Assembly

All-in-one client management platform for service businesses.

assembly.com

Meet Assembly

Assembly is a platform that streamlines client management for professional service firms by consolidating tools like CRM, customer portals, payment processing, task tracking, contract management, and forms into a single system. The platform incorporates AI to support client interactions and workflow automation, addressing inefficiencies caused by using multiple separate software tools. It integrates with various external applications and APIs to fit into existing business technology stacks.

Key features

• Client Management: Centralize client communication and operational tasks.
• Payments & Invoicing: Process payments and manage billing through the platform.
• Contract Management: Create, send, and manage contracts and forms.
• Task Tracking: Manage projects and tasks for client work.
• AI Workflow Automation: Automate client interactions and internal processes.

What it's used for

Managing client relationships and projects for service businesses. Processing payments and managing contracts from one platform. Automating routine client communication and workflows.

Pricing

Paid Contact Assembly for specific pricing details.

Platforms

• Web

Who is it for?

Service businesses and professional firms looking to replace multiple tools with one integrated client management platform.

Try it today

assembly.com