About Alignify

Alignify is a set of AI agents that work on top of your HubSpot CRM. You connect HubSpot once, then run agents that read your deals, contacts, companies and tickets and produce reports: deal qualification scores, pipeline risk, stale deals, won and lost deal analysis, call preparation, lead qualification, ticket triage, QBR briefs, CRM health checks and more. Every agent also proposes updates to HubSpot (a note, a task, Alignify fields or a field change). They wait in WriteBacks for a person to approve, unless an admin turned on automatic updates for that agent.

Alignify is built for revenue teams that use HubSpot: founders, sales managers, account executives, SDRs, RevOps, marketing and customer success teams who want faster deal reviews, better call preparation and a cleaner CRM without building their own automation.

The left menu has these pages:

• Dashboard: your next step, credits this cycle, recent runs and HubSpot health.
• Agents: the agent catalog grouped by team, plus Build your own agent and Suggest an agent.
• Playbooks: qualification templates (MEDDPICC, BANT, SPICED or your own) and workspace AI context for Deal Template Analysis.
• Runs: every agent run with its status and report.
• Schedules: agents that run on their own at a set time or on a HubSpot deal event.
• WriteBacks: proposed HubSpot updates waiting for approval, and the Automatic HubSpot updates switches.
• Activity: the audit trail of runs, approvals and settings changes.
• Integrations: your HubSpot connection and its health.
• Team: teammates, roles and credits used per person.
• Usage: plan, credits used and remaining, and what they were spent on.
• Settings: Billing, Team, Email notifications, Privacy, Account (data export and deletion) and Profile & security (name, email addresses, password, sign-in methods and signed-in devices).
• Help: the Help Center, with every answer as an article.

The Help button opens the support chat on every page, and the Help Center at /help has every answer as an article.

Alignify works with HubSpot only today. Salesforce, Pipedrive, Zoho and other CRMs are not supported, and agents do not connect to other tools such as Slack, spreadsheets or the web. If you need another integration, tell us with Suggest an agent in Agents or ask for a person in the support chat.

No. HubSpot stays your CRM and the place your data lives. Alignify reads it, writes its reports in Alignify, and puts approved results back into HubSpot as notes, tasks and fields. Alignify works only with HubSpot today; other CRMs are not supported.