
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.