Pricing Details
Starter: $59 per month. Includes 1 user, 50 clients, 100 automation tasks per month, CRM, client portal, messaging, invoicing, project management, file sharing, embeds, app store access, and standard support. Professional: $189 per month. Includes 3 users (+$49 per extra), 500 clients, 1,000 automation tasks, all Starter features, custom domain/email, multi-company, API/Zapier/Make, custom apps, low fees, priority support, and onboarding. Advanced: $499 per month. Includes 5 users (+$79 per extra), unlimited clients and tasks, all Professional features, branding removal, client access controls, HIPAA with BAA, MFA enforcement, priority support, and onboarding. Enterprise: Custom pricing. Includes unlimited users, clients, and tasks, all Advanced features, sandbox workspace, success manager, technical advisor, Slack channel, and enterprise support. Disclaimer: Please note that pricing information may not be up to date. For the most accurate and current pricing details, refer to the official Assembly website.
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Strengths
- Streamlined Client Experience: Simplifies the client journey from onboarding to payment with an intuitive portal.
- Time-Saving Automation: Automates repetitive tasks like invoicing and contract management, freeing up time for more critical activities.
- Customizable Platform: Allows for extensive customization and integration, adapting to specific business needs.
- Secure File Sharing: Ensures client data protection with enterprise-grade security features.
Limitations
- Initial Setup Complexity: May require time and technical know-how to fully integrate and customize the platform.
- Limited Offline Access: Primarily an online tool which may not be ideal for users needing offline capabilities.
What You Get
Key Features
- Client Portal: Provides a branded, unified experience for clients to connect, pay, and share files in one place.
- CRM and Billing Tools: Centralizes client relationship management with AI assistance for more efficient back-office operations.
- Integration Capabilities: Offers seamless integration with existing business tools and supports custom apps through a flexible API.
- AI Assistant: Acts as a smart copilot to enhance client interactions with advanced automation and insights.
- ProsStreamlined Client Experience: Simplifies the client journey from onboarding to payment with an intuitive portal.Time-Saving Automation: Automates repetitive tasks like invoicing and contract management, freeing up time for more critical activities.Customizable Platform: Allows for extensive customization and integration, adapting to specific business needs.Secure File Sharing: Ensures client data protection with enterprise-grade security features.ConsInitial Setup Complexity: May require time and technical know-how to fully integrate and customize the platform.Limited Offline Access: Primarily an online tool which may not be ideal for users needing offline capabilities.
Best For
- Accounting & Bookkeeping Firms: Utilizing Assembly for efficient client management and billing processes.
- Marketing Agencies: Employing the platform to streamline client communications and project management.
- Consulting Firms: Leveraging the tool for seamless contract management and client onboarding.
- Law Firms: Using Assembly to securely manage client documents and communications.
- Uncommon Use Cases: Embraced by real estate agents for managing client interactions; Adopted by tech startups for organizing customer data and communication.
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