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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Addoptify
Founded: 2015
Denmark
addoptify.com

Company Information

Valuecase
Founded: 2021
Germany
www.valuecase.com

Alternatives

Alternatives

Woopra

Woopra

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Factors.ai

Factors.ai

Factors.AI
Clustdoc

Clustdoc

Clust Technologies

Categories

CRM Supported

Categories

Integrations

Calendly Not Supported
Google Docs Not Supported
Google Drive Not Supported
Google Forms Not Supported
Google Meet Not Supported
Google Sheets Not Supported
Google Slides Not Supported
HubSpot CRM Not Supported
Loom Not Supported
Make Not Supported
Microsoft Teams Not Supported
Pipedrive Not Supported
Salesforce Not Supported
Slack Not Supported
Sugar Sell Supported
Typeform Not Supported
Vidyard Not Supported
YouTube Not Supported
Zapier Not Supported
Zoom Not Supported

Integrations

Calendly Supported
Google Docs Supported
Google Drive Supported
Google Forms Supported
Google Meet Supported
Google Sheets Supported
Google Slides Supported
HubSpot CRM Supported
Loom Supported
Make Supported
Microsoft Teams Supported
Pipedrive Supported
Salesforce Supported
Slack Supported
Sugar Sell Not Supported
Typeform Supported
Vidyard Supported
YouTube Supported
Zapier Supported
Zoom Supported
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