What do users say about Assembly?

Before Copilot, we were utilizing so many different platforms with our clients. Copilot has brought all communication into one centralized hub where we can share files, forms, links, and contracts, without having to bog the client down with additional platforms. This platform has been a lifesaver for our client success team!

It was also so easy to set up and integrate into our day-to-day. The customer support was there to help us with implementation each step of the way.

I can't wait for us to keep growing with Copilot! Review collected by and hosted on G2.com.

I would love to see more feature rollouts, especially an iOS or Android app! Our clients have mentioned how they are on the go a lot, so they would love to be able to easily access their copilot hub without having to utilize their browser. Review collected by and hosted on G2.com.

I like how user-friendly the interface of Assembly is, both for me and my clients. All of my clients have onboarded and find it really easy to use. I love that Assembly allows me to introduce different modules and personalize the platform for my specific business needs. Review collected by and hosted on G2.com.

I wish there was a way to know when's the last time I communicated with a client or have a better way to kinda, like, see what I need to keep on top of, that would be helpful. Review collected by and hosted on G2.com.

Ease of use, ease of implementation, customization, everything for my clients is centralized. Review collected by and hosted on G2.com.

I wish it had a change request - approval or tracker Review collected by and hosted on G2.com.

the client side interface is simple, clean and aesthetically pleasing. It's also very easy to manipulate quickly which is a big plus! Review collected by and hosted on G2.com.

The tasks function could do with some work, reordering tasks and working better with longer process projects Review collected by and hosted on G2.com.

I appreciate Assembly for the ease with which it allows us to share client-sensitive information securely with our partners. This capability not only ensures compliance but also grants our customers peace of mind knowing their information is handled safely. I also admire the excellent support provided by Assembly, which made setting up the platform straightforward and hassle-free. The training and demonstrations were thorough, making it easy for us to navigate and utilize the platform effectively from the start. Additionally, I find it incredibly useful to be able to share one client's information with multiple vendors simultaneously. This feature significantly streamlines our communication and operational processes. Moreover, the ability to integrate Assembly with other software like Make and HubSpot enhances its utility and adds great value to our workflow. Overall, these features are critical to our operations, and I especially value how Assembly facilitates secure and efficient data handling. Review collected by and hosted on G2.com.

I don't like the lack of a 'download all' function. Review collected by and hosted on G2.com.

That everything for my clients are in one place. Makes client experience great Review collected by and hosted on G2.com.

Wish there was a native phone app that provided push notifications Review collected by and hosted on G2.com.

I have been using Copilot for 3 years primarily for managing my own client portal and my clients' portals. I appreciate the ease of use, which greatly enhances my user experience right from the setup process, which was straightforward. The support team is outstanding, as they responded to my queries quickly, providing a smooth onboarding experience. I value the HIPAA compliance feature, ensuring high standards of data protection, which is crucial for handling sensitive information. The file storage is slick, and the internal messaging feature is incredibly useful, allowing me to keep everything together without needing to resort to email communications constantly. I find the integration with external services like Make beneficial for my workflow, which offsets the limited task automation capabilities. Furthermore, I utilize integrations with services like Zapier and Google Slides, making Copilot a versatile tool in my software suite. Overall, the combination of ease of use, excellent support, compliance, and efficient communication and storage features make Copilot a preferred choice, culminating in me recommending it highly, scoring a 10 on a likelihood scale. Review collected by and hosted on G2.com.

The task automations in Copilot are limited. I wish there were more internal integrations available. Review collected by and hosted on G2.com.

I love how Copilot offers a customizable portal that keeps clients updated effortlessly and gives them confidence in our service. The platform's flexibility is impressive, especially with its wide range of customization options that suit our needs perfectly. I appreciate the seamless setup process, which was efficient and quick, taking only twenty minutes to onboard. The file management system is fantastic, and I enjoy the convenience of handling payments directly through the platform. Messaging clients in one unified space is a great feature. Additionally, the ability to connect custom apps and automate processes using tools like Zapier enhances our workflow significantly. Review collected by and hosted on G2.com.

I think the ability to have more app integrations natively would be nice. Review collected by and hosted on G2.com.

{"I appreciate having a centralized place for tasks, files, and everything client-related, simplifying communication and organization within my team.","I find that Copilot helps make team interactions smoother with less need for tracking threads.","The straightforward and uncomplicated setup was a pleasant experience when starting with Copilot.","The DS assembly bot that allows feeding information to create tasks is super helpful for maintaining task completion and accountability."} Review collected by and hosted on G2.com.

{"The website's interface seems outdated and resembles an earlier version of Notion, which could benefit from a more modern look.","The forms aspect feels basic and lacks depth in UX design, which may not fully meet my needs for smoother operation.","An in-depth invoicing feature is missing, and having this could improve the experience significantly.","There isn't a mobile app, which limits accessibility for team members who are often on the go and might not always have computer access.","Pricing could be better with a need for cheaper options to make the service more accessible."} Review collected by and hosted on G2.com.

Copilot is a perfect fit for our needs, successfully doing everything we require after our product failure. I am impressed by how quickly you can launch with it, making it a powerful sales enablement tool that streamlines account management and reduces meeting needs, allowing us to operate more efficiently. The ability to store and share files, message, and sell services is immensely useful. Customer service is brilliant, which is a significant factor in wanting to repurchase. Review collected by and hosted on G2.com.

I find the setup process of Copilot to be fairly clunky, particularly when trying to master workflows and detailed parts of the system. It doesn’t feel like it’s 100% self-service, which makes it challenging without external help. Additionally, there are minor issues like pictures not updating immediately and a few bugs that need addressing. Although these are small friction points, they are somewhat annoying. Review collected by and hosted on G2.com.