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.
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.
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.
Theo vs. Pipedrive
Pipedrive is a great sales CRM—but professional services isn't sales. This honest comparison breaks down where Pipedrive excels, where Theo wins for accountants, consultants, and advisors, and which platform actually fits relationship-first work.
