+
+

Related Products

  • Kubit
    33 Ratings
    Visit Website
  • viewneo
    50 Ratings
    Visit Website
  • Picsart Enterprise
    27 Ratings
    Visit Website
  • Planview Portfolios
    202 Ratings
    Visit Website
  • Site24x7
    1,143 Ratings
    Visit Website
  • CredentialStream
    161 Ratings
    Visit Website
  • SDS Manager
    4 Ratings
    Visit Website
  • Bluehost
    28,880 Ratings
    Visit Website
  • Assembled
    239 Ratings
    Visit Website
  • Elation Health
    86 Ratings
    Visit Website

About

Visually manages any process involving people, systems and customers to ensure an optimized experience not just for customers but for the staff using CRM as well. We delivers best-practice plug-in solutions that help you add, adopt and optimize your CRM! Best practice plugin solutions that help you operationalise and enhance internal processes, eliminate silos across teams and to prioritise activities and tasks throughout the entire sales cycle. The major feature enhancements to the customer journey plugin fall into two major categories, enhancing the user experience and expanding template control and automation for administrators. To show off the new capabilities that increase automation and even further reduce the number of user “clicks” required, a new template for handling high priority customer problems is now available. Intelligent one-click enhances the existing one-click capabilities by allowing greater customizability of any task or activity when a template is created.

About

Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises in search of a customer journey plugin solution to add, adopt and optimize their CRM

Audience

B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Addoptify
Founded: 2015
Denmark
addoptify.com

Company Information

Valuecase
Founded: 2021
Germany
www.valuecase.com

Alternatives

Alternatives

Woopra

Woopra

Appier
Factors.ai

Factors.ai

Factors.AI
Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Integrations

Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Make
Microsoft Teams
Pipedrive
Salesforce
Slack
Sugar Sell
Typeform
Vidyard
Vimeo
YouTube
Zapier
Zoom

Integrations

Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Make
Microsoft Teams
Pipedrive
Salesforce
Slack
Sugar Sell
Typeform
Vidyard
Vimeo
YouTube
Zapier
Zoom
Claim Addoptify and update features and information
Claim Addoptify and update features and information
Claim Valuecase and update features and information
Claim Valuecase and update features and information