LaunchBay

Customer onboarding software with AI agents that track every account and automate follow-ups

launchbay.com

Verified

Quick facts
What is it	Customer onboarding software with AI agents that track every account and automate follow-ups
Pricing	Paid — from $29/mo
Free tier	No
Platform	Web Application
Best for	onboarding new customers after contract signing, collecting client data, documents, and approvals
Domain registered	1999

Data updated Aug. 1, 2026

What does LaunchBay do?

LaunchBay is a platform designed for B2B companies that need to get new customers up and running without the usual chaos. It brings forms, documents, milestones, and implementation tasks into one centralized hub. Instead of juggling spreadsheets, emails, and sticky notes, teams get a single dashboard that shows exactly where each onboarding stands — what's been submitted, what's overdue, and who needs to act next. The goal is to turn a process that often feels like a fire drill into something predictable and repeatable.

The tool stands out because it combines structured data collection with automation and AI. You can create forms with conditional logic, send document requests that track each item, and set up automated reminders that nudge customers until they respond. The white-labeled client portal gives each customer a clear view of their own tasks and deadlines — no login required, just a link. LaunchBay's AI agents monitor every account for signs of trouble, flagging overdue work and stalled projects so nothing slips through the cracks. It also integrates with assistant tools like Claude, ChatGPT, and Gemini for additional context.

This is most useful for customer onboarding teams, implementation managers, and operations leads at B2B companies. If you're onboarding dozens or hundreds of customers a month and want to shorten cycle times, reduce manual chasing, and keep clients engaged, LaunchBay gives you the structure and visibility to do it. The case studies on the site show concrete results: 35% shorter onboarding cycles, 90% faster data collection, and big reductions in manual follow-up work.

Sales & CRM — Other

Key features

What makes it stand out

Real-time dashboard shows status of every account down to individual tasks and who's responsible

Structured forms and document requests with tracking, so you know what's collected and what's missing

White-labeled client portal gives each customer a clear task list and timeline without requiring a login

Automated reminders and follow-ups that nudge customers until information is submitted

AI agents monitor sentiment and overdue work, flagging at-risk accounts and sending alerts

Who is LaunchBay for?

Who benefits most from this tool

onboarding new customers after contract signing

collecting client data, documents, and approvals

managing implementation projects with automated follow-ups

Pricing

Essentials

$29.0/month

$1.58/month billed yearly

Branded Portal Subdomain
Unlimited Projects
Unlimited Clients
Magic Links for Portal Access
Automations
Client Requests
Client Intake Forms
Recurring Tasks
Invoicing & Payments
Digital Contracts
Time Tracking
Deliverable Proofing
Zapier Integration

Standard

$59.0/month

$4.08/month billed yearly

Everything in Essentials, plus:

White-Labeled Client Portal
Unlimited Projects
Unlimited Clients
Password Protected Portals
Remove Powered by LaunchBay
White-Labeled Domain
Smart Assign
Smart Fields
Meeting Notes
Project Custom Fields
Advanced Reporting

Premium

$79.0/month

$5.75/month billed yearly

Everything in Standard, plus:

Managed Implementation
Dedicated Account Manager
Shared Slack Channel
Phone Support

Trust & presence

Domain Domain registered 1999

Gallery

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