Assembly 2.0
Assembly 2.0: The Unified Client Experience Platform and Business Management Suite
Assembly 2.0 is the most significant update in the platform's history, offering a comprehensive suite for client experience, project management, and payment processing. It features adaptive client portals, a redesigned client homepage, and advanced organization tools like app folders. With Assembly 2.0, businesses can associate internal tasks with clients, leverage time-based automations, and manage finances through a unified Payments center with built-in analytics. The platform now includes a dedicated desktop app for Mac to ensure teams never miss notifications. For developers, Assembly 2.0 provides a rebuilt custom app base and a robust Tasks API supporting comments and attachments. Designed for marketing agencies, accounting firms, and consultants, the platform streamlines the entire client lifecycle from onboarding via customizable forms to contract management and billing. By integrating CRM context across all workflows, Assembly 2.0 ensures that internal teams have the necessary client data in file channels, messaging, and notifications to provide a premium service experience.