Lead Capture Form
Custom intake form collecting prospect details: name, portfolio size, goals, budget, timeline. Auto-creates Assembly CRM lead.
Assembly Portal View
Lead Capture FormThis is how it looks inside your Assembly client portalWhite-labeled at portal.cashflowdiary.com
White-Labeled
Your brand, your domain, zero Assembly branding visible to clients.
Passwordless Login
Magic links & Google SSO. Clients never need to remember a password.
Reply via Email
Clients can respond to messages directly from their inbox.
Automated Workflows
Zapier, Make, and webhook integrations for zero-touch operations.
Assembly PortalStripe PaymentsCalendly EmbedNotion EmbedZapier/MakeSOC 2 CompliantHIPAA Ready
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