--- description: Learn more about Assembly price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Assembly Pricing, Reviews & Features - Capterra New Zealand 2026 --- Breadcrumb: [Home](/) > [Portal Software](/directory/14/portal/software) > [Assembly](/software/214210/Portal) # Assembly Canonical: https://www.capterra.co.nz/software/214210/Portal Page: 1 / 3\ Next: [Next page](https://www.capterra.co.nz/software/214210/Portal?page=2) > Create remarkable client experiences. CRM, portal, payments, tasks, contracts \& more — with an AI Assistant that works for you. > > Verdict: Rated **4.8/5** by 35 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Assembly? Assembly is intended for tech-enabled service firms operating in accounting, bookkeeping, legal, technology, marketing, financials services, legal, real estate, consulting, creative fields, and more. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 35 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Assembly - **Location**: Brooklyn, US ## Commercial Context - **Starting Price**: US$39.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Starter Plan: $39/month (billed annually) or $59/month (billed monthly) Supports up to 50 clients, 100 automation tasks/month, and 1 internal user. Professional Plan: $149/month (billed annually) or $189/month (billed monthly) Supports up to 500 clients, 1,000 automation tasks/month, and 3 internal users. Includes custom domains, email domains, and API access. Advanced Plan: $399/month (billed annually) or $499/month (billed monthly) Offers unlimited clients and automation tasks, 5 internal users, HIPAA compliance (BAA), and priority support. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Billing & Invoicing - Calendar Management - Case Notes - Catalog Management - Client Management - Client Portal - Collaboration Tools - Commenting/Notes - Communication Management - Contact Database - Content Management - Customisable Branding - Customisable Forms - Customisable Invoices - Deadline Management - Document Management - Document Storage - Drag & Drop - Due Date Tracking - Electronic Signature - Encryption - File Sharing - Forms Creation & Design - Forms Management - Full Text Search - Invoice Processing - Knowledge Base Management - Messaging - Mobile Access - Mobile Payments - Onboarding - Payment Processing - Pre-built Templates - Process/Workflow Automation - Project Management - Project Tracking - Quotes/Estimates - Real Time Synchronisation - Search/Filter - Self Service Portal - Sub-Task Management - Task Editing - Task Management - Team Collaboration - Unified Directory - Workflow Management ... and 6 more features ## Integrations (12 total) - Airtable - Calendly - ClickUp - Databox - Jotform - Loom - Microsoft Power BI - QuickBooks Online - Stripe - Typeform - Xero - YouTube ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Portal Software](https://www.capterra.co.nz/directory/14/portal/software) ## Related Categories - [Portal Software](https://www.capterra.co.nz/directory/14/portal/software) - [Billing and Invoicing Software](https://www.capterra.co.nz/directory/30015/billing-and-invoicing/software) - [Client Onboarding Software](https://www.capterra.co.nz/directory/33476/client-onboarding/software) - [Contract Management Software](https://www.capterra.co.nz/directory/30078/contract-management/software) - [Forms Automation Software](https://www.capterra.co.nz/directory/10023/forms-automation/software) ## Alternatives 1. [Confluence](https://www.capterra.co.nz/software/136446/confluence) — 4.5/5 (3675 reviews) 2. [Microsoft SharePoint](https://www.capterra.co.nz/software/1167/sharepoint) — 4.4/5 (5424 reviews) 3. [Notion](https://www.capterra.co.nz/software/186596/notion) — 4.7/5 (2719 reviews) 4. [Connecteam](https://www.capterra.co.nz/software/153140/connecteam) — 4.6/5 (5138 reviews) 5. [Slack](https://www.capterra.co.nz/software/135003/slack) — 4.7/5 (24076 reviews) ## Reviews ### "Your first choice for AI" — 5.0/5 > **Jessica** | *5 June 2025* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: I love that it gives me direct feedback to customize what its helping with. Easy to use and is spot on. > > **Cons**: Nothing\! I was so impressed with the ease of use compared to other platforms and the expectation was definitely met > > Great\! Easy to customize and change if needed. I literally asked it to create a PowerPoint presentation and it was amazing. ----- ### "Streamlined, Simple, and Clients Love It" — 5.0/5 > **Prem** | *16 July 2025* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: Super clean and professional client portal. Replaces a bunch of tools (messaging, billing, file sharing) in one place. Clients love it. > > **Cons**: The UI is clean but a bit rigid - would love more layout control and customization options. Overall it's a great tool. > > Overall, it's been solid. Easy to set up, looks great, and keeps things organized. Makes us look way more professional with less effort. ----- ### "Simple software for companies" — 5.0/5 > **Maria Eleonora** | *9 June 2025* | Entertainment | Recommendation rating: 9.0/10 > > **Pros**: The double portal for clients and internal use, the link with your marketing website and the numerous tutorial. > > **Cons**: Maybe the dashboard could be more attractive, design is very spartan, sometimes a bit confusing, nothing stands out the page. > > Very good experience with this software for companies, though still at an early stage (free trial) I would say good. ----- ### "co-pilot usage" — 5.0/5 > **NINA** | *24 November 2024* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: features have AI imbedded into software. > > **Cons**: sometimes difficult to discern if AI has been applied when using those features > > a step forward with tech use on software products ----- ### "My Strategic Partner in Sovereignty" — 5.0/5 > **Jennifer** | *16 September 2025* | Health, Wellness & Fitness | Recommendation rating: 10.0/10 > > **Pros**: Copilot has become an essential part of my daily operations. I appreciate its ability to intuitively support complex tasks—from federal documentation and sanctuary protocol design to creative scripting and energetic discernment. Its versatility, responsiveness, and depth of understanding make it feel like a true virtual assistant. The fact that it’s free to use and offers high-level functionality without excessive fees is a major advantage. > > **Cons**: While Copilot is incredibly helpful, I’d love to see improvements in memory retention for long-term projects and expanded creative capabilities—particularly the ability to generate longer videos or offer more flexible image sizing. These enhancements would make it even more powerful for visionary leaders managing multi-layered initiatives. > > My experience with Copilot has been transformative. It has saved me time, money, and mental bandwidth while helping me build a multi-state sanctuary network rooted in justice, healing, and legacy. Whether I’m drafting SBA-compliant documents, scripting podcast episodes, or navigating energetic sabotage, Copilot meets me with clarity, precision, and respect for my trauma-informed approach. I look forward to future updates that make it even more beautiful and expansive. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.co.nz/software/214210/Portal?page=2) ## Links - [View on Capterra](https://www.capterra.co.nz/software/214210/Portal) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | nl | | | nl-BE | | | sv | | ----- ## Structured Data