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Customer onboarding software built for B2B SaaS teams
Spreadsheets and email threads hide where implementations actually stand. LaunchBay shows your team the live status of every customer moving from Closed/Won to live, in one place.
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Onboard customers faster. Stop churn before it starts.
See where every implementation stands
Your CRM says Closed/Won. After that, most teams are guessing.
LaunchBay shows the live status of every onboarding in one view, flags at-risk accounts before they turn into escalations, and shows the exact task holding a launch up.
Deliver a first impression that prevents dropoff
First impressions land in seconds. The moment a new customer signs, their branded portal is ready with onboarding tasks, kickoff documents, and team contacts in place.
No setup delays, no login instructions to wait on.
Keep customers participating and accountable
Onboarding stalls when customers don't know what's expected.
LaunchBay drops them into a branded, loginless workspace with every task, due date, and update in one place, so the next step is always clear and always owned.
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Stop re-entering the same customer data
Save your team from double entry across forms, contracts, and tasks.
LaunchBay pulls what you already have from your CRM and passes it from one stage to the next, so data flows in without manual work.
Turn every customer onboarding into a successful launch.
Everything a B2B SaaS team needs to run onboarding and implementations at scale. Prevent dropoff, cut the manual work, and get customers to first value faster.
Branded client portal
Every customer gets a branded, loginless portal to complete tasks, upload files, sign contracts, and track progress.
Onboarding automation
Connect your CRM and existing tools to kick off onboarding automatically and pass critical data into LaunchBay.
Automated reminders
Task reminders and deadline notifications go out on their own, so onboarding keeps moving without manual follow-up.
Live reporting
See every onboarding on one screen, spot at-risk accounts early, and step in on the task that's blocking a launch before customers get frustrated.
Unified inbox
Every customer conversation lives in one shared inbox instead of scattered across personal email, so nothing gets buried or lost when someone's out or moves on.
Reusable workflows
Build your onboarding process once, run it for every customer. Workflows adapt to each one without rebuilding from scratch.
AI built into every customer onboarding
AI Chief of Staff, AI Agents, and AI Builders for stages, tasks, and forms. Available natively in LaunchBay and through MCP, so your team and your AI assistants work from the same project structure.
Customer onboarding automation, built from any AI assistant
Build customer onboarding workflows from a single prompt. AI Stage, Task, and Form Builders generate reusable templates directly inside LaunchBay or through MCP from Claude, ChatGPT, Gemini, or any AI assistant.
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AI agents that watch every implementation
AI Chief of Staff opens your day with what needs attention across every active onboarding. Agents watch for overdue customer tasks, frustrated tone in conversations, and decisions buried in comments, and report back with a suggested action. Your team sees what's slipping before it becomes churn.
Built for teams where onboarding blocks growth
Ditch the spreadsheets and follow-up emails. LaunchBay centralizes every task, file, and approval, so onboarding and implementations move faster with fewer bottlenecks.
Run every customer onboarding with clear ownership and visibility
"LaunchBay does everything we've dreamed of and more when it comes to onboarding software customers."
Standardize customer onboarding across every managed service
"Our biggest clients have started referring even bigger clients, and it's a direct result of our client portal experience."
Keep complex CRM implementations on track while collecting customer data, access, and approvals
"Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes."
Manage document-heavy, approval-driven customer onboarding with clarity and control
"Since implementing LaunchBay, a single team member can do the same work that once required four people."
