Valuecase: B2B Customer Onboarding and Sales Platform
Valuecase helps B2B companies and agencies manage the transition from sales to onboarding. It is designed for teams looking to replace manual spreadsheets with shared customer portals.
At a glance
- Category
- Operations
- Best for
- B2B Tech Companies, SaaS Organizations, Professional Service Agencies
- Pricing
- Plans start at 59€/month for the Starter tier, with Growth at 119€/month and Scale at 299€/month. A 14-day free trial is available without a credit card.
- Key use cases
- Standardizing Customer Onboarding, Digital Sales Rooms, Mutual Action Plans, Collaborative Data Collection
- Integrations
- HubSpot, Salesforce, Zapier, Make, Google Drive
- Official website
- valuecase.com
Valuecase is a customer onboarding and sales enablement platform that uses shared workspaces to coordinate activities between a business and its clients. It provides a centralized hub for tasks, content, and communication to reduce reliance on email threads and static documents.
The tool is designed for B2B companies, including those in tech, SaaS, and professional services. It includes a workspace builder and a library of templates to help standardize onboarding processes.
Key capabilities include interactive action plans, automated reminders, and AI-assisted template creation. The platform is hosted on AWS Germany and is GDPR compliant.
Buyers should confirm which plan they need based on their required integrations, as HubSpot and Salesforce sync are available on specific higher-tier plans.
Key Features
Centralized hubs for customers to access content, forms, and plans via a link without needing a separate account.
Collaborative task management with assignees and due dates, supporting a Gantt view for project tracking.
System-generated email notifications designed to keep customers and team members accountable for tasks.
An AI assistant trained on over 50,000 onboardings to help create workspace templates and content.
Provides visibility into onboarding progress, completion percentages, and customer engagement.
Tools to create and personalize customer spaces using templates and variables.
Use Cases
Using templates to create a consistent onboarding experience across new clients.
Providing prospects with a single space containing pitch materials, business cases, and meeting recordings.
Aligning the vendor and the customer on shared milestones and tasks required to go live.
Using integrated forms to gather customer information and files during the setup phase.
Best For
Integrations
Pricing
Plans start at 59€/month for the Starter tier, with Growth at 119€/month and Scale at 299€/month. A 14-day free trial is available without a credit card.
FAQ
No, customers can access their shared workspaces via a link without needing to create an account.
Yes, the platform is GDPR compliant and is hosted on AWS servers in Germany to ensure data stays within the EU.
HubSpot integration is available on the Growth plan, while Salesforce integration is available on the Scale plan.
Valuecase offers a 14-day free trial that does not require a credit card to start.
Source category: Operations
Source subcategory: Sales Enablement
