About Co-Signal
Co-Signal is built for partnership, sales, RevOps and marketing teams who need to know which accounts they share with a partner, without guessing and without asking each other's teams to reconcile spreadsheets. Two companies connect their CRMs, and Co-Signal surfaces the overlap, privacy-safe, so both sides can act on it.
How it works
- 01
Connect partner CRMs
Each company connects its own Salesforce or HubSpot instance, or imports a CSV when neither is available. Nothing is shared automatically the moment a connection is made.
- 02
Control sharing per partner
Every company sets its own visibility level for every partnership, independently: counts only, overlapping accounts, or full account detail. A partner never sees more than the level you set for them.
- 03
See computed overlaps
Once both sides have connected data and set a visibility level, Co-Signal computes the overlap: which accounts are customers, prospects, or open opportunities on both sides, and surfaces it to both teams inside the granularity each side allowed.
Why privacy is the design centre
The sharing control is not a settings-page afterthought: it is the mechanism the whole product is built around. Every overlap calculation is enforced through one server-side authorization layer, the same layer every surface of the product calls through, whether that surface is the web app, Slack, the AI agent, or the MCP server. Sharing changes are written to an audit log. When a shared count would be small enough to identify a specific account, Co-Signal suppresses it rather than showing a number a partner could reverse-engineer.
CRM tokens are encrypted at rest, and every new partnership starts at the most conservative visibility level, counts only, by default. Nothing here is a certification claim: it is the real mechanism, and the security and trust page shows it running against real logic, not marketing copy about it.