Start free today, no credit card required.
Includes:
Includes Starter, plus:
Includes Basic, plus
Includes Pro, plus:
Less than 30 employees? Ask about our
| Starter | Basic | Pro | Enterprise | |
|---|---|---|---|---|
Rooms
One branded link replaces the email-and-attachment chaos — every stakeholder gets the full deal in a click, no login required.
|
Up to 4 per seat | Unlimited | Unlimited | Unlimited |
|
Templates
Reusable Room blueprints — save your best-performing deal structures and clone them in one click.
|
Unlimited | Unlimited | Unlimited | Unlimited |
|
Customer Invites
Invite buyers and stakeholders into a Room by email or link — unlimited stakeholders, no seat cost.
|
Unlimited | Unlimited | Unlimited | Unlimited |
|
Editor
Drag-and-drop Room editor — add sections, embed content, and personalize the layout without touching code.
|
 |
|
|
|
|
Mutual Action Plans
The shared deal plan that keeps both sides moving — tasks, owners, due dates, auto-reminders, and live progress.
|
|
|
|
|
|
File Sharing
Two-way file exchange inside the Room — buyers upload security questionnaires and procurement docs where your content already lives.
|
|
|
|
|
|
Comments
In-context conversations on any section — buyers tag teammates, ask questions, and reply by email without losing the thread.
|
|
|
|
|
|
Internal Collaborators
Bring your AE, SE, CSM, and manager into any Room to collaborate behind the scenes — fully hidden from the buyer.
|
|
|
|
|
|
Deal Dashboard
One view of every active Room: stage, owner, CRM data, engagement, and last buyer activity — sortable and filterable.
|
|
|
|
|
|
Stakeholder Map
Map the buying committee inside the Room — stakeholders, roles, reporting lines, and engagement signals per person.
|
|
|
|
|
|
Search within a Room
Real-time search across every tab, section, file, task and link in a Room — for you and for your buyers.
|
|
|
|
|
|
Video Recorder
Record and share video messages directly inside a Room — no separate tool, no extra link.
|
|
|
|
|
|
CTA Sections
Add buttons, surveys and feedback requests so buyers can act without leaving the Room.
|
|
|
|
|
|
Team Section
Show your team and the client team side by side inside the Room, with roles and contact details.
|
|
|
|
|
|
Comments Center
Every comment across every Room in one place, so nothing from a buyer goes unanswered.
|
|
|
|
|
|
Notification Center
Control which Room activity reaches you by email and Slack, per Room and per user.
|
|
|
|
|
|
Client Reminders
Automatic re-engagement emails to buyers who have gone quiet, so follow-up never depends on memory.
|
|
|
|
|
|
Share content by link
Send a single asset as a branded full-screen link without building a Room, and still see who viewed it.
|
|
|
|
|
|
Default room share settings
Set your account-level default access once and every new Room inherits it.
|
|
|
|
|
|
Sync Sections
Update a section once and have the change flow to every Room that uses it.
|
|
|
|
|
|
Surveys & forms
Collect buyer input inside the Room with CTA sections, surveys and feedback requests — no separate tool and no leaving the deal workspace.
|
|
|
|
|
|
White-labelled email invites
Send Room invites from your own Gmail address so replies land in your inbox and buyers see your name, signature and domain — not ours.
|
|
|
|
|
|
Task Manager
Cross-Room task view — every Next Steps task across every account, filterable by Room, owner, and due date.
|
— |
|
|
|
|
Secured tabs
Stage-gate sensitive tabs like pricing, contracts, or security — reveal them only when the right stakeholders enter the Room.
|
— | — |
|
|
|
Multiple team workspaces
Separate workspaces per team or business unit — each with its own templates, content, branding, and access controls.
|
— | — |
|
|
|
Internal Comments
Private comments inside a Room, visible only to your internal team and never to the buyer — discuss strategy and next moves where the deal lives.
|
— | — |
|
|
|
Tab Templates
Save any tab as a reusable template, apply it across Rooms in bulk and manage them centrally.
|
— | — |
|
|
|
Group Filters
Filter the Rooms list by owner, by team, or down to just your own Rooms — so managers can review a team without scrolling the whole account.
|
— | — |
|
|
|
Closed-Won indicators
When a deal closes in your CRM, Aligned celebrates it in-app, in Slack, and by email so the whole team sees the win.
|
— | — | — |
|
|
Seller Agent ✨
An AI agent that works alongside you in the deal — edit rooms, update plans, and act on deal context through conversation instead of clicking through the UI.
|
Limited beta | Limited beta | Limited beta |
|
|
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.
|
— | — |
|
|
|
AI Content Generator ✨
Generate Room sections — business cases, success plans, project plans — from a prompt, a call transcript, or a CRM Opportunity.
|
— | — |
|
|
|
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.
|
— | — |
|
|
|
AI Visitor Analytics (soon) ✨
AI summarizes every buyer's engagement per stakeholder — intent signals, the content they care about, and the right next move.
|
— | — |
|
|
|
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.
|
— | — | — |
|
|
Aligned MCP ✨
Read and write Aligned deal data from Claude, ChatGPT, or any MCP-compatible assistant — query engagement, plans, stakeholders and insights, and build rooms or update Mutual Action Plans. Every write is previewed and confirmed before it runs.
|
— | — | — |
|
|
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.
|
— | — | — |
|
|
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.
|
— | — | — |
|
|
HTML AI Builder ✨
Generate custom interactive HTML sections from a prompt — calculators, comparison widgets, and tailored buyer-facing components without design or dev work.
|
— | — | — |
|
|
Library Size
Storage for your Content Library — videos, decks, PDFs, links — reusable across every Room and template.
|
Unlimited | Unlimited | Unlimited | Unlimited |
|
Labels & Categories
Organize Content Library assets with custom labels and categories so reps find the right asset in seconds.
|
|
|
|
|
|
Content Admin
Control who can publish, edit, archive, and approve assets in your Content Library — governance for scale.
|
|
|
|
|
|
Folders & subfolders
Organise the Content Library into folders and subfolders at any depth.
|
|
|
|
|
|
Folder-level access
Grant folder access to everyone or to specific User Groups; subfolders inherit the same or tighter access.
|
|
|
|
|
|
My Library
A private personal space for your own content, never visible to admins.
|
|
|
|
|
|
Library search & filters
Find content by label, type, owner or User Group.
|
|
|
|
|
|
In-folder filtering
Filter content inside a folder without leaving it, and keep the filter as you browse.
|
|
|
|
|
|
Archive & restore
Archive content without losing its analytics or breaking the Rooms already using it, and restore it any time.
|
|
|
|
|
|
Library content sync
Update a file in the Library once and the new version flows to every Room, section, and tab already using it.
|
|
|
|
|
|
Content Analytics Dashboard
See which Library assets actually drive deals — views across Rooms, time spent, downloads, and content tied to closed-won.
|
— | — | — |
|
|
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.
|
— | — | — |
|
|
Visitor Analysis
Per-stakeholder view: who’s engaged, what they viewed, time spent, AI-summarized intent, and recent activity.
|
|
|
|
|
|
Timeline Analysis
Day-by-day engagement feed — every visit, view, comment, and download from every buyer in chronological order.
|
|
|
|
|
|
Visitors Heatmap
See engagement intensity per visitor at a glance, with a card for every participating company.
|
|
|
|
|
|
Per-asset content analytics
Open any asset to see its views, total time spent, and how many Rooms it is used in.
|
|
|
|
|
|
Engagement Analysis
Overall Room engagement view — total visits, peak days, content performance, and stakeholder ranking.
|
— |
|
|
|
|
Analytics Triggers & Flags
Auto-flag deals when engagement drops, an exec enters, or a critical tab is viewed — proactive signals, not manual checking.
|
— |
|
|
|
|
Manager’s Dashboard
Roll-up view across every team Room — top performers, most engaged buyers, top templates, and team usage trends.
|
— | — | — |
|
|
Content Analytics Dashboard
See which Library assets actually drive deals — views across Rooms, time spent, downloads, and content tied to closed-won.
|
— | — | — |
|
|
Template analytics
See usage, engagement, and deal outcomes for every template so you know which structures actually win.
|
— | — | — |
|
|
Room analytics inside your CRM
View a Room’s Overview, Timeline, Visits and Insights directly on the Salesforce or HubSpot record.
|
— | — | — |
|
|
Sync visitors to CRM as contacts
New Room visitors are created as contacts and linked to the right deal, opportunity or account.
|
— | — | — |
|
|
Salesforce
Native Salesforce app: guided onboarding wizard, CRM user mapping, bi-directional field sync, auto-create Rooms from Opportunity triggers, buyer engagement synced to the timeline, and Aligned reports built inside Salesforce.
|
Limited | Limited | Limited |
|
|
Hubspot
Native HubSpot integration: link Rooms to Deals, create a Room straight from a Deal with company name and logo pre-filled, embed HubSpot Quote sections in-Room, sync custom properties, and surface buyer engagement on the contact timeline.
|
Limited | Limited | Limited |
|
|
Gong
Pull Gong call recordings into Rooms, and feed Aligned Room activity into Gong's deal view.
|
— | — |
|
|
|
Slack
Get Room activity — visits, comments, downloads, MAP updates — pushed to a Slack channel or DM in real time.
|
|
|
|
|
|
Zoom
Pull Zoom call recordings into any Room or your Content Library — meetings live where the deal lives.
|
|
|
|
|
|
Google Apps
Embed live Google Docs, Slides, and Sheets — buyers always see the latest version, no re-uploads.
|
|
|
|
|
|
Google drive & One drive
Pull files directly from Google Drive or Microsoft OneDrive into Rooms and your Content Library.
|
|
|
|
|
|
Calendly
Embed your Calendly link so buyers book the next meeting without leaving the Room.
|
|
|
|
|
|
Chilli Piper
Embed Chili Piper inline so buyers schedule with the right rep instantly inside the Room.
|
|
|
|
|
|
Outreach
Insert Aligned Rooms into your Outreach sequences and bring buyer engagement signals back into the deal.
|
|
|
|
|
|
Loom
Embed Loom recordings inline so buyers watch demos and async updates without leaving the Room.
|
|
|
|
|
|
Vimeo
Embed Vimeo videos directly in any section — full-resolution playback inside the Room.
|
|
|
|
|
|
Vidyard
Embed Vidyard videos in any Room section — buyers watch where the rest of the deal lives.
|
|
|
|
|
|
Tolstoy
Embed Tolstoy interactive videos directly in any Room section.
|
|
|
|
|
|
Canva
Embed Canva designs — pitch decks, one-pagers, visuals — directly in any Room section.
|
|
|
|
|
|
Figma
Embed Figma files and prototypes inline — keep design reviews and mockups inside the deal Room.
|
|
|
|
|
|
Miro
Embed Miro boards inline — collaborate on diagrams, plans, and brainstorms inside the deal.
|
|
|
|
|
|
Notion
Embed live Notion pages — buyers always see the latest version of your docs, specs, or roadmap.
|
|
|
|
|
|
Pitch
Embed live Pitch decks — buyers see your latest version every time, no re-uploads.
|
|
|
|
|
|
Monday.com
Embed monday.com boards inside any Room so plans, tasks, and project status stay live.
|
|
|
|
|
|
Storylane
Embed Storylane interactive demos so buyers explore your product hands-on inside the Room.
|
|
|
|
|
|
Walnut
Embed Walnut interactive demos so buyers click through your product without leaving the Room.
|
|
|
|
|
|
Demostack
Embed Demostack product demos inline so buyers self-serve a hands-on tour inside the Room.
|
|
|
|
|
|
Navattic
Embed Navattic interactive demos so buyers click through your product inside the Room.
|
|
|
|
|
|
Typeform
Embed Typeform forms so buyers answer discovery questions or submit requests without leaving the Room.
|
|
|
|
|
|
Looker
Embed Looker dashboards inline so buyers explore live data inside the Room.
|
|
|
|
|
|
Tableau
Embed Tableau dashboards inline so buyers see live reporting inside the Room.
|
|
|
|
|
|
Data Studio
Embed Looker Studio (formerly Data Studio) dashboards inline so buyers see live reporting inside the Room.
|
|
|
|
|
|
Google Calendar & Contacts
Send Room invites from your Google address, sync contacts into Aligned, and auto-attach Room links to meetings.
|
— |
|
|
|
|
Close.com
Link Rooms to Close Leads and log buyer engagement — opens, downloads, comments, MAP updates — straight to the Lead timeline.
|
— | — |
|
|
|
Microsoft Teams
Get Room activity notifications — visits, comments, MAP updates — pushed to Microsoft Teams channels or DMs.
|
— | — |
|
|
|
Zapier
Trigger 5,000+ apps from Room events — visits, shares, MAP updates, comments, file actions.
|
— | — |
|
|
|
Pandadoc
Embed PandaDoc proposals and contracts so buyers review and sign directly inside the Room.
|
— | — |
|
|
|
Microsoft Dynamics
Two-way sync between Aligned Rooms and Microsoft Dynamics records.
|
— | — | — |
|
|
Team Access
Invite teammates into your workspace with role-based permissions — admin, member, viewer.
|
|
|
|
|
|
Custom Logo + Banner
Brand every Room with your own logo, banner, and colors — buyers see your identity, not Aligned's.
|
|
|
|
|
|
Custom Domain
Serve Rooms from your own domain (rooms.yourcompany.com) so buyers see your brand from the first click — not Aligned's.
|
you.teamaligned.com | you.teamaligned.com | you.teamaligned.com | Fully Customized |
|
User Groups
Group users to control Content Library folder access and scope permissions.
|
|
|
|
|
|
Admin Center
Account-level administration separated from personal settings — governance, permissions, integrations, and CMS configuration. Admins and Owners only.
|
|
|
|
|
|
Room customization
Customise Room accent and call-to-action colours to match your brand.
|
— | — | — |
|
|
SOC 2
Aligned is SOC 2 audited — controls covering security, availability, and confidentiality apply to every account.
|
|
|
|
|
|
GDPR compliant
GDPR-compliant data handling, including data processing terms, subject access requests, and EU data protection obligations.
|
|
|
|
|
|
Pen test
Aligned is penetration tested by independent security firms on a recurring basis.
|
|
|
|
|
|
Permitted Whitelist
Restrict Room access to a pre-approved list of buyer emails or domains.
|
|
|
|
|
|
Password Protected
Protect any Room with a password — buyers enter it before they can view the content.
|
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
Sign up with Google
Sign up with Microsoft