Frequently Asked Questions

Still have questions? Take a look at the FAQ or reach out anytime.

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  • Theo CRM is a cloud-based, AI-assisted CRM built for small professional services teams that need a simple way to track leads, deals, follow-ups, and revenue—without enterprise CRM cost or complexity.

  • Consultants, marketing agencies, legal and accounting professionals, and other service businesses that sell expertise, projects, retainers, or packages—and want a lightweight CRM that still supports forecasting, reminders, and integrations.

  • If you need highly complex enterprise objects, heavy customization via code, or deep multi-entity workflows out of the box (e.g., large sales ops orgs with complex territory logic), Theo may be too streamlined by design.

  • The “too much CRM” problem: expensive seats, bloated features, and a steep learning curve—plus the “nothing sticks” problem: teams who don’t follow up consistently, don’t have clean pipeline data, and can’t forecast confidently.

  • Theo focuses on:

    • affordability with transparent per-seat pricing

    • speed to value with guided onboarding

    • no-code setup (pipelines, fields, dashboards)

    • AI assistance to reduce manual admin work

    • practical integrations with the tools service teams already use

  • Contacts, companies, and deals/opportunities, plus tasks and follow-ups tied to those records.

  • Yes. Theo supports Kanban-style pipelines where you can drag-and-drop deals through stages. You can create multiple pipelines (e.g., “Consulting Projects,” “Retainers,” “Legal Matters”) depending on your plan.

  • Yes. You can create custom stages and assign probability percentages used for forecasting and reporting.

  • You can assign tasks, schedule follow-ups, and receive reminders. Theo is designed to keep follow-up cadence tight so opportunities don’t stall quietly.

  • A dashboard for open opportunities, projected revenue, and conversion metrics, with CSV export for offline analysis. Advanced dashboards are planned for higher tiers.

  • Yes. Theo is a responsive web app designed to work well on tablets and phones.

  • You can choose and arrange dashboard widgets/metrics based on plan level. The goal is “what you need, not what you can configure for weeks.”

  • Theo is built for quick setup with guided onboarding and industry templates so you can be operational without weeks of configuration.