Freedom251 › Client Intake Software
LaunchBay
What LaunchBay is
LaunchBay is a customer onboarding and implementation platform for post-sales teams, and a client collaboration tool for professional services teams. Its branded portals give customers a place to see tasks and timelines, upload files, and complete onboarding work. Teams can collect information through structured forms with conditional logic and validation, track document requests, and use automated reminders and workflow triggers to move projects along or flag stalled work. Templates can be reused for projects, documents, forms, and tasks. Listed integrations include Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp. The HubSpot integration currently syncs one way, from HubSpot to LaunchBay during automated project creation. Essentials starts at $19 per team member/month billed annually, or $29/month billed monthly. Standard is $49 per team member/month billed annually, or $59/month billed monthly; Premium is $69 per team member/month billed annually, or $79/month billed monthly. There is a free trial but no free plan. All three plans list unlimited projects and clients.
Who it suits
LaunchBay suits post-sales onboarding and professional services teams coordinating client work. It may fit teams that need branded portals, structured intake, file requests, and automated workflow steps.
What it does well
- Branded customer portals show tasks and timelines
- Forms support conditional logic and validation
- Templates cover projects, documents, forms, and tasks
- Free trial available
What to know first
- No free plan
- HubSpot syncs only one way
- Essentials includes five digital contracts monthly
Limits
Essentials lists five digital contracts per month; Standard lists 20, and Premium lists 40. LaunchBay has no free plan, and HubSpot currently syncs one way from HubSpot to LaunchBay during automated project creation.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Essentials | $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 | $228 a year |
| Essentials | Billed monthly. No team member minimum. · Unlimited projects · Unlimited clients · $29 per team member/month · Zapier integration | $29 a month |
| Standard | $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 | $588 a year |
| Standard | Billed monthly. No team member minimum. · Unlimited projects · Unlimited clients · $59 per team member/month · Password protected portals · Advanced reporting | $59 a month |
| Premium | Billed monthly. Requires 3 team members. · Unlimited projects · Unlimited clients · $79 per team member/month · Managed implementation · Dedicated account manager · Phone support | $79 a month |
| Premium | $69 per team member/month billed annually; or $79/month, billed monthly. · Unlimited projects · Unlimited clients · HubSpot integration · MCP connector · LaunchAI Chat and Agents | $828 a year |
As launchbay.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Open the LaunchBay website
- Choose Essentials, Standard, or Premium
- Start the available free trial
- Use the web platform to create onboarding projects
- Connect listed services such as Google Drive, Zapier, or Calendly
Verdict
LaunchBay brings client-facing onboarding tasks, requests, and project workflows together, with reusable templates and several listed integrations. Compare the plans’ contract limits and support options, and account for the one-way HubSpot sync if that integration matters.
Questions
How much does LaunchBay cost?
Essentials is billed at $19 per team member/month annually or $29/month billed monthly. Standard is $49 per team member/month annually or $59/month monthly; Premium is $69 per team member/month annually or $79/month monthly, as listed.
Is there a free plan?
No. A free trial is available.
Which platforms does LaunchBay support?
LaunchBay is listed for the web.
What integrations are listed?
Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp are listed. HubSpot integration is available with one-way synchronization into LaunchBay during automated project creation.
Does LaunchBay support security controls?
It supports team and client two-factor authentication through an authenticator app. Client 2FA requires password-protected portals and disables magic links account-wide.
Which plans include LaunchAI?
LaunchAI Chat and Agents are listed on the Premium plan.
Facts from LaunchBay's own pages
- AI features
- The maker describes AI agents that monitor sentiment and overdue work, while LaunchAI features are listed on the Premium plan. · launchbay.com, 7 Oct 2026
- Automation
- Automated reminders and workflow triggers can move project stages forward and alert owners when projects stall. · launchbay.com, 7 Oct 2026
- Client portal
- It provides branded client portals where customers can view tasks and timelines, upload files, and complete onboarding work. · launchbay.com, 7 Oct 2026
- Forms and requests
- It supports structured intake forms with conditional logic and validation, along with tracked file and document requests. · launchbay.com, 7 Oct 2026
- Headquarters
- Louisville, Colorado, United States · launchbay.com, 28 Sept 2026
- HubSpot limit
- LaunchBay's HubSpot integration currently syncs one way from HubSpot to LaunchBay during automated project creation. · help.launchbay.com, 7 Oct 2026
- Integrations
- The integrations page lists Google Drive, Google Sheets, Zapier, Calendly, Looker Studio, Fillout Forms, Airtable, Dubsado, and ClickUp. · launchbay.com, 7 Oct 2026
- Intended users
- LaunchBay describes itself as a client collaboration platform for professional services teams and also identifies post-sales onboarding teams as its users. · launchbay.com, 7 Oct 2026
- Notable limits
- The pricing comparison lists 5, 20, and 40 digital contracts per month for Essentials, Standard, and Premium, respectively. · launchbay.com, 7 Oct 2026
- Privacy
- Its privacy policy says LaunchBay collects only the minimum information necessary, does not sell or rent information, and maintains commercially reasonable technical safeguards. · launchbay.com, 7 Oct 2026
- Purpose
- LaunchBay is a customer onboarding and implementation platform for post-sales teams getting customers live. · launchbay.com, 7 Oct 2026
- 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. · help.launchbay.com, 7 Oct 2026
- Support
- The pricing comparison lists live chat and email support for Essentials and live chat, email, and phone support for Standard and Premium. · launchbay.com, 7 Oct 2026
- Templates
- Teams can reuse templates for projects, documents, forms, and tasks across client work. · launchbay.com, 7 Oct 2026
Where LaunchBay stands on Freedom251
- Client Intake Software#23 of 27