The CRM that actually fits how you work
Built for accountants, consultants, and advisors who want pipeline control and follow-up discipline—without the enterprise complexity.
No credit card required. Cancel anytime.
*Trusted by professional services teams who value relationships over transactions.
Sound familiar?
The scattered story
Client emails live in your inbox. Notes are in spreadsheets. Meeting history is... somewhere. You spend more time piecing together context than actually serving clients.
The follow-up failure
You meant to check in last week. Now it's been a month. That promising lead? They went with someone who simply stayed in touch.
The CRM graveyard
You've tried the big names. Salesforce felt like overkill. HubSpot wanted you to become a marketer. Now your "CRM" is a neglected spreadsheet.
You don't need more software.You need one clear place for every relationship.
Meet Theo
Theo brings every client interaction—emails, meetings, tasks, invoices—into one unified timeline. No more digging through inboxes or wondering when you last spoke. Just open a contact and see the complete story.
Built specifically for small professional services teams, Theo gives you the relationship clarity of an enterprise CRM with none of the friction.
What changes when you use Theo
The Unified Timeline
Every touchpoint. One story.
See every email, call, meeting, and invoice in a single view. Stop asking "when did we last talk?" and start having better conversations.
Works Where You Work
Connects to what you already use.
Google Calendar, QuickBooks, and more. Theo fits your workflow—you don't have to change for it.
Follow-ups That Happen
Never let another client slip away.
Theo surfaces what needs attention today. Overdue follow-ups, upcoming renewals, deals going cold—you'll always know where to focus.
Setup in Minutes
No implementation project required.
Guided onboarding, no-code customization, and sensible defaults. You'll be up and running before your coffee gets cold.
AI that Assists
Helpful by default. Transparent always.
Theo's AI drafts follow-ups, extracts action items, and prioritizes your day. Every suggestion is clearly labeled and editable. You stay in control.
Up and running in three steps
Step 1 Connect
Link your calendar and import your contacts. Theo starts building the timeline automatically.
Step 2 Organize
Set up your pipeline stages to match how you actually work. Drag deals forward as they progress.
Step 3 Focus
Open Theo each morning. Your AI-powered Today page shows exactly who needs attention and why.
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 Theo vs. Enterprise CRMs
See why professionals switched to Theo
Your client relationships deserve better than a spreadsheet.
See every interaction, never miss a follow-up, and finally have the clarity you've been looking for.
No credit card required • Setup in under 10 minutes • Cancel anytime
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