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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Rock Paper Coin serves as a comprehensive client management solution designed to enhance the efficiency of proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business owners. Users can effortlessly generate polished, branded proposals in a matter of minutes by utilizing either templates or personalized designs, and they receive real-time notifications upon sending these proposals. Additionally, the platform allows for seamless integration of inquiry forms on websites, facilitating straightforward lead capture and management. It features digital contracts that include e-signature capabilities, flexible invoicing options with installment plans and automatic reminders, as well as secure payment processing through Stripe, ensuring bank-level security, prompt deposits, and adaptable fee management. Users have the ability to embed branded lead forms, organize and view submissions, and efficiently convert leads into clients directly within the platform. Offering extensive customization, Rock Paper Coin allows for personalized branding across proposals, contracts, invoices, and emails, and it also integrates with Google Drive for easy document access while providing robust functionality on both desktop and mobile devices. This multifaceted platform is designed to meet the diverse needs of users, making it an invaluable tool for those in the event management and small business sectors.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
Stripe Yes 
Acuity Scheduling Yes 
Airtable Yes 
Apple Pay No 
ClickUp Yes 
Dropbox Yes 
Google Docs Yes 
Google Forms Yes 
Google Sheets Yes 
Google Slides Yes 
HubSpot CRM Yes 
Make Yes 
Miro Yes 
QuickBooks Accountants No 
Slack Yes 
Trello Yes 
Typeform Yes 
Zapier Yes 
Zoom Yes 

Integrations

Google Drive Yes 
Stripe Yes 
Acuity Scheduling No 
Airtable No 
Apple Pay Yes 
ClickUp No 
Dropbox No 
Google Docs No 
Google Forms No 
Google Sheets No 
Google Slides No 
HubSpot CRM No 
Make No 
Miro No 
QuickBooks Accountants Yes 
Slack No 
Trello No 
Typeform No 
Zapier No 
Zoom 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

Free
Free Trial Yes 
Free Version Yes 

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

Vendor Details

Company Name

Assembly.com

Founded

2020

Country

United States

Website

assembly.com

Vendor Details

Company Name

Rock Paper Coin

Founded

2019

Country

United States

Website

rockpapercoin.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

Event Booking

Attendee Management No 
Confirmation/Reminders No 
Discount/Coupon Management No 
Event Calendar No 
Marketing Management No 
Online Payments No 
Online Registration No 
Social Media Promotion No 
Wait List Management No 
Website Management No 

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