70,000+ Sales & CS Teams Run Their Deals in Aligned
Step into the AI deal workspace that knows your buyer’s journey and guides both sides to a confident “yes”.
One shared workspace for every asset, next step, stakeholder, and signal in the deal.
Keep every buyer, seller, and stakeholder aligned without forcing the conversation back into another portal.
Comment threads tied to sections, tagging, contextual collaboration
Buyers reply directly from email
Share specific tabs and sections with the right stakeholders
Mutual Action Plans and dedicated buyer-internal workspace
3rd party chat tied to pages → collab less intuitive and breaks
Buyers must reopen the room to reply
All buyers see everything
Mutual Action Plans are static
Aligned connects deal signals across email, calls, CRM, and buyer activity, then turns them into next-best actions
Filter by the area you’re evaluating. Aligned has every capability below. Trumpet is missing or limits 63 of them.
| Capability | | ttrumpet |
|---|---|---|
| Agentic WorkflowsAgents act on CRM, calls and room activity, with approvals | Rule-based workflows in limited beta | |
| AI meetings tabAI call summaries and next steps from every call added to the room automatically | ||
| AI Email AgentThread-aware email replies with the right room link, plus inbox auto-labelling | ||
| Aligned BrainReads call recordings, calendar meetings, CRM data, emails and buying signals to analyse deal health, flag risks and opportunities and recommend actions | Casey reads room activity, CRM stage and Gong calls only | |
| MCP server analyticsAsk Claude or ChatGPT for room and deal analytics | Limited, in beta | |
| AI room builderBuild rooms from a prompt and ask about your deals | Elite plan only | |
| Client agentBuyers ask questions and get answers from your content | Elite plan only, undocumented | |
| AI proposal builderGenerate a proposal for the deal | Composer AI documents; no proposal builder | |
| AI competitor comparison builderGenerate a competitive comparison section | Via Canvas, Elite plan only | |
| AI pricing section builderGenerate a pricing table for the deal | Via Canvas, Elite plan only | |
| AI semantic searchFind content in your library by asking in plain language | Elite plan only, per their help center | |
| AI stakeholder mappingMaps the buying committee, with roles and reporting lines | Elite plan only | |
| AI smart sectionsDescribe a section and AI builds it, on brand | Elite plan only | |
| MCP server: room creation and editingCreate and edit rooms from Claude, ChatGPT and other assistants | Limited beta | |
| MCP clientAI uses live context from your other tools | Elite plan only | |
| Ask AI about any deal's analyticsAsk in plain language how a deal is going | Copilot Ask mode, Elite plan only | |
| AI Deal HighlightsChampion, competitors, key requests, exec involvement and next call date surfaced per room | Deal health rating only | |
| AI executive summary generatorExecutive summaries from calls and CRM data | ||
| AI content writerWrite, edit and rewrite room content from prompts | ||
| AI engagement scoreA score for every buyer, based on their engagement | ||
| Mobile sectionA section built for buyers on mobile | ||
| Buying HubA buyer-side workspace with private notes and tasks, requests to the vendor and AI deal insights | ||
| Received RoomsBuyers see every vendor room shared with them in one place | ||
| Search within a roomBuyers search sections, files and tasks inside the room | ||
| Custom privacy noticeShow your own privacy notice to buyers entering a room | ||
| Buyers edit without an accountBuyers update plan tasks, upload and download files, share and tag people | Comments, uploads and plan steps only | |
| View-only sectionsShare decks and documents that buyers can read but not download | Download can be disabled on videos only | |
| No login for buyersBuyers open the room from a link, no account needed | ||
| Room access levelsOpen link, email required, verified email, allowlist or password | ||
| Client remindersAutomatic reminders to buyers who haven't opened or acted | ||
| Sync stakeholders to CRM as contacts automaticallyEvery identified room stakeholder is created in your CRM | ||
| Recommended stakeholders from your CRMDeal contacts suggested for the room from your CRM | ||
| CRM settings per groupConfigure CRM behaviour separately for each group | ||
| Bulk-link rooms to CRM recordsConnect many rooms to their CRM objects at once | ||
| Room analytics inside your CRMEngagement and room data on the deal record in Salesforce and HubSpot | ||
| Auto room creation from CRM triggersA room is created when a deal is created or changes stage | ||
| Two-way CRM field syncPull CRM fields into the room and push changes back | ||
| Closed-won indicatorsWin status synced from the CRM into the room list | ||
| Templates built for youOur CS team builds your templates and assets | ||
| Free plan with unlimited seatsUnlimited users and customer invites, never expires | ||
| Dedicated CSMA named Customer Success manager | Limited post-purchase support outside the top plan | |
| White-glove onboardingHands-on setup and training | Sales-led customers on the top plan only | |
| Chat and email supportHelp from the support team on every plan | ||
| TrainingCustomer training sessions | ||
| Build and update plans automatically from callsNext steps and action plans created and updated from call recordings | ||
| AI bulk creationCreate plans across many rooms at once with AI | ||
| AI bulk editUpdate steps across many rooms at once with AI | ||
| Build from MCPBuild and update plans from Claude or ChatGPT through the Aligned MCP | MCP server in beta | |
| Groups and stepsOrganise the plan into groups of meetings, to-dos and milestones | ||
| Task ownersAssign tasks to named people on both sides | ||
| Task remindersAutomatic reminders on tasks | ||
| Rich tasksAdd context, files and subtasks to any task | ||
| Due datesSet a due date on every task | ||
| Bulk updatesUpdate several steps at once | ||
| Search and filterFind steps by status, assignee or date | ||
| Library activity logWho added, renamed, replaced or re-scoped each asset | ||
| Google Drive folder sync with folder-level controlChoose which Drive folders sync to the library, so rooms always carry the latest version | ||
| AI semantic search in the libraryFind any asset by asking in plain language | Elite plan only | |
| AI content labelingNew content is labeled automatically | Suggests tags for PDFs only, and each suggestion must be accepted by hand | |
| Enablement hubsUse rooms to onboard and train your own team | Elite plan only | |
| Internal and external contentInternal content stays out of rooms, downloads, links and AI | ||
| Content analyticsEngagement on every asset, rolled up across all rooms | ||
| Synced contentUpdate a file in the library and it updates in every room | ||
| Replace content everywhereReplace a file once and it updates in every room and template | ||
| Tags and filtersOrganise the library with labels and filters | ||
| Submission and approval workflowContent is submitted, approved and published | ||
| Library archive and restoreArchive assets with analytics preserved and restore later | ||
| Stakeholders heatmapEngagement level of every stakeholder at a glance | ||
| Stakeholder engagement trendPer-stakeholder engagement over time, top content and session log | Session logs only, no trend over time | |
| Global analyticsAnalytics rolled up across every room and every team | Elite plan only | |
| Engagement alertsSlack, Teams and email alerts on buyer activity | ||
| Per-viewer insightsEngagement for each viewer, down to each section | ||
| Engagement scoresRank every stakeholder by how engaged they are | ||
| Hidden stakeholdersSee who your buyer forwarded the room to | ||
| Management dashboardOne view of your team's rooms, engagement and activity | ||
| SCIM leaver content transferDeprovisioned users' rooms move to a chosen user, with a restore window | ||
| GroupsSeparate groups for teams, regions and business units | Elite plan only | |
| Secured tabsLock a whole tab behind an allowlist with email verification | Email allowlist per page | |
| SOC 2 Type IIIndependently audited security controls | ||
| ISO 27001Certified information security management | ||
| GDPRCompliant with EU data protection law | ||
| SSO and SCIMSingle sign-on and automatic user provisioning | ||
| AI controlsSwitch each AI feature on or off, and keep content out of AI | ||
| Manager permissionsControl what managers and users can see | ||
| Email verificationBuyers verify their email before they can view the room | ||
| Team sectionBuyers and sellers list and invite their own teammates inside the room | ||
| Synced sectionsUpdate a section once and it updates in every room that uses it | ||
| Saved sectionsSave any section to the library and reuse it in other rooms | ||
| Pre-made sectionsReady-made sections for every part of the deal | ||
| Video recordingRecord video inside the room | ||
| Templates per groupEach team or group keeps its own templates | ||
| Modular templatesTemplates built from pre-made and AI sections, fully on brand | ||
| Dynamic fieldsBuyer name, company and role filled in from your CRM | ||
| Synced sectionsUpdate a section once and it changes in every live room | ||
| Template analyticsEngagement and usage for every template | ||
| Contacts from your CRMAdd and invite deal contacts from HubSpot or Salesforce | Adds CRM contacts to the org chart; email invites are Elite plan only | |
| Built from room viewersEveryone who views the room is added to the stakeholder map | ||
| Buying rolesTag stakeholders as Champion, Blocker and more | ||
| Share rooms by email from your own addressSend room invites from Aligned using your own email address, on every plan | Elite plan only; sent from trumpet's domain unless a custom domain is set up | |
| Private messagingPrivate messages inside the room | ||
| Live chatChat with buyers inside the room | ||
| On-page commentsComment directly on room content | ||
| @mentionsMention anyone in the room to notify them | ||
| Internal tabA private tab in every room that only your team can see | ||
| Full brand kitYour colours, backgrounds and logo | ||
| Buyer brandingBuyer logo, colours and imagery from their website | ||
| White label and custom domainYour own domain, with no vendor branding | ||
| Highspot | ||
| Seismic | ||
| Looker | ||
| Tableau | ||
| Looker Studio | ||
| Fireflies | ||
| Demostack | ||
| Google Contacts | ||
| Fathom | As an MCP context source only | |
| OneDrive | Read-only, through SharePoint | |
| Zoom | Zoom Scheduler embed only | |
| Monday.com | Logo on the pricing page; no article or widget | |
| HubSpot | ||
| Salesforce | ||
| Gong | ||
| Slack | ||
| Google Drive | ||
| Glean | ||
| Microsoft Teams | ||
| SharePoint | ||
| Sybill | ||
| Zapier | ||
| Microsoft Dynamics | ||
| Close | ||
| PandaDoc | ||
| Microsoft Office 365 | ||
| Consensus | ||
| Outreach | ||
| Navattic | ||
| Notion | ||
| Chili Piper | ||
| Loom | ||
| Calendly | ||
| Chorus | ||
| Walnut | ||
| Sendspark | ||
| Google Calendar | ||
| Arcade | ||
| Airtable | ||
| Cal.com | ||
| Figma | ||
| Vimeo | ||
| Whimsical | ||
| YouTube | ||
| Pitch | ||
| Typeform | ||
| Miro | ||
| Vidyard | ||
| Canva | ||
| Storylane | ||
| Google Workspace |
Based on publicly available information and customer feedback, November 2026. Spotted something out of date? Let us know.
Aligned Brain™ learns emails, calls, CRM and room signals continuously and turns them into next-best actions. Trumpet fetches raw sources per question, with no brain and no proactive insights.
Buyer-first execution with low setup and a clean UI, so buyers actually adopt it. Trumpet’s brand-first microsite means more setup work and lower adoption.
SOC 2 Type II and ISO 27001 certified, GDPR compliant, with SSO and SCIM.
Every customer gets a Customer Success manager, hands-on onboarding and templates built for you, on every plan. At trumpet, support after the purchase is limited outside the top plan.
It’s the same platform Deel, ServiceNow and 70,000+ sales and CS teams use.
Keep deals moving. Put agents to work.
Turn one-way content into a two-way deal room.
Give buyers a deal room, not a static page.
Enablement inside execution.
Built to deploy fast and scale without friction.
A CS team in your corner from day one.
Sales is harder than ever. More stakeholders, more scrutiny, and more decisions happening outside your visibility. And yet, we never upgraded how we execute and enable buyers—same 30y-old PPT, XLS, chaos between emails, and hidden buyer activity.
“It’s like someone shined a light on every part of a deal. We see who’s engaging and for how long, so we can anticipate needs and serve our prospects accordingly.”
Senior AE
“Aligned to cut down his team’s sale cycle and improve engagement with prospects.”
Country Leader
“Aligned cut days of back-and-forth on links, attachments, and follow-ups. Deals moved faster — our sales cycle dropped by about 30%.”
VP of Revenue
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