Theo: CRM for Professional Services
AI-powered CRM for accountants and consultants
H
@hello3546
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- Categories
- AIAutomation & Workflow
- Use Cases
- Workflow Automation
- Target Audience
- ConsultantsSmall BusinessesAgencies
- Platforms
- Web
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About Theo: CRM for Professional Services
Theo is a CRM specifically designed for professional services firms, including accountants, consultants, and advisors. You can gain a complete understanding of your client relationships through a comprehensive timeline view. The platform uses AI to automate busywork and ensure you maintain follow-up discipline for your long-term client engagements. It is built to help professionals manage complex, ongoing relationships with ease and precision.
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Comments (2)
Hey Angela, Went through the pitch really found it interesting. Do you might have a video walkthrough, I work with a small business consulting firms we juggle with excel and google drive a lot this might help us.
@agrkushal Thanks! No video yet, but the 14-day free trial is the fastest way to see it in action. Rakes about 5 mins to import contacts, setup and start seeing the timeline. Happy to answer any questions here or by email as you explore it.
Hey! I'm Angela, Theo's founder. Built this after running my own consulting firm and wishing a CRM like this existed. Finally launching—would love to hear what you think!