Try Valuecase for 14 days – No strings attached
No more juggling between tools, spreadsheets,
or constant follow-ups.
or constant follow-ups.
No credit card required
14-day free trial
Test ALL features
Customer Onboarding Platform
Onboard Customers Faster With Shared Workspaces
Give every customer a clear onboarding journey. Collect files, assign tasks, automate reminders, and launch customers faster.
4.9/5.0 on G2
AI-first
Built-in AI agent and MCP to power AI driven workflow.
Connected
Integrate with HubSpot, Salesforce, and thousands of other services.
Secure
GDPR compliant and ISO27001 certified platform.
Powering customer onboarding for SaaS and Service 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. It 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 & Tasks 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
Create Your Onboarding Workspace with AI
Tell Valuecase AI what you need and get a ready-to-use template with tasks, forms, and instructions. Or use one of our examples to get started.
“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 strategically, flexibly, and personally and with very little effort needed."
Melissa Koeth, Head of Sales at Workeer
Step 2
Step 2
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. Our dashboard shows you who's at risk.
“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."
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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 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.
Native support for 7+ languages – and AI that translates your content automatically.
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14 Days Free. No Credit Card Required.
Product Walkthrough
See Valuecase in action in 3 minutes
Anne-Claire Soulé
Head of Onboarding @ WTTJ
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 game changer 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
FAQ
Questions & Answers
How does customer onboarding work in Valuecase?
From kickoff to go-live, customer onboarding happens inside a shared Valuecase Space – your customer's hub for the plan, intake forms, training content, and chat. Build the Space from a template, share a link, and run onboarding together. You keep the overview in a central dashboard, automated reminders chase what's open, and engagement tracking flags stuck accounts. Teams typically cut onboarding time 30–40%.
How does AI help with customer onboarding in Valuecase?
The Valuecase AI Agent builds your templates, plans, and content. It's trained on 50.000+ onboardings and knows what works. It also connects to your tools to write emails, update your CRM, and more. Plus, we offer an MCP that connects to Claude, ChatGPT and other AI tools.
Do my customers need a login to access their onboarding Space?
No. Customers open a shared link – no account, no IT ticket. You can decide who has access and protect your Space with a password if needed.
Does Valuecase integrate with HubSpot, Salesforce, and our existing tools?
Yes. Native two-way integrations with HubSpot and Salesforce are available. Valuecase also integrates with Slack, Teams, and many other services. You can use our API, our Zapier App, or Make App to build custom integrations.
How much does Valuecase cost?
Plans start at €59 per month, with a 14-day free trial and no credit card required. You don't pay for your customers.
