What do users say about Assembly?

I love how user-friendly Assembly is. It's very easy to understand and use for both myself as the business owner and for my clients. The client portal is customizable, and I love how seamlessly my brand integrates with the software. Assembly has given me a one-stop shop with all the tools and features I need to make my business successful, instead of having to create a tech stack. What impressed me the most was how professional it appears on the client's end. The client portal has been customized to match my brand, so it looks like I hired a designer to make that portal. The tabs on the left navigation bar are easy to understand and navigate. The initial setup was very easy, with clear, step-by-step instructions and a decent free trial period. Review collected by and hosted on G2.com.

It is s bit expensive. I do feel like I get the value needed though. Review collected by and hosted on G2.com.

Copilot keeps all my clients in one place, and each one has their own branded portal. That setup makes it simple to manage messages, invoices, files, and forms without constantly switching between different tools. Having a dedicated, well-organized space for each client streamlines my workflow, keeps communication clear, and helps create a more professional experience for both me and my clients. Review collected by and hosted on G2.com.

I wish the plans were a little cheaper, but either way, I really love the platform. Review collected by and hosted on G2.com.

I like that Assembly keeps everything in one space for our exhibitors to track their onboarding. The AI usability helps me bring my ideas to life, and I really like the AI builder and Claude integration because working with Claude in Assembly feels really smooth. The initial setup was very simple. Review collected by and hosted on G2.com.

I think the chat function could be improved. I’d like to create specific messaging groups to target the exhibitors I need instead of bulk messaging or sending individual messages. The tagging and chat functionality also took me a minute to figure out. Review collected by and hosted on G2.com.

I really like Assembly because it makes it much easier for my internal team and clients to work together on shared activities. It also gives our clients clearer visibility into project progress, milestones, and pending activities. Plus, the initial setup was really fast, which was great. I would absolutely recommend Assembly to a friend or colleague, in fact, I'd give it a 10 out of 10. Review collected by and hosted on G2.com.

Improve multilingual client support. Review collected by and hosted on G2.com.

I like how customizable Assembly is and how easy it is to add applications to a portal. It's definitely intuitive in interface, making it easy to use. The initial setup was very easy, and with just a few steps, I had already set up our brand. Assembly allows me to provide sponsors with a customized portal, making interactions feel less like a copy-paste experience. It's much more personalized and clean compared to OneDrive. Review collected by and hosted on G2.com.

I wish it was easier to copy and paste contact files or company files. I want to be able to duplicate the basic structure of what I'm sharing with one company for another without having to copy, paste, or re-upload everything, which is a whole headache. I also wish you could turn off showing when files were uploaded, as it makes it feel a little too new, like 'oh you uploaded these files 10 minutes before reaching out to me.' Review collected by and hosted on G2.com.

I love that their chat/support is extremely helpful. They've answered every question I've had and even created features specifically off my recommendations for the ultimate client experience! Review collected by and hosted on G2.com.

Can't send invoices to people who aren't in the CRM. Occasionally I'll just need to send one off invoices but can't, so I have to make client sign up for something they'll only use once Review collected by and hosted on G2.com.

It is easy to setup and configure. The ability to easily create separate 'areas' for each of our clients saves a lot of time and eases concerns around data security and access.

The integrations are excellent and allowed us to use many of our current assets on google workspace like forms.

Everything loads quickly and the site performance is great. I find google forms and data studio dashboards load quicker in assembly than in google workspace which is surprising but very welcome. Review collected by and hosted on G2.com.

At the beginning I found it a small bit difficult to understand companies and contacts and their uses, but once I read up on it it was okay Review collected by and hosted on G2.com.

I like Assembly for its simple UI, which makes it easier to manage client resources. The accessibility is fairly simple, allowing me and my clients to access stored files securely from a centralized location at any time. Assembly effectively handles client messaging and lead inquiries by providing a platform for sharing files that require review before signing engagements. It also solves problems like emailing documents, organizing files for multiple clients locally, and safeguarding client information in a secure server. The initial setup was very easy. Review collected by and hosted on G2.com.

Customizability options are lacking, and some clients get confused as to where things are. Instructions should be provided to the client when they first use a magic link to login, guiding them on how to continue accessing their dashboard going forward. That should be the first call-to-action when a client enters—to properly sign up so they can continue using the dashboard at will. Some clients also have zero issues and use it fine without any further instruction. Review collected by and hosted on G2.com.

Managing Clients, invoicing and payments Review collected by and hosted on G2.com.

Credit card fee is a bit on the higher end. Review collected by and hosted on G2.com.

It’s easy to use, with a simple, easy-to-navigate interface. The client portal looks professional and does a great job of bringing many items together in one place. The ability to assign tasks and use that workflow, rather than relying on email, is a great time-saver. The recently added automatic task follow-ups are also very helpful and reduce the time spent tracking down overdue tasks. Review collected by and hosted on G2.com.

The desktop app could be quicker. It can take some time to load, and jumping from one screen to another isn't always seamless. Review collected by and hosted on G2.com.