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Assembly

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327 reviews
  • 1 profiles
  • 15 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2020

Profile Name

Star Rating

282
41
2
2
0

Assembly Reviews

Review Filters
Profile Name
Star Rating
282
41
2
2
0
Lawrence .
L
Lawrence .
06/22/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Seamless CRM Experience with Easy Setup

I like Assembly for its seamless interaction and client chats. The process of setting up Assembly was easy.
Nicole B.
NB
Nicole B.
Principal Consultant, Hunter Ambrose & Co. | Executive Search, Talent Strategy & Executive Coaching | Author of The HIRE | Candid Insight on Hiring, Leadership & Talent
06/22/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Best-in-Class Interface and Amazing Customer Service

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.
Verified User in Accounting
AA
Verified User in Accounting
06/20/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Advisory Chat and Smart Document Storage Make Everything Easy

I really like the advisory chat and how documents attached get stored to prevent searching through chat.

About

Contact

HQ Location:
New York, US

Social

@copilot

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 a 14-day trial at assembly.com.

Details

Year Founded
2020
Website
assembly.com