Assembly
Branded customer portals & AI-powered CRM
5.0•10 reviews•1.7K followers
Branded customer portals & AI-powered CRM
5.0•10 reviews•1.7K followers
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.
This is the 2nd launch from Assembly. View more
Assembly 2.0
Launched this week
Your clients shouldn't need five logins to work with you. Assembly gives them one polished portal for everything—messages, payments, files, tasks, and more. Assembly 2.0 adds a new client home page editor with variants, folders that let you organize apps on your sidebar, recurring automations, a desktop app with real notifications, and more. Less admin, more time for actual client work. Built for creative and professional service firms.
Free Options
Launch Team / Built With
Assembly
So much hard work and hours went into this! Congrats to the whole team! Bringing more and better experiences for service businesses
Assembly
@ari_quinones great work on automations!
Assembly
Hi PH, cofounder of Assembly here. Thanks for the hunt @benln
We're calling this 2.0 because it includes most of the top-requested features from the past year:
A new Client Home — Full redesign + you can now set up different homepage variants for different types of clients.
App folders — our users love customizing the sidebar in their portal with embedded tools. Now you can group them into collapsible folders. My favorite use case is putting a bunch of analytics embeds into one "Analytics" folder.
Better project management — you could already assign tasks to team members or clients, but now you can assign tasks internally and still associate them with a client. And you can mark those tasks client-visible so that clients can follow along with progress.
Time-based and recurring automations — we have our own built-in automation engine and it now supports time-based triggers and recurring rules.
Desktop app for Mac with native notifications. Windows is coming in a week.
A whole lot more — check it out!
We read every message. Would love to hear what you think, good and bad!
Documentation.AI
I like the design. Congrats on shipping. Could we automate payment collection based on certain triggers, for example, if an invoice is not paid in the next X days, there's an auto follow-up about it. I believe simple automations like these would also be available?
Assembly
@roopreddy We've got automatic reminders built-in but you can absolutely set up custom reminders as well.
Trufflow
Would one use Assembly to replace an existing tool (like Notion) or is it meant moreso to be complementary to other tools (like how one would use Jane App for billing and scheduling)?
Assembly
@lienchueh sometimes businesses use Assembly to replace a bunch of products and other time you can create a really compelling experience by embedding products in an Assembly portal. For Notion, we see a lot of firms build help centers and knowledge bases and then embed them. To get a sense of what this looks like, consider creating a throaway account in this demo portal (https://portal.brandmages.com/login?step=signUp&demoportal=true). You'll see a dropdown on the sidebar which includes a Notion embed. Looks super clean IMO.
Congrats on 2.0! The client-visible tasks feature is really useful.
Do clients actually engage with the portal regularly, or does it take training to get them to use it vs email?
Assembly
@tudor_moldovanu thanks!
I think the nicest part of Assembly is genuinely there isn’t much “training” to do. You can message clients and they can reply by email and it will still show up in the portal; sending invoices, payment links, etc are all secure magic links that they can click and then see immediately (and you don’t even have to have them set up the account ahead of time, as long as you have them in the Assembly CRM). It’s pretty seamless! You can try this out at some of our sample demo portals: https://portal.brandmages.com/login?step=signUp&demoportal=true
Assembly
@anusuya_bhuyan all of the above! E-signatures like DocuSign (but unlimited), invoicing and subscriptions (plus stores for your services), secure file sharing, forms and more!
Client-visible tasks caught my attention — in practice it's always a balance between transparency and what clients don't need to see. Can you control which tasks are client-visible and which stay internal at the individual project level?
Assembly
@klara_minarikova yup!