LaunchBay Reviews & Product Details

LaunchBay is an all-in-one client onboarding automation platform designed for growing B2B service providers, agencies, and software companies that need a faster, more scalable way to onboard customers. Instead of managing onboarding through scattered emails, spreadsheets, intake forms, and disconnected project management tools, LaunchBay brings every step - tasks, communication, approvals, and data collection - into one branded, client-facing workspace. Built for teams who deliver onboarding-heavy or implementation-driven services, LaunchBay helps companies eliminate the manual work that slows down activation and frustrates clients. With automated follow-ups, structured workflows, centralized communication, and real-time visibility, teams can accelerate time-to-value, reduce churn, and increase their onboarding capacity without adding headcount. LaunchBay makes it easy to create repeatable, scalable onboarding processes that fit your existing tech stack. Integrations with CRM and project management systems ensure client data stays in sync, while workflow templates and automation rules reduce busywork and keep both teams and clients aligned. The result is a consistent, polished onboarding experience that reflects your brand’s professionalism and keeps projects on track. For internal teams, LaunchBay delivers clarity and control. Ops leaders can quickly see where each client stands, identify bottlenecks, track task completion, and improve cross-functional accountability. Client-facing teams save hours each week by automating reminders, eliminating duplicate data entry, and replacing ad-hoc communication with a structured, transparent process. For clients, LaunchBay creates a premium onboarding experience. Each customer gets a secure, branded portal where they can complete tasks, share files, review updates, and always know exactly what comes next. No more “Where are we at?” emails - just a smooth, guided path from kickoff to launch. Whether you’re a SaaS company onboarding new users, a marketing agency managing client kickoff projects, or a RevOps consultancy delivering multi-step implementations, LaunchBay gives you the tools to deliver onboarding with speed, clarity, and confidence. LaunchBay helps growing B2B teams onboard smarter, scale faster, and deliver an exceptional client experience - all in one unified platform.

Product Website

Seller

LaunchBay

Discussions

LaunchBay Community

Languages Supported

English

Overview by

Sam Chlebowski (Co-Founder @ LaunchBay | The client onboarding automation platform for B2B software & marketing companies.)

Pricing

Pricing provided by LaunchBay.

Start

$39.00

Per Month

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LaunchBay Media

Assign tasks, share files, and connect to 1000s of other software tools to give customers access to everything they’ll need in loginless and fully white-labeled client portals.

LaunchBay’s client tasks replace back-and-forth emails and endless threads. Set due dates and toggle on reminders to automatically notify customers of anything you need them to do, sign, submit, or approve.

No more jumping between email inboxes and separate software apps to manage client communication and project tasks. Track the status of each client project your team manages in a single dashboard. Get clear visibility into overdue tasks and dependencies preventing project progress.

LaunchBay Demo - Project Progress Tracker

Automatically share project progress with clients in white-labeled portals. LaunchBay's project progress tracker makes sharing and tracking project progress simple, allowing you to keep clients in the loop while eliminating busy work for your team.

Create automated workflows that eliminate manual project management tasks and reduce the number of client phone calls and meetings.

Connect 1000s of tools to your LaunchBay Client Portals. Embed apps directly or use Zapier to set up automations between LaunchBay and other tools.

In this video walkthrough, you’ll learn how LaunchBay helps B2B software companies and agencies create a seamless, automated client onboarding experience that saves time, increases capacity, and reduces churn - without having to hire.

Learn how Wirely overhauled its client onboarding with LaunchBay and slashed onboarding time for software clients from over 4 hours down to just 15 minutes.

See how Rocketstay leveraged LaunchBay to replace a four-person onboarding team with a single operator who now onboards more than 200 customers every month, all while accelerating implementation and delivering value sooner.

See how Sites at Scale reclaimed 15 hours per week by automating client onboarding, so projects launch faster, timelines stay on track, and the team can scale delivery without chasing clients for assets, inputs, or approvals.

See how String Marketing saves 20+ hours every week by using LaunchBay to automate onboarding work that once required a full-time project manager, allowing the agency to onboard clients faster, protect timelines, and scale delivery.

Official Downloads

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eBook: The Complete Guide to B2B Client Onboarding

eBook: The Hidden Costs of Customer Onboarding

G2 reviews are authentic and verified.

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Rev. Heron H.

Founder / CEO

Small-Business (50 or fewer emp.)

1/27/2026

"Incredibly Intuitive—Templates and Automations Set Up in a Heartbeat"

5/5

What do you like best about LaunchBay?

I love that it is incredibly intuitive to use, I had templates and automations set up in a heartbeat when I started, and then continued to refine them as I went along. Their support is great, very hands-on and responsive. We use the portal all day every day to onboard and manage our clients. I was also able to hook it up to two systems I use, Jotform and Calendly through Zapier. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

The worst thing is you'll be compelled to buy it once you start using it! I thought I was in for a monthlong trial but moved from trial to purchase in just days. We loved it that much. Review collected by and hosted on G2.com.

What problems is LaunchBay solving and how is that benefiting you?

Launchbay helps my team stay connected to each other and to our clients on a minute by minute time scale. We have rush / same day projects as well as more long term ones, and they are both served very well by the features available in LaunchBay. Since we have the portal, we don't have to track information from system to system, it's all pulled together in one interface. We don't have to ask "where's this document" or "did this client do X task yet?" because it's all right there. Review collected by and hosted on G2.com.

Mitch B.

CEO & Digital Strategist

Small-Business (50 or fewer emp.)

1/27/2026

"Flexible clean client portal that's great for projects"

5/5

What do you like best about LaunchBay?

Has a simple, clean interface and works really well for my projects, magic link logins so client's don't need to remember their passwords, with most if not all the forms and features for project lifecycle. Very easy to get started with it. Customer support has also been helpful, responsive, and transparent throughout our onboarding. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

It's not for quick, one-off individual tasks like a single signature or a simple form request because it requires setting up an entire project. Currently only integrates with Zapier which is a blocker for some. Review collected by and hosted on G2.com.

Response from Sam Chlebowski of LaunchBay

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Thrilled to hear LaunchBay has made such an impact on your onboarding process, and that our support team has been so helpful!

On the topic of integrations, some great news:

Expanding integrations so LaunchBay fits seamlessly into the rest of your tech stack is a top priority for us in the first part of this year. In addition to a handful of native integrations, we’ll also be releasing a new webhook automation action. This will allow you to send onboarding data from LaunchBay to any tool that accepts webhooks, unlocking thousands of new ways to connect the systems you already use without relying solely on Zapier.

Vashte J.

Owner

Small-Business (50 or fewer emp.)

2/6/2026

"Client-Shareable Dashboard Delivers Full Project Transparency"

4.5/5

What do you like best about LaunchBay?

I love having a dashboard I can share with clients to give them full transparency into their projects. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

I wish the project management and user management features were a lot more robust. Review collected by and hosted on G2.com.

What problems is LaunchBay solving and how is that benefiting you?

It solves the problem of onboarding clients. Finally, onboarding isn't random, different for every client, or having to be managed by checklists. Further, there's a "paper trail" for everything regarding the project from start to finish. It cuts down on back and forth emails, and clients dont write long emails with feedback and changes anymore. The proofing feature has come a long way and has essentially stopped me from considering embedding or integrating an outside alternative. Review collected by and hosted on G2.com.

The BOC T.

Freelance Assistant

Small-Business (50 or fewer emp.)

1/28/2026

"Everything is finally in one place!"

5/5

What do you like best about LaunchBay?

LaunchBay makes communication with clients and team members so seamless. Everything is finally in one place! It's my one-stop hub during the work day!

I also love their customer support - if you reach out, a real human replies, and that is gold to me. They listen to what features are important to us and I feel like they are actually making something FOR US. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

I can't think of anything! They are always added new and helpful features and smoothing out how things flow and work together. They improve things before I even got around to realize they needed to be improved. Review collected by and hosted on G2.com.

What problems is LaunchBay solving and how is that benefiting you?

We are no longer wasting time tracking down what tasks we are waiting on and sending followups to who the holdup is. We can easily see where our projects are and our timelines stay on track better! It's great to be able to switch between client communication and team communication in the same task, too, so that team notes are in one place. Review collected by and hosted on G2.com.

Response from Sam Chlebowski of LaunchBay

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So amazing to hear, especially your shoutout to our support team! Real, responsive humans who make you feel heard, supported, and save you time is exactly what we aim for when it comes to support 😊

Tanya F.

President COO

Small-Business (50 or fewer emp.)

1/28/2026

"Centralizes Communication and Tasks for Effortless Cross-Team Coordination"

5/5

What do you like best about LaunchBay?

It centralizes communication, tasks, and timelines in one place, making cross-team coordination much easier and reducing the need to track work across multiple tools. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

Portfolio-level visibility could be stronger. A working Gantt view across all projects would be very helpful for tracking timelines and overall progress. Review collected by and hosted on G2.com.

What problems is LaunchBay solving and how is that benefiting you?

LaunchBay helps solve the challenge of managing complex, multi-step workflows with many stakeholders and handoffs. It centralizes tasks, timelines, and communication in one place, which reduces confusion, improves accountability, and minimizes follow-ups. As a result, projects move more consistently, expectations are clearer across teams, and we have better operational visibility as work progresses. Review collected by and hosted on G2.com.

Sebin M.

BDE

Small-Business (50 or fewer emp.)

11/21/2025

Guest users or non-business users of the software, not included in G2 scores.

"Effortless Client Collaboration in One Organized Portal"

4/5

What do you like best about LaunchBay?

What I appreciate most about Motion.io is how effortlessly it streamlines client collaboration. Rather than having to track down clients through emails, WhatsApp, or various scattered documents, everything is neatly organized within a single, intuitive portal. My clients always know where to upload files, complete tasks, fill out forms, or check for updates, which has greatly reduced confusion. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

While Motion.io does a good job of helping organize client work, there are still some aspects that could be enhanced. Certain features seem somewhat limited; for instance, having more extensive customization options for the client portal would be beneficial. Additionally, a more sophisticated automation system and improved integrations with widely used tools, such as CRMs or project management applications, would help streamline the workflow even further. Review collected by and hosted on G2.com.

What problems is LaunchBay solving and how is that benefiting you?

Motion.io brings everything together in a single portal, making it easy for clients to know where to upload documents, finish tasks, and view updates. The automated reminders take care of most follow-up, which really saves time. Keeping all communication and files organized in one place also helps prevent misunderstandings. Review collected by and hosted on G2.com.

Adam S.

Owner/Operations

Small-Business (50 or fewer emp.)

1/28/2026

"Launchbay: Simple, Client-Friendly PM with a Great UI"

5/5

What do you like best about LaunchBay?

It is primarily focused on PM through the lens of a client portal. There are tons of internal PM competitors, but Launchbay excels at its simplicity, good UI and ease for clients. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

There should be some better project notes/file storage/internal features to keep the whole project contained within LB, opposed to siloed.

It would be nice to have some more internal features without having to create a "project". Review collected by and hosted on G2.com.

Response from Sam Chlebowski of LaunchBay

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It's fantastic reading how LaunchBay excels at project management for your business! Intuitive UI and simplicity for both your team and your clients is a key development focus for us.

If you haven’t explored them yet, LaunchBay includes built-in project notes for each project, along with the ability to upload call transcripts and use AI to automatically generate summaries and follow-up tasks. I’ll include a link with more details.

Looking ahead, a big priority for us in 2026 is further strengthening the admin/internal aspects of our product so your team can do even more directly inside LaunchBay. We ship updates every single Wednesday, and you can stay up to date by visiting our changelog: https://launchbay.com/changelog

See how LaunchBay improved

Joel L.

Financial adviser | Director

Small-Business (50 or fewer emp.)

1/27/2026

"Streamlined Client Onboarding and Follow-Ups with Clear Process Visibility."

4.5/5

What do you like best about LaunchBay?

It's made onboarding clients, and in particular following them up for essential information, a whole lot more streamlined. It also gives the clients a high level view of the process which has saved us replicating this elsewhere. The support is also excellent. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

I can only think of one thing - marking requested file uploads as mandatory to avoid clients marking our requests as complete when they haven't provided all of the required information. Review collected by and hosted on G2.com.

Response from Sam Chlebowski of LaunchBay

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Thanks for the glowing review, Joel!

Love reading that the support from our team has been top-notch and that LaunchBay is helping eliminate one of the most frustrating parts of running a business by automatically following up with clients for the information you need.

On file uploads, one quick tip: if a client tries to complete a task without submitting all required files, LaunchBay will prompt them before allowing the task to be marked complete. To fully prevent incomplete submissions, you can enable "Require Team Review," which keeps the task open until your team confirms everything is received. If something’s missing, you can quickly send it back to the client.

If that doesn’t quite fit your workflow, definitely let us know. Customer feedback directly shapes what we build next, and every request is logged and tracked.

See how LaunchBay improved

Dave S.

Chief Operating Officer

Small-Business (50 or fewer emp.)

11/9/2025

"Effortless Client Collaboration and Project Management"

5/5

What do you like best about LaunchBay?

Motion.io has completely streamlined how we manage client projects and communication. We use it to organize bookkeeping, tax, and marketing workflows for dozens of small businesses, and it’s made client collaboration so much easier. The interface is clean, clients love how simple it is to upload files and track tasks, and automations help keep projects on schedule without endless follow-up emails. Their support team is incredibly responsive and open to feedback, which makes the experience even better. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

There’s very little to dislike — the platform is still growing, so a few areas like template flexibility and deeper integration options (QuickBooks, Google Drive, etc.) could be expanded. But the team is actively improving and releases updates frequently, so it’s clear they’re listening to user feedback. Review collected by and hosted on G2.com.

What problems is LaunchBay solving and how is that benefiting you?

Before Motion.io, managing client communication and deliverables across multiple projects was scattered between emails, spreadsheets, and shared folders. Motion.io solved that by centralizing everything — tasks, file uploads, forms, and client messages — in one clean, organized place. It’s drastically reduced back-and-forth emails and follow-ups, helped us keep every client project on schedule, and made onboarding new clients much smoother. The visibility it gives both our team and our clients saves us hours every week and creates a more professional client experience. Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

9/30/2025

"Game changing software"

4/5

What do you like best about LaunchBay?

The upside of motion is that it serves as a project management tool with a built-in data collection facility, making it easier and more efficient to collect data from clients and advance the project. The software is very easy to implement, and the customer support is excellent. We use this software all day, every day, to manage our clients and their projects. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

Lacks some useful features at the lower level that are free with other software, such as ClickUp, mainly time tracking, which should be a basic requirement. Motion has introduced it at the highest subscription level. Visibility can sometimes be a little difficult, being an all black on white platform, adding some colour coding would make life much easier. Review collected by and hosted on G2.com.