LaunchBay
Customer onboarding & portal software with AI
LaunchBay is a customer onboarding and implementation platform for post-sales teams, bringing forms, documents, meetings, and tasks into a single place so teams can track where every account stands from Closed/Won to live. It addresses the problem of coordinating client work across spreadsheets, email threads, and internal project tools by providing a branded client portal where clients can see their tasks and timeline.
Key features include structured intake forms with conditional logic, document and file requests, task management with calendar, list, and kanban views, project templates, automated reminders, and workflow automations. AI capabilities include an AI Form Builder, AI Project Builder, AI Meeting Summaries, LaunchAI Chat, and LaunchAI Agents that monitor accounts for at-risk or stalled work. Integrations include Zapier, Slack, Calendly, HubSpot, and an MCP connector. The platform also supports invoicing and payments, digital contracts, time tracking, deliverable proofing, and reporting.
LaunchBay is aimed at individuals, teams, and larger organizations responsible for client onboarding and delivery. It is packaged in three seat-based editions—Essentials, Standard, and Premium—billed monthly or annually, with a free trial available on the lower tiers and sales contact required for Premium. An implementation services option provides assisted setup and migration.
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