Theo – CRM built for solopreneurs & professional service teams

Summary: Theo is a CRM designed for accountants, consultants, and advisors, consolidating every email, meeting, and task into one client timeline. It uses AI to manage follow-up reminders, preventing missed interactions. The platform offers simple setup and flat pricing without the complexity of Salesforce or HubSpot.

What it does

Theo organizes all client communications and tasks into a single timeline and employs AI to flag follow-ups. It eliminates the need for multiple tools by centralizing relationship management.

Who it's for

It is intended for solopreneurs and professional service teams such as accountants, consultants, and advisors.

Why it matters

Theo addresses the challenge of managing client relationships without losing track of interactions or relying on overly complex CRM systems.