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Valuecase

Close and onboard customers 50% faster

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Valuecase is a shared workspace for B2B teams to collaborate with customers through branded Spaces, covering sales deal execution and customer onboarding. It replaces email chains, spreadsheets, and manual task lists with a single place for plans, tasks, forms, content, and progress tracking.

Core modules include Content & Media, Workspace Builder, Plans & Tasks, Dashboards & Analytics, Forms, Automations, and Chat. Valuecase AI builds and edits templates, drafts emails, creates visualizations, and personalizes Spaces from meeting transcripts or CRM data; custom AI agents are marked as coming soon. The Valuecase MCP lets Claude, ChatGPT, Cursor, or custom agents read Valuecase data and create Spaces. Integrations include HubSpot, Salesforce, Zapier, Make, Albato, Slack, Google Workspace, Calendly, and video platforms, plus a Valuecase API.

Valuecase is aimed at B2B tech and service companies, serving both sales and customer onboarding teams. It is packaged with a free start option, a 14-day free trial with no credit card required, and paid plans; Valuecase AI is included in all packages at no extra cost.

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