Valuecase
Valuecase is a digital sales room and customer onboarding tool that gives each B2B buyer one branded workspace for content, mutual action plans and onboarding tasks, for sales, onboarding and customer success teams.
Updated October 2026
Overview: What is Valuecase?
Plans start at €59 a month billed annually, with a 14-day free trial (checked October 2026).
Valuecase calls each workspace a Space. Before the sale, reps share proposals, case studies, recordings and a mutual action plan in it. After the sale, the same Space becomes the onboarding plan, with intake forms, tasks and progress tracking, so nothing is lost in the handoff. Buyers don't pay or need an account, and the data is hosted in Germany.
Fit: Ideal customer profile.
B2B software and service companies with multi-stakeholder deals and an onboarding process that runs on spreadsheets and long email threads. It suits teams that want the same workspace to carry a customer from sale to go-live. Teams that only need a quick content share, or a full professional services project tool, may find it more or less than they need.
- Mutual action plans
- Sales to onboarding handoff
- Structured customer onboarding
Capabilities
Key features.
01
Branded Spaces per buyer, shared as one link
02
Mutual action plans with owners and deadlines
03
Onboarding plans with intake forms and task tracking
04
Engagement analytics on who opened what
05
Interactive ROI cases and calculators
06
AI assistant for templates, emails and reminders
07
HubSpot, Pipedrive and Salesforce integrations by plan
Usage
How to use Valuecase.
Start from a template, brand it and share a Space with the buyer as one link. Growth adds the HubSpot and Pipedrive integrations, so Spaces can be created from CRM records; Salesforce and HubSpot custom objects come with Scale. Zapier and Make automations are included from Starter, Valuecase also connects to Slack, Gmail and Google Calendar, and an MCP server lets Claude, ChatGPT or Cursor work with Valuecase data.
Cost
Pricing.
€59
Prices are in euros and per internal user; buyers and customers use Spaces free (checked October 2026). Paying annually saves about 25%. A custom domain for your Spaces is an add-on at €40 a month on annual billing.
Starter
- €59 a month billed annually, €75 monthly
- Unlimited Spaces, up to 3 templates
- Custom branding, Zapier and Make
- Extra users €59 a month on annual
Growth
- €119 a month billed annually, €159 monthly
- Unlimited templates and API access
- HubSpot and Pipedrive integration
- Analytics and 1:1 onboarding
Scale
- Custom pricing
- Salesforce and HubSpot custom objects
- Enterprise SSO and teams management
- Shared Slack or Teams support channel
At a glance
Quick facts.
- Stack position
- Sales Engagement
- Category
- Sales Tools
- Best for
- Mutual action plans, Sales to onboarding handoff, Structured customer onboarding
- Pricing
- €59
Subcategories
- Buyer Engagement
- Digital Sales Rooms
Questions
Frequently asked.
How much does Valuecase cost?
Starter is €59 and Growth €119 per user a month billed annually, or €75 and €159 monthly. Scale is quoted for five or more users. There's a 14-day free trial (checked October 2026).
Does Valuecase integrate with HubSpot and Salesforce?
HubSpot and Pipedrive come with Growth. Salesforce, and HubSpot custom objects, are on the Scale plan. Zapier and Make automations are included from Starter.
Do my buyers need a Valuecase account?
No. Buyers open a Space from a link, without an account, and you don't pay for them.
Can Valuecase be used for customer onboarding?
Yes. Onboarding is one of its two main uses, with project plans, intake forms with conditional logic, customer reminders and time-to-completion analytics on Growth and above.
What are Valuecase's limits?
Prices are in euros and every internal user is a paid seat. Salesforce needs the custom Scale plan. One independent comparison describes it as stronger at sales rooms and collaboration than at running complex onboarding projects.
What are the alternatives to Valuecase?
Dock and Flowla also combine deal rooms with onboarding. Aligned and Recapped focus on digital sales rooms and mutual action plans, and Trumpet builds buyer workspaces for sales and customer teams.
Compare
Valuecase alternatives.
Talk to us: Pick the tool. We run the system around it.
Valuecase is one part of a stack. We build and run the revenue system it plugs into.
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