Getting Started

Step 1: Sign Up

1. Go to aspencrm.ai and click Free Trial.

2. Register using your Google account (business email domains only; personal email addresses such as gmail.com are not accepted).

3. Aspen automatically:

   • Creates your user account as an Admin

   • Provisions a new Organization (based on your email domain) and a default CRM Instance

   • Generates an API token for developer access

Step 2: Choose Your Next Step

After signing up, you'll see two options:

• Go to the Web App: Explore your new CRM instance right away as a sales user.

• Go to the Admin Console: Configure your instance, invite users, and set up integrations.

Step 3: Explore the Admin Console

The Admin Console is where you manage your CRM environment. From here you can:

• View and manage your Organization (your company's domain)

• Create and switch between Instances (think of these like projects; you can have a Developer/sandbox instance and a Production instance)

• Access onboarding steps to open the app, customize it with Aspen Builder, set up Google Workspace sync, connect Claude, connect Codex, and more

Step 4: Open Your CRM App

Your CRM app is immediately available at a unique URL in the format <your-domain-instance>.aspencrm.ai. Share this URL with your team so they can log in. Mobile users can download the Aspen app from the Apple App Store or Google Play Store.

Onboarding Checklist