Assembly
Branded customer portals & AI-powered CRM
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.
What Assembly looks like
How Users feel about Assembly
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What reviewers say about Assembly
Assembly earns praise for its clean design, quick setup, and a polished client portal that centralizes messaging, files, and billing. Reviewers highlight the AI-powered CRM for reducing busywork with smart automations and improving team productivity. Many note smooth integrations and responsive support, making it easy to slot into existing workflows. Developers say partnering on platform apps streamlined small-business operations. Overall sentiment: professional, secure, and genuinely useful for service-based teams seeking better client communication and organization, with steady product improvements that deepen value over time.
This AI synopsis blends highlights gathered from recent reviewers.
How people rate Assembly
Based on 10 reviews
Recent highlights
Assembly has made client communication and billing seamless with its branded portal. The new AI-powered CRM is a huge boost for team productivity and client management. Easy to set up, professional, and secure — highly recommended for any service-based business.
• 1 review We’ve been partnering with Assembly since 2023, and it’s been an amazing experience. We’ve built a few key apps for small businesses on the platform, and they’ve really helped streamline day-to-day.
Excited to keep building together! Highly recommended to developers to explore helping their small business clients.
When it comes to client connections, assembly is revolutionary. I truly appreciate how it unifies file sharing, payments, and communications in one location with a branded customer site. The new AI-powered CRM streamlines and expedites client management. It's the ideal tool for producing polished, flawless client interactions.