Category
Sales Enablement
Key features
Digital sales rooms
Mutual action plans
AI generated business cases and summaries
01 — Overview
What is
Aligned
Aligned gives B2B sellers a shared deal workspace where buyers find content, mutual action plans, timelines and next steps behind one link with no login. AI builds rooms, business cases and executive summaries, maps stakeholders and flags deal risks using calls, email, CRM data and buyer activity. Deal context then carries into customer onboarding.
02 — Who it’s for
Ideal Customer Profile
Built for sales and customer success teams running complex B2B deals, mainly at scale-ups, mid-market and enterprise companies. The site says over 70,000 sales and CS teams use it.
03 — Capabilities
Key Features
Digital sales rooms
Mutual action plans
AI generated business cases and summaries
Stakeholder and buyer engagement tracking
Deal risk and next step guidance
Onboarding handoff
SSO, SCIM and white labeling
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Aligned used for?
Aligned is used to run B2B deals in a shared buyer workspace with content, action plans and next steps, while AI tracks stakeholders and flags risks.
Who is Aligned for?
It is built for sales and customer success teams handling multi stakeholder B2B deals, with a focus on mid-market and enterprise sales.
Which tools does Aligned integrate with?
Aligned connects with Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, Gong, Outreach, Slack, Zoom, Google Workspace, Microsoft 365, Calendly, Chili Piper, PandaDoc and many content and demo tools, plus Zapier.
Does Aligned work with AI assistants?
Yes. The Aligned MCP lets Claude, ChatGPT or Glean query and build deal rooms in plain language. The site does not document a public REST API.