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Aligned
Wilmington, Delaware, United States
What it is
Aligned is a web-based collaborative workspace for customer-facing teams and the buyers or customers they work with on deals and projects. It brings resources, conversations, and next steps or mutual plans into one shared space. Teams can create personalized rooms using a no-code, drag-and-drop environment without setup, and buyers can enter without a username login. Six sharing permission levels are available. The Free Plan requires no credit card and has no time-limited trial; it includes four active rooms per seat and unlimited buyer stakeholders. Basic costs $35 a month per seat and includes unlimited rooms, templates, and content storage. Pro costs $60 a month per seat and includes AI Client Assist, an AI Content Generator, and an AI Deal Builder. Enterprise includes single sign-on, SCIM provisioning, multiple team workspaces, and room analytics inside Salesforce or HubSpot; no price is listed. Integrations include Salesforce, HubSpot, Slack, Calendly, Gong, Google Apps, Microsoft tools, PandaDoc, Zapier, Zoom, and content and demo platforms. Aligned states that it is SOC 2 audited, GDPR compliant, and independently penetration tested on every plan. It was founded in 2016 and is headquartered in Wilmington, Delaware.
For and against
For
- Free plan has no time limit or credit-card requirement
- Buyers can access without username login
- Six sharing permission levels
- Integrations include Salesforce and HubSpot
Against
- Free plan allows four active rooms per seat
- Basic costs $35 a month per seat
- Pro costs $60 a month per seat
The verdict
Aligned combines shared customer resources, conversations, and next steps in one workspace. Its free plan offers a limited number of active rooms, while paid tiers add broader room capacity and AI tools.
Who it suits
Aligned suits customer-facing teams coordinating deals or projects with buyers and customers. Its buyer access and sharing permissions are designed for collaboration across both sides.
Plans and prices
Starter
4 active rooms per seat · unlimited buyer stakeholders
Read 1 Oct 2026 · alignedup.com
Basic
unlimited rooms and templates · unlimited content storage
Read 1 Oct 2026 · alignedup.com
Pro
AI Client Assist · AI Content Generator · Gong and PandaDoc integrations
Read 1 Oct 2026 · alignedup.com
Enterprise
SSO · SCIM · dedicated customer success · guaranteed SLAs
Read 1 Oct 2026 · alignedup.com
On the record
- AI capabilities
- Pro includes AI Client Assist, an AI Content Generator, and an AI Deal Builder for creating and customizing deal rooms.alignedup.com · read 1 Oct 2026
- Buyer access
- Buyers do not need a username login; Aligned uses a login-free mechanism and offers six sharing permission levels.alignedup.com · read 1 Oct 2026
- Core workflow
- It organizes customer resources, conversations, and next steps or mutual plans in one collaborative space.alignedup.com · read 1 Oct 2026
- Data protection
- The privacy notice states that data is encrypted in transit and at rest using TLS 1.2 and SSL, and that Team Aligned Inc. is SOC 2 Type II compliant.alignedup.com · read 1 Oct 2026
- Enterprise administration
- Enterprise includes single sign-on, SCIM automated provisioning and deprovisioning, multiple team workspaces, and room analytics inside Salesforce or HubSpot.alignedup.com · read 1 Oct 2026
- Free access
- The Free Plan requires no credit card or setup and has no time-limited trial.alignedup.com · read 1 Oct 2026
- Integrations
- Listed integrations include Salesforce, HubSpot, Slack, Calendly, Gong, Google Apps, Microsoft tools, PandaDoc, Zapier, Zoom, and many content and demo platforms.alignedup.com · read 1 Oct 2026
- Maker mission
- Aligned’s mission is to elevate how sales teams and their customers work together so doing business is frictionless, enjoyable, and impactful.alignedup.com · read 1 Oct 2026
- Product purpose
- Aligned is a collaborative digital workspace between sellers and buyers for customer-facing teams.alignedup.com · read 1 Oct 2026
- Room creation
- The product provides a zero-setup, no-code drag-and-drop environment for building personalized workspaces.alignedup.com · read 1 Oct 2026
- Security compliance
- Aligned states that it is SOC 2 audited, GDPR compliant, and independently penetration tested on every plan.alignedup.com · read 1 Oct 2026
- Target users
- Aligned is designed for customer-facing teams and supports both reps and buyers or customers working on deals and projects.alignedup.com · read 1 Oct 2026