Onboard Customers Faster With Shared Workspaces

...including tasks, timelines, forms, and automated reminders that run onboarding for you.

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4.9/5.0 on G2

AI That Knows

Trained on 50,000+ onboardings to build the perfect process.

Connected

Integrate with HubSpot, Salesforce, and thousands of other services.

Secure

GDPR compliant and ISO27001 certified platform.

50,000+ Onboardings Completed By Leading B2B Companies

SaaS & Tech

Agencies & Services

The Problem

Manual Onboarding Doesn't Scale

Long “next steps” emails get buried. Spreadsheet checklists go stale. Forms are forgotten. And customers aren't sure what to do next.

Before

Checklists in excel & email

Manual chasing

No progress overview

After

One shared workspace

Automated nudges

Progress dashboard

Before

Excel & email checklists

Manual chasing

No progress overview

After

Engaging onboarding plans

Workflow & email automation

Progress dashboard

"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."

Lena Kamphaus, Head of Marketing at EagleLSP

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14 Days Free. No Credit Card Required.

How it works

A Workspace for Every Customer – Content, Forms & Plans in One Place

A Workspace for Every Customer – Content, Forms & Plans in One Place

Build your process once – with templates & AI

Personalize to each customer – automatically

Customers get reminded, you track progress

Step 1

Step 1

Let AI Build Your Onboarding Workspace Template

(so, you can use it over and over again)

Our AI is trained on 50,000+ onboardings. Tell it what you need and get a ready-to-use template with tasks, forms, instructions, and requirements.

“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."

Maarten Dermul, CRO at WorkMotion

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14 Days Free. No Credit Card Required.

"We can now interact with our customers more strategical, flexible, personalised and with very little effort needed."

Melissa Koeth, Head of Sales at Workeer

Step 2

Step 2

Automatically Personalize To Each Customer

Every Space starts from your template – and adapts to each customer.

Their Branding & Language

Valuecase auto-personalizes each workspace with your customer's branding

Tailored Onboarding Plans

Make milestones and tasks fit your customer’s journey

Auto Saving Forms

Collect data and files in easy to use forms

Automate Your Content

Show the right content depending on variables (e.g. service levels, add ons)

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14 Days Free. No Credit Card Required.

Step 3

Step 3

Nudge and Track Until They're Live

Share your workspace with just a link – no login needed. Automated reminders keep customers moving. A real-time dashboard shows you who's on track and who needs attention.

“This tool has made it possible to completely automate our onboardings."

Cara Benecke, Head of Customer Success at Workflex

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14 Days Free. No Credit Card Required.

100s of Integrations

Connects to Your Entire Stack

Connect your CRM, embed videos and docs, automate workflows – or build custom integrations.

HubSpot & Salesforce

Sync activity, manage & automate Spaces from your CRM.

Content & Embeds

Embed docs, videos, and files from tools you already use.

Connect to anything

Automate workflows and build custom API integrations.

Key Features

Key Features

Everything You Need To Onboard Customers In 1 Place

(set it up once - and it'll run on autopilot)

"Not only could we shorten the time-to-value but also received a lot of positive feedback about our onboarding experience."

Levi Goebel, Consultant at CleverConnect

Onboarding Material

Not only it’s the best way to share all material but also track it!

Clear Onboarding Plans

Milestones, Tasks, and all Stakeholders in one place - no login needed.

Flexible Forms

Collect data with your customer using our collaborative forms.

Automated Reminders

We take the chasing off your plate. No task will ever be missed.

Smart Workflows

Automate your workflow through your CRM, Zapier, and more.

Central Visibility

Understand where all your onboardings stand - synced to your CRM.

Fully Whitelabel

Your domain, your branding. Customers see your company – not ours.

Live Chat

Customers ask, you answer – right inside the workspace.

Let AI Do The Work

Leverage our purposefully trained AI assistant to create templates, plans, or content for your process.

Onboard Customers in Any Language
Native support for 7+ languages – and AI that translates your content automatically.

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14 Days Free. No Credit Card Required.

Concerned this is too much work?

Watch me build an onboarding process in under 3 minutes

Start with best practice templates

Get our help – 1:1 our in our weekly training

You’ll be ready to start within days

Loved by 100s of Companies

Provide the best and fastest onboading experience in the market

The perfect tool for a trackable SaaS customer onboarding. It really impresses our customers and improved our onboarding process a lot.

Anna-Maria Fiederling

Product Consultant @ CleverConnect

Our teams love to use Valuecase. It's easy. It's simple. And they just realized it's a gamechanger for them.

Maarten Dermul

CRO @ WorkMotion

For six figure deals, our Valuecase spaces are opened more than 100x. That's months worth of back and forth that we can now spend on more prospects!

Patrick Koch

Founder @ Workflex

My preparation time for meetings has been drastically reduced since using Valuecase. I can't tell you how many times I've received compliments on our Valuecase Spaces.

Louisa Siekmann

Senior AE @ WorkMotion

Try Valuecase for 14 days – No strings attached

No more juggling between tools, spreadsheets,
or constant follow-ups.

Start for free ->Start free trial ->Book a demo

No credit card required

14-day free trial

Test ALL features

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