Valuecase - Close & Onboard Your Customers 50% Faster

For Customer Onboarding

Automate & standardise customer onboarding

"Valuecase has revolutionised our onboarding process. We’ve cut onboarding time by 30-40% and saved hours per manager each month."

Anne-Claire Soulé, Head of Onboarding at WTTJ

"Valuecase has made it possible to completely automize our onboardings for smaller clients."

Cara Benecke, Customer Success Lead at Workflex

"The perfect tool for a trackable SaaS customer onboarding. It really impresses our customers and improved our onboarding process a lot."

Anna-Maria Fiederling, Consultant at CleverConnect

"Valuecase has revolutionised our onboarding process. We’ve cut onboarding time by 30-40% and saved hours per manager each month."

Anne-Claire Soulé, Head of Onboarding at WTTJ

"Valuecase has made it possible to completely automize our onboardings for smaller clients."

Cara Benecke, Customer Success Lead at Workflex

"The perfect tool for a trackable SaaS customer onboarding. It really impresses our customers and improved our onboarding process a lot."

Anna-Maria Fiederling, Consultant at CleverConnect

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For Sales

Help prospects buy & track every step along their way

“You have full control over your company narrative. The team knows EXACTLY what messages to send when. And that contributes to a fantastic customer experience."

Maarten Dermul, CRO at WorkMotion

"Out of the first 5 spaces I created, I closed 4 of the opportunities, and the engagement was through the roof."

Niclas Jonsson, AE Manager at Klaus (Zendesk)

"We can now interact with our prospects more strategical, flexible, personalised and with very little effort needed."

Melissa Koeth, Head of Sales at Workeer

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AI for customer-facing work

AI Assistant

Works like a teammate.

Ask AI to build templates, write emails, schedule meetings & more.

AI Automations

Set rules. AI executes.

Custom agents autonomously run workflows end-to-end.

MCP

Embed in your stack.

Give Claude, ChatGPT, or your own agents full access to Valuecase.

Learn more Start for free ->

Key Features

From sales to onboarding in 1 Space

Share Material

Not only it’s the best way to share all material but also track it!

Clear Plans

Milestones, Tasks, and all Stakeholders in one place - no login needed.

Flexible Forms

Collect data with your customer using our collaborative forms.

Automated Reminders

We take the chasing off your plate. No task will ever be missed.

Smart Workflows

Automate your workflow through your CRM, Zapier, and more.

Central Visibility

Track stakeholder activity and progress – synced to your CRM.

Whitelabel

Your domain, your branding. Customers see your company – not ours.

Live Chat

Customers ask, you answer – right inside the workspace.

Let AI Do The Work

Built-in AI agent and MCP to power AI driven workflow.

Get Your Spaces Auto Translated In 10+ Languages by AI
We support English, French, German natively and 7 more through AI based translations.

Start free trial ->

14 Days Free. No Credit Card Required.

Support and Training

Not sure where to start? We are here to help.

Academy

On-demand courses and ready-to-use templates.

Live Training

Join our weekly live training and learn alongside other customers.

Support Chat

Real humans, ready to help and replying in minutes.

Expert Sessions

Book 1:1 time with a Valuecase implementation expert.

Expert Sessions

Book 1:1 time with a Valuecase implementation expert. We'll help you create templates for your process, set up automations, and optimize your process.

Loved by 100s of companies

Provide the best customer experience in your market

Onboarding

We’ve cut onboarding time by 30-40% and saved hours per manager each month.

Anne-Claire Soulé

Head of Onboarding @ WTTJ

Sales

Our teams love to use Valuecase. It's easy. It's simple. And they just realized it's a gamechanger for them.

Maarten Dermul

CRO @ WorkMotion

Onboarding

The perfect tool for a trackable SaaS customer onboarding. It really impresses our customers and improved our onboarding process a lot.

Anna-Maria Fiederling

Product Consultant @ CleverConnect

Sales & Onboarding

For six figure deals, our Valuecase spaces are opened more than 100x. That's months worth of back and forth that we can now spend on more prospects!

Patrick Koch

Founder @ Workflex

Sales

My preparation time for meetings has been drastically reduced since using Valuecase. I can't tell you how many times I've received compliments on our Valuecase Spaces.

Louisa Siekmann

Senior AE @ WorkMotion

Try Valuecase for 14 days – No strings attached

No more juggling between tools, spreadsheets,
or constant follow-ups.

Start for free ->Start free trial ->Book a demo

No credit card required

14-day free trial

Test ALL features

FAQ

Questions & Answers

What is Valuecase?

Valuecase is the best way to collaborate with your B2B customers – built to speed up deal execution and customer onboarding.

It replaces email chains, manual task lists, and clunky SharePoints with a single branded workspace – shared with your customer, tracked, and easy to use.

Pre-sale, your team shares proposals, case studies, and action plans. Post-sale, it's where customers follow their onboarding – plans, intake forms, content, and progress in one place. AI handles the reminders and flags what's stuck.

Who is Valuecase built for?

500+ B2B companies use Valuecase – from fast-growing SaaS startups to enterprises like Deutsche Bahn, The Access Group, and Team Blue.

Does Valuecase have AI?

Yes. The Valuecase AI Agent scaffolds plans, templates, and content from a prompt, and connects to your tools to draft emails and update your CRM. Our MCP also lets Claude, ChatGPT, and Cursor work directly with Valuecase data.

Is my data secure?

Yes. Valuecase is ISO 27001 certified, fully GDPR compliant, and hosted on AWS Germany – your data stays in the EU.

How much does Valuecase cost?

Plans start at €59 per month, with a 14-day free trial and no credit card required.

Close & Onboard Your Customers 50% Faster

AI-first

Connected to CRM

Secure

Automate & standardise customer onboarding

Onboarding plans that drive action

100% automated

Central visibility on progress, tasks & activity

Onboarding plans that drive action

100% automated customisation

Central visibility on progress, tasks & activity

Help prospects buy & track every step along their way

Repeatable sales process

See WHO engages WHEN

Everything your champion needs in 1 place

AI for customer-facing work

Works like a teammate.

Set rules. AI executes.

Embed in your stack.

From sales to onboarding in 1 Space

Share all resources in 1 place

Interactive plans

Chasing done for you

Smart Workflows

Central Visibility

Collaboration

Share Material

Clear Plans

Flexible Forms

Automated Reminders

Smart Workflows

Central Visibility

Whitelabel

Live Chat

Let AI Do The Work

Not sure where to start? We are here to help.

Academy

Live Training

Support Chat

Expert Sessions

Expert Sessions

Provide the best customer experience in your market

We’ve cut onboarding time by 30-40% and saved hours per manager each month.

Our teams love to use Valuecase. It's easy. It's simple. And they just realized it's a gamechanger for them.

The perfect tool for a trackable SaaS customer onboarding. It really impresses our customers and improved our onboarding process a lot.

For six figure deals, our Valuecase spaces are opened more than 100x. That's months worth of back and forth that we can now spend on more prospects!

My preparation time for meetings has been drastically reduced since using Valuecase. I can't tell you how many times I've received compliments on our Valuecase Spaces.

Try Valuecase for 14 days – No strings attached

Questions & Answers