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Valuecase Action Plans
Action Plans That
Get Done
Turn every customer relationship into a shared plan both teams can see and work on together. Assign tasks, set due dates, track progress in real-time – all inside the customer's space.
INTERACTIVE ACTION PLANS
Replace your Excel Sheet
Build interactive action plans in seconds. Add assignees, due dates, files, and comments—everything stays in context, with a Gantt view when you need it.
AUTOMATED REMINDERS
Keep everyone accountable
Set due dates and let Valuecase handle the nudging. Automated email reminders go to the right people at the right time – no more manual follow-ups.
DASHBOARD VISIBILITY
Track progress across all plans
See every customer's progress from one dashboard view – who's on track, who's stuck, completion percentages across all plans.
Trusted by leading SaaS, Tech & Services companies around the globe
FAQ
Questions you might have
What are Valuecase Action Plans?
Action Plans are collaborative task management tools that live inside your customer's shared workspace. They help you organize sales cycles, POCs, onboarding, and implementation projects into clear milestones and tasks. Both teams work on the same plan with real-time updates, automated reminders, and full visibility – replacing static Excel or PowerPoint plans.
Why is this better than sending an Excel mutual action plan?
Excel plans become outdated the moment you send them. With Valuecase, both teams work on one live plan – no version control issues, no "which spreadsheet is the latest?" Updates happen in real-time, automated reminders keep tasks moving, and you can see exactly who's stuck without sending status emails.
How do automated reminders work?
When you assign tasks with due dates, Valuecase automatically sends email reminders to assignees (both your team and customers). Reminders go out for upcoming deadlines and overdue tasks, keeping everyone accountable without you having to manually chase people.
Can I control what customers can edit in the action plan?
Yes! Choose whether customers can add/edit milestones and tasks, or restrict them to only completing assigned tasks. You can also make plans view-only. Perfect for situations where you want to show progress but maintain control over the structure.
How do I track progress across all my customers?
Your dashboard shows action plan progress across all customer spaces in one view. See completion percentages, spot overdue tasks, filter by time period or team member, and drill into specific deals or onboarding projects.
