Valuecase
Valuecase: Feature-rich mutual action plans for structured B2B onboarding and customer collaboration. Ranked #9 of 37 in Mutual Action Plan Software by our editors (7.5/10); pricing: 14-day trial; best for teams needing structured onboarding action plans.
At a glance
- Editor score7.5 / 10
- Pricing14-day trial
- Best forTeams needing structured onboarding action plans
- Free planNo
- Paid from€59/mo
- Buyer guest accessYes
- Facts checked13 Oct 2026
Where it wins
- Collaborative plans with milestones, nested tasks, reminders, and Gantt views
- Broad CRM, automation, messaging, content, and calendar integrations
- Customer permissions, dashboards, templates, analytics, and AI-assisted updates
Where it doesn't
- Paid plans start at €59 per month, with no free plan
- Starter includes up to three templates
- Salesforce, custom objects, SSO, and premium support require Scale
Our verdict on Valuecase
Valuecase is a collaborative customer workspace for B2B sales and onboarding teams. Teams create shared Spaces containing mutual action plans, milestones, nested tasks, files, forms, content, and conversations. Internal users and customers can work on the same plans, with assignees, due dates, automated reminders, comments, customer permissions, and progress tracking. Dashboards show activity and completion across customer plans. The product is aimed at technology companies, professional-services firms, and larger B2B teams that need structured coordination with customers.
The published monthly plans start with Starter at €59 per month. Starter includes content management, unlimited customers and Spaces, up to three templates, custom branding, automations through Zapier and Make, and Valuecase AI. Growth costs €119 per month and adds unlimited Space templates, HubSpot and Pipedrive integration, direct API access, content and time-to-completion analytics, and 1:1 onboarding. Scale includes everything in Growth plus HubSpot custom objects, Salesforce integration, advanced team management, enterprise SSO, and premium Slack or Teams support. This tier structure puts template breadth, CRM depth, analytics, and identity controls behind higher plans.
Valuecase fits teams that want a connected operating layer around customer plans. Integrations span Salesforce, HubSpot, Pipedrive, Zapier, Make, Albato, Slack, Microsoft Teams, Calendly, Google Workspace tools, Zoom, and direct API access on Growth. Web access, an API, and a Chrome extension support different workflows, while email, chat, and documentation provide support channels. Its ISO 27001, GDPR, and SSO/SAML posture suits organizations with formal requirements. Choose Valuecase when shared execution, reusable templates, and cross-plan visibility matter; teams seeking a free starting point or advanced CRM and identity features at the entry tier should look elsewhere.
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Valuecase pricing
All 3 Valuecase plans and prices →
Valuecase fact sheet
| Free plan | No |
|---|---|
| Paid from | €59/mo |
| Buyer guest access | Yes |
| Milestone tracking | Yes |
| Task assignments | Yes |
| Implementation templates | Yes |
| Custom branding | Yes |
| Activity analytics | Advanced |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Browser extension |
| Platforms | Web, Chrome extension |
| Compliance & security | ISO 27001, GDPR, SSO/SAML |
| Support | Email, Live chat, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Salesforce, HubSpot, Pipedrive, Zapier, Make, Albato … See all → |
| Pricing | 14-day trial (source) |
| Website | valuecase.com |
| Facts checked | 13 Oct 2026 |
Valuecase integrations
Valuecase lists 20 integrations on its own site.
- Salesforce
- HubSpot
- Pipedrive
- Zapier
- Make
- Albato
- Slack
- Microsoft Teams
- Calendly
- Google Drive
- Google Docs
- Google Meet
- Google Slides
- Google Sheets
- Zoom
- Loom
- Wistia
- Vimeo
- Vidyard
- YouTube
See all Valuecase integrations →
Alternatives to Valuecase
- AlignedA full-featured buyer collaboration workspace centered on mutual action plans.8.8
- DockDock combines customer workspaces, mutual plans, content, and CRM-connected workflows.8.5
- GUIDEcxA customer-facing onboarding workspace with automation, visibility, and risk forecasting.8.3
See all Valuecase alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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