--- 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. [Connecteam](https://www.getapp.ca/software/105401/connecteam) — 4.6/5 (5296 reviews) 2. [Slack](https://www.getapp.ca/software/91563/slack) — 4.7/5 (24143 reviews) 3. [monday.com AI Work Platform](https://www.getapp.ca/software/91734/monday-com) — 4.6/5 (6072 reviews) 4. [Confluence](https://www.getapp.ca/software/90949/confluence) — 4.5/5 (3696 reviews) 5. [Microsoft SharePoint](https://www.getapp.ca/software/90850/sharepoint) — 4.4/5 (5446 reviews) ## Reviews ### "Clean and elegant solution to common problems" — 5.0/5 > **Andrei** | *March 17, 2021* | Translation & Localization | Recommendation rating: 8.0/10 > > **Pros**: This is a great solution for someone who wants a simple way to manage files and payments for a bunch of clients. It's also cheaper than creating your own site to do the same thing. > > **Cons**: Hoping to see a more rich experience for the blogging platform built into the app. > > Easy to get set up and helped solve an issue that I've been dealing with for a long time, so overall a good experience and would recommend it. ----- ### "Copilot is the solution to your client database needs\!" — 4.0/5 > **Christian** | *July 14, 2025* | Nonprofit Organization Management | Recommendation rating: 8.0/10 > > **Pros**: What I like most about Copilot is how streamlined everything is\! It's also super easy to learn and implement with your teams > > **Cons**: The downsides/least helpful parts of Copilot that I dislike are that it's still fairly new, and it lacks a lot of features that I believe they'll add on in the future > > Copilot has helped our team move from using numerous spreadsheets to track our data to a one-stop shop for all of our client needs. ----- ### "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. ----- ### "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. ----- ### "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.👍🏻👍🏻👍🏻 ----- 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