Scale, automate and track onboarding to handle up to 50% more customers while cutting down time-to-value.
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"Customer spaces can be created within seconds. Valuecase helps us in gathering all information we need from a customer in one space. Having the option to collaborate on Valuecase really improved our onboarding process a lot."
(so, you can use it over and over again)
Define all necessary tasks, inputs, instructions, and requirements to ensure a smooth and consistent onboarding workflow.
“With Valuecase, 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."
"We can now interact with our prospects more strategical, flexible, personalised and with very little effort needed."
Every space starts with a template but onboarding managers can customize everything if needed:
Changes in CRM automatically update the onboarding process to match, ensuring smooth transitions for product sign-ups and plan adjustments.
"Not only could we shorten the time-to-value but also received a lot of positive feedback about our onboarding experience."
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Sync Valuecase activity, get deeper reporting, and jump from CRM to Valuecase seamlessly.
Create and access spaces directly from Hubspot, sync all activity, and simplify space management.
Use our Public API to integrate with any system or CRM you use to streamline workflows.
Valuecase includes countless best practice templates and examples. Pick one, tailor it, and start working with customers in no time.
We offer weekly community office hours, 1:1 calls to help you get started and build your first template. We'll even help train your team, if required.
