Use Crossbeam and Chargebee together in your AI tools

Account intelligence

Get subscription context on any shared account

Crossbeam shows which partners share the account, ranked by partner score, and recent partner deals opened or closed won there. Chargebee adds the account's subscription and billing data, so you see the commercial state alongside the partner picture.

Example prompt

"Which partners share [Account] in Crossbeam, and what does Chargebee show for their current subscription and billing status?"

Deal acceleration

Prep a renewal with billing context and the right partner

Chargebee returns the account's subscription and billing data ahead of the renewal conversation. Crossbeam recommends partners on that account backed by signals like recent wins, long-term relationships, and missing contacts, so you know who to bring in if the renewal needs support.

Example prompt

"Pull [Account]'s subscription and billing data from Chargebee, then ask Crossbeam which partners have recent wins there before our renewal call."

Pipeline generation

Build an expansion list from shared customers

Crossbeam finds the customers you share with a partner, segment by segment. Chargebee looks up each account's subscription and billing data, so reps can flag where there is room to expand.

Example prompt

"Find our customers that are also [Partner] customers in Crossbeam, then look up their subscriptions in Chargebee and flag expansion candidates."

Co-sell execution

Bring contacts and billing history to a co-sell call

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Chargebee fills in your side of the story with the account's subscription and billing data.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and the account's subscription history from Chargebee."

Ecosystem building

Check which partnerships drive recurring revenue

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Chargebee holds the subscription and billing data for those shared customers, so you can confirm which partnerships show up in recurring revenue before you invest more.

Example prompt

"List our top partners by attribution in Crossbeam, then look up Chargebee subscription data for the customers we share with each to see which partnerships drive recurring revenue."