Aligned

Digital sales room and customer collaboration workspace.

AI Proposal
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What is Aligned?

Aligned is an AI-powered digital sales room and customer collaboration workspace designed for B2B sales and customer success teams. It consolidates deals, conversations, stakeholders, and resources into a single shared workspace accessible via branded URLs, enabling streamlined buyer engagement and complex deal management.

Key features

Digital Sales Rooms

Collaborative workspaces that unite all content, conversations, and processes. Each room can be customized with drag-and-drop editor, sections, tabs, templates, and synchronized content updates.

Seller Agent

AI agent that works alongside sales reps to edit rooms, update mutual action plans, and act on deal context through conversational interface instead of manual UI clicks.

Client Agent (AI Client Assist)

AI co-pilot that answers buyer questions instantly within the workspace, based on company knowledge and Q&A content, enabling self-service for stakeholders.

Mutual Action Plans (MAPs)

Collaborative project management for deals and onboarding. Includes task assignment to both sides, status updates, timelines, and auto-reminders to keep both buyer and seller accountable.

Stakeholder Mapping

Visual map of the buying committee showing roles, reporting lines, influence, and engagement signals per stakeholder.

AI Content Generator

Generates business cases, executive summaries, POC plans, and custom HTML sections from prompts or Gong call recordings.

AI Deal Builder

Builds engaging customizable rooms in seconds using AI, with reusable templates and bulk template management.

Deal Analytics & Engagement Tracking

Real-time visibility into buyer behavior including visit tracking, content engagement, stakeholder activity, timeline analysis, and alerts for engagement drops or executive activity.

Content Management System (CMS)

Centralized library for managing, organizing, and distributing sales content with AI auto-labeling, version history, approval workflows, and content outcome analytics.

Video Recording & Sharing

Built-in video recorder for creating and sharing video messages directly within rooms without external tools.

File Sharing & Management

Two-way file exchange allowing buyers to upload documents like security questionnaires and procurement docs directly into rooms.

CRM Integration

Bi-directional sync with Salesforce and HubSpot for unified data. Room analytics and engagement data visible directly in CRM records.

Aligned MCP Server

Integration with Claude, ChatGPT, and MCP-compatible assistants for reading and writing deal data, querying engagement, and building/updating plans programmatically.

Multiple Team Workspaces

Separate workspaces for different teams (Sales, CS, Marketing) with independent templates, content, branding, and access controls.

Secured Tabs & Access Controls

Stage-gate sensitive tabs to reveal only to authorized stakeholders. SSO and SCIM provisioning for enterprise environments.

Aligned pricing

PlanPriceWhat's included
Starter$0/monthUp to 4 rooms per seat, room analytics, mutual action plans, stakeholder mapping, unlimited buyer stakeholders, video recorder, surveys & forms, SOC 2 & GDPR compliant
Basic$29-35/month per seatAll Starter features plus unlimited rooms & templates, task manager, unlimited content storage, content management system, engagement analysis, analytics triggers & flags
Pro$49-60/month per seatAll Basic features plus AI Client Assist, AI Content Generator, AI Deal Builder, Gong integration, PandaDoc integration, secured tabs, tab templates, group filters, AI Visitor Analytics, internal comments
EnterpriseCustom pricingAll Pro features plus full Seller Agent, Aligned MCP, AI Insights & Actions, AI Highlights, bi-directional CRM integration, multiple team workspaces, custom domain, dedicated customer success, SSO, employee training, guaranteed SLAs, HTML AI Builder, content analytics dashboard, template analytics, SCIM, custom privacy notice

Who is Aligned best for?

  • • Enterprise B2B sales teams managing complex, multi-stakeholder deals
  • • Customer success teams onboarding and expanding customer accounts
  • • Sales enablement leaders standardizing processes and content management
  • • Revenue teams needing visibility into buyer engagement and intent signals

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