Assembly

Assembly

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Assembly offers a client portal and CRM for professional service firms. It automates client onboarding, invoicing, and communication.

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Assembly provides a client portal and CRM designed for professional service businesses. You will unify your client experience from initial sale through full-scale operations. Deliver a branded portal for your clients. Automate client onboarding processes. Streamline contract signing and sending. Sell productized services effectively. Invoice clients and receive payments efficiently. Share files securely with your clients. Improve overall client communication. Assembly integrates with your existing software. Start your free trial today to transform your client relationships and business operations. Give your clients a seamless, branded experience.

Use Cases

• Automate client onboarding. • Sign and send contracts. • Sell productized services. • Invoice and get paid. • Share secure files with clients. • Improve client communication. • Centralize client relationship visibility.

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