Assembly Reviews & Product Details

I like Assembly for its deep customization and flexibility, allowing us to shape our portal and add whatever functionality we need with a reliable core. The integration with other platforms is also a huge plus for us. The initial setup was quick and seamless, and I appreciate that Assembly allows us to manage a large number of client messages efficiently, assign tasks, automate with Zapier, and include robust custom pages for live reports. Review collected by and hosted on G2.com.

Some clients struggle with how intuitive the UX is. There could be clearer buttons and iconography, especially surrounding messages and tasks. Review collected by and hosted on G2.com.

I really appreciate how easy Assembly is to use and how intuitive the navigation feels. The UI is modern, clean, and well-designed, which makes daily work much smoother. Review collected by and hosted on G2.com.

One challenge we have is that the message section doesn’t sync properly when using separate internal users. The messages appear as unread even when they’ve already been opened by someone else. Because of this, we currently have to share one internal user account.

Another limitation is that we can’t click directly on a user’s name within a message channel to go to their profile. Instead, we have to copy the name, switch to the CRM, paste it, and manually open the profile — which adds unnecessary steps.

It would also be helpful if the total message count showed the number of channels (users) instead of total messages, and if the counter didn’t stop at 99+ but displayed the actual number.

In addition, several automations don’t seem to work reliably and often fail without showing a clear error. For example, automations involving tag updates frequently fail. Review collected by and hosted on G2.com.

I really like the ease of setting up Assembly. It was very straightforward, and I had everything set up in one day, which was amazing compared to another product we looked at that was hard to set up and understand. Assembly was extremely easy to understand, and there was no large learning curve. I also appreciate how it helps streamline the onboarding process for our clients, allowing them to get everything they need, like files, forms, and agreements, all in one place. They can even chat there, making it very useful. Review collected by and hosted on G2.com.

I would love if there were conditional forms in Assembly. Right now, you have to create a question for each possible situation, which can be cumbersome. I'd also love if the workflow was conditional, like if a certain agreement was sent in order because a specific service was selected. Review collected by and hosted on G2.com.

I love that Assembly allows me to message my client, send files, contracts, or invoices, and manage the admin side of my design business all in one tool. The setup was so easy I had everything ready in less than thirty minutes. Having it all in one tool lets me quickly find information instead of scrambling across different platforms. It's more professional for my solo-business model to have a client portal, giving me peace of mind. I also appreciate that I can start with the Starter plan and plan to upgrade to use my custom domain once I have more clients. The seamless integration with my website for the client portal is a bonus. Review collected by and hosted on G2.com.

I wish Assembly had an iOS app for clients and for me to access so I could have the experience of my dashboard optimized to my mobile device instead of a mobile web experience. I would prefer to have push notifications and native widgets. I’m a native app power user but it’s so helpful having admin tools in an app than being limited to the web. Review collected by and hosted on G2.com.

I appreciate how they bring together the various processes I rely on to manage a large number of clients. They provide nearly all the solutions I need to centralize my practice, while also meeting important standards for security, client experience, and office management. In some respects, I feel they even help me stay ahead of others in my field. Review collected by and hosted on G2.com.

Although they offer great solutions for workarounds on features that they do not have, I'm hoping that they are able to implement Rich text and HTML, for the client facing side of the secure portal. Review collected by and hosted on G2.com.

Assembly has proven to be extremely useful for organizing projects, managing tasks, and ensuring our team stays on the same page. Its clean, intuitive interface allows team members to get started quickly, without needing extensive training. We particularly value how easy it is to assign clear ownership, monitor progress, and keep all communication about tasks centralized, which saves us from having to track updates through scattered emails and chat messages. Review collected by and hosted on G2.com.

Assembly excels in task and project management, but there is room for improvement when it comes to advanced automation and reporting capabilities. Offering greater flexibility with custom workflows and integrations would further enhance its usefulness, especially for teams that are complex or experiencing growth. Review collected by and hosted on G2.com.

I really like how clean and simple the platform is, which makes it easy to use. I also appreciate the numerous integrations offered, which expand its usability with tools like Stripe, Airtable, and HubSpot. Another big plus is the ability to white-label the platform as my agency or for my clients, elevating the client experience by keeping all pertinent information in one place. The setup was super easy, making the transition smooth and hassle-free. Review collected by and hosted on G2.com.

I would like more separation for embeds. I use Airtable as a CRM and wish it was a little more segregated between clients. Review collected by and hosted on G2.com.

We've been really impressed with the ease of access and how we are able to present information to clients. We originally purchased the platform because it was an easy way for us to manage how we share information on final files with clients, and now we use it for much more. Review collected by and hosted on G2.com.

I would love a separate landing page for different categories of clients os that we could display different information for clients in different industries. Review collected by and hosted on G2.com.

I really like the automation side of things in Assembly, like automating contracts, forms, and other key features. It makes it convenient for us to assign contracts and automate related tasks when a client fits a certain tag. Also, the initial setup was super easy. Review collected by and hosted on G2.com.

The level of features and automation consists of. We want more flexibility to adapt to our workflow. Review collected by and hosted on G2.com.

What I appreciate most about Assembly is how streamlined the entire experience feels. It's also incredibly easy to pick up and start using with your teams, making the implementation process smooth and straightforward. Review collected by and hosted on G2.com.

One of the main drawbacks of Assembly, in my opinion, is that the platform is still relatively new. Because of this, it currently lacks some features that I expect will be introduced in the future. These missing elements make the experience less helpful for me at the moment. Review collected by and hosted on G2.com.