G2 Summer Reports - Digital Sales Room & Client Portal - Aligned

#1 Digital Sales Room. #1 Client Portal. By G2.

Ranked #1 in Digital Sales Room (SMB + Mid-Market) and #1 Client Portal overall — across 1,169 verified reviews.

1M+ Deals Influenced

Recognition that speaks for itself

Leader in the 2026 G2 Grid® Reports for Digital Sales Room, and Client Portals for CSMs.

Two grids, one workspace

Aligned is the only platform ranked #1 in both Digital Sales Room and Client Portal. One tool for the full revenue motion — from first demo to closed deal to onboarded customer.

About Aligned

Common questions about the #1-ranked Digital Sales Room and Client Portal on G2

What is the difference between a Digital Sales Room and a Client Portal?

Digital Sales Room is used during the sales cycle — it helps reps share content, align with buyers, and accelerate deal progression. A Client Portal is used after the deal closes — it gives customers a single place to access resources, track onboarding milestones, and stay connected to their account team. Aligned is the only platform ranked #1 on G2 in both categories, making it the single tool for the full revenue motion from first demo to onboarded customer.

Why is Aligned ranked #1 on G2 for both SMB and Mid-Market?

Aligned’s G2 rankings are determined by a combination of customer satisfaction scores and market presence, based entirely on verified user reviews. Aligned ranks #1 in the Digital Sales Room category for Small Business and Mid-Market segments because reviewers consistently rate it highest for ease of use, buyer engagement visibility, and deal room setup speed.

How does Aligned compare to other Digital Sales Room tools?

Aligned is the only Digital Sales Room platform that also serves as a #1-ranked Client Portal, meaning teams don’t need separate tools for pre-sale and post-sale. Compared to other DSR tools, Aligned is consistently rated higher by G2 reviewers for buyer engagement analytics, ease of setup, and the quality of the customer-facing experience.

What do G2 reviewers say about Aligned?

G2 reviewers highlight visibility into how buyers engage with shared content, the speed at which reps can build and send professional deal rooms, and the impact on deal velocity. Aligned has 1,169 verified reviews with an average 4.7-star rating across SMB, Mid-Market, and Client Portal categories.

Is Aligned a Client Portal as well as a Digital Sales Room?

Yes. Aligned is the only platform ranked #1 on G2 in both the Digital Sales Room and Client Portal categories. Sales teams use it to run the deal, and customer success teams use it to onboard and retain customers — all within the same platform.

How quickly can a team get started with Aligned?

Teams can get started with Aligned immediately — no long implementation cycles or professional services required. A free plan is available to get started, with no credit card required.

The #1 Rated Platform

Helping 1,169+ teams close deals, better.