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CRM for professional services that doesn't suck. Theo gives accountants, consultants, and advisors one timeline per client—every email, meeting, and task in one place. AI handles follow-up reminders so no one slips through the cracks. Simple setup. Flat pricing. No Salesforce complexity. No HubSpot bloat. Just relationship clarity.
TheoCRM built for solopreneurs & professional service teams.
Angela Rutherfordleft a comment
Hey PH! I'm Angela, founder of Theo. I built this after years of watching professional services teams (including my own) struggle with CRMs designed for sales teams. Spreadsheets everywhere. Clients slipping through cracks. Hours wasted piecing together "when did we last talk to them?" Theo is what I wish existed—one timeline per client, AI that flags who needs attention, and nothing you won't...
TheoCRM built for solopreneurs & professional service teams.