Blog/Author
Vivienne Chen
Product Marketing Lead at Assembly. Vivienne writes about client experience and client management.
170 posts
Top 8 tools for building custom apps for business in 2026
Custom apps for business replace generic software with tools built for your workflow. I tested dozens of platforms to find the 8 best app-building tools in 2026.
Vivienne ChenAug 5, 202616 best dashboard software for small businesses in 2026
Find the best dashboard software for small businesses compared by price, features, and ease of use. I tested dozens of tools to find what's worth it in 2026.
Vivienne ChenAug 5, 20269 best custom dashboard software tools tested & reviewed [2026]
Custom dashboard software pulls your data into one view built around your own metrics. I tested dozens, and here are the 9 best tools worth your time in 2026.
Vivienne ChenAug 5, 2026Top 13 Replit Alternatives: The Best App Builders in 2026
Replit alternatives range from AI app builders to cloud IDEs and automation platforms. I researched dozens to find the top 13 worth considering in 2026.
Vivienne ChenAug 5, 2026The 13 best Bolt AI alternatives in 2026: features & pricing
Bolt AI alternatives cover everything from quick prototyping tools to developer-first app builders. I tested dozens to find the 13 strongest options for 2026.
Vivienne ChenAug 5, 2026Top 7 low-code ToolJet alternatives worth trying in 2026
ToolJet alternatives range from open source builders to enterprise low-code platforms. After researching dozens, these are the 7 best for internal tools in 2026.
Vivienne ChenAug 5, 202611 best AI workflow automation tools for business teams [2026]
AI workflow automation tools help teams handle repetitive tasks and connect apps without manual effort. I tested dozens to find the 11 best platforms in 2026.
Vivienne ChenAug 5, 202610 Best Box alternatives for teams and businesses in 2026
Not every team needs enterprise content management. I tested dozens of Box.com alternatives to find the 10 best across storage, security, and budget in 2026.
Vivienne ChenJul 20, 2026Dubsado client portals: A complete guide for service firms [2026]
The Dubsado client portal consolidates client documents, invoices, and forms behind one login. Here's how to set it up, brand it, and where it has limits in 2026.
Vivienne ChenJul 20, 2026Rocketlane reviews: What real users say in 2026
Rocketlane reviews highlight smooth project delivery, but configuration can take longer than expected. I tested it, and here's what you need to know in 2026.
Vivienne ChenJul 20, 202610 Best AI app builders [2026]: I tested them so you don’t have to
The best AI app builder depends on your workflow and what you're trying to build. I researched and tested the leading platforms to find the top 10 for 2026.
Vivienne ChenJul 13, 2026The 7 best white label app builders of 2026: Tested & compared
White-label app builders make it possible to launch a branded app without writing code. I tested the top platforms to find the 7 best for service firms in 2026.
Vivienne ChenJul 13, 202611 Best FuseBase alternatives for running your agency in 2026
FuseBase works for some teams, but the portal can feel limited as you grow. After testing dozens, these are the 11 best FuseBase alternatives I found in 2026.
Vivienne ChenJul 1, 2026Top 11 Plutio alternatives for running your service firm in 2026
Plutio alternatives range from freelancer-focused suites to full client portal platforms. After testing dozens, here are the top 11 for service businesses in 2026.
Vivienne ChenJul 1, 20268 Best Caspio alternatives & competitors for app building [2026]
Caspio alternatives range from simple database builders to full app platforms. After testing dozens, here are the 8 best platforms for building apps in 2026.
Vivienne ChenJul 1, 2026Top 13 Jetpack Workflow alternatives: Features & pricing 2026
Jetpack Workflow alternatives help firms manage client work beyond basic task tracking. I tested dozens to find the 13 best for practice management in 2026.
Vivienne ChenJul 1, 202616 Best branded client portal tools [2026]: Complete buying guide
Branded client portals vary widely in customization depth and features. I tested dozens to find the 16 best client portal platforms for service businesses in 2026.
Vivienne ChenJul 1, 20267 Best client collaboration portal tools in 2026: Features & pricing
A client collaboration portal replaces scattered emails with one secure, organized space. I tested dozens of tools to find the 7 best for service firms in 2026.
Vivienne ChenJul 1, 202611 Best client dashboard software in 2026: Guide + key features
Client dashboard software helps you share live reports with clients. I tested dozens of tools to find the 11 best options, plus what to look for before you choose.
Vivienne ChenJun 30, 2026Does Squarespace have a CRM? Benefits, limitations, & tools
Squarespace has CRM-like features, but they don't cover the full picture for service firms. Here's what's built in and what to use alongside Squarespace in 2026.
Vivienne ChenJun 30, 2026The 14 Best Kitchen.co alternatives for service firms in 2026
Kitchen has gaps in billing and task management that can show up as you grow. After reviewing dozens, here are the 14 best Kitchen.co alternatives in 2026.
Vivienne ChenJun 30, 2026Motion.io reviews (now LaunchBay): What real users say in 2026
Motion.io reviews highlight strong onboarding tools and an easy setup process. I tested the platform to break down its features and where it falls short in 2026.
Vivienne ChenJun 30, 2026Rocketlane pricing and plans: Is it worth it in 2026?
Rocketlane pricing has a five-seat minimum on every plan, so costs can add up fast. Here's what each tier costs and whether it's worth it for your team in 2026.
Vivienne ChenJun 30, 2026Agency client onboarding: 19-step checklist + best tools in 2026
An agency client onboarding checklist keeps new client relationships on track from day one. Here's what to include, which tools help, and what to avoid in 2026.
Vivienne ChenJun 30, 202611 Best Rocketlane alternatives in 2026: Features & pricing
Rocketlane alternatives cover onboarding, project management, and client delivery. Here are the 11 I'd recommend after researching dozens of options in 2026.
Vivienne ChenJun 29, 2026Moxo pricing plans: Is it worth the cost in 2026?
Moxo pricing has three paid tiers, but there's a big jump between Business and Pro. I reviewed each plan, and here's a breakdown of what they cover in 2026.
Vivienne ChenJun 29, 2026The 8 Best Dock alternatives for client-facing teams in 2026
Dock works well for SaaS deal rooms but often falls short once the contract is signed. I researched dozens of tools to find the 8 best Dock alternatives in 2026.
Vivienne ChenJun 29, 2026OnRamp reviews: pros, cons, and is it worth it in 2026?
OnRamp reviews trend positively, but mid-project flexibility is a recurring gap. I tested it and reviewed user feedback to give you the full picture in 2026.
Vivienne ChenJun 29, 20269 HoneyBook alternatives I tested: Worth the switch?
HoneyBook's price went up, and the features didn't follow. I tested every HoneyBook alternative to find what actually handles contracts, billing, and delivery.
Vivienne ChenJun 29, 2026The 11 best Motion.io alternatives (now LaunchBay) worth trying in 2026
Motion.io alternatives range from lightweight onboarding tools to full client portal platforms. I tested dozens, and here are the 11 best for service firms in 2026.
Vivienne ChenJun 29, 2026What is a white label portal? Full guide + 6 best tools for 2026
A white label portal gives clients a branded experience under your company name. I tested the leading platforms, and here are the 6 best tools for 2026.
Vivienne ChenJun 23, 202617 Best customer portal platforms for 2026: An honest review
The best customer portal platforms bring client communication, billing, and file sharing into one place. I tested dozens to find the top 17 for service firms in 2026.
Vivienne ChenJun 22, 2026FuseBase review: Pros, cons, features, and pricing in 2026
FuseBase reviews highlight strong client portals, but the AI features aren't as mature as the marketing suggests. Here's what I found after testing it in 2026.
Vivienne ChenJun 22, 2026Kitchen.co reviews: Pros, cons, and is it worth it in 2026?
Kitchen.co reviews praise the ease of use and branding, but task management and invoicing fall short. I tested it, and here's what you need to know in 2026.
Vivienne ChenJun 22, 2026The 13 best client onboarding portal tools: Complete 2026 guide
A client onboarding portal can help reduce email chaos and manual follow-ups. I tested dozens of platforms, and here are the 13 best for service firms in 2026.
Vivienne ChenJun 22, 2026Google Drive client portal: A complete guide (+ How-to)
Google Drive client portals work for basic file sharing, but lack the branded experience professional firms need. Here's what to know before you build one.
Vivienne ChenJun 22, 202612 best agency management software tools I tested in 2026
I tested every major agency management software tool I could find. These are the ones that connect projects, budgets, and profitability.
Vivienne ChenJun 2, 2026The 7 Best Client Dashboard Software Tested & Reviewed [2026]
Looking for the best client dashboard software? I tested 7 no-code tools to see which ones are easiest to set up, client-friendly, and worth using in 2026.
Vivienne ChenJun 2, 202610 Client onboarding best practices to improve retention
Agencies can lose clients during onboarding without knowing why. Learn 10 client onboarding best practices to keep them engaged, plus 5 helpful tools to try.
Vivienne ChenJun 1, 20269 Best marketing agency client portal software tools for 2026
A marketing agency client portal should do more than store files and send messages. I tested dozens to find the 9 that fit how agencies manage clients in 2026.
Vivienne ChenJun 1, 2026What is a real estate client portal? Full guide + 5 tools to consider
A real estate client portal helps agents manage clients, documents, and communication in one place. Here's what to look for and 5 tools to consider in 2026.
Vivienne ChenJun 1, 2026SuiteDash reviews: Pros, cons, features, and pricing in 2026
SuiteDash reviews mention strong features at low prices, but the interface shows its age. Here's what I discovered testing its capabilities and usability in 2026.
Vivienne ChenJun 1, 2026The 11 must-have client portal features for service firms in 2026
Client portal features can make or break the client experience. I tested the leading portal platforms, and here are the 11 features worth prioritizing in 2026.
Vivienne ChenJun 1, 2026Client onboarding process flow: Complete guide with 7 steps
The client onboarding process flow helps set the tone for the client relationship. This guide covers the steps, common mistakes, and best practices to get it right.
Vivienne ChenJun 1, 202611 Best Clinked alternatives and competitors worth trying in 2026
Clinked alternatives range from lightweight portals to full client management platforms. I tested dozens of platforms, and here are the 11 best for 2026.
Vivienne ChenMay 18, 20269 Best Monday alternatives for task & project management 2026
Monday is a popular project management tool, but it's not the right fit for everyone. I tested dozens of tools, and here are the top 9 Monday alternatives in 2026.
Vivienne ChenMay 18, 2026What is a customer portal? Practical Guide + Top Tools
A customer portal can replace email threads, shared drives, and payment follow-ups. Here's what to look for, which features matter, and the top tools in 2026.
Vivienne ChenMay 18, 2026Clinked pricing plans in 2026: Complete breakdown
Clinked pricing includes hundreds of members from the start, but the price reflects it. I reviewed all four tiers, and here is what you get for each of them in 2026
Vivienne ChenMay 18, 2026The 16 best project management software for lawyers in 2026
Project management software for lawyers ranges from task tools to full practice management systems. I tested dozens to find the 16 best for law firms in 2026.
Vivienne ChenMay 18, 2026Bonsai vs Dubsado vs Assembly: Which is best for a freelancer?
Bonsai and Dubsado cover client management in different ways. I compared both with Assembly to find out which one suits service businesses best in 2026.
Vivienne ChenApr 28, 2026Customer onboarding checklist: 9 steps + free download
A customer onboarding checklist gives you a chance to make a good impression. This guide covers 9 steps, mistakes to avoid, and a free template download.
Vivienne ChenApr 28, 20265 amazing client portals for accounting firms & CPAs
Client portals for accountants can simplify billing and communication when the setup matches your firm. I tested dozens, and here are the 13 best in 2026.
Vivienne ChenApr 20, 20265 Free customizable social media contract templates to download
Social media contract templates set clear terms for payment and deliverables. Here are 5 free customizable agreements for different social media services.
Vivienne ChenApr 20, 2026How to choose a law firm name: Full guide with 200+ examples
Law firm names have to clear ABA rules and trademark checks before they stick. Here's a guide on what you need to know, plus 200+ practice-area examples.
Vivienne ChenApr 18, 20268 Best Stripe alternatives for simpler payments: Full 2026 guide
Stripe's real cost tends to run higher than the base rate suggests. I tested dozens of Stripe alternatives to find the top 8 tools for service businesses in 2026.
Vivienne ChenApr 18, 202612 Best Dubsado alternatives in 2026 (+ pricing and features)
Dubsado alternatives can fill the gap when Dubsado’s limits and complex setup slow teams down. I tested dozens of tools to find the 12 top competitors in 2026.
Vivienne ChenApr 18, 20265 best client portal examples to check out in 2026
Client portal examples look different for an accounting firm than for a freelancer. Here are 9 industry-specific setups plus 5 portal tools to build yours in 2026.
Vivienne ChenApr 18, 2026850+ Unique consulting business names & how to choose yours
Your consulting business name tells clients who you are before you even say a word. Here are 850+ name ideas across 16 industries to help you get started.
Vivienne ChenApr 18, 2026How to create a customer portal: Step-by-step guide
Learning how to create a customer portal doesn't require thousands of dollars. Discover the essential features, the 6-step process, and the best tools available.
Vivienne ChenApr 18, 202613 Best CRMs for Accounting Firms, Bookkeepers, & Tax Pros
CRMs for accounting firms often miss steps like document control and client follow-up. I tested dozens to find the top 14 tools for accounting workflows in 2026.
Vivienne ChenApr 13, 2026