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Theo CRM

Name: Theo CRM
Author: Theo CRM

This platform consolidates communication channels such as email, SMS, live chat, and internal notes into a unified inbox, streamlining customer relationship management and improving team collaboration. It offers features like drag-and-drop pipeline management, automated follow-up sequences, AI-powered message drafting and call summaries, integrated telehealth for clinics, extensive analytics, customizable workflows, and browser-based calling, targeting sales teams, insurance agents, healthcare providers, and customer service organizations to eliminate scattered tools, improve efficiency, reduce manual tasks, and prevent vendor lock-in.

Theo CRM can be found in Contact Management Software categories.

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Consumer Type: B2B & B2C

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Theo CRM Main Features

For Clinics
Special tools for doctors and healthcare clinics, like scheduling, telehealth, and insurance checks.
Customizable
Change colors, rules, and settings to match your brand and needs.
For Agencies
Tools for insurance teams to manage quotes, policies, broker portals, and team performance.
Browser Phone
Make calls from your computer, record calls, and see call details easily.
Unified Inbox
All messages like SMS, email, live chat, and notes are together in one place.
Live Chat Widget
A chat box on your website that works 24/7 with full chat transcripts.
Theo AI Assistant
A smart helper that writes messages, summarizes calls, and suggests what to do next.
Analytics & Insights
Real-time charts show how well your sales and marketing are doing.
Pipeline & Automation
A visual pipeline with drag-and-drop, automatic tasks, and alerts to handle sales steps.

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Theo CRM Alternatives

Centripe Promoted

This comprehensive platform streamlines sales, marketing, and customer succes...

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Technologies Used

Clerk NProgress reCAPTCHA NextJS Tailwind Vercel HTML5 Wix Content Delivery Network (CDN) HITRUST Certification Hubspot

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Home › All Categories › Contact Management Software › Theo CRM

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