Product Update: MCP & Connectors – Your AI Agent Now Works Across Your Tools
The Valuecase AI agent now connects to Gmail, Google Calendar, Google Drive, and HubSpot. Plus: any AI tool that supports MCP can now create and manage Valuecase Spaces.
New Releases, Best Practices & Company Updates

Objections are a natural part of the selling process. Some might even argue that objections are actually a good sign - it means that your prospect is interested enough to dig deeper into your product.
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The B2B sales ecosystem is ever-evolving. Sellers now understand that their buyers are in the driver's seat: they demand valuable, accessible materials to make the right decision for their business. We decided to explore this idea further and found 5 key trends to bear in mind in 2022.
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Our Forms are ideal for gathering customer data–whether it’s intake forms, customer feedback, KYC, anti-money laundering questionnaires, or any other data.
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Our latest release includes a major dashboard revamp and several quality-of-life improvements.
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Valuecase introduces a powerful Time to Completion Analytics dashboard, featuring reports that track progress, reveal bottlenecks, provide detailed insights, and allow flexible data filtering to enhance project understanding and efficiency.
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Valuecase introduces Gantt charts, offering a versatile, customizable block to track project phases, task progress, and deadlines seamlessly in a single view, enhancing your approach to onboarding, deals, and project planning.
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The best way to manage customer onboarding with clients is one shared, login-free space – plan, tasks, forms, and chat in a single link – not an internal tool they never open. A practical guide to joint plans, intake forms, reminders, and at-risk flags.
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For CS and implementation teams, the best onboarding software is a purpose-built platform like Valuecase – a shared, branded space customers work in, not an internal CS suite or PSA. How it compares to Rocketlane and Gainsight, and when each fits.
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Time to value (TTV) is how long a new customer takes to reach their first real benefit, measured from signature to first value milestone. Learn how to calculate it, what good looks like, and why onboarding – not the product – is the biggest lever for cutting it.
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A clear decision framework for choosing between a customer onboarding platform, a PSA, and a customer success platform – what each category is built for, where they overlap, and the questions that point you to the right one.
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