Apptivo vs Assembly: Complete Comparison (2026)
An in-depth comparison of Apptivo and Assembly to help you choose the right tool for your business.
Last updated: November 2026
Apptivo
6.3/10
Apptivo is a modular cloud CRM and business suite that combines sales, help desk, projects, invoicing and campaigns for small and mid-sized businesses.
Assembly
6.3/10
Assembly, formerly Copilot, is a branded client portal for service businesses. It combines messaging, a lightweight CRM, billing, files, tasks and an AI app builder.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.3/10 | 6.3/10 |
| Analytics | 5/10 | 4/10 |
| Cost | 8/10 | 5/10 |
| Customization | 8/10 | 6/10 |
| Ease of Use | 5/10 | 8/10 |
| Integration | 5/10 | 6/10 |
| Scalability | 5/10 | 6/10 |
| Security | 6/10 | 8/10 |
| Support | 8/10 | 7/10 |
| Pricing | ||
| Free plan | No | Yes |
| Cheapest paid plan | $20/user/mo Lite | $49/mo Starter |
| Estimated cost for 10 users | $200/mo Lite | Contact for pricing |
| Features | ||
| Contact Management | Not listed | |
| Customer Support Management | Not listed | |
| Integrations | Not listed | |
| Lead Management | Not listed | |
| Marketing Automation | Not listed | |
| Mobile Access | Not listed | |
| Opportunity Management | Not listed | |
| Reporting & Analytics | Not listed | |
| Sales Automation | Not listed | |
| App integrations | Not listed | |
| Client collaboration | Not listed | |
| Collaboration tools | Not listed | |
| File sharing | Not listed | |
| Task lists | Not listed | |
| Task management | Not listed | |
| Team messaging | Not listed | |
| Workflow Automation | Not listed | |
| Gantt charts | Not listed | |
| Time tracking | Not listed | |
Which One Should You Choose?
Why choose Apptivo
- Higher Cost score (8/10 vs 5/10)
- Higher Customization score (8/10 vs 6/10)
- Better fit for small business (9/10 vs 7/10)
Why choose Assembly
- Has a free plan (Apptivo does not)
- Higher Ease of Use score (8/10 vs 5/10)
- Higher Security score (8/10 vs 6/10)
Pros & Cons
Apptivo
Pros
- Entry pricing of $15 per user per month on annual billing is low for a suite that also covers projects, invoicing and help desk.
- Support is the most praised area, with 94% positive mentions on Capterra and responsive help even on entry-level plans.
- Modular apps and up to 500 custom fields per app let teams tailor the system without switching tools.
- Built-in estimates, invoicing, expenses and accounting integrations with QuickBooks and Xero suit businesses that bill for services.
- Native apps for iOS, Android and Windows, with offline use reported.
Cons
- Reviewers describe the interface as dated and navigation as cumbersome.
- There is a learning curve, and complex customizations often need developer help.
- Users report glitches and slowdowns, especially with large datasets.
- Email integration and email marketing are reported to be limited and clunky.
- There is no free-forever plan, and marketing email volume is capped per user.
Assembly
Pros
- Reviewers say a non-technical team can launch a polished, branded client portal quickly.
- Messaging, a CRM, invoicing, contracts, forms and files share one client login.
- A free plan and no-contract self-serve billing make it easy to test.
- SOC 2 Type II, AES-256 encryption at rest and a HIPAA BAA on Advanced suit regulated firms.
Cons
- Project management is basic, with no Gantt charts or dependencies.
- There is no native time tracking or scheduling.
- Automations lack conditional branching, and there is no native mobile app.
- Reviewers report a high cost and friction with international invoicing.
