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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
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
API Access
Has API
Integrations
Google Drive
Airtable
Apple Pay
Calendly
ClickUp
Google Docs
Google Sheets
HubSpot CRM
Looker
Microsoft OneDrive
Integrations
Google Drive
Airtable
Apple Pay
Calendly
ClickUp
Google Docs
Google Sheets
HubSpot CRM
Looker
Microsoft OneDrive
Pricing Details
$39 per month
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Assembly
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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Event Booking
Attendee Management
Confirmation/Reminders
Discount/Coupon Management
Event Calendar
Marketing Management
Online Payments
Online Registration
Social Media Promotion
Wait List Management
Website Management
