Branded customer portals & AI-powered CRM
Create remarkable customer experiences with Assembly. Get an out-of-the box branded client portal where customers can message you, pay bills, and share information securely, with a new AI-powered CRM for your team.
Assembly's CRM supports unlimited clients, team collaboration with custom permissions, client access restrictions by user, and multi-company client grouping. Advanced plans include audit logs, SSO, and dedicated success managers to support organizational growth and compliance requirements.
Assembly provides a branded client portal with integrated messaging, file sharing, task management, and contract storage. Clients and teams communicate in one place with secure access controls, audit logs, and HIPAA compliance, eliminating scattered emails and fragmented file systems.
Assembly includes built-in invoicing, subscription creation, and one-click payment processing with low fees. Teams can send invoices directly from the platform, track payment status, and automate billing workflows, reducing time spent on financial administration.
Assembly automates client onboarding through customizable forms, contract signing, task assignment, and welcome messages. Teams can create reusable onboarding workflows that trigger automatically, reducing time spent on repetitive setup tasks and ensuring consistent client experiences across all new engagements.
Assembly offers API access, Zapier and Make integrations, custom app development via iframe, and full white-labeling options on Advanced and Enterprise plans. This allows service firms to build proprietary features, remove Assembly branding, and integrate with existing business tools.