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Valuecase

by Valuecase

Valuecase is a shared customer workspace for B2B sales and onboarding with mutual action plans, engagement analytics and CRM sync.

Starting priceFrom 59 EUR per month; 14-day free trial
Pricing modelsubscription
DeploymentCloud (hosted on AWS in Germany)
Free trialYes
Company sizeStartups to enterprises

About

Valuecase is a shared customer workspace for B2B sales and onboarding with mutual action plans, engagement analytics and CRM sync.

Valuecase provides a branded shared workspace where revenue teams collaborate with buyers from first call through onboarding. Each space can be pre-filled with customer data, shared with one click and customized per account, so sales and customer success hand over a single continuous experience.

Teams use it for mutual action plans, business cases, meeting recordings and onboarding plans with due dates and assignees. Real-time engagement analytics show activity across the buying center, and a built-in AI agent plus MCP support help build templates and automate workflows. It connects to HubSpot, Salesforce, Gmail, Slack and Zapier, is ISO 27001 certified and is hosted on AWS in Germany.

Key features

Branded shared customer spaces; Mutual action plans; Interactive onboarding plans with reminders; Real-time engagement analytics; Meeting recordings and business cases; Built-in AI agent and MCP; CRM integrations (HubSpot, Salesforce); ISO 27001 and GDPR compliance

Industries served

B2B SaaS and service companies

Product details

Vendor

Valuecase

Category

Digital Sales Room

Pricing model

subscription

Starting price

From 59 EUR per month; 14-day free trial

Free trial

Yes

Deployment

Cloud (hosted on AWS in Germany)

Company size

Startups to enterprises

Industries

B2B SaaS and service companies

Pricing

From 59 EUR per month; 14-day free trialFree trial available

Pricing model: subscription

Visit website for full pricing details

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