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Customer onboarding, as smooth as it gets

Stop using that spreadsheet. Deliver a flawless customer onboarding, with everything a customer needs – all in one place, packed with automation and project management capabilities to always keep things on a fast track to success.

No credit card required

Aligned's clients

In Aligned they trust:

Project management that's built for customer collaboration

  • Move from static boring spreadsheets to a collaborative platform
  • Streamline your onboarding and ensure timelines and steps are followed
  • Write notes, add attachments, and create sub-tasks
  • All activities get sent to your customers’ emails for easy reminders
  • Keep all discussions in the right context under each task

With everything in one place, clients onboard themselves!

  • Give clients everything they need to succeed, all in one place
  • Build a personalized portal that’s so easy that clients will self-onboard
  • No more endless email threads, slacks, spreadsheets, docs, etc.
  • Deliver a first impression customer experience that will last a lifetime

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!

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Aviva Goodman

Customer Success Manager, Causematch

Leverage smart insights to ensure the process is on track

  • Get alerts on all engagement in your workspace
  • Analyze activity, page views, discussion views, and more
  • Gain visibility into your onboarding and account health
  • Make smarter decisions based on clients’ onboarding interactions

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

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 ?

No credit card required