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Compared Oct 25, 2026

SuiteDash vs Assembly

Two hosted client portals, side by side: price, seats, white-label, trials and reviews, each with a source. And, if neither fits, the self-hosted option.

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By Vibemonk Updated Oct 25, 2026 We build ClientOS

SuiteDash

Hosted

Assembly

Hosted

Starts at
$19/mo, or $180/yr
Free plan for 5 contacts; paid from about $29–39/mo billed yearly
Trial
14-day trial, no card
Free plan
Reviews
About 4.8/5 on G2 (~595 reviews) and Capterra (~620)
About 4.7/5 on G2 (~325 reviews)

Short answer

Pick SuiteDash if budget comes first and you have time to set it up your way. Pick Assembly if you sell retainers or consulting and care most about how the portal looks.

If you would rather own the portal and pay once instead of every month, there is a third option: ClientOS, which we make.

Our bias, up front. This guide is written by Vibemonk, the team behind ClientOS, one of the products compared. Every price links to the vendor's own page, and the places where others beat ClientOS stay in.

Side by side

SuiteDash vs Assembly at a glance

The facts that decide most switches, from each vendor’s own pages on Oct 25, 2026.

Feature SuiteDash Assembly
Best forAgencies that want everything in one cheap platformService firms that want a polished client experience
Starting price$19/mo, or $180/yrFree plan for 5 contacts; paid from about $29–39/mo billed yearly
Trial14-day trial, no cardFree plan
White-labelFull white-label and custom domain from the Start plan.Custom domain and badge removal from Professional ($149/mo billed yearly).
Where it runsHosted by SuiteDashHosted by Assembly
ReviewsAbout 4.8/5 on G2 (~595 reviews) and Capterra (~620)About 4.7/5 on G2 (~325 reviews)

In depth

Strengths, weaknesses and who should pick which

Where each one wins, where it falls short, and who it suits.

SuiteDash

Best for agencies that want everything in one cheap platform

4.8

About 4.8/5 on G2 (~595 reviews) and Capterra (~620)

An all-in-one portal with CRM, projects, invoicing, courses and email marketing, white-labelled down to a branded mobile app.

Starting price
$19/mo, or $180/yr
White-label
Full white-label and custom domain from the Start plan.
Trial
14-day trial, no card

Strengths

  • A long feature list for the price
  • Deep white-label on every plan, mobile app included
  • Support is praised often in reviews

Weaknesses

  • A steep learning curve is the complaint reviewers raise most
  • Broad rather than built for productized services, so you configure much of the flow yourself

Pick it if budget comes first and you have time to set it up your way.

Assembly (formerly Copilot)

Best for service firms that want a polished client experience

4.7

About 4.7/5 on G2 (~325 reviews)

A clean, branded client portal for messaging, files, billing, forms and contracts. It renamed itself from Copilot in 2025.

Starting price
Free plan for 5 contacts; paid from about $29–39/mo billed yearly
White-label
Custom domain and badge removal from Professional ($149/mo billed yearly).
Trial
Free plan

Strengths

  • A polished client-facing design
  • Quick to set up
  • A free tier to start on

Weaknesses

  • Contact caps on lower plans (50 on Starter, 500 on Professional)
  • Not built around buying a service and running an order
  • Fewer payment options and native integrations

Pick it if you sell retainers or consulting and care most about how the portal looks.

Neither one fits?

ClientOS, the self-hosted option

A self-hosted client portal for productized service agencies: service store, checkout, orders, invoices, subscriptions, messages and tickets, on your own server, paid for once.

  • Pay once, keep it forever
  • No limit on staff or clients
  • Runs on your server, in the country you choose
  • An importer built for leaving Wayfront

What it lacks: no Zapier, Make or public API yet; no time tracking; new, so no third-party reviews yet. We make it, so weigh this card accordingly.

From

$990 once

Plus your own server, about $10–25/mo.

Get the live demo Wayfront vs ClientOS, 26 rows

Before you choose

SuiteDash vs Assembly: questions

Is Assembly cheaper than SuiteDash?

Assembly starts at Free plan for 5 contacts; paid from about $29–39/mo billed yearly. SuiteDash starts at $19/mo, or $180/yr. Which comes out cheaper depends on your team size and how long you stay, so price both for your team.

Do SuiteDash and Assembly have a free trial?

SuiteDash: 14-day trial, no card. Assembly: Free plan.

Can you white-label SuiteDash and Assembly?

SuiteDash: Full white-label and custom domain from the Start plan. Assembly: Custom domain and badge removal from Professional ($149/mo billed yearly).

Which has better reviews, SuiteDash or Assembly?

SuiteDash: About 4.8/5 on G2 (~595 reviews) and Capterra (~620). Assembly: About 4.7/5 on G2 (~325 reviews). With few reviews, one unhappy customer moves the score, so read the reviews, not just the stars.

Is there a self-hosted alternative to SuiteDash and Assembly?

Yes. ClientOS runs on your own server and is paid for once ($990, $1,790 or $2,690, plus a server at about $10–25/mo), with no seat limit. We make it, so weigh that. SuiteDash and Assembly are hosted only.

Sources, checked Oct 25, 2026: SuiteDash pricing, capterra · Assembly pricing, g2.

Keep comparing

More from this guide

See it before you switch

Don’t take our word for it. Click around the real thing.

The live demo is the full ClientOS admin and client portal, filled with a sample agency’s clients, orders and invoices. Your login arrives by email and works for 3 days.

admin.youragency.com
The ClientOS admin dashboard: revenue, orders, a revenue-by-month chart and the work that needs a decision.
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Sample data, not a real agency.