Client management for the modern service business
CRM software built for professional service firms to organize and centralize their client management.
Create a truly custom CRM for your business
Whether you work with individuals or companies, build detailed client records that serve as a single source of truth, customized for your business.
Manage clients in one place
Keep client work simple with integrated messaging, billing, and task management—all connected in one platform.
Get organized with an AI-powered back office
Keep your team aligned with internal chat, AI assistance, and firm-wide visibility controls.
A secure client portal that ties it all together
Deliver a bespoke client experience with powerful tools and enterprise-grade compliance, at no extra cost.
Custom team permissions
Assign team members access to only certain clients.
Security
Enterprise-grade protection built in from day one.
Your clients deserve better.
Try Assembly for free for 14 days, no credit card required.