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Includes:
Includes Starter, plus:
Includes Basic, plus
Includes Pro, plus:
Less than 20 employees? Ask about our
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Rooms
One branded link replaces the email-and-attachment chaos — every stakeholder gets the full deal in a click, no login required.
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Up to 4 per seat | Unlimited | Unlimited | Unlimited |
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Templates
Reusable Room blueprints — save your best-performing deal structures and clone them in one click.
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Unlimited | Unlimited | Unlimited | Unlimited |
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Customer Invites
Invite buyers and stakeholders into a Room by email or link — unlimited stakeholders, no seat cost.
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Unlimited | Unlimited | Unlimited | Unlimited |
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Editor
Drag-and-drop Room editor — add sections, embed content, and personalize the layout without touching code.
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Mutual Action Plans
The shared deal plan that keeps both sides moving — tasks, owners, due dates, auto-reminders, and live progress.
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File Sharing
Two-way file exchange inside the Room — buyers upload security questionnaires and procurement docs where your content already lives.
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Comments
In-context conversations on any section — buyers tag teammates, ask questions, and reply by email without losing the thread.
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Internal Collaborators
Bring your AE, SE, CSM, and manager into any Room to collaborate behind the scenes — fully hidden from the buyer.
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Deal Dashboard
One view of every active Room: stage, owner, CRM data, engagement, and last buyer activity — sortable and filterable.
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Org Chart
Map the buying committee inside the Room — stakeholders, roles, reporting lines, and engagement signals per person.
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Task Manager
Cross-Room task view — every Next Steps task across every account, filterable by Room, owner, and due date.
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Secured tabs
Stage-gate sensitive tabs like pricing, contracts, or security — reveal them only when the right stakeholders enter the Room.
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Multiple team workspaces
Separate workspaces per team or business unit — each with its own templates, content, branding, and access controls.
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AI Client Assist ✨
An AI agent inside every Room that answers buyer questions 24/7 from your content and knowledge base — and tells you what every stakeholder is really asking.
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AI Content Generator ✨
Generate Room sections — business cases, success plans, project plans — from a prompt, a call transcript, or a CRM Opportunity.
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AI auto content tagging & labelling ✨
Every section, file, and link in a Room gets auto-classified — pricing, security, business case, persona — so analytics, AI Insights, and content recommendations work without manual tagging.
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AI Deal Builder ✨
Spin up a full Room — sections, content, MAP — from a prompt, a Salesforce Opportunity, or a call recording. Zero blank-page setup.
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AI Visitor Analytics (soon) ✨
AI summarizes every buyer's engagement per stakeholder — intent signals, the content they care about, and the right next move.
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MCP (soon) ✨
Pipe Aligned deal data — engagement, plans, stakeholders, insights — into Claude, ChatGPT, or any AI assistant so your AI knows your pipeline.
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AI Highlights ✨
Auto-generated executive snapshot for every deal — stage, champion, exec involvement, key requests, competitors, next call — pulled from CRM, calls, and Room activity.
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AI Insights & Actions ✨
Live deal intelligence — opportunities, flags, and risks — drawn from Room engagement, CRM activity, calls, and emails. Every insight comes with a recommended next move.
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Library Size
Storage for your Content Library — videos, decks, PDFs, links — reusable across every Room and template.
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Up to 1TB | Up to 1TB | Up to 1TB | Custom |
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Labels & Categories
Organize Content Library assets with custom labels and categories so reps find the right asset in seconds.
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AI auto content tagging & labelling ✨
Every section, file, and link in a Room gets auto-classified — pricing, security, business case, persona — so analytics, AI Insights, and content recommendations work without manual tagging.
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Content Admin
Control who can publish, edit, archive, and approve assets in your Content Library — governance for scale.
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Visitor Analysis
Per-stakeholder view: who's engaged, what they viewed, time spent, AI-summarized intent, and recent activity.
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Timeline Analysis
Day-by-day engagement feed — every visit, view, comment, and download from every buyer in chronological order.
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Customer Invites
Invite buyers and stakeholders into a Room by email or link — unlimited stakeholders, no seat cost.
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Engagement Analysis
Overall Room engagement view — total visits, peak days, content performance, and stakeholder ranking.
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Analytics Triggers & Flags
Auto-flag deals when engagement drops, an exec enters, or a critical tab is viewed — proactive signals, not manual checking.
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Manager's Dashboard
Roll-up view across every team Room — top performers, most engaged buyers, top templates, and team usage trends.
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Content Analytics Dashboard
See which Library assets actually drive deals — views across Rooms, time spent, downloads, and content tied to closed-won.
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Loom
Embed Loom recordings inline so buyers watch demos and async updates without leaving the Room.
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Vimeo
Embed Vimeo videos directly in any section — full-resolution playback inside the Room.
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Vidyard
Embed Vidyard videos in any Room section — buyers watch where the rest of the deal lives.
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Pitch
Embed live Pitch decks — buyers see your latest version every time, no re-uploads.
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Monday.com
Embed monday.com boards inside any Room so plans, tasks, and project status stay live.
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Storylane
Embed Storylane interactive demos so buyers explore your product hands-on inside the Room.
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Slack
Get Room activity — visits, comments, downloads, MAP updates — pushed to a Slack channel or DM in real time.
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Tolstoy
Embed Tolstoy interactive videos directly in any Room section.
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Walnut
Embed Walnut interactive demos so buyers click through your product without leaving the Room.
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Notion
Embed live Notion pages — buyers always see the latest version of your docs, specs, or roadmap.
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Demostack
Embed Demostack product demos inline so buyers self-serve a hands-on tour inside the Room.
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Figma
Embed Figma files and prototypes inline — keep design reviews and mockups inside the deal Room.
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Outreach
Insert Aligned Rooms into your Outreach sequences and bring buyer engagement signals back into the deal.
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Calendly
Embed your Calendly link so buyers book the next meeting without leaving the Room.
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Chilli Piper
Embed Chili Piper inline so buyers schedule with the right rep instantly inside the Room.
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Miro
Embed Miro boards inline — collaborate on diagrams, plans, and brainstorms inside the deal.
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Zoom
Pull Zoom call recordings into any Room or your Content Library — meetings live where the deal lives.
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Canva
Embed Canva designs — pitch decks, one-pagers, visuals — directly in any Room section.
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Typeform
Embed Typeform forms so buyers answer discovery questions or submit requests without leaving the Room.
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Looker
Embed Looker dashboards inline so buyers explore live data inside the Room.
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Tableau
Embed Tableau dashboards inline so buyers see live reporting inside the Room.
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Data Studio
Embed Looker Studio (formerly Data Studio) dashboards inline so buyers see live reporting inside the Room.
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Navattic
Embed Navattic interactive demos so buyers click through your product inside the Room.
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Google Apps
Embed live Google Docs, Slides, and Sheets — buyers always see the latest version, no re-uploads.
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Google drive & One drive
Pull files directly from Google Drive or Microsoft OneDrive into Rooms and your Content Library.
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Google Calendar & Contacts
Send Room invites from your Google address, sync contacts into Aligned, and auto-attach Room links to meetings.
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Zapier
Trigger 5,000+ apps from Room events — visits, shares, MAP updates, comments, file actions.
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Pandadoc
Embed PandaDoc proposals and contracts so buyers review and sign directly inside the Room.
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Gong
Pull Gong call recordings into Rooms, and feed Aligned Room activity into Gong's deal view.
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Hubspot
Native HubSpot integration: link Rooms to Deals, sync custom properties, auto-create Rooms from CRM triggers, and surface buyer engagement on the contact timeline.
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Salesforce
Native Salesforce app: bi-directional field sync, auto-create Rooms from Opportunity triggers, sync buyer engagement to the timeline, and build Aligned reports inside Salesforce.
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Microsoft Teams
Get Room activity notifications — visits, comments, MAP updates — pushed to Microsoft Teams channels or DMs.
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Close.com
Link Rooms to Close Leads and log buyer engagement — opens, downloads, comments, MAP updates — straight to the Lead timeline.
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Team Access
Invite teammates into your workspace with role-based permissions — admin, member, viewer.
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Permitted Whitelist
Restrict Room access to a pre-approved list of buyer emails or domains.
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Password Protected
Protect any Room with a password — buyers enter it before they can view the content.
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Custom Logo + Banner
Brand every Room with your own logo, banner, and colors — buyers see your identity, not Aligned's.
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SSO
Single sign-on via SAML — your team logs into Aligned through Okta, Azure AD, or any identity provider.
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Custom Domain
Serve Rooms from your own domain (rooms.yourcompany.com) so buyers see your brand from the first click — not Aligned's.
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you.teamaligned.com | you.teamaligned.com | you.teamaligned.coma | Fully Customized |
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Chat & Email
Reach the Aligned support team via in-app chat and email whenever you need help.
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Prioritized Customer Support
Your tickets jump the queue — faster response times from the Aligned support team.
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Dedicated Customer Success
A named CSM partner for rollout, training, best-practice reviews, and quarterly business reviews.
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Employee Trainings
Live training sessions for your team — onboarding, advanced workflows, and admin enablement.
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Everything you need to know about the product and billing.
Aligned is a collaborative digital workspace between sellers and buyers that helps customer facing teams better engage their customers.
It allows reps to better organize customer resources, conversations, and next steps/mutual plans in a single collaborative space. Reps are empowered to make it easier for customer teams to work with them. They communicate more effectively, better control their deals/accounts, and work smarter with never-before-tracked insights based on their buyers’ digital interactions.
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.
Aligned is a tool for customer facing teams that helps both reps and buyers/customers enjoy a simplified and enhanced experience when working together on deals and projects. As a user in Aligned, you can sign up and share engaging workspaces with your prospects and customers. As a buyer, you can access your shared workspace to better collaborate on deals and projects.
Try out our Free Plan (no credit card required).
They are huuuuge fans! They truly are.
With so many tools built for improving sales and customer success team productivity, Aligned is the shining light for buyers and customers as it focuses on them, for the first time.
Aligned’s product strategy is ‘buyer-first’. Everything we do, we first ask ourselves “how will our customers’ customers use this?”. The entire platform is built for buyers and customers.
Still unsure? Check out our G2 Reviews. Many of them talk about how buyers and customers experience Aligned.
Very secure. Your data stays private. Top enterprise businesses worldwide choose Aligned every day for a reason.
Aligned connects with sales data on an as-needed basis and stores very little of your data at any given time.
Super easy! With Aligned, there’s zero setup required. There’s no code required. It’s a simple and intuitive drag & drop environment. Start adding your content, files, mutual action, onboarding & project plans and build personalized workspaces for each prospect or customer within just a few minutes.
No, they do not.
Aligned was developed with a log-in free mechanism, to optimize for buyer engagement and reduce friction.
Don’t worry, there’s still great security and you’ll be able to choose from 6 different sharing permission levels which fit any kind of use case.
“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
Awards and recognition from the world’s largest software marketplace.
“I implemented Aligned around this time last year…Since rolling this out, our close rate has increased by 17%.”
CCO
“After presenting our Aligned room live over a few sessions, the buyer asked to be connected with Aligned so they could use it with their own sales team. The buying experience was that smooth (and we won the deal).”
Mid-Market AE
“Job searching can feel extremely overwhelming at times. As a seller, I used Aligned to treat my job search like a sales cycle, giving hiring managers a clear, structured and custom view of my experience beyond a CV. That approach helped me stand out quickly and land my next role.”
VP Data Sales
Just got off a call with a prospect, not word for word but she basically said
“I’ll tell you what, I absolutely love that sales room (Aligned) that you guys use. Its really separated you from the other providers we are considering. it is so much easier then looking through a thread of emails”
VP of Sales
“Rooms with more than four hours of engagement achieve an 86% win rate, and those with over 4.5 hours were close to 100%…We now use Aligned on every deal.”
Director of Sales
Aligned is a must for Mid-Market and Enterprise deals. It gives all stakeholders a single source of truth and makes the buying process easier. A must-use for my sales process.
AE
“This [Aligned] is the most useful sales product in my arsenal!”
Enterprise AE
We just closed one of our bigger deals of the year ($200k) and they spent over 5 hours in their Aligned sales room.
Gal Aga seeing Aligned signals in my weekly pipe reviews inside of Gong is becoming GOLD to determine if i am beleiving in a deal NOT jsut engagement
CEO
CRO
Platform at a glance
Centralized buyer workspace
Manage customer outcomes
Faster customer activation
AI aligned to revenue
Shared deal milestones
Revenue insights and signals
Connect your tools
Product insights and updates
How customers succeed with us
Templates to get started faster
Practical guides and best practices
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