Client portal software for marketing agencies

Agency work can feel like a constant battle of chasing clients for info, status updates, and putting out fires. LaunchBay fixes that by giving your agency one branded portal to run client onboarding, contracts, approvals, invoicing, and communication.
Powering 20,000+ client projects every month
LaunchBayClient Portal Software for B2B Teams

Everything marketing agencies need to run client work without the chaos.

Loginless Client Access

Clients click a magic link from any notification and land directly in their branded portal. No account setup, no password, no app to download. First impressions matter, and this one's seamless.

Branded Client Portals

Your logo, your colors, your domain. Remove all LaunchBay branding and deliver a client experience that reinforces your agency's professionalism from the first click.

Every project's health at a glance

See the status of every client project in one dashboard, with health scores that flag at-risk and stalled work before it becomes a client complaint. You never have to open each project to find out where it stands.

Invoicing & Payments

Send invoices and collect payment inside the same portal where your team is delivering the work. Clients pay faster when everything is in one place, and your team stops sending awkward follow-up emails.

Creative Approvals

Share design comps, ad creative, copy, and content for review inside the portal. Clients annotate, leave feedback, and sign off. Every approval is timestamped, so there's no ambiguity and no digging through old threads to find what was decided.

Embedded eSignatures

Send SOWs, MSAs, and retainer agreements through the portal and collect signatures without DocuSign. One less tool to pay for, one less link to send, one less follow-up to chase.

Keep client projects moving without burying your team in admin

Progress updates run on autopilot

Clients see a live progress tracker, activity feed, and task list inside their portal. They know what's been completed, what's in progress, and what they need to do next.

Your team spends less time on status updates and more time on delivery.

Stop chasing clients for signatures, payments, and approvals

When clients have a form to submit, a contract to sign, a deliverable to approve, or an invoice to pay, LaunchBay sends automated reminders with a magic link to the exact task.

Clients click once and complete it. Your team stops chasing.

LaunchAI Agents surface upset clients at risk of churn

By the time a client says they're unhappy, they're halfway out the door.

LaunchAI Agents watch the tone across every client conversation, comment, and approval, and flags the accounts where frustration is building before it turns into a cancellation.

Design proofing and feedback, built into your client workflow

Collect clear feedback and approvals on designs, ads, videos, and PDFs without chasing clients.

Clients can review, annotate, and approve assets directly in a branded portal, so nothing gets buried in email threads or Slack messages.

Manage every client project from one dashboard

See the health of every client project in one view. When you're running 30 at once, you can't open each one to check.

LaunchBay scores every project and flags what's at risk, so you step in before a delay turns into a client problem.

Agencies run on client delivery.
LaunchBay keeps the chaos at bay.

Every hour spent chasing files, approvals, and signatures is time your team isn't delivering value to clients. LaunchBay replaces scattered tools with a single system for collecting inputs, coordinating work, and moving projects from kickoff to launch.

Scale your web design business without adding headcount

“LaunchBay easily saves us over 15 hours per week by automating and streamlining our client onboarding process."

Automate project kickoffs with repeatable onboarding workflows
Collect content, brand assets, and hosting credentials before work begins
Keep every website project on track from discovery to launch
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Launch SEO & PPC campaigns faster and keep clients from churning

"Our biggest clients have started referring even bigger clients, and it's a direct result of our client portal experience."

Automatically collect ad account access, campaign briefs, and contracts
Track campaign milestones so clients always know progress is happening
Review and approve ad creatives without the email thread chaos
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Stop chasing files and approvals. Ship content faster.

"With LaunchBay, we've cut client onboarding time by over 40%. Clients are more engaged and happier because they're seeing results sooner."

Automatically collect brand assets, logins, and content inputs at kickoff
Get content reviewed and approved in one place, not across five threads
Centralize client communication so nothing falls through the cracks
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Give clients full visibility into the results your team is delivering

"LaunchBay gives us one home to manage every aspect of our client work, helping us complete projects faster."

Share project progress and milestones in a branded client portal
Automate reminders so clients stay accountable without awkward follow-ups
Consolidate reports, deliverables, and client communication in one portal
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Keep productions on schedule without the follow-up grind

"Phenomenal, easy to use, and perfect for handling a high volume of clients. LaunchBay allows you to scale up easily."

Collect creative briefs, raw assets, and release waivers in one portal
Review rough cuts and approve deliverables without endless email chains
Track production milestones from pre-production to final delivery
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Manage document-heavy, approval-driven onboarding with clarity and control

"I spent years looking for a tool that combined client portals with simple project management. LaunchBay delivered."

Collect brand questionnaires and creative briefs before work begins
Share proofs, request feedback, and track revisions
Automate follow-ups so deliverables never stall waiting on a client
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Frequently Asked Questions (FAQs)

What is a client portal for marketing agencies, and why should we use one?
A client portal is a branded, central workspace where your agency and your clients handle onboarding, projects, deliverables, contracts, invoices, and communication in one place. Instead of spreading client work across email, Slack, and shared drives, everything lives behind a single magic link. For agencies running dozens of clients at once, that means fewer approvals to chase, fewer files to hunt for, and a client experience that scales.
Can LaunchBay replace the tools my agency already uses to manage client work?
For most agencies, yes. LaunchBay consolidates task management, contracts, invoices, approvals, file sharing, and messaging into one platform with branded client portals. LaunchBay is not a CRM though, and many agencies run LaunchBay alongside their CRM, like HubSpot,
Can my agency white-label the portal so it looks like our own product?
Yes. Every plan includes branding customization: your logo, colors, and company name across portals and email notifications. On the Premium plan you can set a custom portal domain, use a custom sending email address, and remove all LaunchBay branding entirely. Your clients experience your brand, not ours.
Does LaunchBay support agencies with multiple service lines?
Yes. LaunchBay supports unlimited project templates, so you can build a distinct onboarding and delivery workflow for every service you offer. SEO clients see different tasks and forms than web design clients. Each template can include custom pages, embedded tools, and service-specific automation, so your process is consistent without being identical for every client.
Does LaunchBay support agencies with multiple service lines (SEO, PPC, social, web, etc.)?
Yes. LaunchBay supports unlimited project templates, so you can build a distinct onboarding and delivery workflow for every service you offer. SEO clients see different tasks and forms than web design clients. Social media retainer clients see different portal pages than PPC clients. Each template can include custom pages, embedded tools, and service-specific automation, so your team's process is consistent without being identical for every client.
How does LaunchBay compare to other client portal tools for agencies?
Most client portal tools are essentially file-sharing apps with a messaging tab. LaunchBay is a full client collaboration platform. You're not just giving clients a place to view files. You're giving them a workspace where they complete tasks, sign contracts, pay invoices, approve deliverables, and track project progress, all in one branded environment. For agencies running multiple active clients, that translates to fewer tools, fewer follow-ups, and a client experience that actually scales.
Does LaunchBay integrate with HubSpot for agency onboarding workflows?
Yes. LaunchBay has a native HubSpot integration that lets agencies trigger client portal creation directly from deal-stage changes in HubSpot. When a deal moves to closed-won, LaunchBay automatically creates the client's portal, assigns their tasks, and sends their magic link, all without manual setup. You can also sync contact and company data from HubSpot into LaunchBay to pre-populate portal content and reduce duplicate data entry.

Running HubSpot implementations as a core service line?
LaunchBay works perfectly for implementation teams. Learn how CRM migration & implementation teams use LaunchBay.

Take command of every customer onboarding.

One platform to run, monitor, and manage every customer onboarding, with full visibility into every account.

Ready to stop wondering where things stand?