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A customer experience that will last a lifetime

Deliver an unforgettable customer success experience, save hours by automating tedious onboarding tasks, and drive self-sufficiency with a personalized customer-facing portal.

No credit card required

No credit card required

Onboarding and ongoing client projects don't have to be a bumpy ride

Managing multiple stakeholder requirements, long, and tedious onboarding tasks, trying to get everything under control with endless email ping pong, docs and spreadsheets that aren't being followed.

Customer Success Hub (mobile)

Aligned helps keep the conversation in one place, which doesn’t become 16 billion emails. When I saw your platform, I cried a little bit, and my coworkers were like, what have you gone crazy about, then they saw and then they were excited.

Aviva Goodman,

CSM at Causematch

Aligned helps keep the conversation in one place, which doesn’t become 16 billion emails. When I saw your platform, I cried a little bit, and my coworkers were like, what have you gone crazy about, then they saw and then they were excited.

Aviva Goodman,

Customer Success Manager, Causematch

"Aligned helps keep the conversation in one place, which doesn’t become 16 billion emails. When I saw your platform, I cried a little bit, and my coworkers were like, what have you gone crazy about, then they saw and then they were excited."

Aviva Goodman,

CSM at Causematch

"Aligned helps keep the conversation in one place, which doesn’t become 16 billion emails. When I saw your platform, I cried a little bit, and my coworkers were like, what have you gone crazy about, then they saw and then they were excited."

Aviva Goodman,

CSM at Causematch

Everything needed to drive success, all in one place

  • Create a personalized hub for each customer
  • Share the most up-to-date resources with everyone
  • Streamline all discussions into topics and live chat
  • Remove friction & deliver a winning experience
Aligned's client

I've been receiving amazing feedback on Aligned. One of my prospects is like really obsessed!

Gal Harush

Enterprise AE, Syte

Align with customers on a Mutual Success Plan (MSP)

  • Build an onboarding process that clients follow!
  • Assign tasks and allow clients to assign to you
  • Share status, discuss tasks, update timelines
  • Create accountability & improve user engagement

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

Get all internal and external teams on the same page

  • See which customers are involved in your account
  • Involve internal teams (support, your manager, etc.)
  • Everyone involved can join conversations, share files, manage tasks, schedule meetings, and more

Aligned helps our team gain more control and visibility over their accounts.

Omer Shirazi

CRO, EasySend

Monitor and manage your account health

  • Get alerts on all engagement in your workspace
  • Analyze activity, page views, discussions & more
  • Gain visibility AFTER the meeting ends
  • Prevent churn and drive account growth

We've had so many situations where the increased buyer visibility helped us win deals. Can't think of selling without it.

Idan Arealy

CRO, Anagog

Mobile Optimized

A customer service platform that's natively built for an easy mobile experience​

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 your account and build important relationships​

Templates

Standardize your process by creating workspace templates for every need​

Improve account health metrics

Deliver a smooth memorable onboarding experience, with short time-to-value and better collaborate with customers on ongoing projects.

Drive automation and self-sufficiency

Build simple mini-sites, tailored to each customer, where they find what they need with ease and speed. Streamline workflows and save resources.

Visibility & control never before possible

"Seeing between meetings, a dream come true". No more sitting in the dark. Understand customers better and monitor account health.

Frequently Asked Questions

What is customer success (CS)?

Customer success is about creating long-term relationships with customers by providing them with the products, services, and experiences they need to achieve their goals. It involves understanding customer needs, helping them achieve their desired outcomes, and providing a positive customer experience. The goal is to build loyalty, trust, satisfaction, and ultimately, increase customer retention and profitability.

What is the role of client onboarding in customer success?

Client onboarding is the process of introducing new customers to a company's products or services, setting them up for success, and ensuring that they have a positive initial experience. This process is crucial for customer success, as it sets the foundation for the ongoing relationship between the customer and the company.

How can I create a personal connection with my customers?

Creating a personal connection with your customers can be achieved by keeping detailed records of the personal information they share, such as their hobbies, interests, and family members. In subsequent customer interactions, referencing this information can make customers feel valued and appreciated.

Why is research important for customer success?

Researching your customers' interests and preferences allows you to better understand their needs and show that you are invested in their success. By sharing relevant articles or content based on their interests, you can build a stronger relationship with the customer and demonstrate that you care about their well-being.

How can I maintain an efficient communication channel with my customers?

Establishing an easy and preferred way to communicate with your customers early on is important for efficient communication. Utilizing casual forms of communication such as Slack or WhatsApp, rather than formal emails, can help promote a more collaborative partnership.

Why is documentation important for customer success?

Documenting all calls and customer service-related information ensures a successful customer experience. This way, even with staff turnover or changes within the organization, customers don't have to start from scratch. Proper documentation allows for a smoother handover and helps maintain continuity in customer support.

How can I cultivate a strong relationship with my customers' point of contact or manager?

  • Stay in contact through informal channels: Utilize platforms like WhatsApp or Slack to maintain regular communication with the point of contact or manager.
  • Provide updates: Share information on product usage, return on investment, and customer satisfaction to keep them informed about their progress.
  • Be proactive: Address any concerns or issues promptly to demonstrate your commitment to their success.
  • Offer personalized support: Tailor your assistance to the specific needs and preferences of the key decision-makers and users within your customer's organization.
  • Build rapport: Engage in casual conversation and show genuine interest in their personal and professional lives to establish a deeper connection.

How can sharing personal experiences help in achieving customer success?

Sharing personal experiences that remind you of your clients can show that you are thinking of them and care about their success. This helps build stronger relationships with customers, which ultimately leads to increased loyalty and retention.

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GTM teams 💜Aligned

1619085005301

Aligned helps me in my outbound and prospecting. So ease to create a customized workspace that fits every company or stakeholder I want to impress!

Eran Dan, Enterprise Biz-Dev Manager at Hexa3D

Aligned's client

I’ve been receiving amazing feedback on Aligned. One of my prospects is like really obsessed!

Gal Harush, Enterprise Account Executive at Syte

aaron

I have prospects in my Aligned workspace who are raving about how good it is! Aligned helps me keep on top of deals and improve deal progression. Huge fan.

Aaron Brown, Account Executive at Deel

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Aligned allows me to have better communication with my prospects, collect analytics and streamline the sales process. Highly recommended!

Matan Rahav, Director of Biz-Dev at CropX

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Been using Aligned for a few weeks now, it is truly an amazing platform for keeping projects on track and clients engaged.

Chaim Levtiz, CSM at Causematch

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It’s such great platform! We are really getting results from this, amazing work Aligned

Oren Ginzach​, Director of Biz-Dev at Hexa3D

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