--- description: Detailed reviews on Assembly based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Assembly with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Assembly Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Client Onboarding Software](/directory/3839/client-onboarding/software) > [Assembly](/software/2037815/assembly) # Assembly Canonical: https://www.getapp.ca/software/2037815/assembly Page: 1 / 3\ Next: [Next page](https://www.getapp.ca/software/2037815/assembly?page=2) > Create remarkable client experiences. CRM, portal, payments, tasks, contracts \& more — with an AI Assistant that works for you. > > Verdict: Rated **4.8/5** by 35 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Assembly \- Modules for file-sharing, eSignatures, billing, messaging, intake forms, knowledge base, and more - Fully customizable white-label solution that lets you connect a custom domain - Modular design makes it possible to only turn on the modules you need - Modern design on mobile and web with real-time notifications - Ability to connect an existing marketing website or create a new one with our marketing website builder ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 35 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support Software | 4.8/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Assembly - **Location**: Brooklyn, US ## Commercial Context - **Starting Price**: US$39.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Starter Plan: $39/month (billed annually) or $59/month (billed monthly) Supports up to 50 clients, 100 automation tasks/month, and 1 internal user. Professional Plan: $149/month (billed annually) or $189/month (billed monthly) Supports up to 500 clients, 1,000 automation tasks/month, and 3 internal users. Includes custom domains, email domains, and API access. Advanced Plan: $399/month (billed annually) or $499/month (billed monthly) Offers unlimited clients and automation tasks, 5 internal users, HIPAA compliance (BAA), and priority support. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - API - Access Controls/Permissions - Accounting Integration - Accounting Software - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Management - Authentication Software - Automatic Backup - Billing & Invoicing - Billing Portal - CRM Software - Calendar Management - Case Notes - Catalog Management - Chat/Messaging - Checklists - Client Database - Client Management ## Integrations (12 total) - Airtable - Calendly - ClickUp - Databox - Jotform - Loom - Microsoft Power BI - QuickBooks Online - Stripe - Typeform - Xero - YouTube ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Chat ## Category - [Client Onboarding Software](https://www.getapp.ca/directory/3839/client-onboarding/software) ## Related Categories - [Client Onboarding Software](https://www.getapp.ca/directory/3839/client-onboarding/software) - [Contract Management Software](https://www.getapp.ca/directory/518/contract-management/software) - [Forms Automation Software](https://www.getapp.ca/directory/589/forms-automation/software) - [Accounting Practice Management Software](https://www.getapp.ca/directory/549/accountant/software) - [Task Management Software](https://www.getapp.ca/directory/570/task-management/software) ## Alternatives 1. [Confluence](https://www.getapp.ca/software/90949/confluence) — 4.5/5 (3663 reviews) 2. [Connecteam](https://www.getapp.ca/software/105401/connecteam) — 4.6/5 (5058 reviews) 3. [Slack](https://www.getapp.ca/software/91563/slack) — 4.7/5 (24046 reviews) 4. [Microsoft SharePoint](https://www.getapp.ca/software/90850/sharepoint) — 4.4/5 (5412 reviews) 5. [Notion](https://www.getapp.ca/software/132111/notion) — 4.7/5 (2709 reviews) ## Reviews ### "Best white label billing solution" — 5.0/5 > **Matthew** | *December 13, 2020* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: We are very happy with Portal. In less than 15 minutes, we were able to setup functionality that lets our clients pay us on our website. We love all the customization ability (including the ability to use our own domain) because it has helped in reinforcing our brand. Customers are no longer hesitants about paying us. > > **Cons**: The tool could benefit from more payment integrations. > > We are very happy with Portal. Now that customers can pay us from our own website, we know that payment experience we can offer our clients is much more professional. We are especially happy with all the attention to details - things like email notifications, mobile checkout, etc. are all done really well. ----- ### "Amazing white label file sharing & eSignature solution" — 5.0/5 > **Verified Reviewer** | *December 18, 2020* | Design | Recommendation rating: 10.0/10 > > **Pros**: Portal is, by far, the best-designed product when it comes to file-sharing and eSignatures. We especially like how easy it is to use, how little clutter there is, and how quickly and efficiently we have been able to share contracts and get them signed. > > **Cons**: It would be great if there were more granular notification settings. > > We were looking for a solution that lets us share contracts with clients and get them signed. Portal excels at this because it makes the experience for our team and our clients really simple. We also love that the solution is completely white label and that we were able to set it up on our own domain. ----- ### "Professional white-label solution for communicating with clients and sharing information through art" — 4.0/5 > **Sharif** | *March 17, 2021* | Hospital & Health Care | Recommendation rating: 7.0/10 > > **Pros**: Quick to set up and looks really good and professional, inexpensive and way less hassle than building something from scratch. Easy to manage large numbers of clients at a time. > > **Cons**: Would like more features to further customize my site. ----- ### "Easy to use and feature rich." — 5.0/5 > **Verified Reviewer** | *March 17, 2021* | Oil & Energy | Recommendation rating: 9.0/10 > > **Pros**: Most products are complex and difficult to use, Portal makes it easy to send invoices, share files, message our clients, and we also built our website using Portal.very users friendly. > > **Cons**: There is nothing to dislike, it has helped me graciously. > > Just great, really can't overstate how simple this product is to use and has built in helpers as well.👍🏻👍🏻👍🏻 ----- ### "Excellent solution for files-sharing and eSignatures" — 5.0/5 > **Verified Reviewer** | *March 13, 2021* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: We setup a branded client portal in a few minutes and were able to use it with customers on the same day. So far we have only enabled the file-sharing module (which comes with eSignatures) and we have been very happy with it. The user experience is A+ and we love that the whole experience is branded and on our own domain. > > **Cons**: There is currently no option to request signatures from multiple users at the same company. > > We are very happy with the client portal product. It looks modern and is easy to use. The support has also been some of the best we have seen. ----- Page: 1 / 3\ Next: [Next page](https://www.getapp.ca/software/2037815/assembly?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/2037815/assembly) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | pt | | | pt-PT | | ----- ## Structured Data