# Assembly

> Client portal and CRM for service firms, with an AI app builder

Assembly, formerly Copilot, is a client portal and CRM for accounting firms, agencies, consultancies and other service businesses. Clients sign in to a branded portal to message the team, share files, sign contracts, fill in forms and pay invoices, and the firm can add ready-made apps or describe new ones for its AI app builder to make. Plans are priced by active client contacts and internal users.

- **Category:** CRM Software
- **Made by:** Copilot Platforms Inc. (since 2020)
- **Website:** https://assembly.com
- **Runs on:** Web, macOS, Windows
- **Facts last checked:** Oct 18, 2026

## Pricing

Assembly has a free plan. Paid plans start at $29 per month for 1 user, billed annually ($49 billed monthly).

- **Pricing model:** Free plan
- **Free plan:** 5 active contacts, 1 internal user, 3 apps and 75 build credits a month, with community support and Assembly branding.
- **Free trial:** None listed.

| Plan | Price | What you get |
| --- | --- | --- |
| Free | $0 | For your first clients: 5 active contacts, 1 internal user, 3 apps and 75 build credits a month. |
| Starter | $29 per month for 1 user, billed annually ($49 billed monthly) | For solo owners: 50 active contacts, 5 apps, 200 build credits a month, add-on credits and email support. |
| Professional | $99 per month for up to 3 users, billed annually ($139 billed monthly) | 500 active contacts, custom domains, API, Zapier and Make, the automation builder and no Assembly badge. Extra users $29 a month billed annually. |
| Advanced | $499 per month for up to 5 users, billed annually ($599 billed monthly) | Unlimited active contacts, audit log, client access permissions, enforced MFA, HIPAA with a BAA and call support. Extra users $59 a month billed annually. |
| Enterprise | $2,000 per month and up | Unlimited users and contacts, custom build credits, custom SSO, a sandbox workspace and a dedicated success manager, through sales. |

Read from https://assembly.com/pricing on Oct 18, 2026. Prices change, so confirm with Assembly before buying.

## Ways to pay less

- **Lower prices with yearly billing** (Annual discount): Starter is $29 a month billed annually against $49 monthly, Professional $99 against $139 and Advanced $499 against $599. Source: https://assembly.com/pricing

## Key features

- **Branded client portal:** Clients sign in on your domain to message the team, share files, sign contracts, fill in intake forms, see tasks and pay, without a separate login per tool.
- **CRM for clients and companies:** Contacts and companies live in one CRM that feeds the portal and every app; Professional adds multi-company contacts and an automation builder.
- **30+ ready-made apps:** Install apps for onboarding, proposals, payments, document collection and project tracking from the library, then adjust them to fit.
- **AI app builder:** Describe an app, approve the plan and Assembly builds it into the workspace with sign-in, permissions and branding in place. Builds use monthly credits.
- **Billing and payments:** Send invoices, run recurring subscriptions and sell productized services from a storefront, with card and ACH payments collected in the portal.
- **Messaging and team inbox:** Client conversations land in a shared team inbox, with desktop apps for Mac and Windows that deliver messages and notifications.

## Good for

- Accounting, legal and consulting firms that want one portal for client files, contracts and payments
- Agencies that want a white-label client experience on their own domain
- Firms that want custom client tools without hiring developers

## Worth knowing

- Build credits past the monthly allowance cost $0.60 each, extra apps $5 a month each, and Starter cannot add internal users.
- Payments carry fees on every plan: cards 2.9% + $0.30 and ACH 1%, plus a store fee from 2.0% on Free to 0.7% on Advanced and extra on invoices and subscriptions.
- API access, Zapier, Make, custom domains and removing the Assembly badge start at Professional; HIPAA with a BAA and enforced MFA at Advanced.
- There is no native mobile app; clients use the portal in a mobile browser, and the desktop apps are for Mac and Windows only.

## ToolGPA grades

**GPA: 2.2 out of 4**, graded Oct 18, 2026. Assembly gives an accounting firm or agency one branded portal where clients message you, share files, sign, fill in forms and pay, and you can describe a new client tool for its AI builder to make. There's a free plan to start. But your own domain and losing the Assembly badge both wait for Professional at $99 a month.

- **Value for money: C.** Graded against its own alternatives. Starter is $29 a month billed yearly ($49 monthly) for 1 user and 50 active contacts, level with HoneyBook's $29 and well above Moxie's $10. Your own domain, the API and no badge need Professional at $99 for up to 3 users.
- **Free plan and trial: C.** Free for good, and the apps you publish are live for clients. But it's 5 active contacts, 1 user and 3 apps, with Assembly branding, so a firm with real clients will hit the wall quickly.
- **Features: C.** It does the client side fully: a branded portal, messaging, files, contracts, forms, invoices and subscriptions, 30+ ready-made apps and an AI app builder. That's a client portal more than a sales CRM, though, and the automation builder waits for Professional.
- **Ease of use: C.** No store rating on record. There's a portal to brand, apps to install or describe and contacts to bring in, and the AI builder runs on monthly credits.
- **Platforms and integrations: B.** Web, with desktop apps for Mac and Windows, plus Zapier, Make and an API from Professional. There's no phone app, so clients use the portal in a mobile browser.

These are ToolGPA's own grades. Graded from this listing, whose facts were read from Assembly's own pages on 18 October 2026. Not based on using the product, and shorter than our full reviews.

## Where it stands among CRM tools

- Assembly's GPA of 2.2 is higher than 4 of the 48 other CRM tools we grade, and level with 14.
- It stands best on platforms and integrations (B, above 5 of 48) and worst on features (C, above 0).
- Its paid plans start at $29 a month, against a middle price of $24 for the category: 29 of the 46 others that charge start lower.
- On features, ease of use and platforms it scores 2.3 out of 4. 24 tools score higher and cost less.

The category's chart of price against score: https://toolgpa.com/charts/crm

## Keep it, or make your own?

**Keep it.** To replace Assembly you would be making a tool that builds and hosts other apps. That is not a weekend's work, with an AI app builder or without one. That makes this kind of software worth paying for, not this one in particular: 30 of the 48 other CRM tools grade higher. It costs $348 a year.

- You could make: Invoicing and forms: an app builder makes these well.
- You could not: A tool that builds and hosts other apps.
- You could not: A builder that other people can use without writing code.
- You could not: Storing and serving files for other people.
- You could not: A real app for macOS and Windows. Something home-made would be a web page.
- You could not: It plugs into other products, Zapier and Make among them, and has an API.
- You could not: AI features, unless you pay a model provider for each request yourself.
- You could not: What a company asks for before it lets staff use something: roles and permissions.

A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it.

## Works with

Zapier, Make

**Tags:** App builder, AI features, Invoicing, File sharing, Forms, No-code, Public API

## Alternatives

- [HoneyBook](https://toolgpa.com/tools/honeybook): Client management, contracts and payments for independents. [Compare](https://toolgpa.com/compare/assembly-vs-honeybook)
- [Dubsado](https://toolgpa.com/tools/dubsado): Client management, contracts and invoicing for service businesses. [Compare](https://toolgpa.com/compare/assembly-vs-dubsado)
- [Plutio](https://toolgpa.com/tools/plutio): All-in-one freelance app: projects, proposals, contracts and invoices. [Compare](https://toolgpa.com/compare/assembly-vs-plutio)
- [Moxie](https://toolgpa.com/tools/moxie): Freelance business app: clients, projects, invoices and basic books. [Compare](https://toolgpa.com/compare/assembly-vs-moxie)
- [Bonsai](https://toolgpa.com/tools/bonsai): Client, project and billing software for agencies and freelancers. [Compare](https://toolgpa.com/compare/assembly-vs-bonsai)

## Sources

The prices, plans, platforms and features above were read from these pages on Oct 18, 2026:

- https://assembly.com/pricing
- https://assembly.com/
- https://assembly.com/download
- https://assembly.com/llm-info

Page: https://toolgpa.com/tools/assembly
Listed by ToolGPA (toolgpa.com).