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Theo: CRM for Professional Services
AI-powered CRM for accountants and consultants
H
@hello3546
AI-powered CRM for accountants and consultants
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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!