--- title: Assembly Reviews meta_title: 'Assembly Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 323 reviews by the users' company size, role or industry to find out how Assembly works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 323 scale: '5' date_modified: '2026-07-17' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Assembly Reviews **Vendor:** Assembly **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.7/5.0 **Total Reviews:** 323 ## 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 find the **ease of use** of Assembly exceptional, streamlining client information presentation and management. (147 reviews) - Users value the **easy setup** of Assembly, enabling quick implementation and smooth user experiences with minimal effort. (80 reviews) - Users praise the **responsive customer support** of Assembly, enhancing their overall experience and satisfaction with the product. (75 reviews) - Users highlight the **intuitive design** of Assembly, making client management and onboarding seamless and efficient. (73 reviews) - Users value the **seamless integration capabilities** of Assembly, enhancing their workflow and centralizing diverse processes effectively. (72 reviews) - Users appreciate the **professional look and comprehensive service delivery** of Assembly, enhancing client satisfaction significantly. (71 reviews) - Easy Integrations (60 reviews) - User Interface (60 reviews) - Customization (57 reviews) - Simple (57 reviews) **What users dislike:** - Users express a desire for **missing features** , hoping for enhanced integrations and richer text options for improved functionality. (96 reviews) - Users find **limited features** in Assembly, wishing for more integration and customization opportunities for enhanced usability. (66 reviews) - Users desire more **customization options** for the portal, wishing for full CSS control and theme selections. (47 reviews) - Users note the **lack of features** in Assembly, likening it to a 'beta version' needing further development. (44 reviews) - Users encounter **integration issues** with Assembly, seeking smoother connections with payment processing and other software. (33 reviews) - Expensive (26 reviews) - Limited Functionality (26 reviews) - Access Limitations (25 reviews) - Difficult Customization (17 reviews) - Lack of Customization (17 reviews) ## Assembly Reviews ### 1. Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Assembly?** I love to be a part of the co-pilot slack community. Any questions I have get answered extremely fast by the copilot team. They make it very easy to understand how to solve any issues I am having and they are also kind. **What do you dislike about Assembly?** Since the platform is relatively new, there are some features that would be useful to my team now that are not yet available. **What problems is Assembly solving and how is that benefiting you?** Clients accessing their files **Official Response from Jordan Wechsler:** > We're so glad you're enjoying being part of our community and Copilot is able to be a fantastic resource for you! If there's a feature you're looking for and don't see yet, feel free to reach out to us at support@copilot.app. Our team is constantly building and improving the product—it’s very possible we’re already working on what you need (or it might already be available!). ### 2. Effortless to Use and Always Getting Better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Assembly?** Ease of use and constantly improving the software **What do you dislike about Assembly?** Nothing really. A little more customization would be great but not a big deal. **What problems is Assembly solving and how is that benefiting you?** Customer communication **Official Response from Jordan Wechsler:** > Thank you so much for your review! We always appreciate hearing from our community. 🌟 ### 3. Great for agencies! **Rating:** 5.0/5.0 stars **Reviewed by:** Estella S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2025 **What do you like best about Assembly?** Helping to centralize client communications. **What do you dislike about Assembly?** Nothing! I really love so much about it. Maybe the only thing is if we have multiple types of clients having 2 different sections to organize their categories would be great. **What problems is Assembly solving and how is that benefiting you?** Centralized business communications with our brand clients **Official Response from Assembly Marketing Team:** > Hi Estella, Thank you for your review! We’re so glad Copilot is helping your agency centralize client communications and simplify how you collaborate with brand clients. It’s great to hear you’re enjoying the platform overall. We also appreciate your suggestion about organizing different client types into separate sections — that’s exactly the kind of feedback that helps us improve. Thanks for being a Copilot customer, and we look forward to continuing to support your agency’s growth. ### 4. Dynamic platform that allows me to customize my client portals **Rating:** 5.0/5.0 stars **Reviewed by:** Gary D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Assembly?** Adding applications, like Power BI to my client portals **What do you dislike about Assembly?** Not clear that an app wasnt made available to all clients **What problems is Assembly solving and how is that benefiting you?** It is giving me a customized portal that clients and leads can sign into, share data, and interact with my firm. ### 5. Amazing Software **Rating:** 5.0/5.0 stars **Reviewed by:** Callum S. | Chief Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2025 **What do you like best about Assembly?** Copilot for our team has become an essential part of our stack and I believe is essential to every company needing an interactive and easy to use CRM **What do you dislike about Assembly?** Sometimes there are small issues like email domains not verifying, but easy fixed with help from support **What problems is Assembly solving and how is that benefiting you?** Copilots portal is helping solve our issue of needing an interactive and easy portal for our customers without needing to worry about hosting it. ### 6. Incredible Client Portal – A Game Changer for My Business! **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick M. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2024 **What do you like best about Assembly?** My favorite thing about Copilot is the ability to have a client portal where I can manage a large number of clients easily and be able to "text" them through the platform, instead of having to email them. I also had trouble finding a client portal with a clean design so Copilot stood out to me. **What do you dislike about Assembly?** The only downside of Copilot is it's a newer platform so there's a few features I'd like to see added to the platform but the support team has been super great about asking for new feature recommendations. It's great to have a support team that asks for user feedback so they can make the platform even better! **What problems is Assembly solving and how is that benefiting you?** Copilot is solving my problem of having to email my clients back and forth, I just "text" them inside the portal. Everything is organized and I don't have to track down emails or have seperate applications for everything. I couldn't run my business without Copilot. ### 7. A Clean & Powerful Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Mallory D. | Agency Owner/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2024 **What do you like best about Assembly?** The design is my favorite part. Copilot is intuitive, user friendly and provides all the right elements to make a portal successful for any business. I was able to implement my domain's subdomain quite easily. I had a little trouble with the DNS records for email domain connection because I wasn't clear on something but customer support was amazing in helping me. I have recommended Copilot to a few clients and one is ready to sign up. The ease of integration of other apps works great. I'm sure I'll frequently use Copilot for all my business needs and that of my clients as well. **What do you dislike about Assembly?** So far I haven't found anything I dislike about Copilot. **What problems is Assembly solving and how is that benefiting you?** It's providing a unified and secure place for all my processes and files. ### 8. Innovative piece of technology **Rating:** 4.0/5.0 stars **Reviewed by:** George B. | Global Brand - Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2025 **What do you like best about Assembly?** Being my business management companion. Everything is internal and tracked. What was physical labour is now managed digitally. **What do you dislike about Assembly?** The lack of features. At first it looks somewhat of a ‘beta version’. The more you use the platform you grow to love it. Im certain, with time copilot will introduce new features and make improvements. **What problems is Assembly solving and how is that benefiting you?** Electronic contracts, a place that holds company materials, a repository, billing. All of it! ### 9. The Sure Winner! **Rating:** 5.0/5.0 stars **Reviewed by:** Sam B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Assembly?** I have spent the past 2-3 weeks reviewing platforms like Copilot, from a magnitude of pricing terms, from free of charge through to £15,000 a year for one user. I can safely say that Copilot was the sure winner, even over those asking for a 5 figure sum every year. Their user interface is simple yet powerful in it's operation, it's team are super helpful, they are continiously adding development to the project and I feel that the experience for a client is the most professional. Every aspect of integration of wanted to achieve has been done in minutes. Plus the simplicity and automation this will now provide my startup business is unparalled, really giving me value from the outset. I'm in the technology industry, working as a consultant, so I can always admire businesses that offer a fantastic service in this sector. Kudos. You've got a very happy customer. **What do you dislike about Assembly?** I have not found an aspect I dislike yet. I think the only comment I could make is that it would be a great feature to allow your client portal to have control over the font size of the size bar menu when it's being accessed via a mobile device - it's fine for me but I could imagine that some customers with poor vision may struggle to read the text size. I'm sure it's a simple change that can be implemented in the future. **What problems is Assembly solving and how is that benefiting you?** It's streamlining my business operations while offering clients simple access to their projects. In the modern era, clients always want access to their information so when working on a project where they have drawings, invoices, schedules and other documentation continiously being developed, Copilot can ensure they are always syncronised with the workflow. ### 10. A vital tool for companies looking to stay ahead of the competition in 2025 - Our best investment! **Rating:** 5.0/5.0 stars **Reviewed by:** Kieran F. | Co-Founder | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2024 **What do you like best about Assembly?** Copilot is a massively impactful for any team or business owner who's interested in perfecting a streamlined and capable tech stack. The ability to add a button to our website directing clients to our dashboard is a huge advantage for us. Within that dashboard it allows us to communicate, invoice, request contracts & agreements, forms, and MUCH MORE. This platform is so important to my company on a daily basis, if you're not already using it then you're likely behind the rest of the pack. Lastly, Veronique from Copilot's success team has been extremely helpful for custom requests and very friendly! To anyone trying to decide on making the switch, I would recommend starting off 2025 with Copilot! **What do you dislike about Assembly?** There is only one thing I dislike about copilot, the fact that there isn't an iOS app. Aside that (very minor) incovenience I could not say enough good things about the platform. **What problems is Assembly solving and how is that benefiting you?** Copilot simplifies these important main items for my agency: Billing, contracts, comms, and file sharing. ### 11. Copilot Client Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda W. | Owner/President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Assembly?** The ease of setting up the Apps. It's a very clean view compared to other portals I tested. There is a lot of flexibility in what apps are suitable for your type business. Customer Support is amazing and response time is quick. Their pricing plans offer enough client portals without breaking the bank. My staff learned it quickly and my clients are amazed that so much is now in one place for their access. I like that my clients can pay invoices through the portal with credit or ACH and that I can pass the fees along to the client, or absorb them if I wish. **What do you dislike about Assembly?** Quickbooks linking doesn't work properly yet. There is a bit more management involved in managing invoices if also using Quickbooks. Some apps won't allow access so instead of embedding in my portal I have to link to an external source. **What problems is Assembly solving and how is that benefiting you?** I am able to provide several resources in one place where in the past clients were provided with links and expected to keep up with them. Instead they would just call my office when they needed something and my staff is constantly sending reminders and links to clients. I was able to add a sign in button to my website, so now my site gets more traffic and it's a easy way for the client to remember where to sign in. I am able to create a project status snap shot in Monday.com that I embed in the my client's portal. I able to create to do lists for my clients so their Action Items are all in one place. Both the project status and Action Item list cuts down on the number of calls and inquiries from clients about where their case stands or if we need anything from them. Digitally getting contracts signed is a plus and saves everyone time. ### 12. Copilot: Helping elevate our business! **Rating:** 5.0/5.0 stars **Reviewed by:** Zach M. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Assembly?** It's the perfect blend of customizable and easy-to-use. I love that we have the ability to seamlessly integrate it with our existing online presense and implement all the features we need without needing to know how to code. Marlon and his team were super helpful with answering all my questions and educating me how to use the product **What do you dislike about Assembly?** A little bit of a learning curve starting out, but the support team and support guides were a great resource. **What problems is Assembly solving and how is that benefiting you?** Copilot is helping our small business have an area where all of our clients can access crucial documents and receive important updates. No more need to clog up our email inbox with redundant or repeat document requests ### 13. Great value and consistent improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan F. | Financial Coach - Tech & Media Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2024 **What do you like best about Assembly?** What I like most about Copilot is the modern look and clean feel of the software both on the back end and front end for clients. I also like that theyre consistently adding new features and very willing to create and implement community suggested features. **What do you dislike about Assembly?** I haven't had any issues with Copilot that would cause me to dislike anything about the software, but if I had to pick something, it would be the 1 license per user or lack of admin included or tiered cost. **What problems is Assembly solving and how is that benefiting you?** Copilot is solving our modernization problem. We've been around 45 years and always taken pride in our personal touch, however we neglected to implement anything technology related for our clients to interact with us. It was always mail, email, phone call etc. We're a finanical services company and we have a lot of regulatory requirements to follow, and Copilot made it easy to implement a technology platform that could securely message clients, export the messages for record keeping purposes. Digital forms to collect client information with ease as well as transfer documents, statements, notices etc, book meetings with our team in one place etc. It also helps us by being compatible with automation like Zapier to automate some of our processes. ### 14. One of the best client portals Ives used **Rating:** 5.0/5.0 stars **Reviewed by:** Leonel G. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Assembly?** The user interface is fantastic, customer support is always on top of it, client communication is seamless, payment processing is easy, and overall the design is modern and sleek which matters to our clients. **What do you dislike about Assembly?** I haven’t noticed any downsides to using copilot, maybe something that could help is automations with messages! **What problems is Assembly solving and how is that benefiting you?** It benefits me immensely, it solves client communication, contract management, and file storage ### 15. Great Client Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Angeli K. | agency owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Assembly?** love the digital signatures for contracts as well as the built in forms **What do you dislike about Assembly?** i dont love how to form responses look when downloaded. it doesn't export properly most of the time. would be good to have a pdf version as well. **What problems is Assembly solving and how is that benefiting you?** trying to make contract signing and onboarding easy ### 16. Streamlined Client Portals Made Simple with Copilot **Rating:** 5.0/5.0 stars **Reviewed by:** Rick U. | Owner/Director, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Assembly?** I love how easy Copilot makes it to set up and use client portals. Everything is in one place—messages, files, integrations, customization, etc—which keeps things super organized. It’s simple to use and looks really professional for clients. **What do you dislike about Assembly?** I wish I could use my own payment processor instead of being limited to the built-in options. It would make billing more flexible and better suited for my needs. **What problems is Assembly solving and how is that benefiting you?** Copilot helps keep all client communication, files, and integrations in one place, which saves a lot of time and reduces confusion. It’s easier to stay organized and provide a better experience for clients, which helps build stronger relationships. ### 17. Nicely customizable client facing portal **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Assembly?** I like that I can choose which apps to have available to my client and can create custom pages based on my needs. The client facing side feels personal to my business - I don't have to tell someone to ignore a section because it doesn't apply, I can just eliminate it and include what I want. **What do you dislike about Assembly?** I wish the tasks section was a bit more interactive so that I could use it more like a client request type system to request documents and so forth. I'm hoping this will be expanded in the future, but I'm managing with the workarounds by combining tasks with forms for now. **What problems is Assembly solving and how is that benefiting you?** Organizing documents in a secure way to share with clients. ### 18. Copilot is perfect for my business! **Rating:** 4.5/5.0 stars **Reviewed by:** Sheila C. S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Assembly?** As an sole proprietor, I was looking for software that is easy to learn, simple to build out and also provides the necessary support for my business needs; Copilot meets all the criteria. **What do you dislike about Assembly?** I had a difficult time with learning the transition of excel reports at first. **What problems is Assembly solving and how is that benefiting you?** Copilot is eliminating the manual reporting of client accounts for my business referral partners. Also allowing them to schedule meetings for the customers with me freely and upload documents in a secure manner. ### 19. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Assembly?** After trying many platforms, Copilot has been the easiest to manage everything. **What do you dislike about Assembly?** I don’t love the client dashboard interface. **What problems is Assembly solving and how is that benefiting you?** Copilot makes it easy not only for the agency side, but the client side as well. **Official Response from Jordan Wechsler:** > Thanks so much for your kind words and for highlighting how easy Copilot has been to use for managing everything—this means a lot to our team! As for your client dashboard interface, we'd love to try to make your experience as positive as possible. The good news is that Copilot's client portals are highly customizable, so there’s a lot of flexibility to tailor the experience to your brand and your clients’ needs. If you'd like help optimizing the dashboard or learning more about customization options, feel free to reach out to us at support@copilot.app—we’d love to assist. Thanks again! ### 20. Copilot enables the customer portal you need **Rating:** 5.0/5.0 stars **Reviewed by:** Alex G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Assembly?** The constantly evolving Copilot platform provides an ideal landing point for your customers. As a customer the portal is intuitive, branded, and highly accessable. As an operotor it is customizable, flexible, reliable, and deeply supported. From zapier integration to in built automation the Copilot platform is a fantastic solution to supporting your customers. **What do you dislike about Assembly?** You cannot bring your own merchant solution and limited by Stripe Express's limitations. **What problems is Assembly solving and how is that benefiting you?** Copilot is our main point of interaction post opportuntiy. Once the customer has been qualitifed they use the customer portal to pay invoices, sign contracts, comminicate with my customer service team, browse knowledge articles, and submit requests for cancellation. ### 21. Copilot Client Portal is fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua J. | Co-founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about Assembly?** We love how customizable Copilot is! They have A TON of integrations, which are easy and intuitive to setup. Also, the customer support is AMAZING - very responsive and professional. Highly recommend Copilot client portal! **What do you dislike about Assembly?** Nothing really! Great product and service! **What problems is Assembly solving and how is that benefiting you?** Content management, service bookings, communications and billing. ### 22. It's the software I'd given up on ever finding, with all the subtle details that come with that **Rating:** 5.0/5.0 stars **Reviewed by:** Conrad B. | Technology Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Assembly?** It meets you where your add and keeps things simple enough to get started with ambitious projects. **What do you dislike about Assembly?** I would love more people to get value, but alas it can't be expanded to more uses cases **What problems is Assembly solving and how is that benefiting you?** I saved me needing to make more own internal client platform. I can now use the system I want behind the scene and have a client portal that's simple, secure and easy to use. ### 23. Great product! **Rating:** 3.5/5.0 stars **Reviewed by:** Abe G. | Small Business Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2025 **What do you like best about Assembly?** Copilot does an excellent job of connecting me with my clients. **What do you dislike about Assembly?** The pricing structure for the upgrades. I felt the cost was designed for firms much bigger than myself. For example, I have 5 customers and I could not justify spending any more than the subscription. **What problems is Assembly solving and how is that benefiting you?** Copilot allows me to connect with my clients wiht feature that far exceed going back and forth with emails. ### 24. A Powerful Productivity Tool with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Dave I. | Author - Coach - Speaker, Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2024 **What do you like best about Assembly?** 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. **What do you dislike about Assembly?** ot 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. **What problems is Assembly solving and how is that benefiting you?** By centralizing communication, organizing tasks, and simplifying workflows, Copilot has made managing clients more efficient, allowing me to dedicate more time to delivering exceptional results instead of getting caught up in administrative tasks. ### 25. Simple Client Portal **Rating:** 4.0/5.0 stars **Reviewed by:** Malick T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Assembly?** This is a super easy app to setup. The automation integration with zapier work well. **What do you dislike about Assembly?** I wish there was more of an ability to customize the actual portal notification settings. Clients recieve an email 5 minutes after you change something in their portal. I would love to simply have an updated button that sent them a bulk change I made in their portal. Also the ability to have them download an app would be incredible helpful. **What problems is Assembly solving and how is that benefiting you?** Creating a streamlined experience for everything from messages to file delivery to contracts to meetings. ### 26. Exactly what we needed as a tech enabled service **Rating:** 5.0/5.0 stars **Reviewed by:** Joe P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about Assembly?** The ability to have everything for the client in one place, and branded to our liking is amazing. I just create their account and boom, I can send contracts, invoices, we can chat, embed dashboards...very seamless **What do you dislike about Assembly?** Team is working on it, but a little more functionality with the new tasks app and the ability to sync that with my other tools so clients don't have to leave **What problems is Assembly solving and how is that benefiting you?** They're helping service companies have the CS experience of a great SaaS tool, which everyone expects now ### 27. Copilot Digital Agency Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Assembly?** I like how there are multiple different abilities to store and manage client information in one singular portal. **What do you dislike about Assembly?** I wish it were more customizable to how internal users and clients can interact with a few of the different plug ins / apps. **What problems is Assembly solving and how is that benefiting you?** Making a singular client portal where everything can be store for onboarding and management. ### 28. A simple, no BS, client portal software **Rating:** 4.5/5.0 stars **Reviewed by:** Christian G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2024 **What do you like best about Assembly?** The best parts about copilot are managing client contracts, messaging, and projects all in one place. The team is also very responsive and provides helpful work arounds where necessary. There are many softwares in this space that lost my business for simply trying to do too much... Copilot CRM understands what its use case is, and is focused on continously improving in those areas. **What do you dislike about Assembly?** I would appreciate a more complete billing system where you can set up payment links that are required before clients logging in. **What problems is Assembly solving and how is that benefiting you?** Organizing our account management and project management. ### 29. acountant review **Rating:** 5.0/5.0 stars **Reviewed by:** Isaac g. | managing partner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Assembly?** the encryption and ease for clients to use with a portal customizable **What do you dislike about Assembly?** There isn't a use of artificial intelligence used **What problems is Assembly solving and how is that benefiting you?** confiendential data share ### 30. Easy and simple client portal solution **Rating:** 5.0/5.0 stars **Reviewed by:** Colby A. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Assembly?** The current iteration of my service works well. The contracts (e-signature), invoicing, and forms built in apps enable me to host my client onboarding in one place. The next steps for my services utilize a good bit of gsheets which easily embeds into either a global view or client level view to share resources. **What do you dislike about Assembly?** As of now it almost seems too simple. While the subscription and invoicing features are great, I wish there were easier ways to integrate my own payment processing service within the app **What problems is Assembly solving and how is that benefiting you?** Having a central place to house most of my client experience for consulting services. It's a benefit because instead of hosting resources and sharing with clients from multiple sources I can house the majority of my interactions with them in one place. ### 31. CoPilot Client Portal an Incredible Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2024 **What do you like best about Assembly?** Copilot makes client communication and management seamless by providing a centralized portal for all client interactions. Its user-friendly interface, easy navigation, and ability to organize documents, tasks, and updates help streamline workflows and improve overall efficiency. The most helpful feature of Copilot is its ability to consolidate client information and tasks in one place. It improves transparency by allowing clients to track progress, access important documents, and communicate directly. This reduces back-and-forth emails and ensures projects stay on schedule. Its integration options and customization capabilities also allow businesses to tailor the portal to their needs, enhancing client satisfaction. **What do you dislike about Assembly?** Nothing! It really is a pretty great tool that I have recommended to many. **What problems is Assembly solving and how is that benefiting you?** Keeping clients in one place. ### 32. Good, basic client portal that offers access to a variety of apps and connectors **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Assembly?** Modularity of the offerings are good, allows for variable access based on client type, service type, etc. They have good customer support staff and have worked with us to solve a couple of issues. **What do you dislike about Assembly?** They oversold their native connection with Notion which forced us to pay someone to code up the connections, etc. **What problems is Assembly solving and how is that benefiting you?** Provides a solid client portal application, allows us to centralize our communication with clients. Gives us a good place to log our work and have shared visibility on our deliverables. **Official Response from Veronique Cadet:** > Hi there! Thank you so much for your review! We're so happy to hear that Copilot has been helpful for you. I apologize for any confusion regarding Notion’s embed functionality. Notion has implemented a same-origin restriction, thus prohibiting iFrames on any other domain. However, you can add a Notion page as an App using Super (super.so). Super allows you to create a website from a Notion page, which enables you to embed it into Copilot. We have instructions on how to do this in our Copilot Guide (https://www.copilot.app/guide/notion-partner-app). If you were looking for a different type of integration with Notion, I’d love to hear more! If you’re open to sharing, feel free to reach out to me directly at veronique@copilot.app. Your feedback is invaluable, and I’d love to hear your thoughts! 😃 ### 33. User-friendly and Polished **Rating:** 4.5/5.0 stars **Reviewed by:** Trimaine C. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Assembly?** This platform is simplistic, easy to use, and looks professional. **What do you dislike about Assembly?** The flexibility and automation is somewhat limited, especially for the price. **What problems is Assembly solving and how is that benefiting you?** Copilot has a polished client portal, useful help desk features, and an effective onboarding process for clients, making it an excellent choice for customer experience. **Official Response from Veronique Cadet:** > Hi Trimaine! Thank you for your review! We're thrilled to hear that Copilot has been helpful for you. We understand that our in-product automations are currently limited, but we’re actively working on expanding our automation workflows. In the meantime, you can use Make or Zapier for more complex automations or to integrate Copilot with other third-party apps. We’d love to hear more about what you’re looking for in our in-product automations. If you’re open to sharing, feel free to reach out to me directly at veronique@copilot.app with any detailed feedback. I’d love to hear your thoughts! 😃 ### 34. Great way to bring tech-enabled services to market quickly and affordably **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Assembly?** I love copilot. Top pros are ease of use, great UI, helpful features, easy to get started, helpful apps that can be plugged in **What do you dislike about Assembly?** I haven't seen any major downsides regarding the intended us of the platform. There are a few features I wish existed, but they may be unique to our use case...like being able to set custom fields in the task app and more out of the box automations like creating tasks when a new user is added. **What problems is Assembly solving and how is that benefiting you?** We need a simple and easy to manage way to manager our tech-enabled services customer experience while iterating quickly on feedback and making changes in real time. Copilot allows us to do that without long development cycles required in our old product. ### 35. Review from a Copilot User of almost 6 months **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** - Customization/Whitelabeling options, i particualrly love the ability to easilt connect, share and alter custom domians that make my buisness sound out - Ability to integrated apps of almost anytype and embed interanlly or externally really contributes to - The integration of all in-house apps that allow for an fairly staright forward and east-to-understand workflow - Customer Support is fantastic and responsive, very helpful and kind (shout-out Veronique) **What do you dislike about Assembly?** - Customization on the admin side of a portal is limited and apps with similar names can conflict - In-House app selection from Copilot are fairly rigid in their feature selection, limiting the amount of usefulness that can be derived from each app - I think the CRM side of the platform is fairly limited and with some input from the community, could expand its offering to allow for some more personalization and segmentation business of all kinds could take advantage of **What problems is Assembly solving and how is that benefiting you?** As a marketing agency, I love the idea of using Copilot as a platform that allows my business to fairly seemlessly integrate all the marketing tools and resoruces a client uses all in one place, and the Copilot product accomplishes that and so much more. ### 36. Excellent attention to detail and service **Rating:** 4.5/5.0 stars **Reviewed by:** 🌞 Rachel R. | Director of Relationships and Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2024 **What do you like best about Assembly?** I like how tailorable copilot is and how many excellent tutorials they have to explain things! Beyond the tutorials, the slack they have set up is an amazing way to get more answers and connect with more poeple to get ideas. I love how they are building a community with it! Additionally, any time I have reached out for help, they have been incredibly responsive and helpful! I feel that my needs come first, which I really appreciate. **What do you dislike about Assembly?** Although it is very tailorable, there are some limitations. One big one for me is the limited ability to integrate a number of different notion pages without paying for another third party. I also would like more tailorability on the homepage for assinging tasks to clients. **What problems is Assembly solving and how is that benefiting you?** Keeping all the information for my clients in one place, making communication with them about the project easier, and being able to assign tasks to my clients so that they are aware of what needs to be done! ### 37. Copilot - adds professionalism to my business..... **Rating:** 3.5/5.0 stars **Reviewed by:** Iwan L. | Forest Manager & Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Assembly?** I find Copilot an effective way of sharing documents with my woodland clients. The function to 'chat' with a client is also useful. **What do you dislike about Assembly?** I would like to see the option to allocate a client to 2+ email addresses. **What problems is Assembly solving and how is that benefiting you?** Sharing documents with my woodland owners (clients) ### 38. Copilot is hands down one of the best softwares we’ve worked with in our agency **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle C. | Cofounder and marketing director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2024 **What do you like best about Assembly?** The ease of use and interface, functionality, and customer service. **What do you dislike about Assembly?** Not much to dislike about Copilot, maybe a few minor things that I'm sure will be fixed in patches. **What problems is Assembly solving and how is that benefiting you?** A client portal that has so much capabilties. It has centralized a lot of our operations, eliminating unnecessary softwares. Saves us money & time. ### 39. I've Tried So Many CRMs **Rating:** 5.0/5.0 stars **Reviewed by:** Vash P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Assembly?** Listen... I tried sooo many different CRMs and none of them were for me. Stumbling upon Copilot was one of the best days of my life. Not only is their support team VERY responsive and assistive, they actually listen to ideas for iterations. It feels like I'm heard—not to mention the robust features they make available. I will likely never leave Copilot because of the way their features work for my agency swimmingly, but the way they have treated me and the care they have exemplified reinforces that sentiment 10x over. **What do you dislike about Assembly?** To see more customizations available to the client-facing portal would be nice, but there certainly are quite a bit already! **What problems is Assembly solving and how is that benefiting you?** I needed a beautiful yet simple client portal so bad—I couldn't find it anywhere! Copilot was EXACTLY what I needed after months of searching. ### 40. Exactly what I was looking for! **Rating:** 4.5/5.0 stars **Reviewed by:** Aidan D. | CEO / Head of Design, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2024 **What do you like best about Assembly?** Copilot is a one stop shop for clients. It was hard finding a software for a client facing portal for clients who are recurring customers. Each project can have it's own area, but clients are still able to view ALL of their previous projects from one platform. It was easy to set up and implement. **What do you dislike about Assembly?** I am not a fan that Custom Domains are only available on Professional plan +, and the professional plan is over double the price of the starter. My company has everything it needs in the starter plan, but a custom domain seems fairly customary for even the lowest plans... **What problems is Assembly solving and how is that benefiting you?** We have a lot of recurring clients who wanted a portal to view all of their previous designs. Copilot is doign an excellent job of solving this! ### 41. Changed the ball game for my client experience and having confidence in their information being safe **Rating:** 5.0/5.0 stars **Reviewed by:** Freddy C. | Founder/Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2024 **What do you like best about Assembly?** I was able to create a seamless onboarding experience for my clients along with a hub for all my client's needs. **What do you dislike about Assembly?** It's a little bit of a learning curve, but it's worth the time investment! **What problems is Assembly solving and how is that benefiting you?** I've tried other platforms to create a custom client portal, but most of them felt clunky and unintuitive. Copilot helped me create a secure, streamlined portal for my clients. ### 42. Tried for a Company and Added to one more **Rating:** 5.0/5.0 stars **Reviewed by:** Bittu K. | Co-Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2024 **What do you like best about Assembly?** Our Invoicing and Contracting have been streamlined. We are not juggling between tools to onboard and service new clients. Support is amazing and very responsive. They also have a Slack and they are releasing new features all the time. **What do you dislike about Assembly?** APIs are still a work in progress, and it will make it easier to integrate some specific APIs with CRM. **What problems is Assembly solving and how is that benefiting you?** - Single Place to manage Client Invoices, Contracts and Communication - Forms for Easier onboarding of clients - 1:1 Chat with Clients for Faster Communication ### 43. Copilot = Excellent Client Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Prem A. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Assembly?** Copilot is an excellent client portal to share dashboards and we use it for billing as well. **What do you dislike about Assembly?** Nothing comes to mind. I appreciate the platform. **What problems is Assembly solving and how is that benefiting you?** Currently we are using Copilot for billing. ### 44. Copilot makes it easy to manage your clients all in one place **Rating:** 4.0/5.0 stars **Reviewed by:** Jay C. | CEO & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Assembly?** Making my agency look a lot more professional by using a customised portal. It makes it really easy tio communicate with my clients in one central place, sharing files, contracts and everything needed through out the projects. **What do you dislike about Assembly?** I do think it is a little expensive and you should be able to completely whitelabel the portal even from the basic package. **What problems is Assembly solving and how is that benefiting you?** A central place to manage the projects for my clients. Making my agency look more professional. ### 45. Copilot for Small Education Consulting **Rating:** 5.0/5.0 stars **Reviewed by:** Heather W. | Assistant Professor/ Founder of Map your Ed Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Assembly?** It is extremely easy to keep yourself organized, make sure your clients get what they need in a professional way, and tailor it to their needs **What do you dislike about Assembly?** I would love a space for Copilot to save forms for future use. **What problems is Assembly solving and how is that benefiting you?** Keeps everything in one place instead of emailing ### 46. Supports data collection and coodination across our clients. **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron L. | President / CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Assembly?** It is simple to manage and collect the data we require from our customers on a monthly basis. Their customer support is really good using Slack. **What do you dislike about Assembly?** There are features I would expect that are not present - hopefully they can get there. **What problems is Assembly solving and how is that benefiting you?** Needed a virtual data room and messaging app that we could efficiently allow our customers to register to and share data with. ### 47. Great user interface and portal management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2025 **What do you like best about Assembly?** Easy to scale small businesses with the whole portal management system **What do you dislike about Assembly?** Needs updates to apps and integration with accounting systems **What problems is Assembly solving and how is that benefiting you?** Needs to integrate with Quickbooks online for lesser data entry and cost savings ### 48. Very fast onboarding process - easy team to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Wes H. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2024 **What do you like best about Assembly?** How clean the UI is, we have gotten several compliments from users so far on how nice it looks. It is very robust and seamlessly integrates many different data types, making it appear custom-built. **What do you dislike about Assembly?** Nothing so far - it's easy to create on your own. A tailored mobile version would better assist clients when they access from their phones. **What problems is Assembly solving and how is that benefiting you?** Copilot brings all of our data into one location for clients to access. This includes contracts and any files we want to share with them. The e-signing feature is great and makes your company look very professional. ### 49. Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Assembly?** Love the software and support. You can just ask them if you need/want something. They are support responsive and the platform is awesome for my clients. **What do you dislike about Assembly?** More color and better tables please would be great **What problems is Assembly solving and how is that benefiting you?** They always are improving which is why I like them so much ### 50. Very Pleased with Copilot & Veronique My Account Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2024 **What do you like best about Assembly?** I appreciate the excellent level of customer service and having a hub where my tribe can congregate while keeping our company and clients' progress organized. **What do you dislike about Assembly?** My only dislike is the payment options. There is only one option. I would like to see multiple options or the ability to connect a payment gateway for those in "specialty industries." Stripe is not the best solution for everyone, and I believe Copiolot missed the mark in that area. **What problems is Assembly solving and how is that benefiting you?** I have all my clients' in one place. I truly appreciate that and love Copilot for providing me with a a platform to make this happen. ## 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=3&source=search§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+12%3A56%3A45+-0500&secure%5Bsession_id%5D=7110ca87-0acc-4f8a-9cf3-b0f692d6ea20&secure%5Btoken%5D=73b9ca43cac24f219330fe9b889075dc961297e5d72a81f52e6edfca3faee4a3&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) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ClickFunnels](https://www.g2.com/products/clickfunnels/reviews) - [Close](https://www.g2.com/products/close/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) - [Microsoft Forms](https://www.g2.com/products/microsoft-forms/reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/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) - [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) - 4.3/5.0 (661 reviews) - [Moxo](https://www.g2.com/products/moxo-g2/reviews) - 4.5/5.0 (192 reviews)