Assembly
Branded customer portals & AI-powered CRM
5.0•10 reviews•943 followers
Branded customer portals & AI-powered CRM
5.0•10 reviews•943 followers
Create remarkable customer experiences with Assembly (formerly Copilot). 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.
🎉 Big congrats to the Assembly team on the launch!
I really like how Assembly gives clients a seamless, branded experience — from messaging to payments — all in one place. We're a partner of Assembly and loved working with the team. Super thoughtful, fast-moving, and committed to building something exceptional!
Just checked out Assembly, looks like a powerful tool for team collaboration and managing feedback efficiently. The UI is clean, and the idea submission feature really stands out. Excited to explore more
As a solo bookkeeper, I am a big fan of Assembly. Admittedly I left for a few months for Karbon. But quickly came back to Assembly. (big mistake)
I am interested in ai and all cool new shiny things as much as the next guy but I am not interested in piecemealing a virtual Rube Goldberg machine out of dozens of SAAS tool duct taped together when the 'optimal tools' and strats touted today are sunset just as soon as they come.
For my use, Assembly breaks through that noise and allows me to operate with a minimal stack. Like Marlon mentioned, the customer doesn't see your stack; though, they do feel the experience.
I appreciate the simple and easy to use approach here. Assembly is foundational. I have confidence that Assembly is an evergreen platform that I can set-up and use for years to come.
I'm a Business Broker and CRE Consultant and have been struggling to find a comprehensive, secure and user friendly client portal platform to insure seamless collaboration with my clients and effectively manage my documents, confidential information and create a secure "data room" feel for 3rd party access. Then I discovered Assembly...it met all my client service standards and expectations. Even my non-tech clients have raved about how easy it is to communicate and collaborate with me. My client relationships have reached new professional standards and I'm getting 3x's more client referrals to my business services. Assembly has become my one-card tech stack for my consulting business!
Shortlist
How would this work for B2B SaaS team with sales + solutions|implementation and then CS?
Assembly
@joeyfrasier we use Assembly internally for our larger clients to give them something beyond standard support. Specifically, in the enterprise portal they can contact their CSM, view their contract, get a roadmap preview, and schedule calls (Calendly). But there’s no one path and other SAAS companies do different things.
Assembly
Excited to play a role in this Rebrand, great job team!
Assembly
@dovid_baum1 You have been an invaluable teammate in this process! This brand would NOT exist without you and @ana_eremina 's design powers!
Long time PHer and Assembly(Copilot) user here! I'm telling you, this company is LEGIT! The software was great when I signed up and they have consistently added more features and made it better. I've already referred some agency friends to them. Highly recommend!
Assembly
@chriserickson Thank you for your support throughout our journey!
Assembly
@chriserickson really appreciate the support today Chris and thank you so much for the referrals!