See exactly which accounts you share with a partner
Connect Salesforce or HubSpot, set what each partner can see, and watch the overlap compute, privacy-safe, from the first connection.
See your overlapsHow it works
Connect partner CRMs
Each company connects its own Salesforce or HubSpot instance, or imports a CSV when neither is available. Nothing is shared with the other side automatically the moment a connection is made.
Control sharing per partner
Every company sets its own visibility level for every partnership, independently: counts only, overlapping accounts, or all accounts. A partner never sees more than the level you set for them, and every new partnership starts at counts only.
See computed overlaps
Once both sides have connected data and set a visibility level, Co-Signal computes the overlap matrix: which accounts are customers, prospects, or open opportunities on both sides. A count small enough to identify one account is suppressed below the k-anonymity reporting threshold, never shown as a number.
Act on them
Send an intro request on a shared account, share context with the other team, and get an alert in-app or in Slack when a partner-influenced deal moves. The overlap is the starting point, not the whole product.
Ready to see what you share?
Every overlap Co-Signal shows you is computed from data both sides chose to share, enforced by one authorization layer, and written to an audit log.
See your overlaps