Assembly
Strong ChoiceBranded client portal (formerly Copilot): messages, files, forms, contracts and billing. Free for 5 active contacts; Starter $29/mo billed yearly.
Prices checked October 21, 2026assembly.com pricing page
Tool matchup
Assembly vs SuiteDash for consultants. Compare two Delivery & Reporting tools on pricing, setup speed, strengths, and Curalo score.
Branded client portal (formerly Copilot): messages, files, forms, contracts and billing. Free for 5 active contacts; Starter $29/mo billed yearly.
Prices checked October 21, 2026assembly.com pricing page
All-in-one client portal, CRM, invoicing and projects at a flat price with unlimited users. No free plan; Start $19/mo or $180 a year (14-day trial).
Prices checked October 21, 2026suitedash.com pricing page
Assembly leads by 5 points (close call).
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Best fit
Best for: Consultants who want clients to have one professional place for files, messages, contracts and invoices.
Why pick it: Replaces email threads, shared folders and payment links with one branded portal per client, which makes a small practice look established.
Watch for: It does not replace a CRM or proposal tool. If you mainly need proposals, contracts and invoices, HoneyBook or Bonsai may be enough.
Best for: Small practices that want one flat-price system for portal, CRM, invoices and projects instead of four subscriptions.
Why pick it: A flat monthly price covers a branded portal, CRM, invoicing and projects for the whole team.
Watch for: Doing everything means a long setup and a less polished interface. If you want something quick and pleasant, Assembly or HoneyBook are easier.
Swipe sideways to compare all columns.
Assembly | SuiteDash | |
|---|---|---|
| Quick facts | ||
| Pricing sanity | Free, paid from $29/mo | From $15/mo |
| Setup speed | 30 min setup | 2 hour setup |
| Intelligence | High | Medium |
| Integrations | 7+ | 4+ |
| Score breakdown | ||
| Outcome fit | 20/25 | 20/25 |
| Setup speed | 14/20 | 13/20 |
| Pricing sanity | 11/15 | 11/15 |
| Integrations | 12/15 | 10/15 |
| UX polish | 14/15 | 11/15 |
| Trust & support | 8/10 | 9/10 |
| Summary | ||
| Best for | Consultants who want clients to have one professional place for files, messages, contracts and invoices. | Small practices that want one flat-price system for portal, CRM, invoices and projects instead of four subscriptions. |
| Key strength | Strong on UX quality | Strong on trust |
Pricing
| Plan | Price | Limits (vendor's wording) |
|---|---|---|
| Free | Free | 5 active contacts, 1 internal user |
| Starter | $29 per account / month, billed annually$49 per account / month, billed monthly | 50 active contacts, 1 internal user |
| Professional | Price not listed | 500 active contacts, 3 internal users; see pricing page |
| Advanced | Price not listed | Unlimited active contacts, 5 internal users; see pricing page |
Prices checked October 21, 2026assembly.com pricing page
| Plan | Price | Limits (vendor's wording) |
|---|---|---|
| Start | $15 per account / month, billed annually$19 per account / month, billed monthly | Unlimited CRM contacts, staff and portals; white labelling |
| Thrive | $40 per account / month, billed annually$49 per account / month, billed monthly | Adds drip marketing, dynamic proposals, deal pipelines |
Prices checked October 21, 2026suitedash.com pricing page
Cost calculator
$29 per month · $348 per year
Cheapest plan that fits: Starter, $29 per seat or user
$15 per month · $180 per year
Cheapest plan that fits: Start, $15 per seat or user
Uses list prices from each vendor's pricing page, before tax and discounts. Free plans and custom-quote plans are left out.
Method
Common questions
Assembly scores 79/100 and SuiteDash scores 74/100 on Curalo's consultant rubric. The biggest gap is UX polish: Assembly 14/15 vs 11/15.
Assembly's cheapest paid plan is Starter at $29 per account / month, billed annually. SuiteDash's cheapest paid plan is Start at $15 per account / month, billed annually.
Assembly has a free plan: 5 active contacts, 1 internal user. SuiteDash lists no free plan.
Assembly: $29 a month on Starter. SuiteDash: $15 a month on Start. Annual list prices where available, before tax.
It does not replace a CRM or proposal tool. If you mainly need proposals, contracts and invoices, HoneyBook or Bonsai may be enough.
Doing everything means a long setup and a less polished interface. If you want something quick and pleasant, Assembly or HoneyBook are easier.
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