Client portal and CRM for service firms: clients, files, messages and billing. Your client pastes their Assembly.com key once, and your agent or your code works with their access.
CRM and sales
About Assembly.com
Through Operate As, your agent, n8n workflow or code works in Assembly.com with your client's own access. Your client pastes their API key from Assembly.com once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Assembly.com's API through the request tool, with the client's access attached.
Common uses in CRM and sales
Add new leads from forms, emails and calls
Move deals along and log activity after each conversation
Keep contact records clean and complete
Assembly.com
Assembly.com · CRM and sales
API key
Client portal and CRM for service firms: clients, files, messages and billing
The client pastes their API key from Assembly.com's settings. We store it encrypted.
Tested against Assembly.com's live API.
Building with Assembly.com? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.