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Assembly
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Assembly
Branded customer portals & AI-powered CRM
# CRM Assistant
Featured on : Sep 30. 2025
Featured on : Sep 30. 2025
What is Assembly?
Create remarkable customer experiences with Assembly (formerly Copilot). Get an out-of-the box branded client portal where customers can message you, pay bills, and share information securely, with a new AI-powered CRM for your team.
Problem
Users previously relied on traditional CRM systems and separate customer portals, which lacked seamless integration, customization, and AI-driven insights, resulting in fragmented client interactions and inefficient workflows.
Solution
A branded customer portal and AI-powered CRM tool that enables businesses to centralize client communication, securely share information, process payments, and leverage AI for CRM automation. Example: Customizable portals for client messaging and AI-driven task prioritization.
Customers
Account managers, customer success managers, and client-facing teams in SMEs or agencies requiring streamlined client engagement and secure data sharing.
Unique Features
Combines branded portals with AI-driven CRM workflows, offering real-time collaboration, secure document sharing, and automated client task management in a single platform.
User Comments
Simplifies client billing and communication
AI automates repetitive CRM tasks effectively
Branded portals enhance professionalism
Secure data sharing is a major plus
Integrates well with existing tools
Traction
Rebranded from Copilot to Assembly in 2023; used by 1,000+ teams; ARR estimated at ~$2M; featured on ProductHunt with 500+ upvotes; founder has 1.2K+ followers on LinkedIn.
Market Size
The global CRM software market was valued at $64 billion in 2023, with AI-driven CRM solutions growing at 15% CAGR.