One platform to run every MSP client relationship

Most MSPs are managing client work across a patchwork of CRMs, project management tools, spreadsheets, and email. The work gets done, but the client experience suffers. LaunchBay replaces that stack with one platform where onboarding, implementation, ongoing communication, and client collaboration all happen in one place, from the first touchpoint to long-term account management.

Keep every MSP client relationship moving without burying your team in admin

One platform to onboard, manage, and retain every MSP client

Client Portals

Every new MSP client starts their relationship in a structured, professional portal the moment a deal closes, not days later after your team has cobbled together a kickoff email and a shared folder. The faster clients can complete onboarding tasks, the faster your team can start delivering. That speed compounds as you scale.

LaunchBay client portals are fully branded to your MSP and require zero login from your clients. Every client gets their own dedicated space to complete onboarding tasks, upload files, sign contracts, get sign-off on new tools or workflows, submit support requests, and track project progress in real time. One portal for the entire client relationship, not just the kickoff.

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Contracts

Signed and sealed, without leaving the portal.

LaunchBay Contracts let MSP clients review and sign service agreements, SOWs, and NDAs directly inside their portal, no DocuSign required. Close onboarding faster, keep everything in one place, and eliminate the back-and-forth that delays project kickoffs.

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Project Templates

Build your MSP workflow once. Run it for every client.

Map your onboarding, implementation, or managed services process once as a LaunchBay project template. Every new client project starts with tasks, automations, and portal pages already in place. No rebuilding, no missed steps, just a consistent experience every time.

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Automated Reminders

Stop chasing clients. Let automation do it.

LaunchBay automatically nudges clients when onboarding tasks are overdue and alerts your team when action is needed. No manual follow-ups, no missed handoffs. Your team gets out of their inbox and back to delivering client value.

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Project Progress Tracker

Everyone knows where things stand, always.

LaunchBay's project progress tracker gives MSP clients a live view of their onboarding and implementation milestones while giving your team a clear picture of what's on track and what's at risk. Fewer status calls, early visibility into issues, and clients who actually feel informed.

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Integrations

Your CRM connected. Your onboarding, automatic.

LaunchBay connects natively with HubSpot and via Zapier with Salesforce, Pipedrive, ConnectWise, and thousands of other tools MSPs rely on. The moment a deal closes, onboarding kicks off automatically and clients get instant portal access to start providing what your team needs.

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“LaunchBay easily saves us over 15 hours a week by removing the need for manual follow-ups and calls to gather client files, feedback, and approvals - so projects move to completion faster.”

Frequently Asked Questions (FAQs)

What is LaunchBay and how does it help MSPs?
LaunchBay is a client work platform built for B2B service teams. For managed service providers, it replaces the fragmented stack of CRMs, project management tools, and email threads with one platform where client onboarding, project delivery, and communication all happen in one place.
How does LaunchBay automate MSP client onboarding?
LaunchBay integrates natively with HubSpot and via Zapier with Salesforce, Pipedrive, ConnectWise, and other CRMs. When a deal reaches a specified stage, LaunchBay automatically creates the project, assigns tasks from your template, and sends the client a branded portal invite. Onboarding starts without anyone on your team touching it.
Do MSP clients need to create an account to access their portal?
No. Clients access their portal through a secure magic link. No account creation, no passwords, no downloads. One click and they're in.
Can LaunchBay handle different MSP service types with different workflows?
Yes. You can build a separate project template for each service type, such as new client onboarding, software implementation, ongoing managed services, or project-based engagements. Each template carries its own tasks, stages, automations, and portal pages so every client gets the right workflow for their engagement.
How does LaunchBay help MSPs scale without adding headcount?
By automating the repetitive parts of client onboarding and communication, including task activation, reminders, status updates, and portal setup, LaunchBay lets your team manage more clients without proportionally increasing the workload. Teams routinely save hours per day in back-and-forth communication alone.
How is LaunchBay different from using a PSA or project management tool like ConnectWise or Monday.com?
PSA and project management tools are built for internal team operations. LaunchBay is built for the client-facing side of that work. It gives every client a branded, loginless portal, automates the onboarding handoff, and keeps clients informed throughout delivery, things traditional tools were never designed to do.
Can LaunchBay help MSPs deliver a better client experience and win more referrals?
Yes. Clients notice when you're not providing transparency into project status. A branded portal with real-time visibility positions your MSP as more professional and polished than competitors still relying on email. That level of credibility is what attracts larger clients and turns your best accounts into your best referral sources.
How quickly can an MSP get set up in LaunchBay?
Most MSPs are up and running with their first client-ready template within hours. LaunchBay's AI task builder lets you describe your onboarding or implementation process, or paste in existing documentation, and instantly generates all the tasks, stages, and forms you need. No professional services, no lengthy setup. And once your template is built, every new client relationship starts automatically the moment a deal closes. No per-client setup required.

Run client work the smarter way

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