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Run onboarding & implementation from one place
One workspace for customers & team members
Internal tasks, customer tasks, and the conversations around them, all in one project.
All tasks in one view
Most teams split onboarding across two tools: a PM app for the team and a separate portal for the customer.
LaunchBay keeps both in one project, so nothing falls into the gap between them. Track time on internal tasks, keep private checklists, and collaborate as a team, all without the customer seeing any of it.
Private work that kicks off the customer's next step
Your internal work stays hidden from the customer, but finishing it can move their side forward automatically.
Close out the setup task and the customer's next task appears, no handoff email required.
Plan it as a list, run it as a board
Lay out the onboarding as a list, then switch to a board to move it. You choose the way to make LaunchBay work best for you.
Powerful filters let you find the tasks that need your attention so you can keep the work moving.
Onboarding that moves without being pushed
Set automations once in a template, and the work keeps going on its own.
Reminders go out, tasks assign themselves, and the next stage starts the moment the last one finishes.
Every conversation in one place, tied to the work
Customer messages and team comments live together with the tasks they're about, so context never scatters across inboxes and threads.
Internal notes stay internal, so your team can talk through a task without the customer seeing. Every message sits next to the work it's about, not buried in a separate inbox.
Build it once, run it every time
Turn your best onboarding into a template with tasks, stages, internal checklists, forms, and automations. Every new customer launches with the full workflow ready to go, internal steps included.
Take on more customers without rebuilding the process each time, so the team scales without the playbook breaking.
Keep exploring LaunchBay's features
Client Portals
Give every client a branded, loginless workspace where they complete tasks, upload files, approve deliverables, and track project progress in real time.
Automations
Trigger tasks, messages, and workflows automatically when deals close or milestones are hit. Keep projects advancing without manual input from your team.
Unified Inbox
Manage every customer conversation from one shared inbox with internal notes, @mentions, and AI-assisted replies. Convert messages to tasks in one click.
