Assembly
352 reviews
- 1 profiles
- 16 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2020
Assembly Reviews
DP
Dustin P.
CEOSmall-Business (50 or fewer emp.)Perfect for Organizing Client Data and Streamlining Recurring Payments
Although my team outgrew Assembly, I would highly recommend it to other businesses. It just keeps getting better with time. Love the desktop app. Great payment and client management system. And now with AI and customization tools, it's even better.
AM
Verified User in Marketing and Advertising
Small-Business (50 or fewer emp.)Straightforward and Easy for Us and Clients, with Room to Improve Onboarding
It is a very straightforward platform. Easy to use for us & our clients.
CG
Caster Troy G.
Executive AssistsantSmall-Business (50 or fewer emp.)Easy-to-Use Client Portal with Quick, Convenient File Sharing
Assembly’s client portal and file management features are easy to use, and the link generator makes sharing files with clients quick and convenient.
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