Simple, Transparent Pricing

Flat monthly pricing. Your whole team included—no per-user fees. Cancel anytime.

Theo CRM Pricing

Solo

All the essentials for managing clients and closing deals.

$19 per month
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Includes:
  • 1 user
  • 1 pipeline
  • Unlimited contacts
  • Today Page
  • AI Helper
  • Calendar sync
Most Popular

Practice

Connect your tools and keep your small team in sync.

$48 per month
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Everything in Solo, plus:
  • 3 users
  • 3 pipelines
  • Slack integration
  • QuickBooks/Xero integration

Firm

Control and visibility as your team grows.

$119 per month
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Everything in Practice, plus:
  • 7 users
  • 10 pipelines
  • Role-based permissions

Enterprise

Full customization and dedicated support for established firms.

$299 per month
Start Free Trial
Everything in Firm, plus:
  • 15 users
  • Unlimited pipelines
  • Priority support
  • API keys

Here's what our users have to say.

“Theo gives me real-time visibility into my pipeline without forcing me to log every interaction manually.”

— Jennifer P., Wealth Manager

“It cut my admin time in half and I'm closing deals faster because nothing falls through the cracks.”

— Michael T., Account Director

“The follow-up reminders have been a game changer during tax season when things get chaotic.”

— Sarah M., CPA

Related Resources

Resources
Theo vs. HubSpot

HubSpot is the marketing automation giant with 1,500+ integrations and comprehensive features—designed for companies running high-volume lead generation campaigns. Theo is purpose-built CRM for professional services firms managing long-term client relationships. Both are powerful, but for fundamentally different use cases. HubSpot excels when marketing automation drives your growth, you manage thousands of leads, and you have staff to leverage its complexity. Theo excels for relationship-focused professional services firms where clients come from referrals, context matters more than campaign automation, and you need follow-up discipline rather than landing page builders. The pricing difference is dramatic: HubSpot Professional runs $1,800-$2,400/month for a 7-person team; Theo Firm is $119/month. This honest comparison covers features, pricing, learning curve, and most importantly—which CRM actually fits how professional services firms work.

Read More →
Best CRM for Professional Services Teams (2026): Side-by-Side Comparison

Most CRMs force a choice: too basic to scale or too complex to use. This honest comparison examines Theo against HubSpot, Salesforce, Pipedrive, Zoho, and Less Annoying CRM—breaking down what each does well and which actually fits professional services teams.

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Theo vs. Copper CRM

Copper is a capable relationship CRM you'll adapt to professional services. Theo is a professional services CRM that works the way you work from day one. This honest comparison breaks down pricing, features, and which platform actually fits accountants, consultants, and advisors.

Read More →

Frequently Asked Questions

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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