Assembly
Branded customer portals & AI-powered CRM
Surfe
Empower sales teams to focus on relationships & closings
Updated February 2026
| Assembly | Surfe | |
|---|---|---|
| Rating | 5.0★ | 5.0★ |
| Reviews | 10 | 6 |
| Pros | 20 | 9 |
| FactScore™ | 52.1 | 42.3 |
FactScore™ Comparison
FactScore™ weighs both quality (rating) and popularity (reviews) for a fairer ranking than stars alone.
Pros & Cons
Only in Assembly — Pros
AI features All-in-one platform Chat Clean interface Files Team collaboration Workflow automation Workflows Easy integration Tasks Customization options Forms Responsive support Contracts Free tier Frequent updates Project management Developer experience Excellent customer service Fast performanceBoth tools — Pros
—Only in Surfe — Pros
Time saving LinkedIn integration CRM integration Data enrichment Automatic message syncing Easy setup Contact information retrieval Improves CRM usage Waterfall enrichment solutionOnly in Assembly — Cons
Learning curveBoth tools — Cons
—Only in Surfe — Cons
—Details
| Assembly | Surfe | |
|---|---|---|
| Categories | Customer support tools, CRM software, Invoicing tools | CRM software, Lead generation software, Professional networking platforms |
| Platforms | Web | Web |
| Became Popular | September 30, 2025 | June 29, 2020 |
| Website | assembly.com | www.surfe.com |
Who Should Pick Which?
Choose Assembly if...
- AI features
- All-in-one platform
- Chat
Choose Surfe if...
- Time saving
- LinkedIn integration
- CRM integration
With a FactScore™ of 52.1 vs 42.3, Assembly leads in community reception. Assembly uniquely offers AI features and All-in-one platform, while Surfe stands out for Time saving and LinkedIn integration.
What Users Say
Assembly
I spent years looking for a tool that offered a great turn-key client portal experience and I was thrilled when I found co-pilot (now Assembly). It is customizable while also offering pre-made fit ...
I’ve been using Assembly for a few weeks now, and I’m genuinely impressed. What started as a tool I hesitated to try has become a core part of how our team runs client workflows. From the get-go, t...
Assembly (formerly Copilot) has completely transformed the way we interact with our clients. The branded client portal looks professional right out of the box, making it easy for customers to messa...
Surfe
A major upgrade to our Sales Tech Stack! Amazing way to save hundreds of hours every year with the tracking of prospecting alone!
Amazing product, highly recommend
Surfe makes your life so much easier that it is impossible to go back. I use LinkedIn a lot for my daily job in partnerships. Thanks to Surfe, when I do outbound, I can easily add contacts to my CR...
Frequently Asked Questions
Which is better, Assembly or Surfe?
Based on FactScore™, Assembly leads with a score of 52.1 vs 42.3. Assembly has a higher rating of 5.0★ compared to 5.0★.
What are the pros of Assembly compared to Surfe?
Assembly uniquely offers: AI features, All-in-one platform, Chat, Clean interface, Files.
What are the pros of Surfe compared to Assembly?
Surfe uniquely offers: Time saving, LinkedIn integration, CRM integration, Data enrichment, Automatic message syncing.
Is Assembly better rated than Surfe?
Assembly is rated 5.0★ from 10 reviews. Surfe is rated 5.0★ from 6 reviews.
What is the FactScore™ of Assembly and Surfe?
FactScore™ weighs rating and review volume together. Assembly scores 52.1 and Surfe scores 42.3.
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