Assembly is the client portal formerly called Copilot, which rebranded in September 2025. It is a branded portal where clients message your team, share files, sign contracts and pay, with a built-in CRM, 30+ pre-made apps and an AI app builder for custom portal apps. It is priced by internal users and active client contacts, and there is a free plan for 1 user and 5 contacts.
Agencies compare alternatives when contact limits or plan gates on custom domains bite, or when they want delivery features such as request queues and proofing built in rather than assembled from apps. The seven tools below cover those cases.
Pricing by active client contacts. Starter covers 1 internal user and 50 active contacts; Professional covers 3 internal users and 500 contacts. Agencies with many client logins move up tiers quickly.
Custom domain and badge removal start on Professional. Custom domains, removing the Assembly badge and the automation builder need Professional at $99/mo billed annually.
Agency delivery workflow. Agencies that run request queues, design proofing and team capacity planning compare Assembly with tools built around those workflows.
How we compared: on published features and pricing from each vendor's own site, checked Oct 14, 2026. We did not run hands-on tests or use ratings. AgencyPro is our product, so it is listed first, with its limits. Agiled is made by ZTABS, the company behind AgencyPro.
A direct replacement covers the main job agencies use Assembly (Copilot) for. A partial replacement covers part of it, so you keep or add another tool for the rest. Prices are US list prices from each vendor's pricing page; confirm before you buy.
Trial on request from the pricing page; length not stated
Partial replacement
Our productDirect replacement
1. AgencyPro: best for agencies that want the portal, requests and projects with unlimited clients
AgencyPro covers Assembly's core portal jobs on Basic: a branded portal with custom domain, messaging, files and invoicing. Contracts with e-signatures are on Pro. It then adds agency delivery: client requests on Kanban and list views, tickets, versioned design and video proofing, time tracking and capacity management (Pro). Clients are unlimited on every plan, so client logins never change the price. It has no portal app builder.
Key features
Branded client portal with custom domain, messaging, file storage and client onboarding (Basic)
Projects and client requests on Kanban and list views, with unlimited clients on every plan
Invoicing with Stripe (cards, ACH, wallets) or PayPal, payment reminders and late fees
Quotes, proposals and contracts with e-signatures, a leads pipeline and intake forms (Pro)
Time tracking, credit-based and hourly services, tickets, SLA tracking and capacity management (Pro)
Design and video annotation with versioned proofing and approvals (Pro)
AI Assistant, Agents and Chatbot on every plan, with 500 to 10,000 AI credits a month by plan
Pricing
Basic $39/mo, Pro $79/mo and Plus $149/mo billed monthly ($32.50, $65.83 and $124.17 per month billed annually). Each plan includes 1 seat; extra seats are $15 (Basic), $20 (Pro) or $30 (Plus) per month. Enterprise is priced by quote. AgencyPro pricing, checked Oct 14, 2026.
Pros
Custom domain and portal branding from Basic ($39/mo), where Assembly needs Professional
Unlimited clients on every plan; you pay for the plan and team seats, not client contacts
Request queues, versioned proofing and capacity management on Pro ($79/mo)
Cons
No AI app builder or app marketplace for custom portal apps
Contracts and proposals need Pro; removing "Powered by" needs Plus ($149/mo)
Each extra seat costs $15 (Basic), $20 (Pro) or $30 (Plus) per month
The CSV importer brings in clients and services only; messages, files and history are not imported
Choose it if you have many client contacts and want delivery, not just communication and billing, inside the portal.
2. SuiteDash: best for a white-label portal with unlimited clients and staff at a flat price
SuiteDash is a white-label client portal and CRM with unlimited CRM contacts, staff and portals on every plan, plus invoicing, subscriptions, projects, file sharing and email marketing. Where Assembly counts active contacts and internal users, SuiteDash charges a flat plan price.
Key features
Unlimited CRM contacts, staff and client portals on every plan, with white-labeling and a custom-branded mobile app
Modules for invoicing, subscriptions, projects and tasks, time tracking, appointment scheduling and file sharing
Email marketing on Start; drip autoresponders, proposals, deal pipelines and client-side live chat on Thrive
Pinnacle adds the automation toolkit, FLOWs onboarding, support tickets, an LMS and task dependencies
Pricing
Start $19/mo, Thrive $49/mo and Pinnacle $99/mo ($180, $480 and $960 per year). Storage is 100GB, 500GB and 2TB; extra storage is $5/mo per 250GB. Unlimited clients and staff on every plan. SuiteDash pricing, checked Oct 14, 2026.
Pros
Unlimited clients and staff on every plan, from Start ($19/mo)
White-labeling and a custom-branded mobile app on every plan
14-day trial at Pinnacle level with no card
Cons
Proposals start on Thrive ($49/mo); automations, FLOWs onboarding and support tickets are Pinnacle only ($99/mo)
The pricing page does not break every module down by plan
Start includes 100GB of storage; Thrive has 500GB and Pinnacle 2TB
Choose it if you have many client contacts and staff and want one flat price with white-labeling included.
3. ManyRequests: best for request-based creative and marketing agencies
ManyRequests is a client portal built for request-based agencies: clients order from a service catalog, submit requests through forms and review design and video files with comments on the asset. Billing, CRM, time tracking and a custom domain are on Core, with unlimited clients.
Key features
Client portal with custom domain, service catalog, request forms, billing and CRM on Core
Design and video proofing, with comments left on the asset
Time tracking, reporting, Zapier and portal extensions on every plan
Pro adds workload management, webhooks, Slack, custom email notifications and removing "Powered by"
Pricing
Core $39/mo and Pro $79/mo billed annually ($59 and $99 billed monthly), each with 1 seat. Extra seats are $15 to $20/mo on Core and $25 to $30/mo on Pro, depending on billing. Enterprise starts at $1,000/mo. ManyRequests pricing, checked Oct 14, 2026.
Pros
Custom domain, service catalog, request forms and subscription billing on Core ($39/mo billed annually)
Design and video proofing on every plan
Unlimited clients; you pay per team seat, not per client contact
Cons
Each extra seat costs $15 to $30 per month depending on plan and billing
Removing "Powered by", workload management and webhooks need Pro ($79/mo billed annually)
API access is Enterprise only (from $1,000/mo); Assembly includes API from Starter
Choose it if clients send you a steady stream of design, video or content requests and you want a portal built around that queue.
4. Agiled: best for a branded portal with CRM, contracts and invoicing
Disclosure: Agiled is made by ZTABS, the same company that makes AgencyPro. The facts here come from Agiled's own pricing and features pages, the same standard as every other tool.
Agiled is a business management app with a branded client portal, CRM and deal pipelines, proposals and contracts with e-signing, invoices and estimates, projects, time tracking, forms and tickets. The portal and custom domain are included from Business, which also includes 7 seats.
Key features
CRM with deal pipelines, projects and tasks, time tracking, invoices, estimates and expenses
Proposals and contracts with e-signing, scheduling pages, forms and tickets
Branded client portal, custom domain and custom SMTP included from Business
Seats included by plan: 1, 3, 7 or 15
Pricing
Starter $24, Pro $59, Business $99 and Scale $199 per month billed annually, with 1, 3, 7 and 15 seats. Extra seats are $20/mo on Pro and up. On Starter and Pro the branded portal is a $15/mo add-on (billed annually). Agiled pricing, checked Oct 14, 2026.
Pros
Business ($99/mo billed annually) includes 7 seats, the branded portal, a custom domain and custom SMTP
Proposals and contracts with e-signing, projects and time tracking in the same app
API and Zapier from Pro
Cons
On Starter and Pro the branded portal is a $15/mo add-on (billed annually)
Starter caps you at 500 contacts, 10 projects, 100 invoices and 5GB of storage
The pricing page lists annual prices only
Choose it if you want the portal plus CRM, contracts, projects and invoicing with several seats in one plan.
Direct replacement
5. Agency Handy: best for small agencies that want portal, CRM and services on every plan
Agency Handy is a client portal and agency management tool. Every plan includes the portal, CRM, productized and custom services, tasks, invoicing and subscriptions, proposals, tickets, file feedback and time tracking, with unlimited clients. Pricing is flat by user band (1, 10 or 30 users).
Key features
Client portal, CRM, productized and custom services, tasks, invoicing and subscriptions on every plan
Proposals, tickets, file feedback and approval, time tracking and custom forms on every plan
Custom branding on every plan; custom domain and email, API keys, webhooks and Slack from Team Starter
Business Pro adds up to 5 workspaces, 10,000 leads and a dedicated account manager
Pricing
Freelancer $29/mo (1 user, 100 leads), Team Starter $99/mo (10 users, 300 leads) and Business Pro $199/mo (30 users, 10,000 leads), billed monthly. Yearly, 3-year and lifetime deals are offered with promo codes. Agency Handy pricing, checked Oct 14, 2026.
Pros
Proposals, tickets, file feedback and time tracking on every plan
Team Starter ($99/mo) covers 10 users and adds custom domain and email, API keys and webhooks
Unlimited clients on every plan
Cons
Freelancer is 1 user and 100 leads, with no custom domain or API
Plans jump from 1 user to 10 users, so a 2- or 3-person team pays for Team Starter
The pricing page leads with promo-code prices; check the regular price before you commit
Choose it if you have up to 10 people and want a flat price that does not change with client logins.
6. Wayfront: best for productized services sold through order forms
Wayfront (formerly SPP) is a white-label client portal for productized service agencies, with a CRM with unlimited clients, project and task management, a form builder, invoicing and Stripe payments with no Wayfront transaction fees. Base includes 5 seats for $99/mo billed annually.
Key features
White-label client portal with order forms, checkout, a service catalog, subscriptions and invoices
Tickets, project and task management and a CRM with unlimited clients on Base
Pro adds client coworkers and a white-label reseller mode
Integration API as an add-on ($240/mo billed annually, $300 monthly)
Pricing
Base $99/mo billed annually or $129 monthly (5 seats). Pro $249/mo billed annually or $299 monthly (10 seats). Plus is priced on a call. Extra seats are $18/mo billed annually or $20 monthly. Wayfront pricing, checked Oct 14, 2026.
Pros
5 seats on Base and 10 on Pro, with unlimited clients
Order forms, helpdesk and invoicing built for packaged services
Pro adds client coworkers and a white-label reseller mode
Cons
For one or two people the entry price is higher: $99/mo billed annually or $129 monthly
The Integration API is an add-on (+$240/mo billed annually, $300 monthly)
Positioned for repeatable, packaged services rather than custom-scoped projects
Choose it if you sell fixed packages and want clients to buy through order forms before work starts.
7. Clinked: best for secure file sharing with many client users
Clinked is a secure white-label portal for sharing files and working with clients through tasks, discussions and chat. Standard includes 100 members, 1TB of storage, your own domain and an audit trail. Its pricing page does not list invoicing or payments, so it replaces Assembly's file sharing and messaging, not its billing.
Key features
Secure client portal for file sharing, tasks, discussions and group chat
Your own domain, an audit trail and 1TB of storage on Standard (100 members)
Premium adds white-label email notifications, a Kanban board, enforced 2FA and role-based permissions
DocuSign and Adobe Acrobat Sign integrations, and iOS and Android apps
Pricing
Start Up $11/user/mo (2GB, no custom URL), Standard $239/mo for 100 members, Premium $599/mo for 250 members, Enterprise by quote. Yearly billing saves 20%. Clinked pricing, checked Oct 14, 2026.
Pros
100 members and 1TB of storage on Standard ($239/mo)
Audit trail and your own domain from Standard
DocuSign and Adobe Acrobat Sign integrations for e-signature
Cons
Invoicing and payments are not listed on its pricing page
Start Up has 2GB of storage and no custom URL
SSO and a white-label mobile app are Enterprise only (priced by quote)
Choose it if your clients mainly exchange documents with you and you need an audit trail and many client users.
Example for a 4-person agency with 80 active client contacts and its own domain, at list prices checked Oct 14, 2026. Assembly: Starter covers 50 contacts and 1 user, and custom domains start on Professional, which includes 3 internal users at $99/mo billed annually; Advanced includes 5 at $499/mo billed annually. AgencyPro Basic (custom domain, unlimited clients): $39 + 3 x $15 = $84/mo billed monthly. ManyRequests Core: $39 + 3 x $15 = $84/mo billed annually. SuiteDash Thrive: $49/mo with unlimited staff. Agiled Business: $99/mo billed annually with 7 seats, the branded portal and a custom domain. Agency Handy Team Starter: $99/mo for up to 10 users with a custom domain. Wayfront Base: $99/mo billed annually with 5 seats. Clinked Standard: $239/mo for 100 members.
How to choose an Assembly (Copilot) alternative
How the vendor counts
Assembly counts internal users and active client contacts. The others charge per seat (AgencyPro, ManyRequests), by user band (Agency Handy), with seats included (Agiled, Wayfront), flat (SuiteDash) or by members (Clinked). Model your cost with your real team and client logins.
Branding on your plan
Check custom domain, branded email and removal of the vendor's branding on the plan you would buy, not just the top tier.
Delivery inside the portal
Decide whether the portal is only for communication and billing, or also where requests, files and approvals happen.
Payments
Check supported payment processors, subscriptions and transaction fees on each plan.
When to stay with Assembly (Copilot)
You have a small number of client contacts and value Assembly's portal design.
You use its app builder to create custom client apps.
Delivery happens in another tool and the portal is mainly for messaging, files and payments.
Notes by agency type
What to weigh first when you replace Assembly (Copilot), by the kind of work you do.
For marketing agencies
Weigh recurring billing, a place for clients to submit requests and approve content, and a clear view of how much retainer work is left each month. Campaign reporting usually stays in a dedicated analytics tool.
Test how clients leave feedback on files. Pinned comments on images and versioned approvals save more time than any task view. Check whether proofing is on the plan you can afford.
AgencyPro Pro and ManyRequests Core include design and video proofing with comments on the file. With Assembly, check whether an app covers your review rounds.
Look for recurring tasks that recreate each month, subscription billing, and a portal where clients see what was delivered. Rank tracking and audits stay in your SEO tools.
SEO agencies selling packaged retainers often look at Wayfront for order forms and ManyRequests or AgencyPro for request queues.
Prioritize milestone billing, change-request tracking and time tracking against estimates. If your developers live in GitHub or Jira, check the integration before anything else.
Multi-discipline teams need capacity planning across people and a review flow that handles images, video and documents. Budget tracking per project matters once you run fixed-fee work.
Proposals, contracts with e-signature, hourly or retainer billing and a secure place to share documents carry more weight than detailed task boards.
If the portal is mostly for sharing documents and messages, Clinked or SuiteDash may be enough; if you also sell proposals and contracts, look at Agiled or AgencyPro Pro.
Fast client approvals on press releases and a shared record of what was sent and when. Media databases and monitoring are separate tools in almost every stack.
Monthly content approvals and subscription billing come first. Scheduling and publishing usually stay in a social media tool, so check that the two can live side by side.
A mix of build projects and ongoing retainers means you need both milestone and recurring billing, plus a ticket or request queue for store fixes after launch.
Start with your client list: export it from Assembly if it offers a CSV export, or build the CSV by hand. AgencyPro's CSV importer accepts clients and services. Projects, tasks, files and comment history are not imported automatically, so recreate active projects and leave closed ones archived in Assembly. On the Plus plan, AgencyPro's migration service helps with setup. Run both tools side by side until your active projects close.
Yes. The client portal formerly called Copilot rebranded as Assembly in September 2025. It is not related to Microsoft Copilot or GitHub Copilot.
How much does Assembly cost?
There is a free plan for 1 internal user and 5 active contacts. Starter is $29/mo billed annually ($49 monthly) with 1 user and 50 contacts. Professional is $99/mo and Advanced $499/mo billed annually, with 3 and 5 internal users and 500 and unlimited contacts. Extra apps cost $5/mo each.
What is the best Assembly alternative for agencies?
For a portal with requests, proofing and projects and unlimited clients, AgencyPro (our product) or ManyRequests. For a flat price with unlimited staff, SuiteDash. For productized services sold through order forms, Wayfront. For secure document sharing with many client users, Clinked.
Is there a free alternative to Assembly?
Assembly's own free plan is the main free option here. The alternatives offer trials instead: AgencyPro, SuiteDash, ManyRequests, Agiled and Wayfront 14 days, and Agency Handy 7 days. Clinked offers a trial on request.
Does AgencyPro charge per client?
No. Every plan includes unlimited clients. You pay for the plan and any extra team seats.
Can I import my data into AgencyPro?
Partly. AgencyPro's CSV importer accepts clients and services. Projects, tasks, files and comment history are recreated by hand, and the Plus plan includes a migration service to help with setup.
Sources and date checked
Every price, plan limit and feature on this page comes from the vendor's own website, checked Oct 14, 2026. AgencyPro facts come from the AgencyPro pricing page. Vendors change plans often, so confirm on their site before you buy.
For social media agencies
Monthly content approvals and subscription billing come first. Scheduling and publishing usually stay in a social media tool, so check that the two can live side by side.
How social media agencies use AgencyPro