Theo vs. Pipedrive

CRM Comparisons

Jan 8

Which CRM Fits Professional Services Better?

Pipedrive is one of the most popular CRMs for small businesses, and for good reason. Its visual pipeline management is intuitive, its pricing is reasonable, and its interface feels modern and uncluttered. If you're researching CRM options for your accounting practice, consulting firm, or advisory business, Pipedrive has probably made your shortlist.

But here's the fundamental question: is a sales-first CRM the right tool for a relationship-first business?

Pipedrive was designed for transactional sales—moving deals through stages, tracking conversion rates, optimizing velocity. Professional services is different. You're not closing widget sales in two calls. You're nurturing prospects for months, managing ongoing client relationships that span years, tracking multiple projects with the same client, and maintaining context that matters more than conversion metrics.

This guide provides an honest, comprehensive comparison of Theo and Pipedrive. We'll examine what each platform does well, where they fall short, and most importantly, which one actually solves the problems professional services firms face when managing client relationships.

  
      Feature
      Theo
      Pipedrive
    
      Starting Price
      
        $19
        per month includes all core features (Solo)
      
        $14
        per user/month (Essential)
      
      Full-Featured Plan
      
        $48
        Flat rate per month includes up to 3 users with all core features
      
        $34
        Advanced plan for full email sync & automation
      
      Setup Time
      
        ✓
        15 minutes to full productivity
      
        ✓
        1-2 hours for basic setup
      
      Unified Timeline View
      
        ✓
        Complete relationship story in chronological context
      
        ~
        Activity list without narrative timeline
      
      AI-Powered Data Extraction
      
        ✓
        Automatically extracts contact & deal info
      
        ✗
        Manual data entry required
      
      Today Page (Prioritized Actions)
      
        ✓
        Single view of what needs attention now
      
        ~
        Dashboard requires manual assembly of priorities
      
      Professional Services Focus
      
        ✓
        Purpose-built for accountants, consultants, advisors
      
        ✗
        Sales-first CRM, not industry-specific
      
      Visual Pipeline Management
      
        ✓
        Action-based stages for professional services
      
        ✓
        Excellent kanban-style visual pipelines
      
      Email Integration
      
        ~
        Currently focused on calendar sync (email roadmap)
      
        ✓
        Full email sync via Mailinglist add-on (Advanced+)
      
      Calendar Integration
      
        ✓
        Google Calendar with meeting context tracking
      
        ✓
        Google Calendar & Microsoft integration
      
      Accounting Software Integration
      
        ~
        QuickBooks & Xero with payment tracking on roadmap
      
        ~
        Via Zapier or third-party integrations
      
      Mobile App
      
        ~
        Mobile-responsive web (native app on roadmap)
      
        ✓
        Full-featured iOS & Android apps with offline access
      
      Workflow Automation
      
        ✓
        AI-powered automation that works in background
      
        ✓
        Manual workflow builder with automation rules
      
      Integration Ecosystem
      
        ~
        Focused integrations for professional services
      
        ✓
        400+ integrations via marketplace & Zapier
      
      Customization Flexibility
      
        ~
        Opinionated design, less customization needed
      
        ✓
        Highly customizable fields, pipelines, workflows
      
      Best For
      
        Professional services firms managing long-term client relationships who need relationship timelines and AI-powered efficiency
      
        Sales teams running transactional deals who need visual pipeline management and extensive customization

Understanding Pipedrive: What It Does Well

Before diving into comparison, let's acknowledge what Pipedrive brings to the table and why it's earned a loyal following among small businesses.

Visual Pipeline Management

Pipedrive's signature feature is its kanban-style pipeline view. Deals move through stages with drag-and-drop simplicity. You can see your entire pipeline at a glance—what's stuck, what's moving, where bottlenecks exist. The visual representation is satisfying to use and makes pipeline status immediately clear.

For businesses running transactional sales with clear stages (prospecting, qualified, proposal, negotiation, closed), this visualization is genuinely excellent. You know exactly where every deal stands and what needs attention.

Sales-Focused Feature Set

Pipedrive is laser-focused on sales pipeline management. Every feature is designed to help you close more deals faster: activity tracking, email integration, goal setting, forecasting, conversion analytics. There's no feature bloat from marketing automation or customer service modules. It's a sales CRM that knows what it is.

This focus creates clarity. You're not navigating through irrelevant features or learning tools you'll never use. If your business is about moving deals through stages, Pipedrive delivers exactly what you need.

Clean, Intuitive Interface

Pipedrive invested heavily in user experience. The interface is modern, visually appealing, and relatively easy to learn. New team members can understand the basics in an hour or two. The learning curve is gentle compared to enterprise platforms like Salesforce or complex all-in-one solutions like HubSpot.

The design feels contemporary and professional without being overwhelming. For teams that have struggled with clunky legacy CRMs, Pipedrive feels like a breath of fresh air.

Reasonable Pricing

Pipedrive starts at $14 per user per month (Essential plan) and goes up to $99 per user per month (Enterprise plan). For most small businesses, the Advanced plan at $34 per user per month provides solid functionality including email sync, automation, and reporting.

This pricing is more accessible than enterprise solutions and competitive with other small business CRMs. You're getting legitimate functionality at a price point small teams can afford.

Strong Integration Ecosystem

Pipedrive offers 400+ integrations through its marketplace and native Zapier support. You can connect to email marketing tools, calendar applications, accounting software, project management platforms, and more. If you need to connect Pipedrive to other tools in your stack, chances are there's an integration available.

Solid Mobile Apps

Pipedrive provides full-featured mobile apps for iOS and Android with offline access, activity logging, deal updates, and contact management. For sales professionals working remotely or meeting clients frequently, mobile access is robust.

These are genuine strengths. Pipedrive is a well-designed, focused sales CRM that serves many businesses effectively.

Where Pipedrive Falls Short for Professional Services

Pipeline-Obsessed at the Expense of Relationships

Pipedrive's entire philosophy centers on moving deals through pipeline stages. This works brilliantly for transactional sales: lead comes in, you qualify them, send a proposal, negotiate, close, move to the next prospect.

Professional services doesn't work this way. A client isn't a deal that closes and disappears. They're a relationship that spans years. You might have an initial engagement that "closes," then ongoing work, then additional projects, then referrals, then more work. The relationship continues and evolves.

Pipedrive shows you the pipeline. It doesn't show you the relationship. You can track individual deals, but you can't see the complete story of a client you've worked with for five years across multiple engagements. Each project is a separate deal in the pipeline rather than chapters in an ongoing relationship story.

This fundamental mismatch creates friction. You're forcing a relationship business into a transactional framework.

Weak Timeline and Historical Context

Pipedrive tracks activities related to deals and contacts, but it doesn't provide a unified timeline showing the complete relationship narrative. You can see a list of emails, calls, and meetings, but not the story those interactions tell.

When a partner asks "where are we with the Morrison account?", you need more than a list of logged activities. You need context: how did this relationship start, what have we discussed, what concerns did they raise, what promises did we make, what's the current status, what's next?

Pipedrive gives you data points. Professional services needs the story between the points.

Limited Professional Services-Specific Features

Pipedrive was built for sales teams, not specifically for professional services. There's no native understanding of ongoing client work, retainer relationships, or multi-project clients. There's no specialized workflow for tracking proposals, engagements, and deliverables that matter to consultants and advisors.

You can customize Pipedrive to approximate professional services workflows, but you're adapting a sales tool rather than using something purpose-built. Every workaround requires configuration. Every non-standard use case requires compromise.

Email Integration Without Intelligence

Pipedrive offers email integration through its Mailinglist add-on or third-party connections. You can sync emails and send tracked messages. But there's no intelligence behind it—no AI extracting contact information, no automated deal creation from email context, no smart data entry.

You're still manually creating contacts, manually creating deals, manually filling in fields, manually adding notes. The email integration logs communication but doesn't reduce busywork.

No Prioritized Daily Action View

Pipedrive has dashboards showing pipeline metrics, activity summaries, and deal forecasts. But when you sit down Monday morning with the question "what needs my attention today?", Pipedrive doesn't answer it directly.

You have to navigate to different views, check overdue activities, review stalled deals, remember which prospects need follow-up. The information exists but requires you to assemble it. For busy professionals managing client work and business development simultaneously, this cognitive overhead adds up.

Transactional Reporting Focus

Pipedrive's reporting emphasizes sales metrics: conversion rates, deal velocity, win/loss ratios, forecast accuracy. These metrics matter for transactional sales teams hitting quotas.

Professional services firms need different insights: client engagement health, follow-up discipline, relationship depth, project pipeline balance. Pipedrive's reports don't naturally surface what matters most for relationship-driven businesses.

How Theo Beats Pipedrive for Professional Services

Theo was designed specifically for professional services firms managing complex, long-term client relationships. Here's how that purpose-built approach creates tangible advantages over Pipedrive's sales-first design.

Timeline-First vs. Pipeline-First Design

The fundamental difference between Theo and Pipedrive is philosophical: Theo shows you relationships, Pipedrive shows you deals.

Theo's unified timeline puts the complete client story at the center. Every client and contact has a timeline showing every touchpoint in chronological context: initial inquiry, discovery conversations, proposals sent, contracts signed, project milestones, ongoing check-ins, additional engagements, payment history. The relationship unfolds as a coherent narrative.

When you open a client record in Theo, you see the story: "We met this prospect at a conference in March, followed up twice in April, they had budget concerns in May, we sent a revised proposal in June, they went silent over summer, we re-engaged in September, and now they're ready to move forward in Q4."

Pipedrive shows you: "Deal created March 15. Stage: Proposal. Value: $25,000. Activities: 7 emails, 3 calls." You get transactions, not narrative.

For professional services where context is everything and relationships span years, this difference is fundamental. Theo's timeline design matches how you actually think about clients.

AI Helper Eliminates Manual Data Entry

Pipedrive requires manual data entry for most information. You get an email from a prospect with their contact details, company information, project scope, budget, and timeline. In Pipedrive, you manually create the contact, fill in company fields, create the opportunity, enter deal value, add notes about project details. Five to ten minutes of clicking and typing.

Theo's AI Helper reads that same email, extracts the relevant information, and populates everything automatically. Contact created with details. Deal logged with value and timeline. Project scope captured in notes. You review it for accuracy (30 seconds), confirm it's correct, move on with your day.

This isn't a minor convenience. For firms managing dozens of prospects and active clients, AI-powered data extraction saves hours per week. Time you redirect to actual client work instead of CRM maintenance.

Pipedrive makes CRM data entry a chore. Theo makes it nearly invisible.

Today Page for Prioritized Action

Pipedrive's dashboard shows you pipeline value, activities completed, deals won, forecast summaries. All useful information for tracking performance. None of it answers the question you have Monday morning: "What specifically needs my attention today?"

Theo's Today page is built around that question. It's a prioritized, action-oriented view of what matters right now:

Follow-ups due today
Deals that have stalled and need movement
High-value prospects you haven't contacted in 45+ days
Next steps that aren't clear on active opportunities
Clients you promised to check in with

Everything sorted by urgency and impact, ready for decisions. You don't build this view. You don't configure it. It's just there every morning, telling you exactly where to focus.

Pipedrive makes you work to find what matters. Theo surfaces it automatically.

Built for Professional Services Workflows

Pipedrive is flexible enough to work for professional services if you customize it. Theo is purpose-built for professional services from the ground up.

The difference shows in countless details:

How opportunities are structured (projects and engagements, not just sales deals)
How client relationships are tracked (ongoing story, not closed transactions)
How follow-ups are surfaced (relationship maintenance, not just sales pursuit)
How integrations are designed (QuickBooks for receivables, not Mailchimp for campaigns)
How success is measured (client engagement health, not just conversion rates)

You can make Pipedrive work for professional services. But you're adapting a sales tool to a different use case. With Theo, the tool already matches your workflow. No adaptation required.

Calendar Integration for Meeting Context

While Theo currently focuses on Google Calendar integration rather than full email sync, this integration is designed specifically for professional services needs. Meetings automatically appear on client timelines, providing context for relationship progression. You can see patterns like "you haven't had a check-in with this client in four months" or "this prospect requested a follow-up call next quarter."

Pipedrive also offers calendar integration, but Theo's approach emphasizes relationship patterns and follow-up discipline rather than just logging activities. The calendar integration serves the timeline-first philosophy.

Pricing That Favors Small Firms

Pipedrive Advanced (which most professional services firms need for full email sync and automation) is $34 per user per month. Theo Solo (which includes all core features) is $19 per month.

For a 5-person firm: Pipedrive Advanced costs $170/month ($2,040/year). Theo Firm costs $119/month ($1,142/year). That's $898 in annual savings—meaningful money for a small business.

For a 10-person firm: Pipedrive costs $340/month versus Theo's $299/month. The savings compound as teams grow.

Both are affordable compared to enterprise solutions, but Theo delivers professional services-specific features at a lower price point than Pipedrive's full-featured tiers.

No Feature Bloat for Features You Won't Use

Pipedrive is focused on sales, which means you won't encounter marketing automation features or customer service modules you don't need. But it still includes numerous features optimized for transactional sales that don't map well to professional services: lead scoring, conversion optimization, deal rotting alerts, sales forecasting models.

Theo includes only what professional services firms actually need: unified timelines, follow-up discipline, AI-powered data entry, pipeline visibility, client relationship tracking. No wasted features. No interface clutter from tools designed for different business models.

This focused approach means faster learning curves and daily interfaces that feel purpose-built rather than adapted.

Feature-by-Feature Comparison

Let's break down specific features to see how Theo and Pipedrive compare for professional services firms:

Contact & Company Management

Pipedrive: Solid contact and organization records with custom fields, relationship linking, and activity history. Contact data requires manual entry or import.

Theo: Contact records with unified timeline showing complete relationship history. AI-powered extraction from emails means significantly less manual data entry. Focus on relationship narrative.

Winner for Professional Services: Theo. The timeline view and AI extraction reduce busywork while providing better relationship context.

Pipeline & Opportunity Tracking

Pipedrive: Exceptional visual pipeline with drag-and-drop deals, multiple customizable pipelines, stage-based automation, probability tracking, and forecast models. Sales-focused pipeline design optimized for deal velocity.

Theo: Visual drag-and-drop pipeline with customizable stages (add, remove, rename), multiple pipeline support, and stage-based probability tracking that feeds dashboard metrics. Default stages reflect professional services reality (inquiry, discovery, proposal, negotiation, engagement) but fully customizable. Pipeline integrated with client timeline for full relationship context.

Winner for Professional Services: Tie with different strengths. Pipedrive offers more advanced automation rules and forecasting models. Theo offers equivalent pipeline functionality plus integration with unified client timelines, making it easier to see deals in relationship context. Pipedrive wins for pure sales optimization; Theo wins for relationship-integrated opportunity tracking.

Activity Tracking & Communication

Pipedrive: Email integration through Mailinglist add-on or third-party tools, manual call logging, activity timeline, email templates and tracking.

Theo: Google Calendar integration for automatic meeting capture. AI Helper extracts relevant information from communications. Currently focused on calendar sync rather than full email integration.

Winner for Professional Services: Pipedrive currently has an edge with email integration options, though Theo's AI extraction capabilities (when applied to communications) offer unique value.

Email Integration Specifically

Pipedrive: Two-way email sync through Mailinglist add-on (included in Advanced and higher plans) or third-party integrations. Send and receive emails from CRM, automatic activity logging, email templates, open/click tracking.

Theo: Currently focuses on calendar integration rather than direct email sync. Roadmap includes enhanced communication features. Users can manually import/reference key emails.

Winner for Professional Services: Pipedrive. Email integration is more comprehensive currently, which matters for firms that want all communication logged automatically.

Data Entry & Automation

Pipedrive: Workflow automation for repetitive tasks, email sequences, automatic task creation, custom automation rules. Requires manual data entry for most information.

Theo: AI-powered data extraction that automatically populates contact and deal information from communications. Less manual workflow building, more intelligent automation that works in background.

Winner for Professional Services: Theo. AI-powered data entry reduction is more valuable for professional services than manual workflow builders.

Reporting & Analytics

Pipedrive: Comprehensive sales reports: pipeline metrics, conversion rates, activity reports, deal velocity, revenue forecasting, custom report builder, scheduled delivery, and team performance tracking. Extensive customization options for building complex reports.

Theo: Professional services-focused reports including pipeline metrics, revenue forecasting, follow-up tracking, client engagement health, and relationship patterns. Dashboard surfaces key metrics automatically without extensive configuration. Focused on actionable insights over extensive customization.

Winner for Professional Services: Pipedrive for extensive custom reporting and report scheduling; Theo for faster access to essential insights. Pipedrive wins if you need complex custom reports and have someone to build them. Theo wins if you want key metrics surfaced automatically without configuration work.

Daily Workflow & Prioritization

Pipedrive: Dashboard with pipeline overview, activity metrics, upcoming tasks. Requires navigation between views to assemble daily priorities.

Theo: Today page showing prioritized actions: follow-ups due, stalled deals, prospects going cold, unclear next steps. Single view of what needs attention now.

Winner for Professional Services: Theo. The Today page directly answers "what should I focus on today?" without requiring assembly work.

Mobile Experience

Pipedrive: Full-featured native apps for iOS and Android with offline access, complete functionality, push notifications, and mobile-optimized workflows.

Theo: Mobile-responsive web interface with essential features accessible on any device. Native mobile apps on product roadmap.

Winner for Professional Services: Pipedrive. Superior mobile experience currently, important for professionals frequently out of office.

Integrations & Ecosystem

Pipedrive: 400+ integrations including email marketing, project management, accounting, communication tools. Native Zapier support for custom connections.

Theo: Focused integrations with Google Calendar, QuickBooks/Xero (accounting software critical for professional services). Smaller ecosystem but purpose-built connections.

Winner for Professional Services: Pipedrive for breadth; Theo for depth in professional services-critical integrations. Depends on integration needs.

Customization & Flexibility

Pipedrive: Highly customizable fields, pipelines, stages, automation rules, reports. Flexibility to adapt to unique workflows.

Theo: Opinionated, focused design with less customization. Works a specific way because that way works for professional services.

Winner for Professional Services: Pipedrive for flexibility; Theo for out-of-box fit. Depends on whether you value customization or immediate appropriateness.

Pricing & Value

Pipedrive: $14-$99/user/month. Most professional services firms need Advanced ($34) or Professional ($49) for full features.

Theo: $19-$119 flat rates per month, never per user. Practice plan ($48) includes core features most professional services firms need for up to 3 users.

Winner for Professional Services: Theo. Lower price point for equivalent professional services functionality.

Real-World Scenarios: Theo vs. Pipedrive

Let's examine how each platform handles common professional services situations.

Scenario 1: Managing a Long-Term Client Relationship

You're a consultant who's worked with a client for four years across multiple projects. They email asking about expanding to a new engagement area.

With Pipedrive: You search for their organization record in Pipedrive. You see several closed deals representing past projects. Each deal has associated activities, but the deals are separate. To understand the complete relationship, you're opening multiple deal records, scanning activity lists, trying to remember context from years of work. It takes 5-10 minutes to reconstruct the full picture.

With Theo: You open their timeline. Four years of relationship history displays chronologically: initial project, expansion to second engagement, challenges addressed in year two, successful outcomes that led to year three renewal, ongoing check-ins, current engagement status. Complete context in 30 seconds. You respond from position of full relationship knowledge.

Why Theo Wins: Professional services is about ongoing relationships, not closed deals. Theo's timeline shows the relationship story that matters for context.

Scenario 2: Following Up with Multiple Prospects

You have 12 active prospects at various stages. Some need follow-up this week, others next month, others when specific events occur.

With Pipedrive: You set activities and reminders for each prospect. Pipedrive shows overdue activities and upcoming tasks. But you have to remember to create activities for every follow-up point, update them when timelines change, and check multiple views to see what needs attention.

With Theo: The Today page shows every follow-up that needs attention, automatically prioritized: prospects due for outreach, promised follow-ups approaching, contacts going cold without recent engagement. You don't build this view—it assembles automatically based on relationship patterns and commitments.

Why Theo Wins: Follow-up discipline makes or breaks professional services business development. Theo makes it effortless; Pipedrive makes it manual.

Scenario 3: Tracking a Complex Multi-Stakeholder Deal

You're negotiating with a mid-sized company. You've had conversations with the CFO (budget concerns), COO (timeline pressure), and project manager (implementation questions). Each stakeholder has different priorities.

With Pipedrive: You create contacts for each stakeholder and link them to the deal. Activity notes capture individual conversations, but understanding the multi-threaded nature of the relationship requires reviewing multiple contact records and deal activities separately.

With Theo: Each stakeholder has a timeline within the broader opportunity timeline. You see who you've talked to, what each person said, how their concerns interrelate, and how conversations have evolved. Multi-stakeholder complexity is visible in integrated context.

Why Theo Wins: Professional services deals often involve multiple decision-makers. Theo's timeline structure handles this complexity naturally while Pipedrive requires mental assembly.

Scenario 4: Managing Proposal Follow-Up

You sent proposals to three prospects last month. One hasn't responded, one asked for revisions, one is in internal review.

With Pipedrive: Each deal is in "Proposal Sent" stage. You see the stage and can add notes about status. You set reminders for follow-up. The visual pipeline shows all three deals clearly, but understanding specific next steps requires clicking into each deal.

With Theo: The Today page shows all three prospects with contextual next steps: "Prospect A - Proposal sent 23 days ago, no response, follow-up recommended." "Prospect B - Awaiting revised proposal, due this week." "Prospect C - In internal review, scheduled follow-up Friday." Clear, actionable, prioritized.

Why Theo Wins: Professional services proposals need nuanced follow-up, not just stage tracking. Theo surfaces context and recommended actions automatically.

When You Should Choose Pipedrive Over Theo

Honest comparison means acknowledging when the alternative is better. Here's when Pipedrive makes more sense:

You run high-volume transactional sales. If you're closing 20+ deals per month with short sales cycles and clear stages, Pipedrive's sales-focused design is perfect. The visual pipeline and velocity tracking are exactly what you need.

You need comprehensive email integration now. If having all email communication automatically logged and accessible within the CRM is essential today, Pipedrive's Mailinglist integration (or third-party options) provides this immediately.

Mobile is critical and you need native apps. If your team works primarily on mobile devices and needs offline access, Pipedrive's full-featured mobile apps are superior to Theo's current mobile-responsive web interface.

You want maximum customization flexibility. If you have unique workflow requirements and someone to configure the system extensively, Pipedrive's customization options allow you to build exactly what you need.

You need extensive third-party integrations. If your business depends on connecting dozens of tools in specific ways, Pipedrive's 400+ integrations and Zapier support provide more options.

You're already using Pipedrive effectively. If you've invested time in Pipedrive configuration and your team is comfortable with it, the switching cost may not be justified. Theo is better for new CRM buyers or firms frustrated with current solutions.

When You Should Choose Theo Over Pipedrive

Theo is the better choice when:

You manage ongoing client relationships, not just closed deals. If your business is about years-long relationships with clients, multiple projects with the same clients, and relationship depth matters more than deal velocity, Theo's timeline-first design is purpose-built for you.

You need to see the complete client story, not just the current deal. If partners frequently ask "where are we with this account?" and need complete context immediately, Theo's unified timeline provides this while Pipedrive requires manual reconstruction.

You want AI to reduce data entry busywork. If spending 30 minutes daily on manual CRM data entry frustrates you, Theo's AI Helper eliminates most of it automatically.

You want to open your CRM and immediately know what needs attention. If decision fatigue around "what should I focus on today?" slows you down, Theo's Today page solves this while Pipedrive requires assembling priorities manually.

You're an accountant, consultant, or advisor managing complex professional services relationships. If your business model looks like professional services—high-touch, relationship-driven, long sales cycles, ongoing client work—Theo was designed for you specifically.

Pricing matters and you want better value for professional services. If Theo's $20/user/month Growth plan delivers what you need versus Pipedrive's $34+ plans, the savings compound meaningfully.

You value purpose-built tools over customizable platforms. If you'd rather use something that works perfectly out-of-box for your use case than something flexible you need to configure, Theo's focused design serves you better.

The Honest Assessment: Different Tools for Different Businesses

Pipedrive is an excellent sales CRM. It's visual, focused, intuitive, and well-designed. For businesses running transactional sales—SaaS subscriptions, product sales, real estate deals, transactional services—Pipedrive delivers exactly what you need at reasonable prices.

But professional services isn't transactional sales. It's relationship business. The sale isn't the end; it's the beginning. Clients aren't deals that close and disappear; they're ongoing relationships that evolve and deepen. Context matters more than velocity. Story matters more than stages.

This fundamental difference is why Theo exists. Not as "another CRM" but as the CRM professional services firms have needed—one that understands that relationships aren't transactions, that timelines matter more than pipelines, that AI should reduce busywork not create new interfaces, that "what needs my attention today?" is a better question than "what's our forecast?"

Pipedrive makes you adapt professional services to a sales framework. Theo adapts to how professional services actually works.

What Happens Next

You have a few paths forward.

You can choose Pipedrive—it's a solid, capable sales CRM with excellent pipeline visualization and comprehensive features. Many professional services firms use it successfully by adapting their workflows to its sales-first design. If you prioritize visual pipeline management, extensive customization, and comprehensive email integration, Pipedrive is a legitimate choice.

You can try Theo—14 days, no credit card required. Import your contacts, track a few opportunities, see if the timeline view actually provides better relationship context. See if the Today page actually reduces decision fatigue. See if AI Helper actually saves time on data entry. Test whether Theo's professional services-first design solves problems Pipedrive's sales-first approach leaves unsolved.

The best CRM isn't the one with the most features. It's the one that matches how your business actually works. For transactional sales, that's Pipedrive. For relationship-driven professional services, that's Theo.

Start your 14-day free trial and see if Theo is what you've been looking for. No credit card, no pressure, just 15 minutes to test if a professional services-first CRM works better than adapting a sales-first tool.

Want to compare Theo to other CRM options? Check out our comprehensive guides: Theo vs. Copper and The Professional Services CRM Comparison.

Angela Rutherford