Client portal software for marketing agencies

Your team's overwhelmed. Your client experience doesn't reflect the quality of your work. LaunchBay gives your agency one branded portal to run client onboarding, contracts, approvals, invoicing, and communication. Less chasing, more delivering.
Try for FreeBook a Demo
Powering 20,000+ client projects every month
LaunchBayClient Portal Software for B2B Teams
Book a DemoGet started

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.

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.

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 email threads to find what was decided.

Centralized Client Inbox

Clients ask questions, give feedback, and request new work directly inside their loginless portal. No new logins. No scattered email threads. No jumping between Slack, email, and project tools to piece together a conversation.

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.

Try LaunchBay for Free

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.

Try LaunchBay for Free

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.

Try LaunchBay for Free

Manage every client project from one dashboard

Easily manage client-facing tasks, internal team tasks, and collaboration in one place. Understand project health at scale and step in quickly to identify bottlenecks and stalled projects before delays turn into client frustration.
‍

Try LaunchBay for Free

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.

Website Design
Digital Advertising
Social Media Management
CRM Implementation Teams
Podcast & Video Production
Graphic Design
& Branding
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
Learn More →
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
Learn More →
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
Learn More →
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
Learn More →
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
Learn More →
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
Learn More →

Frequently Asked Questions (FAQs)

What is the marketing agency onboarding process and how does LaunchBay support it?
The marketing agency client onboarding process typically covers the work between a signed deal and the first deliverable: sending engagement letters and SOWs, collecting client brand assets and access credentials, running a kickoff call, gathering campaign briefs or project requirements, setting goals and KPIs, and aligning the team on scope. LaunchBay supports the entire process inside one branded, loginless client portal. New clients click a magic link the moment a deal closes and land in a workspace with their onboarding tasks, intake forms, contracts, and your team's contact info already in place. Your account managers track progress across every active onboarding from a single dashboard, automated reminders chase outstanding inputs, and every approval is timestamped, so nothing slips between sales and delivery.
Can LaunchBay replace the tools my agency already uses to manage client work?
For agencies stitching together project management tools, contract software, invoicing platforms, and email for client communication, LaunchBay consolidates most of that into one platform. You get task management, contracts, invoices, approvals, file sharing, and messaging all inside branded client portals. Many agencies use LaunchBay alongside their CRM (like HubSpot) and keep specialized tools (like Google Analytics, Looker Studio, or ad platforms) embedded directly inside portals.
How does LaunchBay help agencies onboard new clients faster?
LaunchBay lets you build reusable project templates for each service you offer. When a new client signs, you launch a portal from your template and everything is set up automatically: tasks, forms, contracts, files, and reminders. For agencies connected to HubSpot, the portal can even be triggered the moment a deal is marked closed-won, meaning clients are in their workspace before your account manager has sent a welcome email.
Can my agency white-label the client portal so it looks like our own product?
Yes. All LaunchBay plans include branding customization: your logo, brand colors, and company name across portals and email notifications. On the Premium plan, you can set a custom portal domain (like clients.youragency.com), use a custom sending email address, upload a favicon and header image, and remove all LaunchBay branding entirely. Your clients experience your agency's brand, not ours.
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?
See our dedicated HubSpot implementation page for solution partner workflows.
What is a client portal for marketing agencies and why do agencies use one?
A client portal is a branded, centralized workspace where marketing agencies and their clients collaborate on onboarding, projects, deliverables, contracts, invoices, and communication. Instead of coordinating client work over email, Slack, and shared drives, everything lives in one place that clients can access through a single magic link. For marketing agencies, a client portal eliminates the daily friction of chasing approvals, hunting for files, and managing scattered communication. LaunchBay is purpose-built as a client portal for marketing agencies, with embedded eSignatures, creative approvals, invoicing, automated reminders, and a built-in inbox so your team and your clients never need to switch tools to keep work moving.

Run client work the smarter way

Replace scattered tools with one branded portal for onboarding clients, coordinating work, and delivering a better client experience.

Try for FreeBook a Demo