Tools for Closing Teams

One room for every deal

Aligned gives sellers and buyers one place for action plans, documents, and next steps, so deals do not stall in forwarded email threads.

Start Your Free Trial How It Works
Acme Corp - Enterprise Q3 Evaluation

Mutual Action Plan

Security review docs shared
GA
Infosec questionnaire completed
ML
Legal redlines - MSA v2
DF
Final pricing approval
GA
Champion sign-off call
ML
In this room:
GA
ML
DF
OM
67%
of deals stall when buyers lose track of next steps
11
stakeholders in the average B2B buying decision
3 hrs+
per rep per week spent chasing next steps and writing recaps

How It Works

Open a deal room in minutes

Send your buyer a link. The room holds what they need, without the extra noise.

01

Open the room

Name the deal, set a close date, and invite your champion with one link. Buyers do not need an account.

02

Add your materials

Upload proposals, case studies, and contracts. Set shared tasks, owners, and due dates in the action plan.

03

Watch it move

See document opens, completed tasks, and new stakeholders, so you know where the deal stands.

Features

What each deal room includes

Shared Action Plans

Give both sides a checklist of tasks, owners, and due dates. Buyers can add steps too, so responsibility is shared and nothing waits in the dark.

Document Workspace

Keep proposals, NDAs, case studies, and contracts together. See who viewed each item and when, instead of guessing whether an attachment was opened.

For Every Stakeholder

Bring the right people from both sides into one shared room.

Buyer Activity

See which documents buyers read, how long they viewed them, and who they shared them with.

CRM Connection

Send room activity to Salesforce and HubSpot, keeping your pipeline information current.

Access Controls

Manage access by buyer and close it when a deal ends or goes cold.

Customer Stories

Teams moving deals forward with Aligned

"Before Aligned, buyers vanished for two weeks and we didn't know why. Now we know when they open the MSA and follow up that day. Three Q1 deals closed after each stalled over a month."

ML
Maya L.
VP of Sales, B2B HR tech startup (early-access pilot participant)

3 deals unstuck in Q1 during a 60-day early-access pilot

"Forecasting multi-stakeholder deals was toughest. Now I see which buyer opened what, how often, and who they've brought in. I quit guessing and started knowing."

DF
David F.
Account Executive, growing B2B SaaS startup (early-access pilot participant)

Buyer-initiated action items doubled in our 8-deal pilot

Sales teams at

Nexio Systems Orbis Advisory Meridian Revenue Cloudpath Labs Vantage GTM
~40%
Faster deal close
early-access cohort data
2x
Buyer response rate
vs. follow-up email, early-access cohort avg, 23 deals per rep over 60 days
3 hrs/wk
Time reclaimed per rep
previously spent chasing next steps and writing recap emails

Stop losing deals in email chaos

Open your first deal room today. No credit card required.

Start Free Trial See Plans