Aligned

What it is

Aligned is a digital sales room that now sells itself as an AI deal workspace: one shared room per deal where the seller, the buying group, and two AI agents work from the same mutual action plan, content, and engagement data. It started as a classic sales room in 2021 and repositioned around agents in February 2026. Rooms carry over into onboarding and customer-success hubs, so the same link follows the account past signature.

The company was founded in Israel by Gal Aga (CEO), Gal Deitsch (CPO) and Yotam Sela (CTO) and runs out of New York and Tel Aviv. On July 1, 2026 it announced a $60M Series B led by PeakSpan Capital, with Hetz Ventures, JAL Ventures and NFX following on, for $73.8M raised in total — the largest round reported in the digital-sales-room category. Company-reported figures: ARR tripled in the prior 12 months, and 70,000 sellers and 1 million buyers use the product each month. Named customers include Deel, SimilarWeb and WordPress. G2’s Summer 2026 reports ranked it #1 for SMB, Mid-Market and Client Portal in Digital Sales Rooms.

Why it shows up in RevOps stacks

• Buyers are free, and the plan is shared. Every tier, including the free one, allows unlimited buyer-side stakeholders at no seat cost, plus mutual action plans and a stakeholder map that shows roles and coverage gaps in the buying committee. Buyers can assign and update tasks without creating a login.
• Two agents, one on each side of the deal. The Seller Agent, announced October 14, 2026 and in beta on every plan, edits rooms, updates action plans, pulls case studies and builds sections through chat instead of clicks. AI Client Assist (Pro and up) answers buyer questions inside the room from your playbook — the buyer agent that handles security and pricing questions between calls.
• Engagement becomes a flag, not a dashboard. From Basic, Analytics Triggers & Flags mark a deal when engagement drops, an executive enters the room, or a critical tab gets viewed, and Slack alerts push visits, comments and plan updates to the rep in real time.
• An MCP server on Enterprise. Aligned MCP reads and writes deal data — engagement, plans, stakeholders — from Claude, ChatGPT or any MCP client, which trumpet and Dock do not publish today.

Pricing

Per internal seat, with an 18% annual discount. Checked on alignedup.com today.

• Starter — $0, unlimited seats, 4 active rooms per seat, room analytics, mutual action plans, stakeholder map, SOC 2 and GDPR compliance.
• Basic — $35/seat/month, or $29 billed annually. Unlimited rooms and templates, content library, task manager, engagement triggers.
• Pro — $60/seat/month, or $49 billed annually. Adds AI Client Assist, AI Content Generator, AI Deal Builder, plus the Gong and PandaDoc integrations. A third-party pricing review (HummingDeck, 2026) reports Pro capped at nine users.
• Enterprise — custom. Bi-directional Salesforce and HubSpot sync, room analytics on the CRM record, Aligned MCP, SSO, SCIM, custom domain, AI deal summaries.
• Startup Plan — for companies under 30 employees, sales-quoted.

Real band: a 9-rep team on Pro annual pays about $5,300/year. That is roughly half of trumpet’s Scale tier for 10 reps ($10,000/year) and close to Dock’s Standard plan for 5 users ($4,200/year). The catch is the tenth rep or the first native CRM sync, both of which push you to an Enterprise quote.

Best for

SMB and mid-market AEs and RevOps leads running multi-threaded deals of 30-120 days, who want buyer-facing AI and mutual action plans on a self-serve budget and plan to carry the room into onboarding.

Pick something else when the constraint differs. Choose trumpet if you need native e-signature, proposals and demo-tool depth (Walnut, Storylane, Navattic) in one room and will pay per seat for it. Choose Dock if the room is one piece of a wider client portal with onboarding and learning content, and Dock’s flat 5-seat bundle fits your headcount. Choose GetAccept if legally binding signing must happen inside the room. Choose Seismic (now merged with Highspot) when enterprise content governance is the real requirement and the room is a feature of that.

Watch-outs

• Native CRM sync is an Enterprise feature. Salesforce and HubSpot are marked “Limited” below Enterprise, so engagement data does not write back to the opportunity at full depth. Guard: before the trial ends, list the exact fields RevOps needs on the opportunity record and get an Enterprise quote that covers them; if the budget is Pro, wire the minimum through Zapier and accept that it is a workaround.
• The agent you demo is in beta. Seller Agent pricing is announced only when it leaves beta, and playbook ingestion is a Q4 2026 roadmap item, not a shipped feature. Guard: build the business case on Pro’s shipped AI (Client Assist, Content Generator, Deal Builder), and write a price-hold for the Seller Agent into the order form.
• The free tier caps rooms, not people. Four active rooms per seat runs out fast for any AE carrying more than four open opportunities. Guard: pilot on Basic annual ($29/seat) with 2-3 reps for one quarter, and measure buyer return visits per room before rolling out.
• Branding and admin controls sit at the top. Custom domain, SSO, SCIM and room colors are Enterprise-only. Guard: if security review requires SSO, start at Enterprise and compare it against trumpet’s Elite tier ($160/user/month) rather than against Pro.

For the deal-inspection layer that consumes room signals, see Gong and Clari; for quoting downstream of the room, see DealHub and PandaDoc.