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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
PortalsXpress offers a secure method for sharing documents with both clients and field offices. Clients can access and modify documents within a portal that prominently features your company's branding. You can swiftly distribute documents using our direct-to-portal PDF printer driver—simply print from any application, select a client, and the document will be instantly available. Our Padlocks present an effective and user-friendly approach to ensure document security. Sensitive files intended solely for your accounting department and CEO can be safeguarded using these Padlocks. Have you ever struggled to locate a specific document? Now, consider that issue on a larger scale throughout your organization. Our Secure Document Search Engine provides comprehensive search capabilities for your entire portal, ensuring that documents remain hidden from view unless you possess the appropriate permissions. The integration of Padlocks and secure document search guarantees that sensitive information is protected while still being accessible to authorized users. This dual-system enhances document management and security across your organization.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Airtable
Yes
App Store
Yes
Cal.com
Yes
Calendly
Yes
ClickUp
Yes
Google Analytics
Yes
Google Docs
Yes
Google Drive
Yes
Google Forms
Yes
Google Sheets
Yes
Integrations
Airtable
No
App Store
No
Cal.com
No
Calendly
No
ClickUp
No
Google Analytics
No
Google Docs
No
Google Drive
No
Google Forms
No
Google Sheets
No
Pricing Details
$39 per month
Free Trial
Yes
Free Version
No
Pricing Details
$311.40 per year
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
Yes
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Assembly
Founded
2020
Country
United States
Website
assembly.com
Vendor Details
Company Name
PortalsXpress
Founded
2011
Country
United States
Website
www.portalsxpress.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
Collaboration
Brainstorming
Yes
Calendar Management
Yes
Chat / Messaging
Yes
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
Portal
Chat
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
