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Customer onboarding, as smooth as it gets

Stop using that spreadsheet. Deliver a flawless customer onboarding, with everything a customer needs – all in one place, packed with automation and project management capabilities to always keep things on a fast track to success.

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In Aligned they trust:

Project management that's built for customer collaboration

  • Move from static boring spreadsheets to a collaborative platform
  • Streamline your onboarding and ensure timelines and steps are followed
  • Write notes, add attachments, and create sub-tasks
  • All activities get sent to your customers’ emails for easy reminders
  • Keep all discussions in the right context under each task

Aligned is helping us take things to the next level with one source of truth for the customer and process standardization.

Olivier Elbaz

Global Head of Expansion, Deel

With everything in one place, clients onboard themselves!

  • Give clients everything they need to succeed, all in one place
  • Build a personalized portal that’s so easy that clients will self-onboard
  • No more endless email threads, slacks, spreadsheets, docs, etc.
  • Deliver a first impression customer experience that will last a lifetime

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

Leverage smart insights to ensure the process is on track

  • Get alerts on all engagement in your workspace
  • Analyze activity, page views, discussion views, and more
  • Gain visibility into your onboarding and account health
  • Make smarter decisions based on clients’ onboarding interactions

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

Frequently Asked Questions

What is customer onboarding software and why is it important?

Customer onboarding software is a tool that helps businesses introduce customers to their products or services, educate them on how to use them, and ensure they get the most out of their experience. It plays a crucial role in setting the tone for customer engagement and can lead to increased customer retention and satisfaction.

How do I choose the right customer onboarding software for my business?

Consider your business model and customer needs, determine whether you need high-touch or low-touch onboarding tools, assess the value of all-in-one tools vs. point solutions, decide between customer-facing and internal-facing software, and look for customizable or integrated tools to meet your unique requirements.

What are the differences between high-touch and low-touch onboarding tools?

  • High-touch onboarding tools: Prioritize collaboration and communication, offering a hands-on approach and are suitable for complex processes and customers expecting a personalized experience.
  • Low-touch onboarding tools: Focus on self-service and automation, making them ideal for low-barrier-to-entry SaaS products.

What are some examples of high-touch onboarding tools and their benefits?

Onboarding portals provide customers with personalized dashboards, resources, and information for a user-friendly and interactive experience. Knowledge base software offers resources and information to help customers understand and use a product effectively. Customer success enablement tools support customer success teams in delivering value and improving the customer experience with various resources for customer engagement, feedback, loyalty, segmentation, analytics, and automation.

What are the key features to look for in customer onboarding software?

Some key features to consider when selecting customer onboarding software include:

  • Ease of use and intuitive interface
  • Customizable onboarding process and templates
  • Integration with existing CRM or customer support systems
  • Task management and tracking capabilities
  • Reporting and analytics to measure onboarding success and identify areas for improvement
  • Scalability to accommodate business growth
  • Automation features to streamline processes and reduce manual work
  • Collaboration and communication tools for team members and customers

How can customer onboarding software help improve customer retention?

Effective customer onboarding software helps ensure a smooth and positive onboarding experience, enabling customers to quickly understand and utilize the product or service. As a result, customers are more likely to stay satisfied, engaged, and loyal to the business, contributing to improved customer retention rates.

How can I ensure that my team effectively uses customer onboarding software?

To ensure effective use of customer onboarding software, provide proper training for your team members, establish clear communication and collaboration channels, regularly evaluate the onboarding process for improvements, and encourage feedback from both customers and team members to continuously optimize the onboarding experience.

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

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