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LaunchBay

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LaunchBay

Customer onboarding, without the chaos. Turn closed deals into organized customer onboarding projects with branded portals, tasks, and automated client follow-up.
Built by
LaunchBay
Installs
20+ installs
Sign in to installRequires LaunchBay subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
LaunchBay Subscription
Essentials, Standard, or Premium plans

Overview

Stop chasing customers over email. LaunchBay turns your closed HubSpot deals into organized onboarding projects, with a branded portal your customers actually use.


LaunchBay is a customer onboarding platform for software firms, agencies, consultants, and implementation teams. When a deal closes in HubSpot, LaunchBay spins up the customer's onboarding project: stages, tasks, intake forms, files, contracts, and invoices — all in one branded portal.


The problem it solves: customer onboarding projects don't stall because your team is slow. They stall because customers ghost you or don't know what to do or when. LaunchBay gives every customer a clear list of what's on their plate, sends automated reminders when they fall behind, and gives your team one place to see which projects are moving and which are stuck.


Why teams install it:

  • Kill the email chaos. Tasks, files, forms, approvals, and messages live in one portal. No more digging through threads.

  • Hold customers accountable. Customer-facing tasks with automated nudges. Teams using LaunchBay's full suite see 2× the onboarding improvement rate and 27% faster time to value.

  • Keep HubSpot as the source of truth. So sales and implementation finally see the same picture.

  • Look professional from day one. Fully white-labeled portals with your logo and domain.

Features

Create onboarding projects automatically when a deal closes

Deal-to-Project Automation

Automatically create a client project and branded portal when a HubSpot deal closes.

Custom branded client portals

Client Portal

Give every client a branded portal with their tasks, files, forms, and invoices

Automatically email clients to complete their tasks

Automated Customer Reminders

LaunchBay reminds clients about overdue tasks so projects don't stall waiting on client action.

Project reporting and insights

Project Reporting and Insights

Portfolio health, stall detection, and time-to-value analytics across every client project.

App Functionality

Data Source
Sync Direction
In HubSpot
In HubSpot

LaunchBay Project

Deals

Deals

More info about shared data

When a deal reaches a stage you choose, LaunchBay creates the client's project and portal automatically.

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This app requires one of the following LaunchBay subscription plans.

Essentials

14 day free trial

$1.58

/month

For individuals

  • Digital contract signing

  • Invoicing and payments

  • AI form and project builder

  • Intake forms

  • Magic links for portal access

  • Unlimited clients

  • Unlimited projects

  • Branded client portals

Essentials

14 day free trial

$1.58

/month

For individuals

  • Digital contract signing

  • Invoicing and payments

  • AI form and project builder

  • Intake forms

  • Magic links for portal access

  • Unlimited clients

  • Unlimited projects

  • Branded client portals

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 09/16/2026

More info

Built by
LaunchBay
Installs
20+ installs
Categories
Languages this app is available in
English

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