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About

Uniify helps you simplify the process of gathering customer data, meeting KYC, KYB, and credit assessment requirements while saving time, reducing costs, and elevating the customer experience. We help our customers make smarter business decisions with digital solutions that make the onboarding process significantly faster, cheaper, and simpler. With our customized digital onboarding flow, you are guaranteed a better, more secure and smooth customer experience that retains customers and increases revenue. Most of our customers save over 80% in development costs with our solution. We help reduce costs of development, operation, and maintenance without sacrificing quality. No two customers are alike. Use our no-code form builder to build your very own customized forms. With our advanced form builder, you can connect all different sources, create custom onboarding forms and combine them into dynamic onboarding flows.

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

Companies interested in an all-in-one platform to simplify every unique onboarding journey

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

Uniify
Denmark
uniify.io

Company Information

Valuecase
Founded: 2021
Germany
www.valuecase.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Integrations

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

Integrations

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