For plans that have no minimum seat requirements, administrators can easily add more seats to their plan right within Crossbeam. Visit app.crossbeam.com/billing to add seats for your teammates. For users on a Free plan that need more than 3 seats, consider upgrading to Connector, Supernode, or Enterprise to take advantage of no minimum seat requirements.

Connector subscriptions are contracted on an annual basis. However, you can choose monthly or annual payment terms. Monthly payment terms will incur a 10% surcharge. Visit your billing page in Crossbeam for more information: app.crossbeam.com/billing.

If you are currently on a Free plan but want to upgrade to Connector, login to Crossbeam and navigate to your billing page to upgrade to the plan that suits you best.

If you’re currently on a Free or Connector plan and you’d like to upgrade to our Supernode or Enterprise plan, simply contact us and we’ll work to get you what you need.

Users are defined as anyone who has a registered seat within Crossbeam. This applies across our default role types for both Full Access and Sales seats. Full Access default roles include: Admin (System Manager), Standard, and Limited along with Custom Roles. Sales default roles include: Manager, Standard, and Limited.

Absolutely. You are able to purchase a Connector plan by credit card by visiting the Billing page in your Crossbeam account and then selecting the Connector plan. If you run into trouble or need payment details check out this page or click “Manage Plan” within the Billing Page. If you need support email us and our customer success team will be in touch to assist.

Unlimited! No matter which plan you choose, you are able to connect with as many partners as you wish. Ecosystem is everything.

Sales seats are only available via our Supernode and Enterprise plans and all sales feature access is available with every Full Access seat. You can add additional Sales seats to your account if you are on a Supernode or Enterprise plan.

Record Exports allow users to take the enriched data from Crossbeam, which includes information gathered through Account Mapping activities, and transfer it to external platforms, such as data warehouses (e.g. Snowflake), integrations, and CRMs to make it actionable within the tools your teams use regularly.

Each record is counted once per subscription term, regardless of the number of integrations, destinations, partners, or overlaps that unique record it is included in. In other words, there is no double counting. If you have a single account that is enriched by many partners, updated many times throughout the term, and continuously synced to a 3rd-party data destination, it will only count as one record export per subscription term.

To track your record exports for your current subscription term, navigate to the Plan & Billing page within your Crossbeam app. Counts will be available under the Record Export Summary section.

Note: Our Slack integrations and Crossbeam Copilot are excluded from the record export limits.

For more information, take a look at our Help Center documentation.

If you’re on our Free plan, you’ll need to upgrade to our Connector plan to access record export capabilities.

If you’re on our Connector plan, you have a couple options.

1. Try optimizing what you’re exporting. Initial record exports will contribute to the record export limits. Prior to initiating record exports, it’s crucial to assess and potentially reduce the number of Populations, as having too many Populations can quickly surpass the record export limits. Take a look at our Help Center documentation for ideas on how to optimize your record exports.

2.If you need to increase your record export limit, contact our sales team and we’ll help you get setup on our Supernode plan with access to the record export limits you need.

Account Mapping Passes are included in Supernode and Enterprise plans and give your Free partners full Account Mapping and overlap visibility with your organization. They’ll also be able to export up to 100 records at a time. Free users will see which partners have granted them a Pass within key areas of Crossbeam.Check out our Help Center for more information.