ClientLoop vs LaunchBay
ClientLoop
clientloop.digital
LaunchBay
launchbay.comSide by side
| Figure | ClientLoop | LaunchBay |
|---|---|---|
| Price from | £35/mo | $1.58/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 5 | 6 |
| Spec score · Client Intake Software | 8.3 (#9) | 7.7 (#19) |
| Headquarters | York, England, United Kingdom | Louisville, Colorado, United States |
| Integrations | The site lists built-in integrations for Calendly, Asana and Slack, plus connections through Zapier, n8n, Make, REST API and webhooks. | The integrations page lists Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp. |
| Intended users | The product is positioned for client-heavy service work, including accountants, bookkeepers, agencies, law firms, mortgage brokers, financial advisers, recruiters and consultants. | LaunchBay describes itself as a client collaboration platform for professional services teams and also identifies post-sales onboarding teams as its users. |
| Security | The maker says uploads are virus-scanned before storage, storage is encrypted, files are stored in the UK, and GDPR erasure, activity logs and role-based access are provided. | LaunchBay supports team and client two-factor authentication using an authenticator app; client 2FA requires password-protected portals and disables magic links account-wide. |
| Support | Priority support is listed as part of the Scale plan. | The pricing comparison lists live chat and email support for Essentials and live chat, email, and phone support for Standard and Premium. |
Plans
ClientLoop
- FreeFree
- Essentials£35 a month
- Pro£69 a month
- Scale£149 a month
- EnterprisePriced on request
LaunchBay
- Essentials$19 a year
- Essentials$29 a month
- Standard$49 a year
- Standard$59 a month
- Premium$69 a year
- Premium$79 a month
In their own words
ClientLoop
ClientLoop is a branded client portal for collecting documents, forms, and information, with automatic follow-ups and a team dashboard. Clients use a magic link to submit files and complete forms without an account or app installation. Teams can prepare reusable document sets, create forms with tables, file fields, and signatures, and schedule reminders. They can preview submissions, request changes, approve or reject them, and message clients about a specific request. Built-in integrations include Calendly, Asana, and Slack; other connections are available through Zapier, n8n, Make, REST API, and webhooks. The REST API supports creating requests and checking submission statuses and approvals; API and webhooks are included from Pro. ClientLoop says uploads are virus-scanned, storage is encrypted, and files are stored in the UK. Its free plan is limited to 5 clients and 1 team member, with 1 GB storage and 100 uploads per month. Paid monthly plans start at £35 a month, excluding VAT, and list storage and upload caps.