About Theo
Built for professional services, by someone who's been there.
I spent years managing client relationships and pipelines at a Big 4 firm, then started my own consulting firm. The pattern was always the same: every CRM was either absurdly complex (Salesforce required a part-time admin) or built for transactional sales teams moving deals through two-week cycles.
Professional services doesn't work that way. You're managing relationships that span years, not transactions that close in days. You need the complete story of a client relationship—not just this quarter's pipeline. Follow-up discipline that works when you're buried in delivery. A system that reduces busywork instead of creating it.
That gap—between what professional services firms need and what the CRM market offers—is why Theo exists. We built the CRM we wished we'd had: timeline-first design that shows relationship context, AI that eliminates manual data entry, and a Today page that tells you exactly what needs your attention.
Why Bootstrapped Matters
Theo is customer-funded, which means we build what you need, not what investors want. Every feature comes from real professional services pain—missed follow-ups, scattered context, prospects that fell through the cracks.
We're not chasing hypergrowth metrics or feature bloat. We're building a sustainable tool that solves real problems for accountants, consultants, and advisors. When you're funded by customers, you build features that make their work better, not features that look good in pitch decks.
What's Next
Theo is growing with your practice. Deeper integrations, enhanced AI, better team tools—built without sacrificing the simplicity that makes Theo work. We're just getting started—and we're here for the long term.
Because professional services deserves a CRM that actually fits how you work.
If you're managing client relationships without the right system, try Theo free for 14 days.
Questions? Feedback? Email us at hello@theocrm.com
Related Resources
Frequently Asked Questions
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Theo is built specifically for solo professionals and small practices. While enterprise CRMs have hundreds of features (and high prices to match), Theo focuses on the 10 things that actually matter: contact management, follow-up reminders, pipeline tracking, and AI-powered automation. You'll spend 5 minutes a day instead of 5 hours.
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Theo is purpose-built for small professional services teams—accountants, consultants, financial advisors, and similar client-focused firms. If you work primarily through email and need better pipeline visibility, Theo was designed for you.
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Import your contacts from a CSV file, and you're ready to start tracking client activity. Most teams are managing their pipeline and logging touchpoints within 10 minutes—no complex setup or training required.
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Theo's AI scans your workspace for client activity, suggests follow-ups, and drafts emails based on context. Every suggestion is labeled "Suggested" with a clear rationale, and you review before anything is sent. You stay in control.
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Theo works with what you already use. Import contacts, connect Google Calendar, and your other tools, and Theo builds a unified timeline from your existing activity. No data migration. No workflow overhaul.
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Start with a 14-day free trial—no credit card required. If it's not the right fit, you can export your data anytime. Most teams know within the first week whether Theo solves their follow-up problem.
Still have questions? Contact our team