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Assembly
Assembly is a modern CRM and client portal platform for professional service businesses, helping manage clients, share files, collect payments, and more. Formerly known as Copilot.
- Founded
- 2020
- Headquarters
- New York City, NY, USA
- Company size
- Not disclosed
- Products tracked
- 1
Products by Assembly
Customer voice
Customer testimonials
Quotes published on Assembly's official website.
With Assembly’s file-sharing feature I’ve been able to save 10 hours each week — it feels amazing being able to leave work early without worrying about pending tasks.
Before using Assembly’s portal system we struggled with scattered communications and delayed payments. Now everything is centralized making life much easier.
Customer outcomes
Case studies
Selected customer stories from Assembly.
Pricing for Assembly
Tiered
This is the broad commercial model reported for Assembly. Product-level terms are listed below when available.
- Pricing model
- Tiered
- Entry option
- Free trial
- Starting price
- $39/month
Trust profile
Security and compliance
SOC 2 Type II
CCPA/CPRA
GDPR
Encryption at rest
Encryption in transit
Third-party penetration testing
Production data use restricted