Baton vs. Assembly

Baton is a SaaS implementation management platform that automates, simplifies and accelerates even the most complex customer onboarding projects. Baton is purpose-built for project participants to work across multiple organizational boundaries. Users enjoy real-time visibility into status reporting without the frustrations of chasing down weekly updates via email, spreadsheets or other outdated processes that will never scale.

Assembly is the AI-powered platform for professional service firms, from accounting and bookkeeping practices to agencies and consultants. It combines a branded client portal, a simple CRM, and an AI app builder that lets your firm add any software it needs without a dev team. Clients get one branded place for messages, files, forms, tasks, contracts and e-signatures, and invoices they can pay online. Your team runs on a CRM with automated reminders and an AI Assistant that knows full client context. When your firm needs something the portal doesn’t do yet, describe it.