Aligned is a buyer-facing AI Deal Workspace designed to streamline the sales process by centralizing all deal-related content, communication, and collaboration into a single shared link. Revenue teams use Aligned to create personalized digital sales rooms that give buyers a structured, organized experience throughout the entire buying journey. The platform bridges the gap between a company's CRM and the actual buyer interaction, addressing the messy, scattered communication that typically occurs via email, chat, and multiple document links. With Aligned, sales reps can share proposals, mutual action plans, pricing, and supporting content in one branded workspace that buyers can access at any time. The AI-powered features help sellers understand buyer engagement, track which stakeholders are viewing content, and identify deal risks early. Aligned enables better alignment between buying and selling teams by providing a centralized hub for every deal. By deploying through AiDOOS, organizations can accelerate onboarding and adoption of Aligned across their revenue teams, ensuring sellers are equipped to create and manage digital deal rooms effectively from day one, driving faster time-to-value and more consistent sales execution across the organization.
Challenges It Solves
Sales deals are scattered across emails, attachments, and multiple tools making it hard for buyers to find relevant information
Revenue teams lack visibility into how and when buyers are engaging with deal content and proposals
Multi-stakeholder deals are difficult to manage without a centralized collaboration space for both sellers and buyers
Inconsistent follow-up and lack of mutual action plans lead to deal slippage and longer sales cycles
Use Cases
Enterprise B2B Sales
Enterprise sales teams use Aligned to manage complex, multi-stakeholder deals by providing a single workspace where all decision-makers can access proposals, contracts, and action plans.
Sales Proposal Delivery
Account executives deliver proposals and pricing through personalized digital deal rooms instead of static email attachments, enabling real-time tracking of buyer engagement.
Post-Demo Follow-Up
Sales reps use Aligned to share recap content, next steps, and supporting materials after product demos in a structured workspace that keeps momentum in the deal.
Deal Collaboration with Champions
Revenue teams collaborate with internal buyer champions through shared mutual action plans and timelines to accelerate internal approval processes.
Pricing
Custom pricing — built for your team
Aligned pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.
Free trial available — No credit card required. Full access to all features.
💡 Pricing insight from reviewers: Aligned targets mid-market and enterprise B2B sales teams and is generally perceived as competitively priced relative to its digital sales room category.
Key Features
Digital Deal Rooms
Create personalized, branded workspaces for each deal accessible via a single shared link
Mutual Action Plans
Align buyers and sellers on deal milestones and next steps with collaborative action plans
Buyer Engagement Analytics
Track which stakeholders viewed content and how they engaged with your deal materials
Content Sharing & Management
Centralize proposals, decks, pricing, and other deal content in one organized workspace
CRM Integration
Connect with existing CRM tools to keep deal data synchronized and revenue teams aligned
AI-Powered Deal Insights
Leverage AI to surface deal risks, buyer intent signals, and recommended next actions
What Reviewers Say
What works well
Centralizes all deal content and communication into a single buyer-facing workspace, reducing email clutter
Provides real-time visibility into buyer engagement and stakeholder activity within deal rooms
Helps sales teams create a more professional and organized buying experience that differentiates from competitors
Common concerns
Adoption by buyers is not guaranteed — buyers must be willing to engage with the shared workspace link
As a relatively newer platform, the ecosystem of native integrations may be more limited compared to established sales tools
Reviews
💬
No reviews yet for Aligned
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Enterprise Readiness
Identity & Access
SSO✓ SAML, Okta
RBAC✓ None
Audit Logs✗
Data Security
At restAES-256
In transitTLS 1.2+
Key mgmtVendor-managed
SLA & Availability
Uptime SLA99.9%
RPO—
RTO—
Pen test—
Compliance & Portability
Data residency—
Data export
Right to erasure✗
Integrations
SF
Salesforce
Sync deal data and buyer engagement activity between Aligned workspaces and Salesforce CRM.
Native2-4 hours⇄ Bi-directional⚡ AiDOOS Pre-wired
HS
HubSpot
Connect Aligned deal workspaces with HubSpot deals and contacts for seamless revenue team workflows.
Native2-4 hours⇄ Bi-directional⚡ AiDOOS Pre-wired
SL
Slack
Receive real-time notifications in Slack when buyers interact with your Aligned workspace.
Native< 1 hour⚡ AiDOOS Pre-wired
ZM
Zoom
Embed Zoom meeting links and recordings directly within Aligned buyer workspaces.
Native< 1 hour
LM
Loom
Embed Loom video recordings within Aligned deal rooms to enhance buyer engagement.
Native< 1 hour
GD
Google Drive
Attach and share Google Drive documents directly within Aligned buyer workspaces.
Native< 1 hour
Governance & Compliance
EU AI Act
No data available
Data Processing Agreement
No data available
Sub-processors
No data available
Right to Erasure
No data available
Change Notifications
No data available
NIST AI RMF
No data available
AiDOOS Managed Deployment
Deploy Aligned in 72 hours
AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.
12
Deployments
94%
Adoption rate
4.8/5
Post-deploy sat.
2-4 weeks
Time to value
Prerequisites
Active CRM (Salesforce or HubSpot) with admin access
Defined sales process and mutual action plan templates
Pre-vetted experts and AI agents in the loop, assembled as a delivery
pod. Pay in Delivery Units — universal pricing across roles,
seniority, and tech stacks. No hiring, no contracting, no procurement
cycle.
Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
Refundable on unused Delivery Units, anytime — no questions asked
Re-delivery guarantee on acceptance miss
Pre-flight delivery sizing — you see the plan before you commit
Aligned is a buyer-facing AI Deal Workspace that provides a single shared link where revenue teams and buyers can collaborate throughout the entire sales process. It centralizes deal content, mutual action plans, and buyer engagement tracking in one place, bridging the gap between your CRM and your buyer.
Which CRMs does Aligned integrate with?
Aligned integrates natively with Salesforce and HubSpot, enabling two-way sync of deal data and buyer engagement activity. AiDOOS pre-configures both CRM integrations as part of its standard deployment package.
Does Aligned support Single Sign-On (SSO)?
Yes, Aligned supports SSO including SAML-based authentication and integrations with identity providers such as Okta, making it suitable for enterprise security requirements.
How does Aligned track buyer engagement?
Aligned provides real-time buyer engagement analytics within each deal workspace, showing which content buyers have viewed, how much time they spent, and what actions they took. Notifications can be pushed to Slack so sales reps can act immediately on buyer intent signals.
Can Aligned be deployed through AiDOOS?
Yes. AiDOOS offers a verified deployment of Aligned with a typical go-live time of 72 hours. The deployment includes pre-wired integrations with Salesforce, HubSpot, and Slack, along with workspace template configuration and team onboarding support.
What is a Mutual Action Plan (MAP) in Aligned?
A Mutual Action Plan in Aligned is a shared, collaborative checklist or timeline that outlines the steps both the seller and buyer need to complete to move the deal forward. It creates accountability on both sides and improves deal velocity by making the next steps visible to everyone involved.