Aligned

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1,369 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.6
#1 in 3 categories
Grid® leader
Serving customers since
2021

Profile Name

Star Rating

1068
277
20
4
0

Aligned Reviews

Review Filters
Profile Name
Star Rating
1068
277
20
4
0
Verified User
G
Verified User
Mid-Market (51-1000 emp.)
10/26/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Easy-to-Set-Up Deal Rooms with Valuable Engagement Insights

I find Aligned easy to navigate, configure, and set up. I can get started in an afternoon, even without templates, and it’s very easy to tailor each setup to a specific customer and the sales process I’m running. I can share different types of content with customers and see what they engage with, when they engage, and who is looking at it. That gives me insight into what they’re looking for and what they like about my proposition. I can also use integrations and automation as I get further ahead.
SK
Shreya K.
Senior Executive - Product MarketingMid-Market (51-1000 emp.)
10/23/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Helpful for multi-stakeholder deals, AI drafts need some editing

I mainly use it to share deal stuff with prospects in one link instead of emailing proposal, security doc and demo recording separately. Our deals usually have 3-4 people from the buyer side and someone new always joins midway, so this has saved me a lot of resending. Buyers don’t need to log in, which helps. Most of our contacts are in procurement and IT and they don’t like signing up for things. Mutual action plan is the feature I use the most. Not every buyer updates it, but it’s still better than the Excel tracker we used before. I check the engagement tracking before follow up calls, like who opened the room and which page they spent time on. Useful, but sometimes it just means they forwarded it to someone, so I don’t rely on it too much. The AI part is okay. It gives a decent first draft for deal summaries but I rewrite most of it because it sounds very generic. HubSpot sync had a few issues in the beginning and we fixed some fields manually. Support was quick when we reached out. Pricing is a little on the higher side for a small team like ours. Took me some time to set up the first few rooms, after that I made a template and now it’s quick.
Josh G.
JG
Josh G.
Senior Account ExecutiveMid-Market (51-1000 emp.)
10/22/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great UI and Prospect Activity Tracking That Helps You Call at the Right Time

Tracking prospect activity helps me see how keen they are. It gives me a good reason to call at the right time, rather than guessing. The UI is great, and it’s easy to use.

About

Contact

HQ Location:
Tel Aviv

Social

@Aligned_up

What is Aligned?

Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Most sales stacks optimize internal work like tracking, forecasting, coaching, and reporting. But deals rarely stall because the CRM is missing a field. They stall in the messy space between the CRM and the buyer: stakeholder complexity, unclear next steps, champions who need to sell internally, and decisions made asynchronously across email threads, attachments, and scattered links. Aligned fixes that layer with a single customer-facing workspace that combines a Digital Sales Room and a Client Portal. Sales and Customer Success teams use it to centralize buyer and customer materials, align stakeholders, manage next steps, and keep momentum moving from pipeline to onboarding and expansion. With full deal context, AI turns insight into execution inside the workflow: • Auto-builds post-call resources like an executive summary, requested content, and action items • Surfaces risk and recommends next best moves using signals from calls, email, CRM, and engagement • Maps stakeholders to guide multithreading and reveal hidden influencers • Generates and maintains business cases, mutual action plans, recap pages, and follow-up drafts • Gives buyers AI inside the workspace to summarize materials and handle security or compliance questions, all in one link with no login Your CRM records deals. Aligned helps you run them with your buyer.

Details

Year Founded
2021
Website
alignedup.com