The platform we use to run your service.
This isn't a technology buy. It's the platform included in every program, operating in the background and keeping everything together. You only log in once. Then connect your AI and ask Claude, ChatGPT or Microsoft 365 Copilot for any insight, feed or partner conversation through our MCP. Log in and click around whenever you want.
Your PRM logs deals. This makes them happen.
You don't buy software from us. You get the outcome, and full visibility into how it was produced.
50% more targeted partner meetings. 35% more partner-sourced pipeline.
"Utilizing Forecastable has resulted in over a 50% increase in targeted-partner meetings and contributed a 35% increase in partner-sourced pipeline. We view Forecastable's services and technology as a critical enabler of our continued revenue growth and expansion of our partner program."
Co-sell automation is table stakes.
If someone is still selling you intro routing, nudges and co-sell workflows as the product, you're paying for table stakes. Anyone acting only on overlap alerts is underusing their partner data, and Crossbeam's MCP changed the game. It's all included in every Forecastable program, run on your Crossbeam data and the AI tools you already own. No new tech, no seats, no PRM required. Our team does what automation can't: the outreach, calls and events, all the way to an SQO.
| Co-sell automation tools | Forecastable | |
|---|---|---|
| Overlap data | Overlap alerts, one notification at a time | Included in every program. Through Crossbeam's MCP, Eva works your full partner data in real time, recommends the play and drafts the intro for approval |
| Nudges and reminders | Sent to reps who already ignored the first one | Included in every program. Eva nudges both sides, and our campaign operations team follows up when nudges aren't enough |
| Attribution | Reports after the fact, built from what reps remember to log | For us, attribution is the floor, not the ceiling. Built into every program from every call, every email and every Slack message, with plans, owners and commitments tracked along the way |
| Who does the work | Your reps and your partners' reps | Our campaign operations team, in your partners' names |
| What you get | An accepted intro or a registered referral | Meetings, pipeline and revenue |
| Your stack | Another tool to buy, and another one to run | No new tech and no seats to buy. Runs on your Crossbeam data, CRM, PRM and the AI tools you already own. Don't have them? We still run. No PRM required. |
Automation moves the paperwork. We move the pipeline.
Why pay for seats when you can pay for outcomes?
Partner events, tied to pipeline.
We configure each event around the outcome you want. Then we run the invites and the engagement around it, track every touch in the background and show your partners all of it in real time.
- Built around your outcomeWe set the target accounts, the audience and what success means first: leads, SQOs or closed-won. Tell us or our AI what you want, and we configure the rest.
- Invite and engageJoint invite lists from partner overlap and invites from both sides. Every invitee is engaged before, during and after the event, and you see who registered, attended and didn't show.
- Give partners full visibilityPartners see the event, the campaigns running around it and how we're engaging their accounts, in real time. That's what gets them to co-invest.
- Tie it to resultsEvery activity is tracked in the background and tied to leads, SQOs and closed-won revenue, next to what the event cost. Daily Slack briefings keep your team on task.
Conferences, trade shows, roadshows, webinars, executive briefings, roundtables, workshops, dinners, receptions and more.
Results land in your systems
- Your CRM, directlyNative Salesforce and HubSpot integrations. Sends, replies, meetings and SQOs sync, so partner pipeline is counted where you already count pipeline.
- Any other system, through MCPOur AI agents can push the same data into any system you can connect through MCP: another CRM, your data warehouse, your PRM or your own tools.
- Your AI toolsOur MCP puts your partner data inside Claude, ChatGPT and Microsoft 365 Copilot.
- Your team's channelsSlack and email updates where your team already works.
- Partner dataBuilt on Crossbeam, plus your CRM, PRM and signals.
Built for control
- SOC 2 Type II CompliantIndependently audited, so you know your data is protected.
- A human approves what goes outAI drafts. People approve, in batches if they want.
- Partners see only what you shareInvite partners as collaborators on a motion, campaign or event. They see that, and nothing else.
- AI agents can't sendAgents draft, plan and analyze through our MCP. Sending stays with people.
- Single sign-onSAML 2.0 and OIDC with Okta, Auth0 and other identity providers.
- Your agent or oursBring your own agent or use ours. Either way, our technology gives it the skills and intelligence to do everything you need done.
Build on it
Your team and your agents can work with the same record we do.
- REST APIAccounts, contacts, opportunities, leads, relationship maps, plans, campaigns and calendar, with a published OpenAPI spec.
- MCP serverConnect Claude, ChatGPT or Cursor in minutes. Forecastable is listed in Claude's connector directory.
- OAuth apps and scopesGrant third-party apps exactly the access they need, nothing more.
- Developer docsQuickstart, guides and full API reference at docs.forecastable.com.
See it on your own partners.
Start with a 30-minute Program Fit Analysis. We learn your priorities, look at your partners and your stack, and show you what's possible.
- A feel for which programs fit
- What needs to be workshopped, and who should be involved, before it goes live
- Whether your partners could fund it, and which ones
With a senior partnerships leader, not an SDR. If nothing fits, we'll tell you.
Solutions Partner of the Year