Assembly Reviews & Product Details

I love that Assembly allows me to message my client, send files, contracts, or invoices, and manage the admin side of my design business all in one tool. The setup was so easy I had everything ready in less than thirty minutes. Having it all in one tool lets me quickly find information instead of scrambling across different platforms. It's more professional for my solo-business model to have a client portal, giving me peace of mind. I also appreciate that I can start with the Starter plan and plan to upgrade to use my custom domain once I have more clients. The seamless integration with my website for the client portal is a bonus. Review collected by and hosted on G2.com.

I wish Assembly had an iOS app for clients and for me to access so I could have the experience of my dashboard optimized to my mobile device instead of a mobile web experience. I would prefer to have push notifications and native widgets. I’m a native app power user but it’s so helpful having admin tools in an app than being limited to the web. Review collected by and hosted on G2.com.

I like that Assembly bundles all the different client touch points of my business into one spot. It feels a lot cleaner and organized. I use it to create a portal for all my clients, providing them with one central place for everything. I handle messages and billing there instead of through email, which is more efficient, and it gives my clients a secure spot for uploading tax documents. Review collected by and hosted on G2.com.

I wish there was a native Android and Apple app that my clients and I could download from the app store. It's a lot less confusing than having to add the page to the home screen and turn on notifications manually. Review collected by and hosted on G2.com.

I appreciate how they bring together the various processes I rely on to manage a large number of clients. They provide nearly all the solutions I need to centralize my practice, while also meeting important standards for security, client experience, and office management. In some respects, I feel they even help me stay ahead of others in my field. Review collected by and hosted on G2.com.

Although they offer great solutions for workarounds on features that they do not have, I'm hoping that they are able to implement Rich text and HTML, for the client facing side of the secure portal. Review collected by and hosted on G2.com.

Assembly has proven to be extremely useful for organizing projects, managing tasks, and ensuring our team stays on the same page. Its clean, intuitive interface allows team members to get started quickly, without needing extensive training. We particularly value how easy it is to assign clear ownership, monitor progress, and keep all communication about tasks centralized, which saves us from having to track updates through scattered emails and chat messages. Review collected by and hosted on G2.com.

Assembly excels in task and project management, but there is room for improvement when it comes to advanced automation and reporting capabilities. Offering greater flexibility with custom workflows and integrations would further enhance its usefulness, especially for teams that are complex or experiencing growth. Review collected by and hosted on G2.com.

I really like how clean and simple the platform is, which makes it easy to use. I also appreciate the numerous integrations offered, which expand its usability with tools like Stripe, Airtable, and HubSpot. Another big plus is the ability to white-label the platform as my agency or for my clients, elevating the client experience by keeping all pertinent information in one place. The setup was super easy, making the transition smooth and hassle-free. Review collected by and hosted on G2.com.

I would like more separation for embeds. I use Airtable as a CRM and wish it was a little more segregated between clients. Review collected by and hosted on G2.com.

We've been really impressed with the ease of access and how we are able to present information to clients. We originally purchased the platform because it was an easy way for us to manage how we share information on final files with clients, and now we use it for much more. Review collected by and hosted on G2.com.

I would love a separate landing page for different categories of clients os that we could display different information for clients in different industries. Review collected by and hosted on G2.com.

I really like the automation side of things in Assembly, like automating contracts, forms, and other key features. It makes it convenient for us to assign contracts and automate related tasks when a client fits a certain tag. Also, the initial setup was super easy. Review collected by and hosted on G2.com.

The level of features and automation consists of. We want more flexibility to adapt to our workflow. Review collected by and hosted on G2.com.

What I appreciate most about Assembly is how streamlined the entire experience feels. It's also incredibly easy to pick up and start using with your teams, making the implementation process smooth and straightforward. Review collected by and hosted on G2.com.

One of the main drawbacks of Assembly, in my opinion, is that the platform is still relatively new. Because of this, it currently lacks some features that I expect will be introduced in the future. These missing elements make the experience less helpful for me at the moment. Review collected by and hosted on G2.com.

It's so simple to use! I love the ability to chat with the clients and have a central place for all client tasks, contracts, forms, files, and invoices. Makes things so much easier when sending a link to them. Review collected by and hosted on G2.com.

The price is a little high for what it is... Features I'd like to have that would make it more valuable to me:

- Ability to edit contracts in the software so I don't have to re-upload a new one every time I notice a mistake

- Ability to send a contract and payment in ONE link then it creates or updates a client in the CRM, so I can make things easy to onboard new clients. Review collected by and hosted on G2.com.

I like Assembly's simplicity compared to other platforms. It's definitely very good, and I found it easier to navigate. The initial setup was really easy, and it's a beautiful setup platform. It's the simplest platform I've used, which is great for new businesses. It's also the cheapest platform and very easy to use. Review collected by and hosted on G2.com.

I'd say probably adding a little more user interface interaction, a couple more features. Maybe a bit more customization when it comes to forms. The messaging section can definitely be improved. I would say that's the weakest point. Review collected by and hosted on G2.com.