and watch what Larkfield Dynamics would see change. These are Co-Signal's own sharing rules running on sample data in your browser.
How Co-Signal protects partner dataYour CRM
Customers and prospects, overlapping with Larkfield
What Larkfield Dynamics sees
Counts only
Fewer than 5
Suppressed, below the k-anonymity reporting threshold.
Under 5
Counts below 5 are never shown as a number, so no single account can be inferred.
Counts first
Every new partnership starts at counts only. Nothing is visible until you open it up.
One layer
The web app, Slack, the agent, the MCP server and CRM writeback all ask the same layer.
Every change
Loosening or tightening a partner's access, or the fields you share, is written to an audit log.
Sample data. Every name is fictional.
Find out what you share.
Book a short call with the Co-Signal team. We'll show you the product on sample data and talk through your CRM and your partners.
About 30 minutesReply within one business day
