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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
Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Airtable
Yes
App Store
Yes
Autotask PSA
No
Auvik
No
Cal.com
Yes
ConnectBooster
No
ConnectWise PSA
No
Datto Workplace
No
Google Docs
Yes
Google Forms
Yes
Integrations
Airtable
No
App Store
No
Autotask PSA
Yes
Auvik
Yes
Cal.com
No
ConnectBooster
Yes
ConnectWise PSA
Yes
Datto Workplace
Yes
Google Docs
No
Google Forms
No
Pricing Details
$39 per month
Free Trial
Yes
Free Version
No
Pricing Details
$195 per month
for up to 500 users. Larger plans available.
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Assembly
Founded
2020
Country
United States
Website
assembly.com
Vendor Details
Company Name
Azurative
Founded
2018
Country
United States
Website
www.cloudradial.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
No
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
No
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
No
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
Yes
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
MSP
Backup Management
Yes
Billing & Invoicing
Yes
CRM
No
Dashboard
Yes
Help Desk
Yes
Issue Management
Yes
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
Yes
Remote Access
No
Remote Systems Monitoring
No
Scheduling
Yes
Portal
Chat
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
