What do users say about Assembly?

The onboarding experience for my clients is quick and seamless. I can set rules that save me time. Billing and invoicing is also made easy and I like that I can use it as my primary platform to communicate with clients and keep track of outstanding tasks. Review collected by and hosted on G2.com.

Some of the features could be refined further. For example, not being able to assign multiple users to the company profile. I want to be able to assign individual tasks that can't be seen by other members of the company but sometimes I do need shared tasks so it makes it difficult to track. Allowing for my rules customization would be nice so that I can create rules such as at a given time in the month assign this task to the client. Alot of my work is reoccuring so having to create tasks each month and manually assign takes up precious time. I also wish there was a way to assign different scheduling apps to different clients. I have different levels of services and some clients have longer monthly meetings and not having the ability to tailor this forces me to do it manually outside the platform. Also, pricing is high when adding additional users. As I grow my team I'm aware of the hige cost I have to pay if I don't want all the users to see all the clients. I wish there was a cheaper option here. Review collected by and hosted on G2.com.

The best part for me is having the task templates. As soon as a customer needs to complete any part of the process, the right templates are just one click away and ready to use. Another big plus is that, instead of emailing documents back and forth with customers, everything stays in one place. Assembly cuts down the admin for customer interactions I would say by 75%. Review collected by and hosted on G2.com.

Unfortunately, on the Starter plan you can’t create API keys, and the next plan up is three times the subscription price. On top of that, since I’m in Australia, the exchange rate isn’t great. I feel there should either be a limited number of API keys included on the Starter plan, or an additional plan tier between Starter and Professional. Review collected by and hosted on G2.com.

Assembly is a great product! It is very user friendly. Creating an account for my accounting firm was simple and quick. My clients also have found it very easy to use. It also offers great customer support through its resources and the response of the Assembly support team. Review collected by and hosted on G2.com.

I would love if it integrated with other systems that I use like QuickBooks. Review collected by and hosted on G2.com.

It makes communicating with our clients much easier and more straightforward. Every client gets their own workspace, and their assistant works with them inside it, so nothing important ends up buried in a personal DM thread. The API is the other reason I stay. Our weekday sync pulls new customers out of HubSpot and creates the company and client records in Assembly on its own, so onboarding an account is not data entry anymore. We have around 49 active client accounts running through it and I have not had to babysit any of it. Its great value to be able to provide superior customer service at near instaneous speeds to our clients. Review collected by and hosted on G2.com.

It’s not mobile-friendly, so our clients can’t use it on their phones. Review collected by and hosted on G2.com.

I appreciate Assembly for its security and the comprehensive features it offers. It is a safe environment that integrates nicely with our website. The customizable forms allow us to tailor processes somewhat specifically for our clients, making information gathering logical and straightforward. Additionally, the support provided when we encounter issues with the portal is pretty solid. Once I got the hang of it, setting up Assembly was fairly easy, and now with some new features, we continue to improve it to make it as solid as possible. Review collected by and hosted on G2.com.

I need to be able to have some options like a yes or no. And if the client says yes, the form continues. If they say no, they're done. But I do believe that might be an option now available. Review collected by and hosted on G2.com.

I love being able to mold any of the apps to how I need. It's such a clean and simple way for me to present clients their campaigns and everything we do working with them. It's simple and straightforward to use the platform. Also, the support team and anyone I've interacted with at Assembly are all super helpful and don’t leave you hanging for too long. Review collected by and hosted on G2.com.

I'd like more automations and workflow options. Review collected by and hosted on G2.com.

I like Assembly because it helps ensure submitted requests are captured and not lost among documents. This feature gives me peace of mind that everything is tracked properly. I also appreciate it for allowing clients to get a better understanding of current progress and outstanding work, making communication clearer. Additionally, the ability to personalize dashboards with the most relevant metrics and widgets is a big plus for me. The initial setup was quick, which I found convenient. Review collected by and hosted on G2.com.

Assembly needs to let clients personalize dashboards with the metrics and widgets that are most relevant to them. Review collected by and hosted on G2.com.

I like Assembly for its deep customization and flexibility, allowing us to shape our portal and add whatever functionality we need with a reliable core. The integration with other platforms is also a huge plus for us. The initial setup was quick and seamless, and I appreciate that Assembly allows us to manage a large number of client messages efficiently, assign tasks, automate with Zapier, and include robust custom pages for live reports. Review collected by and hosted on G2.com.

Some clients struggle with how intuitive the UX is. There could be clearer buttons and iconography, especially surrounding messages and tasks. Review collected by and hosted on G2.com.

What I love most about Copilot is its incredible flexibility and how effortlessly it integrates with other apps. It feels like having a personal assistant designed to fit your unique workflow, rather than making you conform to a preset system. The customization options are outstanding, giving me the freedom to shape the platform exactly to my needs. Review collected by and hosted on G2.com.

Not all sites fully integrate, which sometimes causes certain pages not to load properly—a bit frustrating when you're trying to streamline tasks. Additionally, there’s no notes feature available for internal use yet, which would be incredibly helpful for quick reminders or team collaboration. Review collected by and hosted on G2.com.

One of my favorite features is the white-labeled client portal. My clients have a branded login where they can access all of their project assets in one place instead of digging through emails or multiple platforms. On top of that, Assembly lets us embed and integrate the tools we already use every day, like Monday.com, Miro, Frame.io, and many others. It creates a seamless experience for both our team and our clients, and has become a central hub for every project. Review collected by and hosted on G2.com.

One thing that I do wish you guys had was a QuickBooks payments integration, but other than that, everything's been great. As well as a more robust CRM system Review collected by and hosted on G2.com.