Assembly

Assembly

AI-powered CRM and client portal for professional services

Launched in 2020
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ComplexityEasy

Origin

🇺🇸United States

Supported languages

1 language

Ideal for

FreelancersStartupsMedium businessesmid-market
Tags
Assembly

About Assembly

Assembly is an AI-powered CRM and client portal platform specifically designed for professional service businesses (consulting, accounting, legal, real estate). It offers white-labeled client portals with secure messaging, file sharing, integrated payments and project management. The contextual AI assistant helps automate repetitive tasks and deliver exceptional client experiences.

Strengths
  • White-labeled client portal
  • Contextual AI assistant
  • Integrated billing and payments
  • HIPAA, SOC 2, GDPR compliant
  • Workflow automation
Limitations
  • High pricing for solos
  • Primarily English
  • Professional services focused
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Features

Enterprise security
CRM functions
Electronic signatures
GDPR Compliant
Task Management
Payment collection
AI Assistant
Custom domain
API Access
White-label

Pricing

Starter
39 USD/mo
  • 1 user
  • 50 clients
  • 100 automation tasks
  • Client portal
Most popular
Professional
149 USD/mo
  • 3 users
  • 500 clients
  • 1000 automation tasks
  • API access
  • +1 more...
Advanced
399 USD/mo
  • 5 users
  • Unlimited clients
  • Unlimited tasks
  • Priority support
Enterprise
2000 USD/mo
  • Custom config
  • Unlimited everything
  • Dedicated support
  • SLA
  • +1 more...
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Popular comparisons

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Alternatives to AssemblyCategory Business & Productivity

FAQ

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Quick info
Price
Paid
Starting from 39€/mo
Business & Productivity
Category

Business & Productivity

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