Aligned

Show rating breakdown
1,370 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
278
20
4
0

Aligned Reviews

Review Filters
Profile Name
Star Rating
1068
278
20
4
0
Alek T.
AT
Alek T.
IT AdministratorMid-Market (51-1000 emp.)
10/20/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Aligned Keeps Client Content, Conversations, and Next Steps in One Organized Workspace

Aligned gives us one shared workspace for each client, so content, conversations, and next steps all live in one place instead of being scattered across email threads and attachments. It’s easy for clients to jump into without a lengthy setup, and it makes our process feel organized and professional. It also saves us time because everything related to a deal is easy to find and share.
Isaac Z.
IZ
Isaac Z.
Account ExecutiveMid-Market (51-1000 emp.)
10/20/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Easy-to-Use Sales Rooms That Keep Stakeholders Aligned

I like that Aligned keeps everything in one place for stakeholders to view, and I really like how it lets us build mutual action plans. It’s pretty easy to use for both the people building the sales rooms and the stakeholders reviewing them. I also like the templates, so I don’t have to rebuild the wheel every time a deal comes up. Getting set up was pretty easy, too.
Bola D.
BD
Bola D.
Business Development Manager - WorkplaceSmall-Business (50 or fewer emp.)
10/20/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Professional, Interactive Proposals That Make Client Conversations Easier

I like that Aligned makes my proposals look more professional and gives clients a digital platform where they can click through, take part, and collaborate. I can see when they’re available for conversations and when they’re looking at the proposal. Once I get the hang of it, it’s very straightforward, and the step-by-step process helps me learn it. I’m also finding new things I can do and new attachments for proposals. I like being able to record a Loom walkthrough of a proposal for a client and reuse the recording for other proposals. It makes my life a lot easier. Moving from Word document proposals to Aligned also makes client conversations and proposals feel more seamless. I found setup straightforward with the training and tips from my manager.

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