Case studyOur own product

Aspen Core

Internal client management platform - one hub for clients, reporting, AI agents, and day-to-day operations.

Aspen Core client management dashboard

Overview

Aspen Core is the internal client management platform we built to run agency operations from a single hub. Everything a team needs to manage clients lives in one place.

  • Client overview - every client, contact, and engagement at a glance
  • Integrations - connected to the tools the team already uses
  • Reports - automated reporting instead of manual copy-paste
  • AI agents - agents that handle repetitive work in the background
  • Roadmap & to-dos - planning and task tracking per client
  • Meeting notes - notes captured and linked to the right client
  • Usage overview - insight into how the platform is being used

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