LaunchBay is customer onboarding software with branded client portals, automations, and AI agents. Plans start at $19 per team member per month, billed…
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
LaunchBay is a customer onboarding and implementation platform for the post-sales teams responsible for getting customers from Closed/Won to live. It combines branded client portals, intake forms, task tracking, automations, meetings, and reporting in one workspace, replacing the spreadsheets, email threads, and shared drives that many teams use to track onboarding.
The company says it powers more than 20,000 onboarding projects each month and is trusted by over 1,000 agencies, consultants, and software companies. Its site describes the product as a client collaboration platform for professional services teams, with AI agents and chat available on the Premium plan.
LaunchBay describes a four-step system. Teams first build a playbook as a template that defines stages, tasks, forms, documents, and owners. When a deal closes, a project is created from that template, the customer gets a welcome email, and they land in a branded portal with their tasks, deadlines, and files.
Automations then run the follow-up. Reminders, nudges, and stage changes fire on rules set once, and the owner is alerted when something stalls. Project reporting shows what is complete, pending, and blocked across accounts, while AI agents surface overdue items, poor sentiment, and decisions as they happen.
The core of the product is the client portal. Clients open it through a magic link, see only the work assigned to them, and can be shown a branded experience. Intake forms support conditional logic and validation, and document requests are tracked item by item. Templates cover projects, documents, forms, and tasks, so a team can reuse its best workflow.
Beyond onboarding, LaunchBay lists invoicing and payments, digital contracts, time tracking, deliverable proofing and versioning, meetings, and task views in calendar, list, and kanban form. Task dependencies and role-based auto-assignment help larger rollouts. AI features include form and project builders, meeting summaries, LaunchAI Chat, and LaunchAI Agents.
LaunchBay is a customer onboarding and implementation platform for post-sales teams. It combines branded client portals, intake forms, automations, project templates, meetings, and reporting in one workspace, with AI features on higher plans.
Pricing is per team member per month. Essentials is $19 billed annually or $29 billed monthly, Standard is $49 or $59, and Premium is $69 or $79. Implementation services are priced through sales.
The site shows a Try for Free button on the Essentials and Standard plans and on its main pages. It does not describe the length or terms of the trial, so confirm details with LaunchBay.
It is aimed at post-sales and implementation teams at B2B SaaS companies, consultants, marketing agencies, and manufacturers. It suits teams that manage many client projects and spend time chasing clients for files and approvals.
The pricing page lists Zapier, Slack, and Calendly on the Standard plan, and HubSpot and an MCP Connector on Premium. The site also says LaunchBay can be run from Claude, ChatGPT, and Gemini.
No. The site says clients reach their tasks through a single link with no logins or passwords. Premium adds password-protected portals, and the feature list includes optional two-factor authentication for teams, clients, or both.
Yes. The Premium plan includes a white-labeled client portal, removal of the Powered by LaunchBay label, a custom sending domain, and a custom portal domain.
Essentials lists an AI Form Builder and AI Project Builder. Premium adds LaunchAI Chat and LaunchAI Agents, which watch sentiment and overdue work across accounts and flag those at risk.