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Assembly

CRM and revenue operations · by Assembly

Assembly's no-code client portal platform with powerful workflow automations, custom business software, and 100+ integrations to power secure client experiences.

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What it does

Assembly's no-code client portal platform with powerful workflow automations, custom business software, and 100+ integrations to power secure client experiences.

  • Client portal management
  • CRM and billing
  • Electronic signatures and contracts
  • Invoicing and subscriptions
  • File sharing
  • Client onboarding automation
  • Productized service storefronts
Category
CRM and revenue operations
Built for
Professional services
Users
Accounting & Bookkeeping firms, Marketing Agencies, Consulting Firms, Law Firms and 4 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free to start$0
    • Free forever plan: 5 active contacts
    • 1 internal user
    • 75 build credits/month
  • Tiered plans$29/month
    • Billed annually
    • $49/month billed monthly

Prices as published by Assembly, checked Oct 2026.

Security and compliance

As reported by Assembly. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • CCPA/CPRACompliant
  • GDPRCompliant
  • Encryption at rest
  • Encryption in transit
  • Third-party penetration testing
  • Production data use restricted

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