Intake
7.9#1 in client intake softwareFrom $19 a monthFree planAndroidiOSWebAPI
VisitIntake vs LaunchBay
What both publish
| Fact | Intake | LaunchBay |
|---|---|---|
| Integrations | The maker says Intake can connect with Make.com, Zapier, CRMs, Claude and GPT. | The integrations page lists Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp. |
| Purpose | Intake collects client forms, signed PDFs, documents, and payments through a single request link. | LaunchBay is a customer onboarding and implementation platform for post-sales teams getting customers live. |
| Security | The site says data is encrypted in transit and at rest using 256-bit encryption; its privacy policy also lists TLS/SSL encryption, access controls, authentication, and regular security assessments. | LaunchBay supports team and client two-factor authentication using an authenticator app; client 2FA requires password-protected portals and disables magic links account-wide. |
Intake plans
- FreeFree
- Professional$19 a month
- Team$49 a month
- EnterprisePriced on request
LaunchBay plans
- Essentials$29 a month
- Standard$59 a month
- Premium$79 a month
- Essentials$228 a year
- Standard$588 a year
- Premium$828 a year
Pick Intake if…
It is intended for businesses collecting client information, including tax and accounting, mortgage and lending, real estate, immigration, and bookkeeping workflows. It suits teams that want clients to submit forms and documents through a link without creating an account.
Pick LaunchBay if…
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.