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.

Standard

$149.00

Per Month

View More Pricing Information

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.

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Kyler T.

Campaign Production Manager

Small-Business (50 or fewer emp.)

3/12/2026

"Highly Customizable Portal with Standout Design Approvals and Fast Support!"

5/5

What do you like best about LaunchBay?

I LOVE the highly customizable portal, and the way it handles tasks and views! The built-in design approval capabilities are a standout feature for our design workflow. Additionally, every single feature provided feels well-thought-out and their support team is incredibly helpful and fast to respond whenever we have questions. Clients love the features and find it really accessible for all levels of tech savy-ness! Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

My only real dislike is the current limitation regarding portal styling. I would love to be able to customize fonts and other specific brand styling elements within the portals to make them feel even more integrated with our brand identity, but that's neither here nor there! They're shipping new updates and features all the time so I'd totally trust that it's in the works. Review collected by and hosted on G2.com.

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

LaunchBay is streamlining our client onboarding and portal management! By using the built-in design approvals and customizable tasks, we've been able to centralize our communication and project tracking in one place, which has significantly improved our efficiency and client onboarding experience. Review collected by and hosted on G2.com.

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.

Varsey L.

Small-Business (50 or fewer emp.)

3/13/2026

"User-Friendly for Tracking, Needs More Customization"

3.5/5

What do you like best about LaunchBay?

I use LaunchBay for project tracking internally with my team and for client-facing tasks like uploading documents and managing tasks. It provides clarity and lets my clients take ownership of their tasks, which I really value. Plus, it offers a single space for communicating and sharing information. I find it user-friendly and easy to use, and the interface makes sense overall. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

Though I like the interface overall, I think it could look a little bit more modernized and can be more customizable. I would like to be able to customize it more with my colors, my fonts, my brand in order for it to feel very connected to my brand. Also, it would have been nice to have more support from LaunchBay experts during the setup to effectively navigate the onboarding. Review collected by and hosted on G2.com.

Response from Sam Chlebowski of LaunchBay

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Thanks so much for the thoughtful review, Varsey!

Really glad to hear LaunchBay is helping you stay organized with your team and give your clients a clear, centralized place to manage their tasks and share information.

Great timing on the customization feedback. We actually just shipped a major update to both our client portals and admin backend that addresses exactly what you're describing. Brand customization now flows through the entire portal (button colors, progress indicators, and more), and we've added a bunch of new ways to make it your own, including new resource tab options, custom icons, and more. Here's a quick overview if you want to check it out: https://youtu.be/Y-l_cg948Ag

On the setup support side, we're absolutely here to help. Our support team typically responds within about an hour during business hours, and we're happy to walk you through best practices, workflow setup, or anything else you need to get the most out of LaunchBay. Just shoot us an email at hello@launchbay.com anytime.

Appreciate you taking the time to share your experience!

See how LaunchBay improved

Aubrey W.

Small-Business (50 or fewer emp.)

3/12/2026

"User-Friendly with Integration Challenges"

2.5/5

What do you like best about LaunchBay?

I like that LaunchBay is really user-friendly. Our client seems to enjoy using it, and it makes it super obvious to them what they're working on, what we're working on, and what's been completed. We’ve just recently started using it with them, and so far, they haven't had any problems navigating. LaunchBay is pretty straightforward, which definitely made us more eager to use it with clients since we want to make sure that not only we can use it, but also it's something that our clients find easy to use. Within the platform itself, it was very easy to set up. I liked how we could brand it and make it look nice for our clients. The customer service has been awesome, and the platform itself, I could see it being largely super useful for us in working with clients. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

I think there are certain things that could be more seamless for us with the Zapier integration we've set up for it, especially since Asana is widely used at our company internally. Setting up zaps was fairly complicated because certain fields weren't exposed on specific actions. I've also run into bugs where tasks created from a zap in LaunchBay have a due date that's a day earlier than in Asana. Even though it's flagged, it hasn't been fixed, and we have to manually adjust dates in LaunchBay. This makes the integration setup more complicated and tedious. Also, the Zapier setup was a headache because some things weren't exposed, making it frustrating. Review collected by and hosted on G2.com.

Response from Sam Chlebowski of LaunchBay

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Great news: the due date issue you ran into with Zapier has been fixed! There was a bug where timezone conversion could adjust a due date to the wrong day when tasks were created via Zapier, and we've resolved it in our latest update. You can see the full details in our changelog here: https://launchbay.com/changelog

On the broader Zapier feedback, because it's a third-party platform, it's not something we have complete control over, and sometimes the way individual Zap workflows are configured can impact how things behave on the LaunchBay side. If you run into anything else that looks like a bug on our end, reach out at hello@launchbay.com and we'll dig in.

That said, we're in the process of building out native integrations so users can connect the tools they already use without relying on a middleman. We want that experience to be more consistent and reliable across the board.

See how LaunchBay improved

Brandon A.

Small-Business (50 or fewer emp.)

3/12/2026

"Solid UI with Effective Workflow Management"

3.5/5

What do you like best about LaunchBay?

I appreciate how LaunchBay allows us to serve our clients well with their portal's great UI experience. I like the project views it provides for our internal teams, along with the automations that help remove redundancies. The project tool back end stands out for me because it helps us manage workflows with our clients effectively. It allows us to see clearly where each project is, identify where it might be stuck, and track tasks assigned to the client or team that are overdue. The initial setup was relatively easy, and the team was great and very helpful. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

Could enhance their messaging system as it is very basic for now - functional but needs to have more features. Review collected by and hosted on G2.com.

Mike G.

COO

Small-Business (50 or fewer emp.)

3/12/2026

"Efficient Workflows with Personalized Onboarding"

3.5/5

What do you like best about LaunchBay?

I use LaunchBay for both client and internal tasks to make our workflows more efficient. I appreciate how it keeps us out of emails and notifies customers as the project progresses. The onboarding process is very personable, and our onboarding specialist was able to create custom process workflows for us. Although learning any new software takes time, the onboarding team is a great benefit. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

I don't like that third-party contractors don't have access like the client guest does, but with more features available to them than just guests. Many third-party contractors, like engineers or drafting teams, aren't employees, so I don't want to pay a seat for them. They need more access than guests do. 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 😊

Tegan H.

Small-Business (50 or fewer emp.)

3/12/2026

"Streamlines Project Management with Client Involvement"

5/5

What do you like best about LaunchBay?

I like that the developers are always making adjustments and improvements to LaunchBay. The client tasks feature is great because it makes clients feel involved in the process, creating a better client experience. I also found the initial setup very easy once I got my bearings. Compared to other software I was trialing, I couldn't find one that did as much as LaunchBay. Review collected by and hosted on G2.com.

What do you dislike about LaunchBay?

I’d like a Gantt chart view and the option to set up tasks with a timeframe next to them so when I create a project, I can automatically see how long that project is going to take me. Review collected by and hosted on G2.com.