I really like the flexibility that Assembly offers. There's the concept of having apps and tailoring workflows for individual customers. The automations that Assembly provides are really unmatched. We were previously doing everything via email, which was driving us nuts. The setup process was super simple and self-explanatory, helped by the community hub and responsive support. It was up and running in like an hour, which was great. Review collected by and hosted on G2.com.

I've been having some trouble with the Google Drive app so far. But I think it's user error. I think there's a security setting on my side, but I'll say Assembly team, I'm gonna have a call with them tomorrow to actually get that sorted out. So, hopefully, it's just a small snag. Review collected by and hosted on G2.com.

I like Assembly for its deep customization and flexibility, allowing us to shape our portal and add whatever functionality we need with a reliable core. The integration with other platforms is also a huge plus for us. The initial setup was quick and seamless, and I appreciate that Assembly allows us to manage a large number of client messages efficiently, assign tasks, automate with Zapier, and include robust custom pages for live reports. Review collected by and hosted on G2.com.

Some clients struggle with how intuitive the UX is. There could be clearer buttons and iconography, especially surrounding messages and tasks. Review collected by and hosted on G2.com.

I find Assembly to be incredibly beneficial for managing CRM for employees. It offers a centralized place where employees can log in to access all company apps, which simplifies our workflow. I love the ability to have individual file storage and the automations are wonderful, such as automatically signing an NDA on sign-up. As a developer, I appreciate the API that allows me to add functionalities like signatures or messaging. The customer support is also commendable, plus they make it easy to sign a BAA. The initial setup was super easy and self-explanatory with great documentation. The overall value of Assembly led me to pay for a year right away, and I would rate it a 10 out of 10 for recommending to others. Review collected by and hosted on G2.com.

Customizing the client facing portal more would be about all I can think of. If it was possible to fully customize with CSS or even some themes it would be nice. It has some customization but not that much. Review collected by and hosted on G2.com.

I really appreciate how easy Assembly is to use and how intuitive the navigation feels. The UI is modern, clean, and well-designed, which makes daily work much smoother. Review collected by and hosted on G2.com.

One challenge we have is that the message section doesn’t sync properly when using separate internal users. The messages appear as unread even when they’ve already been opened by someone else. Because of this, we currently have to share one internal user account.

Another limitation is that we can’t click directly on a user’s name within a message channel to go to their profile. Instead, we have to copy the name, switch to the CRM, paste it, and manually open the profile — which adds unnecessary steps.

It would also be helpful if the total message count showed the number of channels (users) instead of total messages, and if the counter didn’t stop at 99+ but displayed the actual number.

In addition, several automations don’t seem to work reliably and often fail without showing a clear error. For example, automations involving tag updates frequently fail. Review collected by and hosted on G2.com.

I love how simple yet powerful the features are – really allows me to create a streamlined and customised client experience, fully integrated with my ways of working. Review collected by and hosted on G2.com.

Would love more customisation in the look and feel (custom fonts, colours) Review collected by and hosted on G2.com.

giving my work peers kudos. UI is good. I wish slack UI integration is more friendly. Performance is good. Slack integration can be a little more Review collected by and hosted on G2.com.

Took me a little while to onboard. Took me to a little while to learn. AI is good integration. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The options for the forms. Would like to schedule emails. Review collected by and hosted on G2.com.

Clean and easy solution for client portal. Setting up was also straighforward and integrations easy. Review collected by and hosted on G2.com.

Some functions not available for our needs so workarounds were required. Ideally would like more flexibility with the apps. Review collected by and hosted on G2.com.

I really like the ease of setting up Assembly. It was very straightforward, and I had everything set up in one day, which was amazing compared to another product we looked at that was hard to set up and understand. Assembly was extremely easy to understand, and there was no large learning curve. I also appreciate how it helps streamline the onboarding process for our clients, allowing them to get everything they need, like files, forms, and agreements, all in one place. They can even chat there, making it very useful. Review collected by and hosted on G2.com.

I would love if there were conditional forms in Assembly. Right now, you have to create a question for each possible situation, which can be cumbersome. I'd also love if the workflow was conditional, like if a certain agreement was sent in order because a specific service was selected. 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.