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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.
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
Templates
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
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