Theo

CRM built for solopreneurs & professional service teams.

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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.

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