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Onboard new clients like that! (Snaps fingers)

Adding new clients is now a breeze. Rather than using long, hard-to-follow spreadsheets for client onboarding, we put everything you need in one room.

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Aligned's clients

In Aligned they trust:

All aboard this new way to onboard

  • Forget boring spreadsheets- it’s time for a new platform that’s inclusive, collaborative, and best of all…works
  • A smooth client onboarding that allows for timelines to be met, and steps to be followed
  • New clients can do it all–add attachments, create subtasks, write notes, and more
  • Movements get sent to your email so you never miss a thing
  • Keep your discussions where you can access them as soon as you need

Ready, set…onboard!

  • Customers are given everything they need to succeed, all in one place 
  • A personalized flow that is easy for customers to self-onboard 
  • Say goodbye to email threads and slacks that never end

Aligned helps keep the conversation in one place, which doesn’t become 16 billion emails. When I saw your platform, I was crying with joy!


Aviva Goodman

Customer Success Manager, Causematch

Get smart, with these smart insights

  • You’ll know anything that happens in your workspace
  • Be alerted to discussions, activities, and page views
  • Always know your onboarding and account status
  • Make the right decisions when you know how to analyze your customers


Aligned helps our team gain more control and visibility over their accounts while allowing us to drive a consistent, and differentiated buying experience.

Omer Shirazi

CRO, EasySend

Customer Onboarding template

Sign up free to Aligned to get access to a library of winning templates

Mobile Optimized

Aligned is natively built for an easy mobile experience, for both buyers and sellers

White Label

Your own logo, banner, and URL - leave your customers’ jaws dropped

Secured Sharing

Choose between 6 types of permissions, for all types of business needs

Stakeholder Mgmt.

Identify who's involved in the deal and keep them accountable


Standardize your selling by creating workspace templates for every need

Ready to cut your onboarding time by half and save dozens of hours spent on emails ? 🪄

No credit card required