Claromentis Reviews

Claromentis

5.0 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 3 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

Description

Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.

Description

When policies, training and everyday updates live in separate systems, keeping teams aligned takes more work. Claromentis brings intranet, automation, e-learning, compliance, agentic AI and performance management together, with a choice of three Hubs. Claromentis Franchise Hub Support every stage of your franchise network, from lead development to day-to-day unit management. Franchise Hub is endorsed by the BFA, IFA and QFA. It lets you build recruitment pipelines, distribute operations manuals and SOPs with read-and-accept tracking, and standardize onboarding and training. Target communications by location, automate routine tasks and compare unit performance through dashboards. Claromentis Enablement Hub Give employees a shared workspace that supports complex operations and regulatory requirements. Combine secure communications, AI policy management, project spaces, version-controlled documents and messaging. Build no-code workflows for recurring processes, use AI agents to assist teams and deliver trackable learning through a SCORM-compliant LMS. Claromentis Charity Hub Keep staff and volunteers connected across teams and sites. A branded mobile intranet, secure extranets, knowledge libraries and AI search make information easier to share and find. Manage campaigns, events and assets, reduce administration with automation and AI agents, and support volunteers with learning pathways and site dashboards. Claromentis is ISO 27001:2022 certified and HIPAA compliant, with governed AI, security controls and flexible deployment. Hands-on onboarding, platform training and a 24/7 support hub are included, with consultancy and custom development available. Arrange a free personalized demo and use a fully functional Hub for up to 30 days.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Analytics Yes 
Google Docs Yes 
Google Drive Yes 
Google Sheets Yes 
Microsoft OneDrive Yes 
Slack Yes 
Trello Yes 
Acuity Scheduling Yes 
Cisco Duo No 
HubSpot CRM Yes 
Jira No 
Microsoft Teams No 
Miro Yes 
Okta No 
QuickBooks Online Yes 
SendGrid No 
X (Twitter) No 
YouTube Yes 
Zapier Yes 
monday AI work platform Yes 

Integrations

Google Analytics Yes 
Google Docs Yes 
Google Drive Yes 
Google Sheets Yes 
Microsoft OneDrive Yes 
Slack Yes 
Trello Yes 
Acuity Scheduling No 
Cisco Duo Yes 
HubSpot CRM No 
Jira Yes 
Microsoft Teams Yes 
Miro No 
Okta Yes 
QuickBooks Online No 
SendGrid Yes 
X (Twitter) Yes 
YouTube No 
Zapier No 
monday AI work platform No 

Pricing Details

$29 per month
Free plan available (5 active contacts, 1 internal user, 3 apps). Starter $29/mo, Professional $99/mo, Advanced $499/mo billed annually ($49 / $139 / $599 monthly). Enterprise from $2,000/mo. Extra apps $5/mo, extra build credits $0.60 each.
Free Trial No 
Free Version Yes 

Pricing Details

We offer SaaS/cloud-hosted and on-premise pricing options. We also provide discounts for non-profits, and offer a great value package for startups. Book a discussion call for a personalized quote.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Assembly.com

Founded

2020

Country

United States

Website

assembly.com

Vendor Details

Company Name

Claromentis

Founded

1998

Country

United Kingdom

Website

www.claromentis.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving No 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention No 
Electronic Signature Yes 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging No 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Digital Workplace

Activity / News Feed Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Content Management Yes 
Document Management Yes 
Employee Directory Yes 
File Sharing Yes 
Knowledge Management Yes 
Surveys & Feedback Yes 
Task Management Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Internal Communications

App Integration Yes 
Blogs Yes 
Chat/Messaging No 
Email Management No 
Employee Directory Yes 
Event Calendar Yes 
Newsletter Management Yes 
Photo Gallery Yes 
Social Sharing Yes 
Survey Management Yes 
Telephony No 
Video Chat No 
Voice Chat No 

Intranet

Activity / News Feed Yes 
Blogs Yes 
Calendar Management Yes 
Content Management Yes 
Discussions / Forums Yes 
Employee Directory Yes 
Knowledge Management Yes 
Policy Management Yes 
Search Yes 
Wiki Yes 

Learning Management Systems (LMS)

Academic / Education Yes 
Asynchronous Learning Yes 
Blended Learning Yes 
Built-In Course Authoring Yes 
Corporate / Business Yes 
Customizable Yes 
Gamification Yes 
Learner Portal Yes 
Mobile Learning Yes 
Open Source No 
SCORM Compliance Yes 
Synchronous Learning Yes 
Video Conferencing No 
eCommerce No 
eLearning Companies No 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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