Launchbay

LaunchBay is a software platform for managing customer onboarding and implementation in B2B companies. It consolidates forms, document requests, contracts, milestones, tasks and customer communication into a single workspace, positioning itself as a replacement for spreadsheets, shared documents and email threads used to run post-sale account launches. The product gives internal teams a live view of every onboarding, showing what has been collected, what is outstanding, who owns the next step, and automatically flagging stalled or at-risk accounts.

Customer-facing work happens in a white-labeled client portal that can carry the vendor's logo, colors, custom domain, favicon and sending email address, with LaunchBay branding removable on the Premium plan. Customers access the portal via a secure magic link rather than an account and password, with password-protected portals available as a Premium setting. Each portal opens on a progress tracker covering stages from first call to go-live, and carries tasks with attached forms (including conditional logic and validation), file and document requests, e-signature contracts, deliverable approvals, logged meetings and in-context messaging. Portals can be extended with custom pages and embedded dashboards, forms or third-party tools, configured per project or saved to a template.

Additional capabilities include reusable templates covering projects, documents, forms and tasks; automations that trigger portals, tasks, messages and follow-ups when deals close or milestones are reached; automated reminders and follow-ups; a unified inbox with internal notes, @mentions and client-facing messages; and AI agents that monitor sentiment and overdue work across accounts. The company also states the platform can be operated from AI assistants including Claude, ChatGPT and Gemini.

Business model

LaunchBay sells its onboarding and client portal software on a subscription basis with tiered plans; basic branding (logo, colors, company name) is available on any plan, while custom domains, custom favicon and header images, sending from a business email address, removal of LaunchBay branding and password-protected portals are Premium-plan features.

Traction

LaunchBay states it is used by over 1,000 customer onboarding and operations leaders and powers more than 20,000 onboarding projects each month, and it holds a 4.8 rating on G2 and 4.7 on Capterra. Published customer outcomes include 35% shorter onboarding cycles at Nutrislice, 70% faster data collection at RocketStay, 78% increased customer engagement at Wirely and 4x higher project manager capacity at Canadian Safety Group, alongside case studies citing time savings and reduced manual follow-up from users at Sites at Scale and Accelerated Automation.