Assembly The Assembly Client Portal | Best CRM and Client Portal for Designers Portal CRM

Is Assembly the best client portal for designers? Today we are doing a deep dive into the Assembly Client Portal and CRM. If you are tired of messy email threads and want a branded, professional experience for your clients, this is for you. I’ll show you the "Client Home," how to share files, and why the user experience is a game-changer for creative agencies. Key Features Shown: 📁 Why Client Portals are Necessary 🛠️ Connecting Apps (Client vs Team) 💬 Customization & Integration Capabilities 👀 Client Collaboration Tips 💌 Adobe Proofing Integration (SO HELPFUL) Get $100 off an Assembly plan with code LANEY, and thanks to our sponsor Assembly for developing a custom client portal platform to bring all your tools and communications into one convenient place! 🔗 Resources: • Try Assembly ($100 off w/code LANEY) → https://assembly.com/ • More CRM Videos → https://www.youtube.com/playlist?list=PLhXDd9EOenMVBG3SgEAN-uguTnr7R1AKv ~ Links contained in the video and/or description may be affiliate links which earn us a small commission at no cost to you! We appreciate your use of our links so we can continue making free content for you! ---------- Hi, hey, hello! Welcome to the Design by Laney channel! I am a wedding invitation designer & stationery business educator! On this channel, you'll find videos featuring design tutorials, systems reviews, and the most requested tips and tricks for running a creative business - yes, including my favorite printers! New to Invitation Design? 💌 Check out our *From Start to Suite* course! https://designbylaney.com/from-start-to-suite 🤓 Sign up for our FREE Adobe Illustrator course series: https://designbylaney.com/free-illustrator-course 👩🏻‍🏫 Want to learn even more about running a stationery business? Join us in Stationery School! https://designbylaney.com/stationery-school 💛 Follow Along: www.instagram.com/designbylaney www.designbylaney.com www.facebook.com/designbylaney www.pinterest.com/bylaney 🖨️ My Favorite Print Shop www.printswell.com/a/laney 📋 Try Dubsado https://www.dubsado.com/?c=designbylaney 📋 Try Honeybook http://share.honeybook.com/laney