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Centralize everything for your customers in one client portal
Get customers to value, without the guesswork
A clear path forward
A progress tracker shows your customer exactly where they are, what’s done, and what’s next. They can access it in their portal via a secure magic link.
No more hunting across tools
Tasks, forms, files, contracts, and meetings all live in the portal, so your customer always knows where to find what they need.
Consistent outcomes for every customer
Build the portal once from a template so every customer gets the same proven process across every industry you serve.
A better customer experience, from start to finish
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Keep exploring LaunchBay's features
Unified Inbox
Manage every client conversation from one inbox. Internal notes, @mentions, and client-facing messages all tied to the right project.
Automations
Pair your portals with automated workflows that trigger tasks, messages, and follow-ups when deals close or milestones are reached.
Templates
Turn onboarding processes into reusable templates and ensure your team's A-game is brought every time.
