Assembly
352 reviews
- 1 profiles
- 16 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2020
Assembly Reviews
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)Task Templates and Centralised Docs Make Customer Workflows Effortless
The best part for me is having the task templates. As soon as a customer needs to complete any part of the process, the right templates are just one click away and ready to use. Another big plus is that, instead of emailing documents back and forth with customers, everything stays in one place. Assembly cuts down the admin for customer interactions I would say by 75%.
PC
Paul C.
Chief Revenue Officer (CRO)Mid-Market (51-1000 emp.)Makes Client Communication Easy and Straightforward
It makes communicating with our clients much easier and more straightforward. Every client gets their own workspace, and their assistant works with them inside it, so nothing important ends up buried in a personal DM thread. The API is the other reason I stay. Our weekday sync pulls new customers out of HubSpot and creates the company and client records in Assembly on its own, so onboarding an account is not data entry anymore. We have around 49 active client accounts running through it and I have not had to babysit any of it. Its great value to be able to provide superior customer service at near instaneous speeds to our clients.
RO
Ryan O.
Secure, Customizable, and Supported Well
I appreciate Assembly for its security and the comprehensive features it offers. It is a safe environment that integrates nicely with our website. The customizable forms allow us to tailor processes somewhat specifically for our clients, making information gathering logical and straightforward. Additionally, the support provided when we encounter issues with the portal is pretty solid. Once I got the hang of it, setting up Assembly was fairly easy, and now with some new features, we continue to improve it to make it as solid as possible.
About
What is Assembly?
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 for free today at assembly.com.
Details
Year Founded
2020
Website
assembly.com