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About

Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.

About

Most business software products are ‘one trick’ solutions. This forces businesses to ‘cobble together’ many different software tools to accomplish their goals, which is time-consuming, inefficient, disorderly and expensive SuiteDash solves this problem by combining the most commonly used business tools into one cloud-based software platform where the tools are already pre-integrated and full of useful built-in automations. And, the entire platform can be 100% White Labeled to fit your brand! Using SuiteDash helps your business become more efficient, more organized, more professional & more profitable!

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration

Audience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$39 per month
Free Version
Free Trial

Pricing

$19.00/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Well built portal that covers just about anything you can think of for running your business. Gives you a detailed bird's eye view and the onboarding/tutorials are well put together.

Cons

  • The interface could be a bit better and there's a bit of a learning curve.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Assembly
Founded: 2020
United States
assembly.com

Company Information

SuiteDash
Founded: 2012
United States
suitedash.com

Alternatives

Alternatives

OneSuite

OneSuite

Technext

Categories

Categories

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Integrations

Zapier
Cal.com
Calendly
ClickUp
Google Analytics
Google Calendar
Google Docs
Google Sheets
Looker
Microsoft OneDrive
Miro
QuickBooks Online
SendGrid
Shift
Slack
Stackreaction
Trello
Wufoo
Zoom
monday AI work platform

Integrations

Zapier
Cal.com
Calendly
ClickUp
Google Analytics
Google Calendar
Google Docs
Google Sheets
Looker
Microsoft OneDrive
Miro
QuickBooks Online
SendGrid
Shift
Slack
Stackreaction
Trello
Wufoo
Zoom
monday AI work platform
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