Stop managing tools.Start closing deals.
/crm wires your inbox, pipeline, phone, chat, and scheduling into one system. Your team sells handles the rest.
Built on
Two industries. One platform.
Patient-first workflows that scale
Scheduling, telehealth, eligibility, and follow-ups in one place.
- Doctor scheduling & availability
- Built-in telehealth & video
- Insurance eligibility checks
- Automated follow-up sequences
- Custom roles, permissions & workflows
Pipeline management for insurance teams
From quote to policy. Broker portals, commissions, and team performance.
- Multi-stage drag & drop pipeline
- Luxury broker portal
- Policy & commission tracking
- Lead routing & analytics
- Custom roles, permissions & branding
What you're dealing with right now
Scattered tools
Phone system, CRM, inbox, scheduler — four vendors, zero integration.
No audit trail
Who said what, when, to which lead? Nobody knows.
Manual everything
Every follow-up, every reminder, every callback — by hand.
Vendor lock-in
Prices go up, features disappear, migrating means starting over.
What's inside
Unified Inbox
SMS, email, live chat, and internal notes in one timeline.
Pipeline & Automation
Drag-and-drop pipeline with auto-assignment and triggers.
Theo AI Assistant
Drafts messages, summarizes calls, suggests next actions.
Browser Phone
Click-to-call with recording, dispositions, and screen pops.
Live Chat Widget
Branded widget for your site. Leads 24/7, full transcripts.
Analytics & Insights
Real-time dashboards for conversion, performance, and ROI.
Your brand. Your rules. Your data.
Theme presets, automation workflows, and real-time analytics — all configurable from the dashboard.
Meet
Your AI that actually has personality
Three steps to close more deals
Sign up
Create your workspace in under 2 minutes. No credit card.
Connect channels
Link your phone, email, chat widget, and calendar.
Let Theo work
Theo drafts follow-ups, schedules callbacks, and moves deals.
Ready to stop losing leads?
Set up your workspace in minutes. No commitment, no sales call.