LaunchBay
LaunchBay is a web platform for customer onboarding and implementation after a sale.
What LaunchBay is
LaunchBay is a web platform for customer onboarding and implementation after a sale. It provides branded client portals where customers can view tasks and timelines, upload files, and complete onboarding work. Structured forms support conditional logic and validation, while tracked requests organize documents and files. Automated reminders and workflow triggers advance stages or alert owners when work stalls. Teams can reuse templates for projects, documents, forms, and tasks. Listed integrations include Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp. HubSpot currently syncs one way into LaunchBay during automated project creation. Plans include Essentials at $19 a year as listed, billed at $19 per team member/month annually or $29/month monthly; Standard at $49 a year as listed; and Premium at $69 a year as listed. A free trial is available, but no free plan.
Good
- Branded client portals
- Conditional forms and validation
- Automated reminders and workflow triggers
- Reusable project and document templates
- Team and client two-factor authentication
Watch out
- No free plan
- HubSpot sync is one way
- Digital contracts have monthly limits
- Premium pricing is listed per team member
Who it suits
LaunchBay suits post-sales onboarding teams and professional-services groups coordinating client work. It is useful when portals, forms, document requests, automation, and reusable project templates are needed.
Verdict
LaunchBay organizes onboarding through client-facing portals, structured intake, requests, templates, and workflow automation. Its plan limits and one-way HubSpot connection are important considerations for teams with heavier contract or CRM needs.
Plans and prices
From LaunchBay's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essentials | $19 | Unlimited projects · Unlimited clients · Branded client portal · AI form & project builder · $19 per team member/month billed annually; or $29/month, billed monthly. No team member minimum. |
| Essentials | $29 a month | Unlimited projects · Unlimited clients · $29 per team member/month · Zapier integration · Billed monthly. No team member minimum. |
| Standard | $49 | Unlimited projects · Unlimited clients · Zapier · Slack · Calendly integrations · Reporting · $49 per team member/month billed annually; or $59/month, billed monthly. No team member minimum. |
| Standard | $59 a month | Unlimited projects · Unlimited clients · $59 per team member/month · Password protected portals · Advanced reporting · Billed monthly. No team member minimum. |
| Premium | $69 | Unlimited projects · Unlimited clients · HubSpot integration · MCP connector · LaunchAI Chat and Agents · $69 per team member/month billed annually; or $79/month, billed monthly. |
| Premium | $79 a month | Unlimited projects · Unlimited clients · $79 per team member/month · Managed implementation · Dedicated account manager · Phone support · Billed monthly. Requires 3 team members. |
The facts
Each one read from LaunchBay's own pages, with the date it was checked.
What it does
- AI features
- The maker describes AI agents that monitor sentiment and overdue work, while LaunchAI features are listed on the Premium plan.checked 7 Oct 2026
- Automation
- Automated reminders and workflow triggers can move project stages forward and alert owners when projects stall.checked 7 Oct 2026
- Client portal
- It provides branded client portals where customers can view tasks and timelines, upload files, and complete onboarding work.checked 7 Oct 2026
- Forms and requests
- It supports structured intake forms with conditional logic and validation, along with tracked file and document requests.checked 7 Oct 2026
- HubSpot limit
- LaunchBay's HubSpot integration currently syncs one way from HubSpot to LaunchBay during automated project creation.checked 7 Oct 2026
- Integrations
- The integrations page lists Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp.checked 7 Oct 2026
- Intended users
- LaunchBay describes itself as a client collaboration platform for professional services teams and also identifies post-sales onboarding teams as its users.checked 7 Oct 2026
- Notable limits
- The pricing comparison lists 5, 20, and 40 digital contracts per month for Essentials, Standard, and Premium, respectively.checked 7 Oct 2026
- Privacy
- Its privacy policy says LaunchBay collects only the minimum information necessary, does not sell or rent information, and maintains commercially reasonable technical safeguards.checked 7 Oct 2026
- Purpose
- LaunchBay is a customer onboarding and implementation platform for post-sales teams getting customers live.checked 7 Oct 2026
- Security
- LaunchBay supports team and client two-factor authentication using an authenticator app; client 2FA requires password-protected portals and disables magic links account-wide.checked 7 Oct 2026
- Support
- The pricing comparison lists live chat and email support for Essentials and live chat, email, and phone support for Standard and Premium.checked 7 Oct 2026
- Templates
- Teams can reuse templates for projects, documents, forms, and tasks across client work.checked 7 Oct 2026
The company
- Headquarters
- Louisville, Colorado, United Stateschecked 28 Sep 2026
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