# Assembly Reviews **Vendor:** Assembly **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.7/5.0 **Total Reviews:** 313 ## About Assembly Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. ## Assembly Pros & Cons **What users like:** - Users commend the **ease of use** of Assembly, simplifying client presentations and enhancing overall business organization. (147 reviews) - Users value the **easy setup** of Assembly, finding it quick and efficient to get started with the platform. (82 reviews) - Users appreciate the **responsive customer support** of Assembly, enhancing their experience with effective solutions and guidance. (75 reviews) - Users find Assembly **intuitive and straightforward** , making client management and integrations seamless and efficient. (73 reviews) - Users value the **seamless integrations** of Assembly, enhancing their client management and workflow efficiency effectively. (72 reviews) - Users love the **professional appearance** and comprehensive integration options of Assembly, greatly enhancing client satisfaction and workflow. (71 reviews) - User Interface (63 reviews) - Easy Integrations (62 reviews) - Convenience (57 reviews) - Customization (57 reviews) **What users dislike:** - Users express a desire for more **missing features** and flexibility to better adapt Assembly to their workflows. (96 reviews) - Users find the **limited features** of Assembly restrict customization and integration opportunities, impacting overall effectiveness. (69 reviews) - Users find Assembly **lacking features** , often needing workarounds and third-party apps for essential functionality. (47 reviews) - Users desire more **limited customization** options for the client portal, feeling it restricts tailored experiences. (47 reviews) - Users desire improved **integration capabilities** for better compatibility with payment services and other software tools. (33 reviews) - Access Limitations (26 reviews) - Expensive (26 reviews) - Limited Functionality (26 reviews) - Difficult Customization (17 reviews) - Lack of Customization (17 reviews) ## Assembly Reviews ### 1. LOOK NO FURTHER! **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron R. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2022 **What do you like best about Assembly?** Marlon & Neil have been excellent. Marlon is highly engaged with the community, and you can tell he takes pride in his company. With starting a new business, it's hard to see who is trying to help you and navigate you in the right direction. Marlon answered all my questions promptly and, when I needed something, Marlon even had some help me instantly. For that, they have earned a lifelong client. Portal is super easy to navigate, and for my first client, they had nothing but high praises for the platform. I greatly appreciate the service that I've received thus far. #Cheers to a successful 2022 Portal! **What do you dislike about Assembly?** There is nothing about the service I dislike so far. Portal has a clear roadmap ahead, and I cannot wait to see what is coming for 2022 this company. With Portal being highly responsive to the community, it makes it more special to be with this company. **Recommendations to others considering Assembly:** If you are looking for an easy to use platform and a super-engaged community look no further. **What problems is Assembly solving and how is that benefiting you?** Benefits for me have been: The payment processing Customize a client dashboard. Easy to get in touch with my clients CRM is very nice Customized Portal Extensions are nice. There is some many to choose from ### 2. White Label Client Messaging and Management - A Must For Communicative Consultants **Rating:** 5.0/5.0 stars **Reviewed by:** William P. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2021 **What do you like best about Assembly?** The white label feature is my favorite, I enjoy being able to keep my branding consistent. The support and community are really great as well, updates are released weekly, with full transparency. **What do you dislike about Assembly?** I'm looking forward to making more use of the billing & invoicing system built into the app, but currently it doesn't have enough of the features I'm looking for, like subscriptions and products. These are features are coming out in a few months according to the company, so I'm looking forward to that. All previous dislikes were fixed with the weekly updates since my last review. **What problems is Assembly solving and how is that benefiting you?** Before we were communicating with clients via email, Slack, Upwork, you name it. Now, we welcome all recurring clients to our Portal and keep our ongoing communication in one place. Clients also seem to enjoy the app as well! ### 3. Overcomes my biggest issue with client portals in a clean, crisp package **Rating:** 5.0/5.0 stars **Reviewed by:** Elia A. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2021 **What do you like best about Assembly?** The layout makes everything so straightforward for the client that there's no guessing where the client needs to go to do anything. Add the functionality and customizability of extensions for custom sidebar entries, and I couldn't be happier to be a Portal customer. Moreover, using Portal on a mobile device is far smoother than I expected it to be. **What do you dislike about Assembly?** The biggest downside to me is no chrome or windows notifications for updates while having Portal open in another tab. This functionality would make it so clients can rely on Portal simply by having it open vs the 5-minute delay before Portal sends a notification email to you / the client. **What problems is Assembly solving and how is that benefiting you?** One of the biggest pains throughout my career has been getting everyone I work on a project with to centralize their communications, be it requests, modifications, or approvals. We attempted using Slack but conversations blend, and you can't force people into using threads or keeping channel conversations to a specific topic. Portal allows placement of all of the *important* stuff in one spot without the expectation of instant replies that Slack and other chat programs intimate. Plus, the extensions add another level of service for the client that generally requires nothing more than some embed code. Since my team uses ClickUp to manage projects, this is especially helpful. We embed code for a public-facing production list in one extension. Another extension is a public-facing ClickUp Doc with links to all assets and a breakdown of project execution. Hence, there's never any question of where the client needs to go to find something (and that alone is a huge win.) I can't wait to try out connecting my Stripe account and sending invoices that way. ### 4. Happy Customer **Rating:** 5.0/5.0 stars **Reviewed by:** Terrell F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2022 **What do you like best about Assembly?** I have very little tech experience and I was able to set up a client portal in a short amount of time at a good cost. The customer service that I received from Marlon assured me, that I had indeed made the best choice for my business. **What do you dislike about Assembly?** At certain points, I wish I could have just called to talk to person but once again, Marlon was so efficient through email, that it made up for it. **What problems is Assembly solving and how is that benefiting you?** I was able to integrate my personal forms into the portal. Everything that I wanted in a portal was realized with PORTAL. ### 5. My Portal Peeps **Rating:** 5.0/5.0 stars **Reviewed by:** Sherri K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2022 **What do you like best about Assembly?** It is extremely user friendly and also looks very smart and professional. Basically, Portal makes me look great! **What do you dislike about Assembly?** I didn't like that I couldn't choose services a la cart.... but then I talked to the Portal team and they fixed the issue for me and I couldn't be more thrilled! **What problems is Assembly solving and how is that benefiting you?** Portal is creating a bridge between my clients and myself so that I can offer a 100% virtual experience. Because of Portal, my company is capable of being global! And that is a major deal. ### 6. Every business needs Portal **Rating:** 4.5/5.0 stars **Reviewed by:** Guy B. | Growth Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Assembly?** Portal is easy to use, has awesome customer support/community, and is VERY useful. **What do you dislike about Assembly?** There could be better features around billing/invoicing; however, the team at Portal is constantly looking to add new features and improve their software. **What problems is Assembly solving and how is that benefiting you?** All of our clients are immediately onboarded into Portal where they can communicate with our team, see FAQ's, and pay their invoices. Portal allows our clients to add multiple members of their teams so everyone has insight into what is going on. ### 7. Best in the Biz **Rating:** 5.0/5.0 stars **Reviewed by:** Laura L. | VP Account Strategy, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Assembly?** Portal is adaptable for almost any business sector to drastically improve the quality experience of the client. Our client messaging, file share, billing, and CRM is top notch and best in the industry. **What do you dislike about Assembly?** I have ZERO dislikes! I absolutely love the continued innovation of the product. The Team is incredible and they have our best interest at heart. They are interested in our feedback and adapt to the needs of clients. **What problems is Assembly solving and how is that benefiting you?** Portal is such an asset for me and our clients. It's a one stop show for our clients to get everything. This saves us so much time and has improved our productivity. ### 8. "I love your portal" - A Client **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Assembly?** As the title states, when we deployed portal to our client base, we immediately got feedback saying how much they loved it. It is very easy to setup and use, has a clean and polished interface, and has all the necessities there for you to engage with your clients. My favorite part of portal is the real-time dashboards (ie, embedding of other pages). It looks clean and as a Cybersecurity consulting firm, it makes us look MUCH more professional compared to creating logins for our clients elsewhere. Being able to tell our clients to ALWAYS go to our portal domain for anything they might need is fantastic. **What do you dislike about Assembly?** Portal is a bit pricy (as it's billed per internal user), however, I think that it will be justified as they continue to add features. **What problems is Assembly solving and how is that benefiting you?** Combining various other tools that confused our client base. Being able to tell our clients to go to our portal for anything they need has helped tremendously with customer interactions. ### 9. Very impressive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2022 **What do you like best about Assembly?** The responsiveness of the platform and the team that is behind the building and supporting of portal. works super well with zapier which we use. better than what is currently out there! **What do you dislike about Assembly?** it would be great to have a place to view all companies in the CRM instead of going to contacts CRM then seeing the companies. very small enhancement and defintiely not something people should be put off by if going to choose this. I still very much recommend this platform. **What problems is Assembly solving and how is that benefiting you?** automation and scaling the unscalable in our business with ease of use. feels like we have our own super supportive and responsive tech team on standby to support. ### 10. Portal is a great product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Assembly?** Portal is an amazing product - easy to use, customizable, sleek, modern, and built by people who know what they are doing! We can make the portal feel fully ownable and consolidate a lot of our customer journey into one place. **What do you dislike about Assembly?** There are some limitations to the product since Portal is still early stage (analytics, embedding certain things, the CRM is limited) but they seem well aware of these and have plans to improve. **What problems is Assembly solving and how is that benefiting you?** Portal allows us to launch and scale quickly without having to build our own portal - it's a no-code solution that allows you to launch quickly. ### 11. The Precise Approach **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2022 **What do you like best about Assembly?** My clients can access their documents in one place. **What do you dislike about Assembly?** It is too pricey and all the menu items are not easily accessible for clients. **What problems is Assembly solving and how is that benefiting you?** My clients can access their documents in one place. less time and confusion for me and my clients ### 12. Portal is the most professional client management software I've used. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael L. | Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Assembly?** Portal has a highly engaged team who are constantly adding new features and integrations. The platform is simple to use and feature dense. The price is exceptional for the amount you get. My clients have reached out to tell me how easy it's made day-to-day communications. Furthermore, the Co-Founder Marlon is one of the most engaged and caring business owners I have had the pleasure to know. I wouldn't trust any other individuals with such responsibility over my business. **What do you dislike about Assembly?** G2 makes you put a dislike. Honestly every suggestion I've made the company have either delivered on or I've had a personal heartfelt response why they decided against it. I feel highly valued as a customer so dislike for me is hard. The only thing I wish for is more features which I know are coming soon! **Recommendations to others considering Assembly:** Tried many other client portals and none have been as flexible, simple, and well priced. I'll be sticking around because of the quality customer support. **What problems is Assembly solving and how is that benefiting you?** Mostly, my team and I use portal to stay on top of communications with clients and provide a more professional experience which is lacking in our industry. With that in mind, we needed a tool that would be flexible and efficient. Portal certainly fits the bill! We're constantly in contact with said customers, so it is useful seeing a history of communications and separate tailored modules for each client to interact with. ### 13. Clean, elegant, and professional solution for my marketing agency client portal **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley T M. | Prinicipal, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2021 **What do you like best about Assembly?** If there is one thing I know all business owners and consultants struggle with, it’s keeping client communications, files and billing organized. Some consultants can implement a filing system (digital/paper), where they share links to the Dropbox/Google folder and set reminders on a payment platform on when to send out the invoice. Despite my 'be lean, efficient, organized' approach to my business, I’m not THAT organized or efficient to do so on my own, so I use Portal. This software allows my clients to access documents, pay their invoices, and message me all in one place. I timed myself to see how long it would take to set up my account, and it took roughly 5 minutes. I love that Marlon, the founder/CEO sends relevant emails to me, including links to training and best practices. I went through the suggestions, and it's pretty intuitive and easy to implement. In my business, when a prospect converts into a new client, I create a client account within Portal. The client gets a password-protected, encrypted link to Portal. Clients can access their portal anytime they wish. It takes me about 3 minutes to create a new client account and upload relevant documents, and overall, the software is super easy to use. Most clients enjoy having a one-stop-shop to view information and handle payments. **What do you dislike about Assembly?** Portal is slightly on the pricier side, but it is elegant, clean, and easy to use and provides that professional touch that our clients expect. **What problems is Assembly solving and how is that benefiting you?** Portal keeps me organized by creating a space for our clients to view all important documents and pay their invoices. I no longer have to search through emails for information or try and remember where I filed a digital document. Portal keeps all of this in one place, and it's a HUGE time saver for me. ### 14. Elevates our enterprise customer's experiences **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2022 **What do you like best about Assembly?** We use Portal to provide our enterprise customers an elevated experience. Specifically, our portal gives them a single place from where they can pay invoices, see their signed contracts, schedule meetings with a customer success manager, and more. Customer feedback has been amazing from our enterprise clients. What we also like a lot is that the product is completely white-label, letting us customize it with our branding, connect our custom domain, and more. The support has also been excellent across the board. **What do you dislike about Assembly?** The only feature we would really like to see is a mobile native app, which fortunately the Portal team is rolling out later this year. **What problems is Assembly solving and how is that benefiting you?** We have not experienced any issues. ### 15. Why you should use it **Rating:** 5.0/5.0 stars **Reviewed by:** Axel G. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2022 **What do you like best about Assembly?** The interface is clean and easy to use, and is always getting better. **What do you dislike about Assembly?** haven't found a dislike yet it is pretty complete for a small business **Recommendations to others considering Assembly:** go for it, its excellent **What problems is Assembly solving and how is that benefiting you?** Organizing the files for customers, and notifying them of new documents ### 16. The Best Tool a Marketing Agency Can Have! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2021 **What do you like best about Assembly?** Before using client portals, I emailed all graphic design files over through Google Drive. This streamlines my process, as now I can send invoices, messages, and share files through this one application, and since day one, clients say they prefer it over having different links. **What do you dislike about Assembly?** The one thing I mentioned earlier to one of the founders, was that the file system is great, just wished it had a thumbnail preview as Google Drive does. Not a deal-breaker, just something I look forward to seeing! **What problems is Assembly solving and how is that benefiting you?** Portal creates a streamlined process. I can send invoices over to clients, they have access to see their invoices for their tax purposes, rather than having to email it out of they lose the email, same with google drive links. It's just one link for scheduling, invoices, and accessing their graphic design files. ### 17. Evaluate Tools for Higher Education Teaching Purposes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Assembly?** There are lots of capabilities in the product. Tried the Agenda template and it was quite intuitive and easy to use. The drawing capabilities are indeed very powerful and can be used widely in the field of Education. **What do you dislike about Assembly?** It would be helpful to see some examples of how others are using the tool in different industry sectors. How to transform Visio drawings to this online product will be useful to know. **What problems is Assembly solving and how is that benefiting you?** Evaluating Tools for Higher Education Teaching Purposes. Agenda, Planning, Document Sharing and Ability to build Block Diagrams, Flowchat logic, Algorithm Logic is of interest. ### 18. Very Useful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2022 **What do you like best about Assembly?** I like the simplicity that Portal offers, with so many complex and time consuming software out there it is refreshing. **What do you dislike about Assembly?** The only negative I can think of is the less robust library of integrations in comparison to some platforms. **Recommendations to others considering Assembly:** I recommend using Portal for those looking for a solid solution in managing client communications, billing, and CRM all in one simplified space. **What problems is Assembly solving and how is that benefiting you?** Our team has better communication, better processes, and a more optimized workflow which saves us time. ### 19. Portal is great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2022 **What do you like best about Assembly?** It's intuitive, completely customizable, and is integrated with well thought out third party apps. **What do you dislike about Assembly?** Nothing.I think the product gets better regular basis. Would like to see the ability to download messages **Recommendations to others considering Assembly:** This is easy to set up and use. It's inexpensive to try and great for people who need an effective client portal. **What problems is Assembly solving and how is that benefiting you?** Client collaboration and providing routine client management tasks. ### 20. Finally a client portal that is truly modern **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2021 **What do you like best about Assembly?** After months of research this is the only product in its class that looks and feels modern. We were able to get set up in 10 minutes and connect it with our marketing website without issues. The customization options made it possible for the portal to look perfectly on-brand so that the transition from website to portal is seamless. We currently use the Files & eSignatures module, Billing module, and the Messaging module for enterprise contracts and support. **What do you dislike about Assembly?** Nothing to dislike yet. Everything is working great. **What problems is Assembly solving and how is that benefiting you?** Consolidate file-sharing, eSignatures, messaging, and billing. ### 21. Portal has transformed our business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about Assembly?** Portal gives us a unified customer engagement experience that replaces disjointed interactions. **What do you dislike about Assembly?** I don't like that we didn't discover Portal sooner. **What problems is Assembly solving and how is that benefiting you?** Our business problem to solve centered on providing a consistent engagement model with customers. Previously, we used a mix of email, Microsoft Teams, shared documents, you name it. With Portal, every engagement follows a consistent pattern, which has made us far more productive. ### 22. Intuitive and streamlined product **Rating:** 5.0/5.0 stars **Reviewed by:** Joel R. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2021 **What do you like best about Assembly?** The quality, feel, and intuitiveness of the product is great. It accomplishes everything I need for my clients and the quality represents my company well. **What do you dislike about Assembly?** Portal adds features every week, but I'd love to see a commenting system in place for file sharing. I'm sure they'll get there as the leadership team is very involved in the user community. **Recommendations to others considering Assembly:** I've exhausted the other client portal systems currently on the market and within this pricepoint. Many are so feature-rich, the setup process requires a Youtube education; Portal does not. If you're seeking a client portal that can be set up quickly and represents your company's brand/feel, Portal should be one of your top considerations. **What problems is Assembly solving and how is that benefiting you?** I'm able to streamline processes and greatly increase efficiencies. During a higher growth stage, it's imperative to have duplicable processes in place and Portal will be the cornerstone and conduit of communication for our clients. ### 23. Knowledge Management & Customer Reporting done right. **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph D. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2021 **What do you like best about Assembly?** I don't think it's truly possible to purchase a 100% perfect off-the-shelf solution for KM & Client reporting, because every business is different, and every business has its own unique requirements- but Portal comes fairly close by allowing users to link in external content as Extensions. These extensions can be local or global, thus applying either to a specific client or all clients within the product. Extensions are really a phenomenal standout feature. I fully expect that this approach to extensions will become a dominant concept in this space- because it's really the best solution for customers. If I have the ability to create one reporting dashboard that holds all of my customers and allows me to show certain pages to certain customers, I can deliver value with way less operational complexity and administrative hassle. **What do you dislike about Assembly?** I don't like how the Knowledge Hub is globalized, meaning all clients experience the same access to all of the content within the knowledge hub. It would be better if customers saw customer-specific content in the event that your customers are segmented into different product groups etc. There are workarounds for this, fortunately. **Recommendations to others considering Assembly:** If you have a service-oriented business that is trying to modernize its offering, Portal can help. Be sure to have access to some web development expertise though, as you may need to do some technical work to get the system set up perfectly. **What problems is Assembly solving and how is that benefiting you?** My company sells a fairly complex product that needs effective reporting and communication with the client, while also delivering a strong user experience. Portal allows us to do all of that without having to build everything from scratch internally. This saves us weeks of development costs & upkeep. ### 24. Excellent solution to manage clients **Rating:** 5.0/5.0 stars **Reviewed by:** 316 Creative S. | Freelance Graphic/Web Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2021 **What do you like best about Assembly?** Easy to set up and use! We were able to use it with customers on the same day. We have been extremely happy with Portal. **What do you dislike about Assembly?** We don't have any dislike. We LOVE Portal. **What problems is Assembly solving and how is that benefiting you?** All client comms used to be all over different services. Portal makes it super seamless and centralized so nothing gets lost. ### 25. Online Collaboration, Content Management and File Sharing **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2021 **What do you like best about Assembly?** The 6-step process to get started is indeed helpful to setup the system. The on-boarding was straightforward and I am able to share content with team members. The video tutorial upfront is helpful. **What do you dislike about Assembly?** While it is good to see that there is a KnowledgeBase module, it is unclear if one can integrate other KM systems to the module as opposed to manually creating the content. **What problems is Assembly solving and how is that benefiting you?** Evaluating solutions for online cost effetive collaboration systems ### 26. Portal helps fill the gaps between our agency and our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Alex H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2021 **What do you like best about Assembly?** While a newer company they already outshine countless other tools we've tried and have so much more in the works. Their product loads quick and clients have adapted well to it which has always been the hardest issue. **What do you dislike about Assembly?** Missing a few 'would be nice to have' features but overall nothing we dislike. **What problems is Assembly solving and how is that benefiting you?** Connecting with our clients across projects, files, communication, billing, support, and much more. ### 27. No Better Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler V. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2021 **What do you like best about Assembly?** Portal provides a 'all in one solution' to manage our business. **What do you dislike about Assembly?** We don't have any dislikes. Portal is backed by a team that truly cares. **What problems is Assembly solving and how is that benefiting you?** Portal is the solution to so much for our business. From management, to communication, to billing, and more Portal satisfies clients and staff. ### 28. RADE LLC's need for a client portal satisfied by Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Adam Ashton K. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2021 **What do you like best about Assembly?** The IT help from the company was efficient. The upside to Portal is the simplicity of integration. **What do you dislike about Assembly?** There is nothing specific to dislike as of now; however, I suggest that the Portal team continue to assess their clients needs on a case by case basis. **What problems is Assembly solving and how is that benefiting you?** RADE LLC is a testing laboratory required to have a secure, direct, and efficient company to client platform. RADE LLC holds the ISO/IEC 17025: 2017 certificate for Chemical Testing; therefore, all analytical reports are now considered legal documents. The problem RADE LLC had was securely sending/receiving legal documents and accepting payments for services with a platform that was efficient and simple. Many of the CRM platforms are great, but they are not able to be designed for unique and niche companies. RADE LLC does not manufacture, provide products, or perform ecommerce. RADE LLC provides a highly specialized service to clients taken on a case by case basis. The realized benefit of Portal is that the company and client can chat directly, and this communication is suitable for audit trails. ### 29. Exceeded our high expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2021 **What do you like best about Assembly?** To be honest we looked around at other similar products and were most impressed by how simple amd user friendly Portal is. Beyond that we are a small company that is shifting online and Marlin (CEO) has met with us several times to understand our needs and to help us problem solve. He takes our feedback and tries to create new functions to serve our needs. This is amazing! I am sincerely impressed with how willing the team at Portal is to serve the needs of their clients and accommodate them. Amazing experience. **What do you dislike about Assembly?** Nothing yet. Anything we felt was missing has been addressed and they are working on. **Recommendations to others considering Assembly:** Try the free demo and talk to Marlon! You will realize how versatile amd functional the platform is. **What problems is Assembly solving and how is that benefiting you?** Streamlining our management of our clients. It's clean, simple and intuitive; all of which is important for working with clients. ### 30. A solution we’ve always been looking for **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2021 **What do you like best about Assembly?** Continuous product improvements and amazing customer support. My team and I feel like this is a tool that can really help our business scale. Their existing Quickbooks integration is incredible, it helps streamline the entire financial flow working with our clients. Easy interface that takes little to no time to learn, and can be customized to fit your business with just a little creativity! **What do you dislike about Assembly?** There are some unusual edge cases that we've come across using the platform, but they are all very minor. In fact, after seeing that the invoicing functionality only allowed whole integers instead of partial quantities (especially useful for hourly billing), I messaged Portal and within minutes they replied and said it was a feature they could develop in just a few days. Amazing! **What problems is Assembly solving and how is that benefiting you?** We are a branding agency and needed a place to track clients while also sharing files, capturing payment, and centralizing messaging. All of those (ALL!) are taken care of now with Portal. ### 31. You won't be disappointed!!!! **Rating:** 4.5/5.0 stars **Reviewed by:** Marshala D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2021 **What do you like best about Assembly?** The portal is user-friendly and intuitve; portal's customer service is stellar!!! my greatest appreciation would have to be the E-signature feature with the audit trail. **What do you dislike about Assembly?** At this time, I haven't found a feature that the portal doesn't have available. **What problems is Assembly solving and how is that benefiting you?** Being able to keep up with and maintain files all in one place and not having to create several folders for each client. ### 32. Great Client Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan S. | Chief Technical Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2021 **What do you like best about Assembly?** Portal is a great white label client portal. After a month of searching, they were the only ones providing niche functions such as the ability to create custom forms within the app that we can assign to clients and have the results saved / stored to their profiles. The development team is also a pleasure to work with and are amazingly responsive. **What do you dislike about Assembly?** Considering it's still a relatively new company, I know features will be implemented further on down the road so I can't say there isn't anything I dislike. Just a matter of waiting for certain functions to be added in due time. **What problems is Assembly solving and how is that benefiting you?** Being able to centralize communication, file storage / management, create custom forms, and offset a client portal to a 3rd party platform were all the problems I was trying to solve. It's also a great added value we can offer to our clientele. ### 33. Great product! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2022 **What do you like best about Assembly?** Super simple interface. My clients are loving it so far. I've had nothing but positive feedback after about three months of use. **What do you dislike about Assembly?** I do wish you could create file structure templates. I'm manually creating the same three folders in each new portal that I set up. **What problems is Assembly solving and how is that benefiting you?** Secure file exchange with clients. Signatures on documents. ### 34. Messaging, file-sharing, and billing in one place! **Rating:** 5.0/5.0 stars **Reviewed by:** Ivan Z. | Product, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2021 **What do you like best about Assembly?** We are very happy with Portal so far. In the past, we used separate services for messaging (Intercom), file-sharing (Dropbox), and billing (Bill.com), but Portal brings all three together in a way where clients just have to manage a single account. The best part is that our portal is fully customizable (log in screens, color scheme, emails, etc.) and that we can connect a custom domain. **What do you dislike about Assembly?** We are waiting for the QuickBooks Online integration. The team has said will be delivered in the next 6 weeks. **What problems is Assembly solving and how is that benefiting you?** We have tried so many customer portal products and what sets this one apart is modern design that is expected in 2021. To us, our portal is a reflection of our brand (just like our website), and so great product design is absolutely paramount. ### 35. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2021 **What do you like best about Assembly?** I like how easy it is to use and very affordable. Customer service answers any of my questions very quickly. **What do you dislike about Assembly?** I have no complaints this software does exactly what I need it to do. **What problems is Assembly solving and how is that benefiting you?** Keeping files organized for my clients and keeping constant communication with them. Portal has allowed me to provide better customer service to my clients. Now they aren't losing documents in their email they are housed in their portal for them to find with ease. ### 36. Amazing Platform with Amazing Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Host M. | Founder / Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2021 **What do you like best about Assembly?** Portal solves a big problem for our Agency. The features are modern, intuitive, and really easy to use. Our clients now feel like we are their internal marketing department, which is a HUGE win for us. To top it all off, the customer support team at Portal is completely transparent with their feature roadmap and listens to their users for feedback. **What do you dislike about Assembly?** We really haven't found any downsides to Portal. **Recommendations to others considering Assembly:** If you are a Marketing Agency, Portal is a must-have! **What problems is Assembly solving and how is that benefiting you?** Client communication, transparent billing, and super easy onboarding. ### 37. Finally - A white label client portal that looks just as amazing as it functions! **Rating:** 5.0/5.0 stars **Reviewed by:** Jordy D. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Assembly?** I love the User Interface of this software. It's clean, modern, and extremely easy to navigate. **What do you dislike about Assembly?** So far, I love everything about this program. There have been a few items that we would love to see added which would make the platform more convenient for our company's specific needs. However, even when we presented these items, Marlon and his team were eager to find a solution. **What problems is Assembly solving and how is that benefiting you?** This platform has allowed us the opportunity to give our clients a better customer experience. It has become the one-stop-shop for our company! ### 38. Awesome Client portal **Rating:** 5.0/5.0 stars **Reviewed by:** Riva P. | Founder/Audio Editor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2021 **What do you like best about Assembly?** I've tried alot of client portal solutions that have been to clunky or lacked the required features that I need for my business set up. I came across Portal and tried it out for a week and was highly impressed with the beautiful clean layout and features that met my requirements. **What do you dislike about Assembly?** I haven't come across anything I dislike yet. **What problems is Assembly solving and how is that benefiting you?** I run a podcast production agency, and I'm trying to streamline the process of onboarding, CRM and invoicing clients for work. Usually, this process requires me to utilize different tools, and Portal has unified this all into one solution. ### 39. Amazing white label billing portal **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan G. | Head of Product, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2020 **What do you like best about Assembly?** We have been extremely happy with Portal. At our company, we frequently invoice customers and in the past the experience of paying us was never as seamless as our product. With Portal, we were able to quickly set up a customized billing portal that captured our brand and made it easy for clients to pay us. We were also able to set this billing portal up on our own custom domain, which made the experience for our clients even better because it conveyed security. So far we have only enabled the Billing module, but one of the things our team is excited about is eventually trying out some of the other modules as well. **What do you dislike about Assembly?** There is currently no option for clients to make partial payments so you have to create multiple invoices. The team has said they are working on this feature. **What problems is Assembly solving and how is that benefiting you?** We were looking for a solution that makes it easy for clients to pay us and that's exactly what we got. Clients can now pay us on our own website with credit card or ACH and everything, including the email notifications, are branded to our company. Some clients have even paid us directly from their mobile phones, which was inconceivable with the arcane software we were using before. ### 40. Best software of its kind! Definitely an innovative company **Rating:** 5.0/5.0 stars **Reviewed by:** Trevion C. | CEO / Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2021 **What do you like best about Assembly?** The platform is easy to use and set up! I didn't have any problems getting branding and having the domain set up either. The support team is quick to respond and the sales process was not pushy at all. I love how I don't need a tutorial or expensive add-ons to have a full experience with Portal. **What do you dislike about Assembly?** Because the company is continuing to evolve and grow there are new features down the pipeline being implemented. Some features are still in beta so development is needed in a few areas. **What problems is Assembly solving and how is that benefiting you?** I realized one benefit of the Portal software is the easy ability to set up a landing page. This is solving the problem of website design and getting something online in a matter of Minutes. ### 41. Finally a modern client portal product **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn V. | Co-Founder & CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2021 **What do you like best about Assembly?** We were looking for an all-in-one client portal product to message clients, share files, requests signatures, and invoice clients. This product does all of these things in a way that is seamless. Instead of long email threads with clients, all of that is now centralized. **What do you dislike about Assembly?** We hope that the team makes improvement to the Messaging module and adds read receipts and threads. **What problems is Assembly solving and how is that benefiting you?** We are delighted that we now have a centralized client portal and don't need to manage several tools that don't work together. ### 42. Amazing Portal amazing teamwork **Rating:** 5.0/5.0 stars **Reviewed by:** Larrima 'Reema" D. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2021 **What do you like best about Assembly?** I love everything about the Client Portal. I love that the developers listen to their clients needs and make adjustments as to what is going to be beneficial for their clientele’s usage of the portal. **What do you dislike about Assembly?** Do but have any dislikes live everything about it! It’s exactly what I needed. **What problems is Assembly solving and how is that benefiting you?** I’m able to condense all my pay outs for services to just one payment and get everything I need right here with portal. It allows my clients to feel important with access to their documents as well as communication access to me quicker than usual. ### 43. Excellent solution for files-sharing and eSignatures **Rating:** 5.0/5.0 stars **Reviewed by:** Oscar W. | Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2021 **What do you like best about Assembly?** We setup a branded client portal in a few minutes and were able to use it with customers on the same day. So far we have only enabled the file-sharing module (which comes with eSignatures) and we have been very happy with it. The user experience is A+ and we love that the whole experience is branded and on our own domain. **What do you dislike about Assembly?** There is currently no option to request signatures from multiple users at the same company. **What problems is Assembly solving and how is that benefiting you?** We are very happy with the client portal product. It looks modern and is easy to use. The support has also been some of the best we have seen. ### 44. Fantastic product! **Rating:** 5.0/5.0 stars **Reviewed by:** Pablo R. | Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2021 **What do you like best about Assembly?** It is very intuitive and it has everything we need. The costumer service is also very good. **What do you dislike about Assembly?** There arent that many API integrations however they will eventually get there. **Recommendations to others considering Assembly:** It is very intuitive and has everything you need. It will help your business a lot for a very competitive price. **What problems is Assembly solving and how is that benefiting you?** I am solving communication with our clients, file sharing etc... ### 45. Modern client-facing portal with an awesome team behind it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2021 **What do you like best about Assembly?** We were looking for an online portal that contained all the key features that we need (messaging, file upload, billing, forms, CRM) while being minimalist and as clear as possible for our clients to use. The team developing is are incredibly responsive and open to ideas. **What do you dislike about Assembly?** Nothing so far. There are a few features that we would like (e.g.workflow, the ability to export forms) but they're in the pipeline. **What problems is Assembly solving and how is that benefiting you?** The portal helps us take communications away from our email inboxes. ### 46. Seamless Setup, already a core part of our org **Rating:** 5.0/5.0 stars **Reviewed by:** Karine H. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2021 **What do you like best about Assembly?** Love how easy it was to setup. We use it for all of our client communications now and it's been super seamless....also love the Slack community where we can provide feedback and request features! **What do you dislike about Assembly?** None at the moment! Wish they had been around earlier! :) **What problems is Assembly solving and how is that benefiting you?** All client comms used to be very disconnected - Portal makes it super seamless and centralized so nothing gets lost. ### 47. Best bundle ever **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2021 **What do you like best about Assembly?** Elegant design and simple to use so I'm not bothered when I have to use it all day. Best customer support I've ever seen! **What do you dislike about Assembly?** I hope they're able to handle bigger traffic soon. Haven't hesitated to recommend Portal to my peers but they simply can't use it because they're so large. **What problems is Assembly solving and how is that benefiting you?** We were using about 10 different products to interact with our customers and then we came across Portal. I no longer have to juggle so many apps just to interact with my customers on necessities. Very happy with what Portal is doing! ### 48. Best tool for onboarding and managing clients **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus M. | Senior Sales Development Representative, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2021 **What do you like best about Assembly?** Portal has made it incredibly efficient to manage new clients. The entire experience of adding a new client, inviting them, and having them fill in a form is so seamlessly setup. The automated emails that are sent our clients are branded with our logo and title, which is a great feature other services dont have. **What do you dislike about Assembly?** It would be great to customize the portal even further like adding custom fields for all the different modules. **What problems is Assembly solving and how is that benefiting you?** The product is very clean and our clients are impressed by the simplicity and experience of working with Portal. ### 49. Excellent document sharing + KPI dashboard platform, in one place **Rating:** 4.0/5.0 stars **Reviewed by:** Dan C. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2021 **What do you like best about Assembly?** Easy way for my investors to stay updated and access important documents securely. **What do you dislike about Assembly?** Two-factor authentication options would provide an added layer of security. **What problems is Assembly solving and how is that benefiting you?** Secure document sharing + KPI dashboard ### 50. Incredible Portal with Files, Billing and Messaging **Rating:** 5.0/5.0 stars **Reviewed by:** Shashi R. | Lawyer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2021 **What do you like best about Assembly?** Portal provides a very intuitive product that clients learn immediately. Bringer together files, billing and messaging in one place has made it significantly easier to work on projects while also reducing the burden on clients. **What do you dislike about Assembly?** A nice feature that is missing would be to allow adding tags to files for better organization. **What problems is Assembly solving and how is that benefiting you?** Sharing information, communicating, and invoicing clients were all done through separate platforms. This created additional work to keep client details organized for us and for our clients. Having Portal has significantly reduced our administrative overhead. ## Assembly Discussions - [while maintaining quality and being the best](https://www.g2.com/discussions/42975-while-maintaining-quality-and-being-the-best) - 1 comment, 1 upvote - [i want a software to save my document files](https://www.g2.com/discussions/42414-i-want-a-software-to-save-my-document-files) - 3 comments, 1 upvote - [View Assembly pricing details and edition comparison](https://www.g2.com/products/assemblysoftware/reviews?page=6§ion=pricing&secure%5Bexpires_at%5D=2026-06-06+14%3A40%3A16+-0500&secure%5Bsession_id%5D=aab1f095-18d5-449c-a168-bcb24a0ef478&secure%5Btoken%5D=1fd97f092e4eb0e699f99fe8ce3195a6be288fc920747f36570ba6ee0b518545&format=llm_user) ## Assembly Integrations - [AgencyAnalytics](https://www.g2.com/products/agencyanalytics/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [AWS Lambda](https://www.g2.com/products/aws-lambda/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ClickFunnels](https://www.g2.com/products/clickfunnels/reviews) - [Close](https://www.g2.com/products/close/reviews) - [Explo](https://www.g2.com/products/explo/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Make](https://www.g2.com/products/integromat-by-celonis-make/reviews) - [Microsoft Forms](https://www.g2.com/products/microsoft-forms/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Notion](https://www.g2.com/products/notion/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoho Forms](https://www.g2.com/products/zoho-forms/reviews) ## Assembly Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Reporting - Signature Document Creation **File Management** - Device Syncing - Web Interface - File Type Support - Search **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Online Document Creation - Custom Branding **Contract Management Platform Features** - Contract Creation - Contract Templates - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards **Billing** - Automation - Adjustments **Administration** - Application Deployment - Native Deployment - Data Security - Access Control - Scalability **Channels** - Multi-Channel Coverage **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments **Content** - Document Collaboration - E-Signature - File Request - Feedback **Bill Generation** - Templates - Digital Billing - Recurring Billing **Onboarding Setup** - Workflows - Templates - Checklists **Functionality** - Storage Scaling - Backup Support - File Security - File Organization **Customization** - Custom Fields - Multi-page Forms - Design **Agentic AI - Cloud Content Collaboration** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Collaboration** - File following - File Sharing **Workflow** - Assembly and Approval Workflows **User Interface Design** - Customized Branding - App Templates - Workflow Management **Customizations** - HTML Input - Domain Name **Automation** - Workflow Automation - Real-Time Updates **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - Omnichannel **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics **Bill Processing** - Management **Project Tracking** - Monitoring - Content - Tasks **Cloud Support** - Service Support - Cloud Migration Support **Additional Functionality** - Embedded Forms - Notifications - Payments - Mobile Forms **Generative AI** - AI Text Generation - AI Text Summarization **Administration** - User and Role Management - Policies and Controls - Security **Data Control** - Data Migration - Data Synchronization - Data Security **Growth** - Site Analytics - E-Commerce - Hosting **Development** - Application Templates - UI Code Extending - Collaborative Development **Payment Options** - Online payment portal **Integration** - Accounting - Payments - ERP **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Automation** - Workflow Automation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - E-Signature** - Cross-system Integration - Natural Language Interaction **Platform** - Performance and Reliability - System of Record Integration - APIs **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - API / Integrations **Publishing** - Platform Compatibility **Content** - Email Integrations - Permissions **Support** - Customer Support **Agentic AI - No-Code Development Platforms** - Natural Language Interaction **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Platform** - Accounting integration - E-commerce Integration **Generative AI** - AI Text Generation **Agentic AI - Subscription Billing** - Cross-system Integration **Platform** - Custom Branding - User, Role, and Access Management - Performance and Reliability - Integration APIs ## Top Assembly Alternatives - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (606 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.4/5.0 (538 reviews) - [Moxo](https://www.g2.com/products/moxo-g2/reviews) - 4.5/5.0 (192 reviews)