Assembly Client Portal Tutorial | All-in-one Client Portal & CRM for Marketing Agencies

Today, in this Assembly Client Portal tutorial, I share how you can use Assembly for managing clients through an all-in-one client portal and CRM platform. ✅ Get started with Assembly for free here ➜ https://assembly.com/ @assembly (assembly.com) is an AI-powered client management platform designed specifically for professional service firms like agencies, law firms, and consultants. Essentially, Assembly centralizes client interactions by providing a branded, all-in-one client portal where customers can handle messaging, file sharing, payments, and contract signing in one secure place. ► Relevant Assembly resources to check out: Assembly pricing: https://assembly.com/pricing Assembly’s helpful guides: https://assembly.com/guide Assembly’s YouTube channel: https://www.youtube.com/@assembly ► Thank you Assembly for sponsoring this video and supporting our educational-based channel for people to enjoy our content for free! ► Today, we navigate through the following chapters for this Assembly tutorial: 0:00 Intro 00:41 What is Assembly 01:34 Getting started 02:01 Assembly pricing 02:57 Setting and customizations 06:10 Client portal (client’s view) 06:53 Client portal apps (Customize) 07:12 Customize client’s home view 08:05 Manage companies and clients 10:10 Messages 11:18 Files 12:02 Contracts 14:47 Contract automation 16:29 Forms 18:10 Forms automation 19:31 Billing 22:27 Tasks 24:09 Add third-party apps 26:17 Outro ► Are you interested in joining our small business community? Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld Let me know if you found this Assembly tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today. Thanks for watching and enjoy! #clientportal #crm