About this template

See every open deal by stage, with its value, owner, and next step, so the pipeline is one shared view instead of a spreadsheet someone remembers to update on Fridays.

Start from this template and describe what you want to change in plain English — Assembly Studio adapts the layout, fields, and flow to your firm, then publishes it to your client portal in minutes. No code required.

What you can customize

• Branding, colors, and your own domain
• Fields, sections, and the steps clients see
• Automations, reminders, and notifications
• Access and permissions per client or team

Perfect for

Real estate, Consulting, Financial services, and Technology firms running trackers workflows.