Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Centralized & Personalized Sales Rooms"
4.5/5
What do you like best about Aligned?

Easy interface to understand for me to quickly prepare Sales rooms and easy for first time prospects to access and navigate resources I land there.

Metrics regarding room attendance are easy to find which helps me keep tabs and make decisions about best next steps with a prospect. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

One or two prospects have communicated to me recently that they haven't been able to open certain documents (usually PDF's) which has forced me to delete this content and reupload to their room.

I like to lock down sales rooms with each prospect by requiring an email address to enter, so I have data on which contacts are using the room. Sometimes this feature scares prospects off and they click away without entering an email. Review collected by and hosted on G2.com.

Matt S.
MS
Matt S.
CEO
Computer Software
Small-Business (50 or fewer emp.)
"Customization and Templates That Make Co-Selling Easy"
4.5/5
What do you like best about Aligned?

I love the customization and templates that are provided. It's great to have an ability to use Aligned to help co-sell the product and track and anticipate your prospect/customer needs by the insights it provides. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

I would love to be able to add pictures to team members without having to pay for their account. Review collected by and hosted on G2.com.

Charles T.
CT
Charles T.
International Client Partner
Mid-Market (51-1000 emp.)
"Effortless Deal Rooms, Stellar UX with Minor Upload Glitches"
4.5/5
What do you like best about Aligned?

I like the ease of use of Aligned, which makes it quick to put together a relevant room for a prospect. It's very intuitive and easy to figure out where things go and how to use them. I appreciate the ability to have all resources in a more branded and tidy place for prospects, which shows extra attention to them and makes them feel special. It's easy for prospects to share with their team, and having all resources in a tidy environment makes it simple for them to access what they need. The activity tracking feature is useful to monitor interest, as it allows me to see when a prospect is interacting with the deal room and which sections are of most interest. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

Sometimes file or picture uploads don't work properly and come up as 'failed'. It was annoying that you were forced to create a room straight away instead of being able to have a look around. Review collected by and hosted on G2.com.

Justin B.
JB
Justin B.
Client Relations Sr. Manager, GMP Custom Protein Services
Small-Business (50 or fewer emp.)
"Effortlessly Organize and Track Investor Pipelines"
5/5
What do you like best about Aligned?

I like that I can share a single link to a bunch of different resources and track which documents people are actually paying attention to and which ones they're not even looking at. It's very helpful for me. I also find it very easy to work with Aligned, and it was a pleasant surprise to realize how easily it integrates with HubSpot. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

Doing big updates across all the different data rooms is very challenging. I noticed you can update a single document across multiple different data rooms, which is helpful. But making one edit that might be a standard wording in all the data rooms—you can't just update it in one spot and push that out to all the data rooms. I wish there was a way to do that. So that's a little frustrating. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Aligned Brings Real Visibility and Structure to Deal Progression"
4.5/5
What do you like best about Aligned?

What I like most about Aligned is that it gives real visibility into deal progression, not just surface-level activity. Instead of guessing where things stand, you can see who’s engaging, what they’re focused on, and where momentum is building or slowing down. That makes it much easier to be intentional with follow-up and actually move the deal forward. It also naturally supports multi-threading since you can identify additional stakeholders getting involved and tailor your approach without relying entirely on a single champion.

On top of that, it creates a more structured buying experience for the customer. Everything lives in one place (resources, pricing, next steps), which cuts down on back-and-forth and internal confusion on their side. When the deal room becomes the source of truth, it keeps everyone aligned and maintains momentum in deals that would otherwise stall out in email threads or miscommunication. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

First, it’s only as good as adoption. If your champion doesn’t actually use it or drive internal stakeholders into it, it becomes just another link you sent that gets ignored. You can build a clean, well-structured room, but you still need to sell the process and get buy-in. Without that, you’re back to email threads and chasing people.

Second, it can add overhead if you’re not disciplined. Setting up and maintaining a deal room takes time, especially across multiple deals. If you’re not careful, it becomes busywork instead of something that meaningfully moves deals forward. The key is being selective and using it where the deal complexity actually justifies it. Review collected by and hosted on G2.com.

Dominic B.
DB
Dominic B.
Director of Strategic Accounts
Mid-Market (51-1000 emp.)
"Centralizes Client Engagement Effortlessly"
5/5
What do you like best about Aligned?

I use Aligned to keep everything centralized, which helps me ensure that clients or prospects are actually reviewing the material I send. I find it useful to see how long they spend looking at it to determine if there is actual buying intent and whether they are serious about becoming a client. I also appreciate being able to provide as much content as possible for them to make a decision. Setting up Aligned was extremely easy, which I found very convenient. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

I won't say there's anything that doesn't work as well for me right now. I'm currently using my own personal account. I think if my entire team were to get an account, there would be more opportunity for me to use it. Right now, I think I get five rooms to use at a time. Review collected by and hosted on G2.com.

Kevin J.
KJ
Kevin J.
Mid Market Account Executive
Mid-Market (51-1000 emp.)
"Transformed Prospect Engagement + Mutual Action Planning"
5/5
What do you like best about Aligned?

I really like the ease of use and how clean the experience is for our prospects. The analytics are incredibly helpful, providing detailed insights into how prospects interact with the content we send over. It's significantly better than any other deal room I've used. I enjoy it so much that I feel like shouting it from the rooftops. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

I think the only thing that could be improved is mainly on our end. It's just making sure all of our content is uploaded into Aligned. Including things like, you know, our developer docs, etcetera. A lot of times, I'm pasting those in via URL and then sometimes those URL drop-in pages give back errors, but, I think it's more on our end that Aligned. Review collected by and hosted on G2.com.

Verified User in Events Services
EE
Verified User in Events Services
Mid-Market (51-1000 emp.)
"Simple Setup and Flexible Content Libraries for Sales Collaboration"
5/5
What do you like best about Aligned?

The collaboration. Quotes aren't just one hit and then sale. We deliver complex solutions to customers which take more than one round of quotes, so the ability to create collaborative spaces where the deal can develop is a massive plus. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

I dislike the narrow view port - everything is centred in the page and there should be an ability to make sections that are full width, or close to.

Hubspot integration should be available at Pro level not just Enterprise in my opinion. Review collected by and hosted on G2.com.

Joshua B.
JB
Joshua B.
Finance Senior Account Executive
Small-Business (50 or fewer emp.)
"Easy to Use, Great Preview and Personalization Options"
4/5
What do you like best about Aligned?

Ease of use. Ability to preview, ability to make each room personal with simple visuals like the customer logo and banner. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

I don't have any specific complaints as the barriers to using are very low. It still requires an "adoption decision" on the prospect side, which is about 50:50 in my experience. Review collected by and hosted on G2.com.

BJ F.
BF
BJ F.
Mid-Market Sales, Team Lead - North America
Enterprise (> 1000 emp.)
"Streamlined Sales Process with Room for Creative Enhancement"
4/5
What do you like best about Aligned?

I love the ability to access a multitude of different rooms in Aligned's library and then easily pick and choose different assets from either another room or the library to build a specific room for a client. It's very customizable, which is important in building bespoke deals for clients. Aligned has enabled us to knowledge share everything from creative assets to deals to the current pipeline in a remote team setting. Furthermore, switching to Aligned has allowed us to track metrics like open rate and views, providing a living interactive environment that can be adjusted as updates come in and the deal moves up the funnel. It's also easy for our clients to share with their internal teams and get the right stakeholders' hands. The initial setup of Aligned was very easy for me to learn quickly. Review collected by and hosted on G2.com.

What do you dislike about Aligned?

I wish there was more creative capabilities within the platform, like building a slide inside Aligned instead of uploading a PowerPoint slide to share pricing. It would be better if it was an end-to-end experience where I could build rooms without having to pull in external links or slides. Review collected by and hosted on G2.com.