New Releases, Best Practices & Company Updates
Email-based intake leaks at every step. Here's how to collect customer information during onboarding inside one shared space – forms that auto-save and validate, a single source of truth, and automated reminders that do the chasing for you.
Read moreHow to create a branded customer onboarding portal: what it needs, how to build one as a reusable space with Valuecase, why easy login-free access matters, and how to white-label it under your own brand so customers see you, not the tool.
Read moreA practical 2026 guide to using AI for customer onboarding – setting up each customer's onboarding, drafting plans and intake forms, keeping them current, chasing stalled accounts, and scoring risk, plus connecting your own AI tools through Valuecase's MCP.
Read moreThe 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.
Read more30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.
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Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.
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Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.
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Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.
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Imagine you could have any customer in the world. The perfect firm. The perfect role. The perfect budget and scope. Who comes to mind?
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What’s the last big purchase you’ve made? Was it a computer, a car, or a house? How long did it take you to ultimately make a decision and purchase? From realising you have a problem with your current solution, to considering alternatives. This process is commonly called the buyer’s journey.
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Sales is full of acronyms. You probably have no problem with that if you're a sales pro. However, it can be a bit confusing for newbies and outsiders. If you have ever wondered what MEDDIC, AiDA, ABC etc. stand for, we've got you covered. Here's a guide to over 20 sales acronyms with definitions and visuals. :)
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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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