Valuecase AI
Fathom
Try Valuecase for 14 days – No strings attached
No more juggling between tools, spreadsheets,
or constant follow-ups.
or constant follow-ups.
No credit card required
14-day free trial
Test ALL features
AI Digital Sales Rooms
Turn Your Follow‑Up Email into a Trackable Deal Room
AI builds a branded Deal Room for each prospect in seconds. See who opens what – live in Slack, Teams or your CRM.
4.9/5.0 on G2
Klaus (Zendesk)
“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 @ Klaus (Zendesk)
“I can't tell you how many times I've received compliments on our Valuecase Spaces.”
Louisa Siekmann
Senior Account Executive @ WorkMotion
“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 @ Workflex
Why deals stall
Stop sending static PDFs into a black box.
Proposals get buried in email threads, spreadsheets go stale, and you never know who actually read them. Drag the line to see the difference.
Before
Files scattered across threads
Action plans in stale spreadsheets
No idea who opened what
After
One link with everything
A shared, live action plan
Every stakeholder visible
Build your first Deal Room free ->
14 days free. No credit card required.
Gartner® prediction
30%
of all B2B sales cycles will run primarily through Digital Sales Rooms by 2028.
Source: Gartner®, Market Guide for Digital Sales Rooms, 2025
How Valuecase works
From First Follow‑Up to Final Decision
Create personalized Deal Rooms in seconds, help prospects move forward, and see every interaction along the way.
Step 1 · Create
Build a personalized Deal Room in seconds
Prompt it, trigger it from your CRM or start from a template – AI fills in the rest, with your prospect's logo, name and language.
Step 2 · Share & Buyer Enablement
Give prospects everything they need to say yes
One link your champion can forward to the whole buying committee.
Step 3 · Track
See what happens the second you hit send
Every visit, download, comment and 50+ other actions show up the moment they happen – in Valuecase, Slack, Teams or your CRM.
Content management
Every rep sends the right, latest content
Always the latest version
Replace a deck once – every template and Deal Room gets it.
The right content for each deal
AI picks the matching case study and deck from your library as it builds the room.
See what gets read
Viewers and activity for every asset, across all Deal Rooms.
Integrations
Works with the tools you already use
Create Deal Rooms from HubSpot, Salesforce or Pipedrive deals – prospect engagement syncs back to the deal.
HubSpot
Slack
Google Drive
Claude
Salesforce
Teams
Loom
ChatGPT
Google Slides
Pipedrive
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YouTube
Vimeo
CalendlyDeal Room templates
Start from proven best‑practice templates
Built from hundreds of B2B sales teams – or let our team set up your custom standard with you.
SMB & Mid-Market Deal Room
Fast, repeatable follow-up room with pitch deck, recording, pricing, and next steps.
Start from this template ->
Enterprise Deal Room
Multi-stakeholder room with executive business case, ROI calculator, security FAQ, and legal tab.
Start from this template ->
Mutual Action Plan
Shared evaluation and closing checklist with clear owners, milestones, and target dates.
Start from this template ->
Security
Enterprise-grade security, hosted in Germany
Valuecase is ISO 27001 certified and GDPR compliant, and all customer data is hosted in Germany.
ISO 27001 certified
Independently audited information security.
Hosted in Germany
All customer data stays in the EU.
GDPR compliant
Your prospects' data is handled under EU data protection law.
Your domain
Deal Rooms run on your own subdomain, like deals.acme.com.
“If I took Valuecase away, sales would say: ‘No way, I can’t sell without it.’”
Maarten Dermul
CRO @ WorkMotion
FAQ
Questions & Answers
How do Deal Rooms work in Valuecase?
From first call to signature, the deal runs inside a shared Deal Room – your buyer's hub for the call recap, decks, business case, action plan, and chat. Build it from a template or let AI build it from your call, share one link, and your champion forwards it to the buying committee. You see who opens what, live in Slack, Teams, or your CRM, and reminders chase what's open. At Closed-Won, the room turns into the customer's onboarding Space.
How does AI help with Deal Rooms in Valuecase?
The Valuecase AI Agent builds your Deal Room from a call transcript (Fathom, Gong, Fireflies) or a CRM deal – the recap, action plan, and business case in seconds. It also connects to your tools to write emails, update your CRM, and more. Plus, we offer an MCP that connects to Claude, ChatGPT and other AI tools.
Do my buyers need a login to open the Deal Room?
No. Buyers open a shared link – no account, no IT ticket. Your champion can forward it to everyone involved. You decide who has access and can protect the room with a password if needed.
Does Valuecase integrate with HubSpot, Salesforce, and our existing tools?
Yes. Native integrations with HubSpot, Salesforce, and Pipedrive create Deal Rooms from your deals and sync buyer engagement back to them. Valuecase also integrates with Slack, Teams, and many other services. You can use our API, our Zapier App, or Make App to build custom integrations.
How much does Valuecase cost?
Plans start at €59 per month, with a 14-day free trial and no credit card required. You don't pay for your buyers.
