About Valuecase
A collaborative workspace for B2B companies to manage the customer journey.
Valuecase is a B2B software platform designed to streamline the entire customer lifecycle, from initial sales conversations to final onboarding. It provides a shared, collaborative workspace, often called a digital sales room, for each client. This central hub replaces scattered email chains and document links, allowing sales and customer success teams to share presentations, mutual action plans, meeting recordings, and other materials in one place. The platform emphasizes automation and personalization, with an integrated AI agent that can generate client-ready spaces, draft follow-up emails, and tailor content based on CRM data or meeting transcripts. Key features include detailed engagement analytics, interactive task management, and deep integrations with CRMs like Salesforce and HubSpot. Valuecase offers a 14-day free trial and has several paid tiers, with pricing based on a per-user, per-month model. It is a cloud-based SaaS solution accessible via web browser.
Pros & Cons
- Provides a centralized, shared workspace for each client, improving collaboration and reducing email clutter.
- Offers detailed analytics on customer engagement with shared content.
- Features an AI assistant to automate the creation and personalization of client spaces.
- Integrates with major CRMs like Salesforce and HubSpot, as well as automation tools like Zapier.
- Supports both sales (digital sales rooms) and post-sales (customer onboarding) use cases.
- Advanced features like Salesforce integration and premium support are only available on the highest-tier plan.
- Using a custom domain and enabling enterprise SSO are paid add-ons.
- The pricing model is per-user, which could become costly for larger teams.
Features
Key features
Create a single, shared workspace for each customer to centralize documents, meeting recordings, mutual action plans, and communication.
Standardize and automate the onboarding process with interactive plans, due date reminders, and automated content delivery.
Track customer engagement within the shared space, including who is viewing content and when, to improve timing and visibility.
Utilizes an AI agent to build templates, personalize content from meeting transcripts, draft emails, and automate workflows.
Connects with CRMs like HubSpot and Salesforce to create, manage, and track spaces without leaving the CRM environment.
Additional features
A central library for all sales and onboarding materials.
Create mutual action plans with assignees, due dates, and progress tracking.
Brand each customer space with custom logos and colors.
Embed forms for data collection and interactive ROI calculators.
Communicate with customers directly within their dedicated space.
Create and reuse templates for sales processes and onboarding plans to ensure consistency.
Embed content from various sources like Google Docs, Loom, Vidyard, and YouTube.
Set up automatic reminders for customers to complete tasks.
Pricing
Monthly plans
- Unlimited Customers & Spaces
- Up to 3 Templates
- Custom branding
- Automations, incl. Zapier & Make
- Valuecase AI
- Everything in Starter, plus:
- Unlimited Space Templates
- HubSpot integration
- Direct API Access
- Analytics (content & time-to-completion)
- Remove “Powered by Valuecase” badge
- 1:1 onboarding with our team
Annual plans
- Unlimited Customers & Spaces
- Up to 3 Templates
- Custom branding
- Automations, incl. Zapier & Make
- Valuecase AI
Price is per month, billed annually.
Source: vendor pricing page →- Everything in Starter, plus:
- Unlimited Space Templates
- HubSpot integration
- Direct API Access
- Analytics (content & time-to-completion)
- Remove “Powered by Valuecase” badge
- 1:1 onboarding with our team
Price is per month, billed annually.
Source: vendor pricing page →- Everything in Growth, plus:
- HubSpot custom objects
- Salesforce integration
- Advanced teams management
- Premium support through shared Slack / Teams channel
- Custom contracts available
Price is per month, billed annually.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About Valuecase
A collaborative workspace for B2B companies to manage the customer journey.
Valuecase Details
Valuecase's In-App Market Place
Does Valuecase have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- Unlimited Customers & Spaces
- Up to 3 Templates
- Custom branding
- Automations, incl. Zapier & Make
- Valuecase AI
- Everything in Starter, plus:
- Unlimited Space Templates
- HubSpot integration
- Direct API Access
- Analytics (content & time-to-completion)
- Remove “Powered by Valuecase” badge
- 1:1 onboarding with our team
Annual plans
- Unlimited Customers & Spaces
- Up to 3 Templates
- Custom branding
- Automations, incl. Zapier & Make
- Valuecase AI
Price is per month, billed annually.
Source: vendor pricing page →- Everything in Starter, plus:
- Unlimited Space Templates
- HubSpot integration
- Direct API Access
- Analytics (content & time-to-completion)
- Remove “Powered by Valuecase” badge
- 1:1 onboarding with our team
Price is per month, billed annually.
Source: vendor pricing page →- Everything in Growth, plus:
- HubSpot custom objects
- Salesforce integration
- Advanced teams management
- Premium support through shared Slack / Teams channel
- Custom contracts available
Price is per month, billed annually.
Source: vendor pricing page →Accepted Payment Currencies
EUR
Pros & Cons
- Provides a centralized, shared workspace for each client, improving collaboration and reducing email clutter.
- Offers detailed analytics on customer engagement with shared content.
- Features an AI assistant to automate the creation and personalization of client spaces.
- Integrates with major CRMs like Salesforce and HubSpot, as well as automation tools like Zapier.
- Supports both sales (digital sales rooms) and post-sales (customer onboarding) use cases.
- Advanced features like Salesforce integration and premium support are only available on the highest-tier plan.
- Using a custom domain and enabling enterprise SSO are paid add-ons.
- The pricing model is per-user, which could become costly for larger teams.
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