Let buyers ask questions and get instant answers directly inside the Room.

Answer buyer questions automatically using only the content shared in the Room.

Improved AI answers, reduced AI hallucinations

Visualize and manage the entire buying committee directly inside your Room.

Map key stakeholders to understand roles, influence, and deal coverage across the organization.

Add, edit, and assign buyer roles to keep track of champions, decision makers, and blockers.

View stakeholder activity, engagement, and notes to better understand deal dynamics.

Quickly identify gaps in coverage and ensure the right people are involved in the deal.

Find any content in a Room instantly with real-time search.

Quickly locate tabs, sections, files, tasks, links, and text without manually scrolling through the Room.

Jump directly to the relevant content with automatic navigation and highlighting.

Works seamlessly across Seller and Buyer modes to help both sellers and buyers find information faster.

Add HubSpot Quotes directly to your Room to present pricing and commercial details in a clear, structured format.

Embed HubSpot Quotes using a dedicated section designed for better readability and buyer experience.

Allow buyers to review quotes directly inside the Room without leaving the deal workspace.

Keep quotes synchronized with HubSpot while maintaining a clean, view-only presentation.

Manage complex deal execution with a dedicated workspace for detailed plans and timelines.

Create and manage structured Mutual Action Plans with owners, timelines, and clear responsibilities.

Update multiple task dates at once and notify assignees in a single action to keep execution on track.

Track overall plan progress directly from the Rooms dashboard to quickly identify stalled or advancing deals.

Automate workflows by connecting Aligned with thousands of SaaS tools through Zapier.

Trigger automated actions based on buyer activity in your Rooms, such as visits, downloads, comments, or shares.

Create Rooms automatically from templates when events happen in other systems like your CRM.

Send real-time notifications, update CRM records, or trigger follow-up tasks without manual work.

Build flexible no-code automations that connect Aligned with tools like Slack, Google Sheets, and CRM platforms.

Ensure buyers understand how their email is used when accessing Rooms or gated content.

Automatically display a privacy notice whenever buyers enter their email to access a Room or secured content.

Enterprise admins can also add their company’s own Privacy Notice alongside Aligned’s to meet internal compliance requirements.

Connect Aligned to Close CRM to link Rooms with Leads and track buyer activity directly in your CRM.

Automatically log key Room events such as views, shares, comments, downloads, and action plan updates to the Lead timeline.

Give sales teams full visibility into buyer engagement without leaving Close.

Link Rooms to existing Leads to keep deal activity and collaboration in one place.

Keep CRM records updated with real buyer interactions happening inside the Room.

Never miss a deal risk or the next best move.

Analyze signals across your Room, CRM, meetings, and buyer engagement to understand what’s really happening in the deal.

Surface opportunities, early warning flags, and critical risks before momentum is lost.

Get clear recommendations on what to do next - so you can keep deals moving forward with confidence.

Continuously update insights in real time as new activity and signals appear across the deal.

Celebrate every deal win and highlight success across your workspace.

Automatically detect when a deal is marked Closed-Won in your CRM and surface it across Aligned.

Notify your team instantly with in-app celebrations, Slack messages, and email updates.

Highlight winning deals across Rooms, dashboards, and analytics to showcase momentum.

Generate context-aware email replies that help bring buyers back into the Room.

Analyze the full email thread to understand context, urgency, and the buyer’s request.

Automatically generate ready-to-send replies for common sales scenarios like meeting scheduling, case studies, competitor questions, and product inquiries.

Insert the relevant Room link when appropriate to guide buyers back to shared content and keep collaboration in one place.

Automatically organize your inbox with AI-generated labels so you can prioritize responses and focus on the emails that matter most.

Get a real-time summary of every deal - without digging through notes, CRM records, or Rooms.

Automatically generate a concise snapshot of deal health using CRM data and Room activity.

Quickly see key context like deal stage, amount, buyer engagement, stakeholders, and next steps.

Stay aligned during pipeline reviews, forecast calls, and deal handoffs with one clear source of truth.

Give reps, managers, and executives instant visibility into what’s happening in every deal.

Create a deal-ready workspace in minutes - not hours.

Generate a structured Room from your deal context, content, and a short prompt.

Automatically organize files into the right sections and create a clear flow for your buyer.

Start with a strong default structure, then review, reorder, and refine before sharing.

Move from conversation to execution faster with a Room that’s ready to engage buyers immediately.

Capture deeper buyer engagement signals to better understand how prospects interact with your Rooms.

Track detailed visitor actions across sections, content, videos, and files to reveal real engagement.

Measure meaningful interactions like section focus, video watch time, and content views.

Enable richer analytics and smarter AI insights based on real buyer behavior inside the Room.

Refresh the look of your Rooms with a modern banner designed for clearer branding and a more polished buyer experience.

Standardize Room appearance across your workspace with a consistent, modern layout.

Enable admins to update banner layout and images across all Rooms and templates in bulk.

Keep full flexibility while ensuring teams maintain a consistent visual experience across deals.

Create your own referral link and receive cash bonus for each referred paying user

Send invites right from your Gmail account so replies land in your inbox.

Keep your brand: your name, signature, and domain on every Room invite.

Improved AI infrastructure for all AI features and products in Aligned

Monitor total visitors, views, visit duration, and interactions at a glance—plus spot peak days and see a breakdown of key stakeholders.

Trace every visit on a timeline and open a specific day to review a visitor’s interactions and activity log.

Understand content performance with Content Views vs Room Views to see what actually gets attention.

Turn intent into action—know who opened, forwarded, and what they engaged with to prioritize outreach and personalize follow-ups.

Turn meeting notes, sales docs, and call recordings into clear, structured content tailored to your buyer journey.

Jumpstart work with guided formats like Business Case, Executive Summary, POC, Meeting Recap, Onboarding Plan, and Project Plan.

Pull context from free text, PDFs, your Library, and even Gong recordings for more accurate, on-voice outputs.

Customize tone, audience, and length—then edit and add directly to your Room for fast collaboration.

Save time by reusing tabs across Rooms instead of building from scratch.

Ensure consistency across deals with structured, repeatable tab layouts.

Apply templates in bulk to multiple Rooms with just a few clicks.

Manage all tab templates from one central view for easy updates.

Understand deal momentum at a glance with a visual engagement graph.

Focus on the right insights by spotting buyer drop-off and re-engagement.

Track key metrics like CRM data, tab views, and visitor activity in one place.

Navigate a single dashboard that brings together your deal’s full story.

Share content instantly without setting up a Room — just grab a link.

Deliver a seamless buyer experience with full-screen, branded previews.

Look professional even when sending a single asset or one-pager.

Track engagement with view analytics on every shared item.

Keep discussions clear and contextual with replies shown in one place.

Make collaboration more expressive and human with emoji reactions.

Navigate straight from any comment to the section it references.

Align faster by tagging teammates and sections directly in comments.

Standardize how your whole team tracks deals by adding shared columns.

Create structured workflows that scale across teams and stay consistent.

Add custom fields like stage, owner, region, or priority — visible to everyone.

Filter and sort Rooms using drop downs, numbers, or free text inputs.

Track engagement and interactions with predefined reports in Salesforce.

Measure room activity across leads, accounts, and opportunities.

Access detailed buyer journey insights directly within Salesforce.

Use custom objects to analyze trends and prioritize sales efforts.

Generate rooms instantly from any Opportunity, Lead, or Account.

Skip manual setup—rooms come pre-filled with key details.

Stay in your flow with automatic room linking to Salesforce.

Easily access and manage all created rooms from within Salesforce.

Create reusable sections that automatically update across all linked rooms.

Save time by managing content in one place instead of updating each room manually.

Maintain consistency across your sales process with seamless content synchronization.

Stay flexible—choose between syncing updates or keeping sections independent.

Navigate freely while files upload in the background.

Increased upload speed

Track uploads with a floating progress banner.

Consistent 400MB limit across all uploads.

Sync Aligned activities directly to Gong for a complete engagement view.

Track key interactions like file views, comments, and task completions.

See engagement data in Gong’s timeline for better sales insights.

Gain better visibility into buyer activity with automatic data sync.

Add code snippets alongside URLs for improved technical collaboration.

View embedded code directly in Rooms for a seamless workflow.

Expand your workspace with up to 5 custom tabs.

Navigate seamlessly with more organized content.

Keep all key information accessible in one place.

Tag everyone instantly with the new @Everyone option to notify all participants in a Room or chat.

Quickly navigate to sections with direct links from the Comments Center.

Pro & Enterprise users can now disable comments for more control over discussions.

Simplify your workflow with our new library content sync capabilities.

Sync library content with rooms and sections and tabs, automatically.

Control permissions for uploads and edits.

Seamlessly update file versions with usage tracking across rooms and templates.

Track progress with new start and due dates to stay organized.

Monitor progress, milestones, and next steps directly from your main dashboard.

Mark key tasks as milestones to keep everyone focused on what matters most.

Add team members who are not in Aligned to your Team section.

Seamlessly invite team members to your account straight from your Team Section

Organize your team for clarity and streamlined communication.

Email and password sign-in alongside SSO and Google options for greater flexibility.

Password strength indicators ensure accounts are set up securely and easily.

A simple password reset process via email ensures quick access to accounts.

Gain greater visibility and enhance collaboration in your Rooms with our new visitor tracking feature.

You can now see who has accessed your Room, including both visitors and invited users, directly in the Share Drawer.

To view the full list, simply click the link in the drawer, which will take you to the Visitors tab in Analytics.

A new column will display the 'First Entry' time for those who have visited, and an 'Invited' status for those who have not yet entered the Room.

Quickly assess client engagement in your Rooms with our new Visitors Heatmap.

This visual tool uses colored circles to represent different levels of engagement, making it easy to identify how much time visitors are spending in your Rooms.

The heatmap will be available in the Visitors tab within Analytics and also includes cards showing participating companies' visits.

We’ve enhanced the Plan Tab to better support your MAP (Mutual Action Plan) management.

New features include the ability to add start dates next to due dates, assign statuses to each task, and set steps as milestones, all within an improved interface.

Additionally, the Main Dashboard now includes a progress bar and a column for the first incomplete step, giving you a clear view of your MAP progress at a glance.

Simplify your CRM management with our latest integration update for HubSpot and Salesforce.

Automatically add new Room visitors as contacts in your CRM, linked to the relevant deals or opportunities.

If the visitor isn’t in your CRM, a new contact is created and linked to the relevant deal, opportunity, or account.

To enable this feature, simply ask your admin to turn on the 'Sync Contacts from Aligned to CRM' toggle in the integration settings.

Available in our Enterprise plan.

Gain insights about which content creates engagement with your clients, driving better marketing and sales outcomes.

Key metrics: views, total time spent, and the number of Rooms where the content was used.

Access detailed analytics for individual content items directly within the content drawer in your library.

A comprehensive overview of all content performance.

Dedicated tab showcasing various content analytics, including the most engaged and most used content in Rooms.

Available in the Enterprise plan.

Restrict access to specific tabs for external clients or companies, ensuring sensitive information remains confidential.

Available in the Pro and Enterprise plans.

Enhanced control and flexibility for Admins and Owners.

Embed PandaDoc documents within the large and carousel sections of your Rooms.

A comprehensive account overview offering insights into your team’s performance.

Key metrics: top rooms, engaged visitors, top users, and popular templates.

Post internal comments visible exclusively to your internal team, ensuring secure and confidential communication.

Add up to two new tabs in the Room, enhancing alignment and organization.

Filter Rooms list based on Room owner, your own Rooms, and teams.

Available for Pro and Enterprise users.

A centralized hub for a seamless and straightforward process to retrieve invoices effortlessly.

Update all Salesforce fields directly from Aligned and vice versa.

Full visibility into internal deal info and buyer journey insights.

Manage all comments from one place, enhancing visibility and collaboration with clients and team members.

Faster upload speeds and simplified management.

Upcoming integrations with Google Drive, OneDrive, Box, and more.

Auto-create Rooms directly from HubSpot.

Update HubSpot fields directly from Aligned.

Send Aligned insights to HubSpot.

Create CTA buttons for prospects and clients.

Request feedback, create surveys, and engage clients with offerings.

Add your client’s team into the Room in addition to your own team.

Control email and Slack notification settings on the Room and user level.

Duplicate sections or transfer them to a different tab in the Room.

Automatic email reminders for clients who haven’t entered the Room for more than four days.

Settings can be modified in the notification center.

Sync data bi-directionally with Salesforce.

Auto-create Aligned Rooms from Salesforce triggers.

Sync Room analytics with Salesforce.

Bi-directionally sync Salesforce fields with the main Room dashboard, internal tab, and drawer.

Learn more about Room visitors such as company name, size, funding, buyer job title, location, and LinkedIn link.

Share Room links with a visual thumbnail via email.

Enhance Rooms with multiple tabs.

Save sections in Aligned and use them in any Room.

Transfer sections from Room to Room and create personal/team playbooks.

Relevant Room links automatically appear in calendar meeting info with prospect meetings.

Sync all Google contacts with Aligned.

Create tables and price comparison widgets.

Embed images and rich text links.

Allow collaborative editing for both you and your clients.

Add your calendar into any Room for easier client meeting bookings.

Record and share video messages directly from your Room to enhance collaboration.

AI answers urgent buyer questions while you sleep.

Helps track more buying signals during the 95% of the journey when you’re not in the room.

Clients and prospects can ask the Room anything and get answers based on the Room’s content, comments, and processes.

AI Assist encourages clients to send questions and start conversations.

AI conversations are visible in the Analytics timeline.

Train the AI to be your company expert.

A comprehensive account overview offering insights into your team’s performance.

Key metrics include top rooms, engaged visitors, top users, and popular templates.

Post internal comments visible exclusively to your internal team, ensuring secure and confidential communication.

Add up to two new tabs in the Room, enhancing alignment and organization.

Filter Rooms list based on Room owner, your own Rooms, and teams.

Available for Pro and Enterprise users.

A centralized hub for a seamless and straightforward process to retrieve invoices effortlessly.