I really appreciate how easy Assembly is to use and how intuitive the navigation feels. The UI is modern, clean, and well-designed, which makes daily work much smoother. Review collected by and hosted on G2.com.

One challenge we have is that the message section doesn’t sync properly when using separate internal users. The messages appear as unread even when they’ve already been opened by someone else. Because of this, we currently have to share one internal user account.

Another limitation is that we can’t click directly on a user’s name within a message channel to go to their profile. Instead, we have to copy the name, switch to the CRM, paste it, and manually open the profile — which adds unnecessary steps.

It would also be helpful if the total message count showed the number of channels (users) instead of total messages, and if the counter didn’t stop at 99+ but displayed the actual number.

In addition, several automations don’t seem to work reliably and often fail without showing a clear error. For example, automations involving tag updates frequently fail. Review collected by and hosted on G2.com.

I love how simple yet powerful the features are – really allows me to create a streamlined and customised client experience, fully integrated with my ways of working. Review collected by and hosted on G2.com.

Would love more customisation in the look and feel (custom fonts, colours) Review collected by and hosted on G2.com.

giving my work peers kudos. UI is good. I wish slack UI integration is more friendly. Performance is good. Slack integration can be a little more Review collected by and hosted on G2.com.

Took me a little while to onboard. Took me to a little while to learn. AI is good integration. Review collected by and hosted on G2.com.

After reviewing several options for the firm's coaching practice, Assembly has the best interface, options and cost. The customer service is amazing! It's a frictionless interface for clients. Review collected by and hosted on G2.com.

The options for the forms. Would like to schedule emails. Review collected by and hosted on G2.com.

Clean and easy solution for client portal. Setting up was also straighforward and integrations easy. Review collected by and hosted on G2.com.

Some functions not available for our needs so workarounds were required. Ideally would like more flexibility with the apps. Review collected by and hosted on G2.com.

I really like the ease of setting up Assembly. It was very straightforward, and I had everything set up in one day, which was amazing compared to another product we looked at that was hard to set up and understand. Assembly was extremely easy to understand, and there was no large learning curve. I also appreciate how it helps streamline the onboarding process for our clients, allowing them to get everything they need, like files, forms, and agreements, all in one place. They can even chat there, making it very useful. Review collected by and hosted on G2.com.

I would love if there were conditional forms in Assembly. Right now, you have to create a question for each possible situation, which can be cumbersome. I'd also love if the workflow was conditional, like if a certain agreement was sent in order because a specific service was selected. Review collected by and hosted on G2.com.

I love the fact that my clients have a white label portal with Assembly. It gives my clients access to everything they need in one place versus having to use 15 different platforms, and we can even link those platforms within Assembly. The setup was absolutely phenomenal, so straightforward that even a five-year-old could do it. Review collected by and hosted on G2.com.

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

I like that Assembly bundles all the different client touch points of my business into one spot. It feels a lot cleaner and organized. I use it to create a portal for all my clients, providing them with one central place for everything. I handle messages and billing there instead of through email, which is more efficient, and it gives my clients a secure spot for uploading tax documents. Review collected by and hosted on G2.com.

I wish there was a native Android and Apple app that my clients and I could download from the app store. It's a lot less confusing than having to add the page to the home screen and turn on notifications manually. Review collected by and hosted on G2.com.

I appreciate how they bring together the various processes I rely on to manage a large number of clients. They provide nearly all the solutions I need to centralize my practice, while also meeting important standards for security, client experience, and office management. In some respects, I feel they even help me stay ahead of others in my field. Review collected by and hosted on G2.com.

Although they offer great solutions for workarounds on features that they do not have, I'm hoping that they are able to implement Rich text and HTML, for the client facing side of the secure portal. Review collected by and hosted on G2.com.

Assembly has proven to be extremely useful for organizing projects, managing tasks, and ensuring our team stays on the same page. Its clean, intuitive interface allows team members to get started quickly, without needing extensive training. We particularly value how easy it is to assign clear ownership, monitor progress, and keep all communication about tasks centralized, which saves us from having to track updates through scattered emails and chat messages. Review collected by and hosted on G2.com.

Assembly excels in task and project management, but there is room for improvement when it comes to advanced automation and reporting capabilities. Offering greater flexibility with custom workflows and integrations would further enhance its usefulness, especially for teams that are complex or experiencing growth. Review collected by and hosted on G2.com.