Product
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.
- 01
Connect your CRM
Each company connects its own Salesforce or HubSpot, or imports a CSV. Accounts stay in that company's workspace.
- 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.
- 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.
Overlaps with Larkfield DynamicsExportLarkfield DynamicsReedmarkCustomersoverlappingOpen oppsall accountsProspectscounts onlyCustomers18$1.4M pipeline7$610K pipelineOpen opps9$2.1M pipeline11$880K pipeline8$540K pipelineProspects14$720K pipeline6$310K pipeline21$1.1M pipelineAccount mapping
Customers, prospects and open opportunities on both sides, with the owner of each relationship, so you know who to talk to.
AccountsAccount Partner relationship Signal Meridian Loop Northgate Analytics Briarcliff Systems Matches you confirm
Candidate matches arrive for review. Confirm or reject each one; only confirmed matches count toward an overlap.
Match reviewYour record Larkfield record Why proposed Decision Meridian Loop Meridian Loop Same domain Northgate Analytics Northgate Analytics Same name, different domain 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.
Co-sell requestNew requestMeridian Loop- Ask
- Introduce us to the buying team
- Partner
- Larkfield Dynamics
- Routed to
- The Larkfield Dynamics account owner
The AI co-sell agent
Ask about your partnerships in plain language. Answers come only from the overlap you're allowed to see.
AgentOnly what partners share with youWhich 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.
Meridian LoopYouOpen opportunityPartnerCustomerNorthgate AnalyticsYouCustomerPartnerCustomerDraft intro requestWatch Briarcliff SystemsSample question and answer, on sample data.
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 guideGET /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.
- All accountsType, open opportunities and value, when you choose.
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
