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LaunchBay

launchbay.com

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Spec score 7.7 #19 of 27 in Client Intake Software

Spec sheet

Purpose
LaunchBay is a customer onboarding and implementation platform for post-sales teams getting customers live.Read 7 Oct 2026 · launchbay.com
Intended users
LaunchBay describes itself as a client collaboration platform for professional services teams and also identifies post-sales onboarding teams as its users.Read 7 Oct 2026 · launchbay.com
Integrations
The integrations page lists Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp.Read 7 Oct 2026 · launchbay.com
Security
LaunchBay supports team and client two-factor authentication using an authenticator app; client 2FA requires password-protected portals and disables magic links account-wide.Read 7 Oct 2026 · help.launchbay.com
Privacy
Its privacy policy says LaunchBay collects only the minimum information necessary, does not sell or rent information, and maintains commercially reasonable technical safeguards.Read 7 Oct 2026 · launchbay.com
Support
The pricing comparison lists live chat and email support for Essentials and live chat, email, and phone support for Standard and Premium.Read 7 Oct 2026 · launchbay.com
Headquarters
Louisville, Colorado, United StatesRead 28 Sep 2026 · launchbay.com
AI features
The maker describes AI agents that monitor sentiment and overdue work, while LaunchAI features are listed on the Premium plan.Read 7 Oct 2026 · launchbay.com
Automation
Automated reminders and workflow triggers can move project stages forward and alert owners when projects stall.Read 7 Oct 2026 · launchbay.com
Client portal
It provides branded client portals where customers can view tasks and timelines, upload files, and complete onboarding work.Read 7 Oct 2026 · launchbay.com
Forms and requests
It supports structured intake forms with conditional logic and validation, along with tracked file and document requests.Read 7 Oct 2026 · launchbay.com
HubSpot limit
LaunchBay's HubSpot integration currently syncs one way from HubSpot to LaunchBay during automated project creation.Read 7 Oct 2026 · help.launchbay.com
Notable limits
The pricing comparison lists 5, 20, and 40 digital contracts per month for Essentials, Standard, and Premium, respectively.Read 7 Oct 2026 · launchbay.com
Templates
Teams can reuse templates for projects, documents, forms, and tasks across client work.Read 7 Oct 2026 · launchbay.com

Plans and prices

Essentials $19 a year $19 per team member/month billed annually; or $29/month, billed monthly. No team member minimum. Unlimited projects · Unlimited clients · Branded client portal · AI form & project builder Read 7 Oct 2026 · launchbay.com
Essentials $29 a month Billed monthly. No team member minimum. Unlimited projects · Unlimited clients · $29 per team member/month · Zapier integration Read 7 Oct 2026 · launchbay.com
Standard $49 a year $49 per team member/month billed annually; or $59/month, billed monthly. No team member minimum. Unlimited projects · Unlimited clients · Zapier · Slack · Calendly integrations · Reporting Read 7 Oct 2026 · launchbay.com
Standard $59 a month Billed monthly. No team member minimum. Unlimited projects · Unlimited clients · $59 per team member/month · Password protected portals · Advanced reporting Read 7 Oct 2026 · launchbay.com
Premium $69 a year $69 per team member/month billed annually; or $79/month, billed monthly. Unlimited projects · Unlimited clients · HubSpot integration · MCP connector · LaunchAI Chat and Agents Read 7 Oct 2026 · launchbay.com
Premium $79 a month Billed monthly. Requires 3 team members. Unlimited projects · Unlimited clients · $79 per team member/month · Managed implementation · Dedicated account manager · Phone support Read 7 Oct 2026 · launchbay.com

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