Starter
AI Agents
- Seller Agent
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Limited beta — An AI agent that works alongside you in the deal — edit rooms, update plans, and act on deal context through conversation instead of clicking through the UI.
Limited - AI Client Assist
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Let prospects speak to an AI agent in your room, based on your playbook
Excluded
Essentials
- Rooms
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Up to 4 per seat — Each user can have up to 4 active rooms in any given time
Limited - Mutual Action Plans
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The shared deal plan that keeps both sides moving — tasks, owners and due dates in one place.
Included - Stakeholder Map
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Map the buying committee inside the Room — roles, influence, and coverage gaps.
Included - Unlimited buyer stakeholders
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Unlimited — Invite as many buyer-side stakeholders as you need. They never cost a seat.
Included - Video recorder
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Record and share video messages directly from the Room — no separate tool.
Included - Surveys & forms
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Collect buyer input with CTA sections, surveys, and feedback requests inside the Room.
Included - Task Manager
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A centralized dashboard to help manage all tasks, mutual action plans & next steps
Excluded - Secured tabs
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Make specific tabs entry restricted from certain prospects
Excluded - Internal comments
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Communicate internally and privately in rooms — visible to your team, never to the buyer.
Excluded
Analytics
- Room analytics
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Buyer journey insights throughout the entire deal
Included - Engagement Analysis
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Overall Room engagement — total visits, peak days, content performance, and stakeholder ranking.
Excluded - Analytics Triggers & Flags
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Auto-flag deals when engagement drops, an exec enters, or a critical tab is viewed.
Excluded
Settings
- Personal domain
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yourcompany.teamaligned.com
Included - Custom Domain
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you.teamaligned.com
Limited
Security & Privacy
- Secured room share
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Email & password protected.
Included - SOC 2 & GDPR compliant
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SOC 2 audited and GDPR compliant, with penetration testing — on every plan.
Included
Integrations
- Salesforce
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Limited — Native Salesforce app: guided onboarding wizard, CRM user mapping, bi-directional field sync, auto-create Rooms from Opportunity triggers, buyer engagement synced to the timeline, and Aligned reports built inside Salesforce.
Limited - Hubspot
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Limited — Native HubSpot integration: link Rooms to Deals, create a Room straight from a Deal with company name and logo pre-filled, embed HubSpot Quote sections in-Room, sync custom properties, and surface buyer engagement on the contact timeline.
Limited