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Company health
Valuecase description
Valuecase is a customer onboarding platform designed for sales and customer success teams at businesses of all sizes. It helps companies create a structured and consistent onboarding process by offering customizable templates, automated reminders, and progress tracking. Valuecase integrates with popular CRMs like Salesforce and Hubspot and provides a central hub for all onboarding materials, communication, and task management. This streamlines the onboarding journey, eliminates manual work, and aims to accelerate the customer's time to value.
Who is Valuecase best for
Valuecase is a customer onboarding platform ideal for sales and customer success teams. It offers customizable templates, automated reminders, and progress tracking. Users praise its easy setup and helpful customer support, but some desire more customization options. Valuecase integrates with Salesforce and HubSpot, streamlining onboarding and accelerating time to value.
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Best for small to medium-sized businesses.
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No specific industry fit.
Valuecase features
| Supported Valuecase integrates with HubSpot and Salesforce. Other CRMs can connect via API. |
| Supported Valuecase supports automated reminders for tasks and follow-ups via email. |
| Supported Valuecase supports progress tracking, metrics tracking, and reporting to demonstrate service value. |
| Supported Valuecase supports team communication, file sharing, and feedback via comments and activity tracking. |
| Supported Valuecase provides a centralized workspace for project-related information and resources, simplifying project oversight and communication. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Ease of Implementation
Valuecase reviews
- Easy setup and user-friendly interface.
- Frequent product improvements and updates.
- Excellent and responsive customer support.
- Creates professional-looking presentations.
- Effective for sales pitches and client onboarding.
- Limited customization options, especially for editing live spaces.
- Lack of a mobile version.
- Limited interactivity and call-to-action features.
Valuecase pricing
The commentary is based on 1 reviews from Valuecase G2 reviews.
Valuecase offers a 14-day free trial. All plans include unlimited usage with no feature limitations. Support is provided through a shared Slack channel, and live training is available on Valuecase and enablement topics. Best practice templates are included for quick setup and improvement.
Users sentiment
See the Valuecase pricing page.
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Valuecase has a free trial.
Starter
Content management, Unlimited Spaces, All blocks & embeds, Custom branding, Zapier & Make.com apps, Chat support.
Growth
Everything in Starter + Content management, All integrations, except Salesforce, Workflow & Content automation, Time to completion analytics, Implementation support.
Scale
Everything in Growth + Content management, Salesforce integration, Advanced teams management, Hands-on implementation, Support in shared Slack / Teams channel, White-label domain.
Enterprise
Everything in Scale + Enterprise SSO, Content management, Custom T&Cs and SLAs, Dedicated customer success manager, Custom, end-to-end implementation project.
Valuecase alternatives
AlignedBetter fit for mid-sized and enterprise businesses, especially in retail, manufacturing, and various other industries. Has AI-powered insights and mutual action plans. Growing faster in terms of employee growth. Offers shared workspaces for collaboration.Read more
OnRampBetter fit for mid-sized B2B businesses in SaaS, client services, retail, and distribution. Has a client-facing portal. Focuses on automating workflows and improving customer experience. Is growing faster.Read more
HubSpot Sales HubBetter for sales teams in diverse industries. A broader alternative to Valuecase, HubSpot Sales Hub offers more comprehensive sales automation, reporting, and contact management features. It also integrates seamlessly with other HubSpot tools. However, note the potentially higher cost and some reported usability challenges.Read more
AlongBetter for managing complex B2B sales and improving buyer experience. Focuses on deal closure and sales cycle reduction. Offers a free plan.Read more
GUIDEcxBetter fit for larger enterprises, especially in professional services and software/IT. More implementation-focused GUIDEcx alternative. Has real-time updates and client portals.Read more
Zoho CRMBetter for larger businesses. Wider industry applicability. Has more momentum. Zoho CRM is a Zoho CRM competitor and alternative.Read more
Valuecase FAQ
What is Valuecase and what does Valuecase do?
Valuecase is a customer onboarding platform for sales and customer success teams. It provides customizable templates, automated reminders, and progress tracking, integrating with CRMs like Salesforce and HubSpot. This centralized hub streamlines onboarding, reduces manual work, and accelerates time to value.
How does Valuecase integrate with other tools?
Valuecase integrates with HubSpot and Salesforce for CRM functionality. Other CRM integrations are possible via API. This allows for a centralized onboarding process, syncing customer data and streamlining workflows.
What the main competitors of Valuecase?
Alternatives to Valuecase include Aligned, OnRamp, and Zoho CRM. These competitors offer similar customer onboarding and management features, catering to various business sizes and needs. While Valuecase excels in ease of use and customer support, exploring these alternatives can provide a broader perspective on available solutions.
Is Valuecase legit?
Yes, Valuecase is a legitimate customer onboarding platform. G2 reviews rate it 4.9/5, praising its ease of use, frequent updates, and excellent customer support. However, some users mention limited customization and lack of a mobile version.
How much does Valuecase cost?
I couldn't find pricing information for Valuecase. Contact Valuecase directly to discuss pricing details and determine if the product is worth it for your needs.
Is Valuecase customer service good?
Valuecase's customer service is highly praised in reviews. Users describe the support team as "excellent," "responsive," and "always a great help." They appreciate the team's openness to feedback and the speed with which they address bugs and implement new features.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.