Assembly

Name: Assembly
Rating: 5.0 (10 reviews)

Branded customer portals & AI-powered CRM

5.0•10 reviews•

943 followers

Branded customer portals & AI-powered CRM

5.0•10 reviews•

943 followers

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Customer support tools

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CRM software

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Invoicing tools

Create remarkable customer experiences with Assembly (formerly Copilot). Get an out-of-the box branded client portal where customers can message you, pay bills, and share information securely, with a new AI-powered CRM for your team.

Free Options

Launch tags:Customer Success•Artificial Intelligence•CRM

Launch Team / Built With

Framer — Launch websites with enterprise needs at startup speeds.

Launch websites with enterprise needs at startup speeds.

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Assembly

Maker

📌

@garrytan TY for hunting us!

Hi everyone — Marlon here, cofounder at Assembly. We’re re-introducing ourselves as Assembly (formerly Copilot) and launching an AI Assistant tailor-made for professional service firms.

🫠 The Problem

Clients don’t see your “stack.” They see chaos: email threads, shared drives, e-sign links, invoice pdfs, scattered chats, and clunky PM boards. Slow replies, missing context, dropped balls. We started Assembly after being that frustrated client. And here’s the shift: your firm needs to act like a software company. AI and DIY tools are going straight to the customer and they are polished. To stay ahead, you need a polished client experience and internal systems that let you automate away the things that don't matter.

✨ What is Assembly

- For your clients: a clean, branded portal that brings everything together — tasks, payments, messages, file-sharing, contracts, and forms — in one place.

- For your team: a simple CRM + AI Assistant that knows the full client context (history, notes, custom fields, forms, invoices, etc. ) and can take action — draft replies, summarize threads, create tasks, prep invoices, and more.

- For builders: an open platform. Embed tools you already use (Airtable, Calendly, ClickUp, etc.), connect Zapier/Make/webhooks, or build Custom Apps for your exact workflow.

🚀 How to get started

Assembly.com/signup. We’ve got a 14-day free trial and you can use code PH100 for $100 off the total of any paid plan. We’d love your feedback — my team and I will be here all day answering questions.

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6mo ago

Assembly

Maker

@garrytan @marlonmisra Your new era has arrived! Thank you for helping all of us craft this launch, this product, and the company itself! You approach everything as a founder with a high standard for our customers combined with a clear expectation of what is possible in the constraints of startups. I truly believe businesses using Assembly are in great hands with this team!

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6mo ago

@garrytan @marlonmisra Excited to join your affiliate program.

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6mo ago

Congrats on the launch, guys!

We’ve been partnering with Assembly since 2023, and it’s been an amazing experience. We’ve built a few key apps for small businesses on the platform, and they’ve really helped streamline day-to-day operations. Excited to keep building together!

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6mo ago

Assembly

Maker

@atulya_pandey2 Thank you Atulya and the Outside team for our amazing partnership. Looking forward to what's ahead!

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6mo ago

Assembly

Maker

@atulya_pandey2 Thanks!

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6mo ago

Big congrats on the launch! 🎉 @marlonmisra @neilraina @viviennexchen

Assembly looks like such a smart way to streamline client communication and billing, really impressive platform!

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6mo ago

Assembly

Maker

@marlonmisra @neilraina @sanjay_m_ Thank you for helping us tirelessly with this launch!

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6mo ago

Assembly

Maker

@neilraina @viviennexchen @sanjay_m_ thank you so much!

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6mo ago

Looks great. I’m curious how well it scales when the team grows. Anyone here tried it with larger groups?

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6mo ago

Assembly

Maker

@jennaclarke875 there's lots of great tools similar to ours that are excellent for freelancers (e.g. honeybook and dubsado are excellent!). i think we specifically shine with larger teams though, with features like:
- custom roles for your team
- client access permissions -> you can specify which clients an internal user has access to and then their view filters down to that. great for CSMs, support, etc.)

- app visibility -> configure what apps each client has access (by selecting clients individually or by using custom field rules)

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6mo ago

@marlonmisra That makes a lot of sense. Custom roles and client access permissions sound super useful for larger teams. The app visibility feature is a nice touch too, especially for managing different client needs.

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6mo ago

Assembly

Maker

Since joining Assembly, I’ve been working on rebranding Copilot to Assembly, and while it’s been a ton of work, I couldn’t be prouder of what the team has built. From the design to the product to the new AI capabilities we’re releasing, it’s been incredible to see it all come together.

I’ve been part of a few rebrands at other companies, but this one is by far the one I’m most proud of. When I started back in May, the plan was to launch at the end of September, and I’ll be honest, I thought, “I’ve seen how this movie ends… we’ll probably push this date back at least a few times before we actually launch.” Turns out, I underestimated this team, and here we are, right on schedule.

I’m so excited for where Assembly is headed next, and honored to be part of the team driving us forward.

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6mo ago

Assembly

Maker

@jordan_wechsler1 Thanks Jordan for being such a supportive teammate in this launch!

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6mo ago

Copilot

Maker

Very excited to be unveiling our new brand and see how businesses will use the new AI Assistant and looking forward to feedback!

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6mo ago

Assembly

Maker

@neilraina Thank you for being the ultimate CTO on this launch and handling the technical aspects!

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6mo ago

Assembly

Maker

It’s finally here!

Assembly has everything I used to think was super-complicated about client portal web applications (OAuth user management in a client portal, billing with Stripe, workflows and custom integrations), and makes it SUPER easy and beautiful.

It's awesome to be able to support customers like Capital One and independent accounting, law, marketing, and consulting firms!

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6mo ago

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5.0

Based on 10 reviews

Review Assembly?

Reviewers consistently say Assembly makes client work easier by putting messaging, file sharing, forms, contracts, payments, and billing into one branded, secure portal that feels polished and quick to set up. The AI CRM is praised for reducing manual work through automation, summaries, task creation, and better client context, helping teams stay organized and productive. Users also highlight customization, integrations with existing tools, and responsive support. The feedback is overwhelmingly positive, with little concrete criticism in the reviews provided.

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@garrytan TY for hunting us!

Hi everyone — Marlon here, cofounder at Assembly. We’re re-introducing ourselves as Assembly (formerly Copilot) and launching an AI Assistant tailor-made for professional service firms.

🫠 The Problem

✨ What is Assembly

- For your clients: a clean, branded portal that brings everything together — tasks, payments, messages, file-sharing, contracts, and forms — in one place.

- For builders: an open platform. Embed tools you already use (Airtable, Calendly, ClickUp, etc.), connect Zapier/Make/webhooks, or build Custom Apps for your exact workflow.

🚀 How to get started

Assembly

Branded customer portals & AI-powered CRM

Branded customer portals & AI-powered CRM

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What's great

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What's great

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