Create client ready Valuecase Spaces in seconds with Valuecase AI
For B2B Tech & Service Companies

Close & Onboard Your Customers 50% Faster

Drive your customers’ journey in a shared workspace that simplifies collaboration, speeds up task completion, and tracks engagement.

AI-first

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

Connected to CRM

Connects to HubSpot, Salesforce, and thousands of other services.

Secure

GDPR compliant and ISO27001 certified platform.
Powering the customer journey of leading SaaS and Service companies
SaaS & Tech
DB connect
Gearset
alleo
Poppulo
Usercentrics
CleverConnect
Agencies & Services
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
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

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.

1.000+ revenue teams take customers from first call to "We're live" in half the time.

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

Marteen Dermul
CRO @ WorkMotion
Key Features

From sales to onboarding in 1 Space

One continuous Space carries every customer from the first pitch to a fully onboarded account – no handoffs, no lost context.

One link replaces the email chain.

Give every customer a Space that feels built for them, branded, structured, and ready on day one.

Custom branding per account
Pre-filled with customer data
Shared with one click

It runs on auto-pilot with AI.

AI Agents unlock content at the right time, send email reminders, and answer customer questions.

Auto-create Spaces from CRM
AI-drafted emails and updates
Trigger actions across your tools

See who opened what and who's stuck.

Know exactly where every customer stands without asking them for an update.

Real-time engagement analytics
Milestone and task tracking
Flag at-risk onboardings early

Everything syncs. Nobody types twice.

Deal data, contacts, tasks and updates flow automatically between Valuecase and your stack.

HubSpot, Salesforce, and more
Gmail, Slack, and Google Calendar
Zapier and API access
Loved by 100s of companies

Powering revenue teams of growing companies

“Highly Customisable, Professional Forms with Fast Onboarding and Great AI”

Lowri Evans
Head of Onboarding
100M ARR
scaled with valuecase
30-40%
less onboarding time

“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 Account Executive

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

Anne-Claire Soulé
VP Customer Success

“We sped up our sales cycle by 30-40%. For six figure deals, our Valuecase spaces are opened more than a 100x.”

Patrick Koch
Founder (>40M funding)

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

Niclas Jonsson
Sales Team Lead

"Our team and customers love Valuecase!"

Thomas Vose
CEO at HireAra
Easy to use and implement

Go live in days. Never on your own.

Best practice templates

Choose from our best practice templates and just ask our AI to customize them to your use case.

Live Training

Join our weekly live training, learn alongside other customers.

Friendly support chat

Real humans, ready to help and replying in minutes.

Expert Sessions

Book 1:1 time with a Valuecase expert. An onboarding session is included in the price.

Try Valuecase for 14 days – No strings attached

No more juggling between tools, spreadsheets,
or constant follow-ups.
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.
Start free trial ->