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Every shared account, computed.

Co-Signal connects both partners' CRMs, matches accounts on both sides, and shows each side only what the other has chosen to share.

Sample data. Every name is fictional.

From two CRMs to one answer.

  1. 01

    Connect your CRM

    Each company connects its own Salesforce or HubSpot, or imports a CSV. Accounts stay in that company's workspace.

  2. 02

    Match on both sides

    Co-Signal proposes matches from company names and domains. A person on each side confirms them, and a rejected match never comes back for that pair.

  3. 03

    Share at your level

    Each side picks what the other can see, per partnership. The overlap is computed from what both sides allow, and nothing more.

Each company keeps its own CRM. Co-Signal computes what they share.

  • The overlap matrix

    Every population on your side laid against every population on your partner's. Each cell is a live count, and counts below 5 are never shown as a number.

  • Account mapping

    Customers, prospects and open opportunities on both sides, with the owner of each relationship, so you know who to talk to.

  • Matches you confirm

    Candidate matches arrive for review. Confirm or reject each one; only confirmed matches count toward an overlap.

  • From overlap to warm intro

    Send a co-sell request that names the account and the ask. It routes to the person on the partner side who owns that relationship.

  • The AI co-sell agent

    Ask about your partnerships in plain language. Answers come only from the overlap you're allowed to see.

  • MCP server and API

    Bring accounts and overlaps into your own tools and AI assistants, with the same sharing rules applied on every call.

    Read the developer guide
    Sample API call
    GET /api/v1/accounts?limit=2
    
    {
      "data": [
        { "name": "Meridian Loop", "domain": "meridianloop.com" },
        { "name": "Northgate Analytics", "domain": "northgateanalytics.com" }
      ],
      "page": { "hasMore": true }
    }

Sample data. Every name is fictional.

Three levels, set per partner.

Every company chooses a level for every partnership, independently. A partner never sees more than the level you set.

  • Counts onlyA number, and nothing below 5. Every partnership starts here.

    Fewer than 5

  • Overlapping accountsThe names and domains you share. No values.
    Fernhollowfernhollow.com
    Type
    Open opps
    Value
    Type, open opportunities and value withheld
    Northgate Analyticsnorthgateanalytics.com
    Type
    Open opps
    Value
    Type, open opportunities and value withheld
  • All accountsType, open opportunities and value, when you choose.
    Fernhollowfernhollow.com
    Type
    Customer
    Open opps
    3
    Value
    $42,000
    Northgate Analyticsnorthgateanalytics.com
    Type
    Customer
    Open opps
    1
    Value
    $18,000

Counts below 5 are never shown as a number.

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