ALIGNEDUP.COM
Aligned
Aligned is an AI deal workspace and client portal for customer-facing teams that centralizes buyer collaboration, mutual action plans, onboarding coordination and deal signals in a shared workspace.
KORIKORI · MOUNTAIN BUTTERCUPRanunculus insignis
5
USE CASES
2 / 8
STAGES COVERED
3
NAMED CUSTOMERS
2021
FOUNDED
01 · USES
What it's used for
03 · HOW IT WORKS
How it works
Aligned runs deals in a shared buyer-facing room where content, tasks, milestones and next steps are organized in one place, while its AI connects deal data from workspace activity, calls, emails, CRM and calendar sources to surface stakeholders, risks, signals and recommended actions.
04 · FEATURES
Key features
- Shared buyer-friendly workspace with a simple URL and no login required
- Streamlined buyer evaluation with resources, questions and next steps in one place
- AI answers buyer questions using shared deal content
- AI-built narratives such as business cases, executive summaries, mutual action plans, POCs and onboarding plans
- Mutual action plans inside the workspace
- Hidden stakeholder discovery and stakeholder mapping
- Real buying signal tracking across pricing views, internal sharing, stalled steps and engagement patterns
- AI-interpreted risks and opportunities with suggested next steps
- AI-guided next best actions
- Buyer-level analytics
- Deal context, commitments and success criteria flow into onboarding
- Room analytics and engagement analysis
- Analytics triggers and flags
- AI Client Assist for buyer questions in-room
- AI Content Generator
- AI Deal Builder
- AI Highlights
- AI Insights & Actions
- Bi-directional CRM integration
- Manager dashboard and content analytics dashboard
- Template analytics
- Client reminders for quiet buyers
05 · INTEGRATIONS
What it works with
SalesforceHubSpotGongSlackZoomGoogle AppsGoogle DriveMicrosoft OneDriveCalendlyChili PiperOutreachLoomVimeoVidyardTolstoyCanvaFigmaMiroNotionPitchMonday.comStorylaneWalnutDemostackNavatticTypeformLookerTableauLooker StudioGoogle CalendarGoogle ContactsClose.comMicrosoft TeamsZapierPandaDocMicrosoft Dynamics
06 · VALUE
What it says it delivers
- Give buyers one organized space for content, tasks, timelines, and next steps so decisions happen faster.
- Everything in one shared, buyer-friendly space; simple URL, no login required.
- Enablement shows up where it’s used—battlecards, ROI, security, mutual plans, and proof where buyers evaluate and reps execute—not buried in libraries.
- Aligned is the only AI embedded in the buyer-facing workflow.
In the vendor's own words, from its website.
07 · PRICING
Pricing
- Starter: Free
- Basic: 35 per seat/month
- Pro: 60
- Enterprise: Let's Talk
08 · COMPANY
About the company
HEADQUARTERSUnited States
FOUNDED2021 in Wilmington, United States
G2 RATING4.6 (1,419 reviews) checked 4 Nov 2026 G2 page
09 · CUSTOMERS
Who uses it
Blackpoint CyberCustomer.ioAppcues
Named on alignedup.com.
11 · SECURITY
Security and compliance
- ✓ GDPR compliant
SONORA.CX
Sonora
Sonora is an AI-native post-sales platform that structures customer signals from connected systems, scores…
Shared stages: Sign-up · Onboard
G2: 5.0 (1 review)
VIEW PROFILE →
DOCSIE.IO
Docsie
AI documentation and training platform that converts recordings, files, websites, and existing docs into…
Shared stages: Sign-up · Onboard
G2: 4.8 (118 reviews)
VIEW PROFILE →
ONRAMP.AI
OnRamp
Customer onboarding and engagement platform for post-sale teams, with branded portals, workflow automation,…
Shared stages: Sign-up · Onboard
G2: 4.8 (120 reviews)
VIEW PROFILE →
Work at Aligned, or spotted something wrong? SUGGEST AN EDIT →
