Onboard new clients like that! (Snaps fingers)

Adding new clients is now a breeze. Rather than using long, hard-to-follow spreadsheets for client onboarding, we put everything you need in one room.

In Aligned they trust:

Ready, set…onboard!

• Customers are given everything they need to succeed, all in one place
• A personalized flow that is easy for customers to self-onboard
• Say goodbye to email threads and slacks that never end

Aligned helps keep the conversation in one place, which doesn’t become 16 billion emails. When I saw your platform, I was crying with joy!

Aviva Goodman
Customer Success Manager, Causematch

Get smart, with these smart insights

• You’ll know anything that happens in your workspace
• Be alerted to discussions, activities, and page views
• Always know your onboarding and account status
• Make the right decisions when you know how to analyze your customers

Aligned helps our team gain more control and visibility over their accounts while allowing us to drive a consistent, and differentiated buying experience.

Omer Shirazi
CRO, EasySend

Customer Onboarding template

Sign up free to Aligned to get access to a library of winning templates

Use this template

Mobile Optimized

Aligned is natively built for an easy mobile experience, for both buyers and sellers

White Label

Your own logo, banner, and URL - leave your customers’ jaws dropped

Secured Sharing

Choose between 6 types of permissions, for all types of business needs

Stakeholder Mgmt.

Identify who's involved in the deal and keep them accountable

Templates

Standardize your selling by creating workspace templates for every need

Ready to cut your onboarding time by half and save dozens of hours spent on emails ?