Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Aligned is a collaborative platform aimed at enhancing interactions between customers and businesses, functioning as both a digital sales room and a client portal to streamline sales and customer success efforts. It empowers go-to-market teams to navigate intricate deals, foster buyer engagement, and accelerate the onboarding process for clients. By unifying all decision-making resources in a single collaborative space, it allows account executives to effectively prepare advocates for internal support, engage a broader range of stakeholders, and maintain oversight through mutual action plans. Customer success managers can leverage Aligned to tailor onboarding experiences, ensuring a seamless and effective customer journey. Key features of Aligned include content sharing, chat capabilities, e-signature functionality, and CRM integration, all presented within an easy-to-use interface that eliminates the need for client logins. The platform is available for free trial without requiring a credit card, and it offers a range of flexible pricing plans to suit various business requirements. Additionally, Aligned's user-friendly design helps to facilitate better communication and collaboration, ultimately driving customer satisfaction and loyalty.
Description
Cliénta revolutionizes the client onboarding process, turning the often chaotic initial weeks of a new partnership into a streamlined and cohesive experience that clients can complete effortlessly from their own devices. As a dedicated onboarding solution specifically designed for UK accountancy firms, Cliénta eliminates the need for tedious manual processes, spreadsheets, and disjointed compliance verifications by offering a comprehensive magic link that encompasses everything from ID verification and AML screening to e-signatures and HMRC authorization, all within a single branded workflow. Seamlessly integrating into your current operations, it works with leading platforms such as Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs, and many top AML providers, enabling you to accelerate client onboarding while ensuring compliance with industry regulations. With Cliénta, you can finally stop the relentless pursuit of clients and instead focus on what truly matters. Embrace the future of client onboarding and join the ranks of modern accounting firms that are transforming their processes, allowing them to onboard clients in mere minutes instead of days.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Senta
SmartSearch
Socket
Veriff
Xero
Integrations
Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Senta
SmartSearch
Socket
Veriff
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
£79 per month per firm
Full functionality for all tiers. The only difference in tiers is the number clients you onboard per year.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aligned
Founded
2021
Country
United States
Website
www.aligned.co
Vendor Details
Company Name
Cliénta
Founded
2025
Country
United Kingdom
Website
clienta.co.uk