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Valuecase

Website LinkedIn

Last updated on

Company health

Employee growth
8% decrease in the last year
Web traffic
75% increase in the last quarter
Financing
May 2022 - $4M

Ratings

G2
4.9/5
(25)

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.

  • Best for small to medium-sized businesses.

  • 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.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Customer Service

Strongly positive
+1

Ease of Use

Strongly positive
+1

Ease of Implementation

Strongly positive
+1

Valuecase reviews

We've summarised 26 Valuecase reviews (Valuecase TrustPilot reviews and Valuecase G2 reviews) and summarised the main points below.

Pros of Valuecase
  • 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.
Cons of Valuecase
  • 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, live trainings, and best practice templates. Annual billing offers a 17% discount compared to quarterly billing and a 20% discount compared to monthly billing.

See the Valuecase pricing page.

  • Valuecase has a free trial.

Starter
€59 per user/month

Content management, Unlimited Spaces, All blocks & embeds, Custom branding, Zapier & Make.com apps, Chat support

Growth
€79 per user/month

Everything in Starter+ Content management, All integrations, except Salesforce, Workflow & Content automation, Time to completion analytics, Implementation support

Scale
€99 per user/month

Everything in Growth+ Content management, Salesforce integration, Advanced teams management, Hands-on implementation, Support in shared Slack / Teams channel, White-label domain

Enterprise
Custom

Everything in Scale+ Enterprise SSO, Content management, Custom T&Cs and SLAs, Dedicated customer success manager, Custom, end-to-end implementation project


Valuecase alternatives

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    OnRamp
    Streamlines client onboarding, automates tasks, boosts engagement.
    Read more
  • Logo of Dock
    Dock
    Client portals for sales, onboarding, and projects, simplified.
    Read more
  • Logo of Scope
    Scope
    Streamlines client onboarding and project management for clearer collaboration.
    Read more
  • Logo of EverAfter
    EverAfter
    Guides users to product success with interactive, personalized journeys.
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  • Logo of JobDiva
    JobDiva
    AI-powered recruiting platform streamlining hiring for staffing agencies.
    Read more
  • Logo of ChangeEngine
    ChangeEngine
    Streamlines HR workflows, boosts employee engagement, and offers data insights.
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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

MK
Michal Kaczor
CEO at Gralio

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.

TT
Tymon Terlikiewicz
CTO at Gralio

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.