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Free Trial Client Onboarding Software (2026)

Last updated: March 2026

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Free Trial
No Credit Card Required
LaunchBay is the all-in-one client onboarding automation platform built for agencies, consultants, and B2B software teams. We help you scale your capacity, not your headcount, by unifying client onboarding, collaboration, and service delivery into one seamless flow. Choose the plan that fits your growth stage. All plans include unlimited clients and projects, ensuring you never get penalized for scaling. ------- Start – $39/user/month Perfect for small teams ready to ditch spreadsheets and look more professional. Get started with a polished, client-facing environment that separates you from the competition. • Branded Client Portals: Give every client a dedicated, professional space. • Project Management & Tasks: assigning tasks to clients and internal teams. • Client Intake Forms: Automate data collection from day one. • Digital Contracts & Proofing: Handle approvals and agreements without leaving the platform. ------- Grow – $49/user/month Designed for scaling operations that need to automate busywork. Remove the manual friction from your day-to-day. The Grow plan adds powerful automation and integrations to help you onboard clients faster. • Advanced Automation: Trigger actions and follow-ups automatically. • Recurring Tasks: Standardize your retainer and maintenance workflows. • Zapier & CRM Integrations: Connect LaunchBay with your existing tech stack. • AI-Powered Tools: Instantly generate forms and project structures to save setup time. • Helpdesk: Centralize client support and questions. ------- Scale – $59/user/month Built for teams demanding full control and a completely white-labeled experience. Deliver an uncompromisingly premium experience where your brand is the only thing your client sees. • Custom Domain (CNAME): Host client portals on your own URL. • Custom Email Domain: Ensure all notifications come directly from your email address. • CRM BCC: Log every communication automatically in your CRM. • Full White-Labeling: Remove all "Powered by LaunchBay" branding for a truly cohesive look. ------- All plans come with a 14-day free trial—no credit card required. Save 10% when you choose annual billing.