A customer experience that will last a lifetime

Deliver an unforgettable customer experience, save hours with AI, and drive self-sufficiency with a personalized customer portal.

• #1 Digital Sales Room #1 Client Portal

95%

of the Buyer Journey Happens When You’re Not in the Room

*gartner

(so get a room)

Meet Aligned, Your Customer Success Hub

• Everything needed to drive success, all in one place
• Create a personalized hub for each customer
• Share the most up-to-date resources with everyone
• Streamline all discussions into topics and live chat
• Remove friction & deliver a winning experience

I’ve been receiving amazing feedback on Aligned. One of my prospects is like really obsessed!

Gal Harush

Enterprise AE, Syte

• Align with customers on a Mutual Success Plan
• Build an onboarding process that clients follow!
• Assign tasks and allow clients to assign to you
• Share status, discuss tasks, update timelines
• Create accountability & improve user engagement

Aligned is helping us take things to the next level with one source of truth for the customer and process standardization.

Olivier Elbaz

Global Head of Expansion, Deel

• Get all stakeholders on the same page
• See which customers are involved in your account
• Involve internal teams (support, your manager, etc.)
• Everyone involved can join conversations, share files, manage tasks, schedule meetings, and more

Aligned helps our team gain more control and visibility over their accounts.

Omer Shirazi

CRO, EasySend

• Monitor and manage your account health
• Get alerts on all engagement in your workspace
• Analyze activity, page views, discussions & more
• Gain visibility AFTER the meeting ends
• Prevent churn and drive account growth

We’ve had so many situations where the increased buyer visibility helped us win deals. Can’t think of selling without it.

Idan Arealy

CRO, Anagog

FAQs

Everything you need to know about the product and billing.

What is customer success (CS)?

Customer success is about creating long-term relationships with customers by providing them with the products, services, and experiences they need to achieve their goals. It involves understanding customer needs, helping them achieve their desired outcomes, and providing a positive customer experience. The goal is to build loyalty, trust, satisfaction, and ultimately, increase customer retention and profitability.

What is the role of client onboarding in customer success?

Client onboarding is the process of introducing new customers to a company’s products or services, setting them up for success, and ensuring that they have a positive initial experience. This process is crucial for customer success, as it sets the foundation for the ongoing relationship between the customer and the company.

How can I create a personal connection with my customers?

Creating a personal connection with your customers can be achieved by keeping detailed records of the personal information they share, such as their hobbies, interests, and family members. In subsequent customer interactions, referencing this information can make customers feel valued and appreciated.

Why is research important for customer success?

Researching your customers’ interests and preferences allows you to better understand their needs and show that you are invested in their success. By sharing relevant articles or content based on their interests, you can build a stronger relationship with the customer and demonstrate that you care about their well-being.

How can I maintain an efficient communication channel with my customers?

Establishing an easy and preferred way to communicate with your customers early on is important for efficient communication. Utilizing casual forms of communication such as Slack or WhatsApp, rather than formal emails, can help promote a more collaborative partnership.

Why is documentation important for customer success?

Documenting all calls and customer service-related information ensures a successful customer experience. This way, even with staff turnover or changes within the organization, customers don’t have to start from scratch. Proper documentation allows for a smoother handover and helps maintain continuity in customer support.

How can I cultivate a strong relationship with my customers' point of contact or manager?

• Stay in contact through informal channels: Utilize platforms like WhatsApp or Slack to maintain regular communication with the point of contact or manager.
• Provide updates: Share information on product usage, return on investment, and customer satisfaction to keep them informed about their progress.
• Be proactive: Address any concerns or issues promptly to demonstrate your commitment to their success.
• Offer personalized support: Tailor your assistance to the specific needs and preferences of the key decision-makers and users within your customer’s organization.
• Build rapport: Engage in casual conversation and show genuine interest in their personal and professional lives to establish a deeper connection.

How can sharing personal experiences help in achieving customer success?

Sharing personal experiences that remind you of your clients can show that you are thinking of them and care about their success. This helps build stronger relationships with customers, which ultimately leads to increased loyalty and retention.

How top GTM teams execute

60%+ enterprise win rate

“It’s like someone shined a light on every part of a deal. We see who’s engaging and for how long, so we can anticipate needs and serve our prospects accordingly.”

David Ellis

Senior AE

-30% reduction in sales cycle

“Aligned to cut down his team’s sale cycle and improve engagement with prospects.”

Shannon Karaka

Country Leader

+40% access to stakeholders

“Aligned cut days of back-and-forth on links, attachments, and follow-ups. Deals moved faster — our sales cycle dropped by about 30%.”

Austin Myers

VP of Revenue