Aligned

Aligned helps B2B sales teams keep complex deals organized and buyers informed, replacing scattered email threads, links, and files with a shared workspace for each opportunity. Sales reps can invite prospects and internal colleagues to one room to review content, discuss questions, assign tasks, schedule meetings, and track next steps; buyers can access the room through a shared link without creating an account. Teams can create mutual action plans with shared milestones, owners, and timelines, and use the room to present business cases, demos, proposals, and other sales materials. Engagement analytics show which content buyers view and how they interact with it, helping reps follow up and spot activity across stakeholders. Aligned also provides AI features for answering questions from shared deal content, drafting deal-room materials, identifying potential stakeholders and risks, and suggesting next steps. The app is designed for sales and go-to-market teams managing B2B opportunities, particularly deals that involve multiple people and coordinated decisions. Integrations connect Aligned with CRMs and other work tools, including Salesforce, HubSpot, Slack, and Google Drive. Customer success teams can also use Aligned’s customer workspaces to organize onboarding materials and shared plans.

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