Flexible customer portal software for tech firms

Startups move fast — Assembly keeps up. It's a platform that gives you everything you need out of the box: user management, permissions, messaging, notifications, billing, contracts, file sharing, and more. No stitching together tools. No building infrastructure from scratch.

When you're ready to extend, Assembly's developer ecosystem and Custom Apps support lets you integrate exactly what your business needs. Launch in under an hour, and spend your time on what actually matters.

A client portal helps a startup look professional by giving clients a branded, organized space instead of ad-hoc emails and shared folders. You centralize communication, files, and updates without hiring ops staff or managing complex systems, keeping overhead low.

Yes. Assembly's Starter plan begins at $39/month with one team member and up to 50 clients — no per-client fees, no hidden costs. All core features (portal, billing, contracts, messaging, files, forms, tasks) are included on every plan. There's a free 14-day trial with no credit card required, and a 20% discount for eligible organizations. Most startups start on Starter and upgrade as they scale.

Absolutely — and this is where Assembly really shines for startups. On Professional plans and above, you get full access to a REST API, webhooks, Zapier and Make integrations, and a Custom Apps framework (SDK, App Bridge, design system). You can embed custom applications into the client portal, build integrations with your internal systems, and extend Assembly's functionality to match your exact workflow. Think of Assembly as the foundation — you handle the core client experience out of the box, and supplement with custom development where needed.

Building a custom portal from scratch typically costs tens of thousands of dollars in engineering time, takes months to ship, and requires ongoing maintenance — auth, permissions, file storage, billing integration, notifications, security audits, and more. Assembly gives you all of that out of the box, so your engineers can focus on your core product. Compared to Softr, which is a general-purpose app builder requiring Airtable as a backend, Assembly is purpose-built for client portals with native billing, contracts, messaging, and CRM built in. You don’t have to cobble together multiple tools — Assembly is the all-in-one foundation. It’s the “build vs. buy” sweet spot: you get to market faster without sacrificing flexibility.

Yes. Assembly supports embedding any web-based tool directly into the portal — reporting dashboards, project trackers, internal tools, scheduling widgets, and more. Clients see these embedded tools as a native part of your branded portal experience.

Yes. Assembly is SOC 2 certified with encryption in transit and at rest. On Advanced plans, you get HIPAA and GDPR compliance with a signed BAA, MFA enforcement, and client access permissions. For startups in healthcare, fintech, or other regulated industries, this is critical infrastructure you don’t have to build yourself.

Most startups are operational on Assembly within a day. If you're migrating from spreadsheets, email, or cobbled-together tools, you can import clients, set up your portal branding, and configure billing immediately. If you're coming from another platform, Assembly's API makes data migration straightforward. The support team also offers personalized onboarding on annual plans.

Absolutely. Assembly is designed to scale from solo founders to 100+ person teams. The Starter plan supports 50 clients, Professional supports 500, and Advanced and Enterprise offer unlimited clients. Automation tasks scale similarly, so your workflows keep running as you grow. The API and Custom Apps platform ensure you won't outgrow the platform.

Yes. Assembly Assistant is an AI-powered tool that surfaces client context before meetings, drafts follow-up messages, and summarizes conversations. For startups with small teams wearing many hats, it reduces the time spent on meeting prep and client communications so you can focus on delivering your core service.

All plans include standard support. Professional plans and above get priority email support. Advanced plans add priority call support. Enterprise plans include a dedicated success manager and technical advisor. Assembly also has a growing ecosystem of certified experts and implementation partners if you need hands-on help.