G2 Vendor Directory

Collect vs. Assembly

A side-by-side comparison based on G2 review data.

MetricCollect

by CleverBiz

Assembly

by Assembly

Overall rating4.64.7
Review count18348
Ease of use9.59.4
Ease of setup9.79.4
Quality of support9.99.5
Meets requirements9.59.0
NPS70.58823584.057971
Small Business88.2%94.6%
Mid-Market11.8%5.1%
Enterprise0.0%0.3%
Total page views642,443
Total LLM citations2298,967

Collect

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools.

Pros

  • Insights
  • Easy Access
  • Dashboard Usability
  • Client Management
  • Workflow Efficiency
  • Customizability

Assembly

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.

Pros

  • Ease of Use
  • Easy Setup
  • Customer Support
  • Intuitive
  • Integrations
  • Features