LaunchBay Features
Setup (6)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Management (3)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
Content (5)
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Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
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Versioning
Stores different versions of a document.
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E-Signature
Allows users to provide an e-signature within the platform.
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File Request
Allows businesses to request files from clients.
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Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (6)
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Billing and Invoicing
Provides billing and invoicing within the application.
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Instant Messaging
Provides internal and/or external instant messaging capability.
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Project Management
Offer project management features like task creation and tracking within the application.
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Analytics
Offer analytics concerning productivity or client engagement.
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Time Tracking
Allows businesses to track time spent on projects within the application.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (5)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Project Templates
Pre-designed project plans that can be customized
Onboarding Setup (3)
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Workflows
Provide customizable workflows for onboarding activities and tasks.
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Templates
Include templates for onboarding project plans and documents.
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Checklists
Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (8)
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Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts.
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Resources
Allocate resources to tasks and projects, and track their costs.
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Content
Manage onboarding documents, training materials, and other content.
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Tasks
Assign and track onboarding tasks to internal and external stakeholders.
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Optimization
Identify trends and analysis that can be used to optimize onboarding.
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customer Engagement (6)
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Portal
Provider a portal for customers and external users to collaborate and share documents.
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Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
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Branding
Create white-label portals by customer, product, or project.
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Visibility
Provide multiple levels of visibility accrosss all onboarding stages.
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Collaboration
Allow internal and external users to collaborate without loging into the system.
Customizable Branding
Add customized logos and colors to align with company branding
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (122)
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Tagging
Add labels or tags to tasks
Spreadsheet View
UI looks like a spreadsheet
Task Scheduling
Track and manage the scheduling of tasks
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Email-to-Task Conversion
Convert emails into tasks
Project Tracking
Monitor the progress of projects from start to finish
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Sub-Task Management
Split and manage tasks into individual components
Task Progress Tracking
Track the status and progress of tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Mobile Access
Access software remotely via mobile devices
Task Editing
Edit task information and all related elements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
API
Application programming interface that allows for integration with other systems/databases
Dependency Tracking
Track and manage task relationships and dependencies
Document Management
Store, manage, and track all electronic documents in a centralized location
Assignment Management
Assign issues and tasks based on availability or required skills
Project Planning
Organize and schedule projects
Task Board View
UI looks like task board
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Commenting/Notes
Leave comments and notes on documents for others to view
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Task Import
Import tasks from external sources
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Commenting/Notes
Leave comments and notes on documents for others to view
API
Application programming interface that allows for integration with other systems/databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Task Management
Create, manage and track all task activities and progression
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Data Security
Protect sensitive data for digital privacy
Single Sign On
Allow users to access multiple services after entering their login credentials once
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Fields
Customize data fields to support various needs and use cases
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Churn Management
Identify customers at risk of migration and activate strategies to retain them
Ad hoc Analysis
Client Management
Manage contact details and communication with clients
Chat/Messaging
Communicate using direct chat or messages within the system
Forecasting
Form predictions based on past and present data/trends
Mobile Access
Access software remotely via mobile devices
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Client Database
Electronic storage of stakeholder contact information
Electronic Forms
Digital forms that are shared and accessed online
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Client Tracking
Track all company interactions with current clients
To-Do List
A digital list of items that need to be completed
Document Management
Store, manage, and track all electronic documents in a centralized location
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Self Service Tools
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Electronic Signature
Digitally sign online documents
Task Progress Tracking
Track the status and progress of tasks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Online Payments
Accept and process online payment transactions
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Generation
Custom forms to streamline repetitious aspects of a document
Real-Time Data
Receive data and information in real time
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Management
Manage, store and organize emails within the system or via third-party apps
Multi-Language
Manage and support multiple languages
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Dashboard
Alter the layout and content of dashboards
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Document Management
Store, manage, and track all electronic documents in a centralized location
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Workflow Configuration
Alter the default workflow to meet your organization's needs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Commenting/Notes
Leave comments and notes on documents for others to view
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Project Workflow
Create, manage, or update project workflows.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities