Theo runs the work.
Theo AI reads every request, picks the right engine, runs the workflow, and drops the answer back where it belongs. You stop juggling tabs.
One operating system for the whole practice.
Front desk, clinical, billing, and marketing on one platform. Theo runs in the seams.
4.9
Loved by modern practices·1,000+ clinics across the US
30-minute walkthroughHIPAA-ready · SOC 2Powered by
theoCRM AI
theocrm.com/practices
Home
Add patientTriage inboxSend blast
Good morning, NewHealth MD
14 new today · 0 overdue
live
Lead → booked
71s
60-day AR
−42%
Front-desk hours
−21/wk
On deck
Maria Rodríguez · new patient
Web → Theo booked · Thu 2:30 with Dr. Ortega
scheduled
Eligibility verified
Cigna · in-network · $0 copay
auto
SMS confirmation sent
Reminder set · Wed 9:00 AM
delivered
Theo handled overnight
Open- 9 leads triaged · 7 booked · 2 routed to staff
- 112 SMS confirmations · 0 bounce
- Statement reconciled · payouts queued
Trusted by 1,000+ customers across the Americas
NewHealth MDAndes PediatricsPacífico HealthNorthstar MedicalSunrise OB-GYNCoastline BehavioralReed SeniorAtlas Family Care
The platform
Every tool you’d buy. One platform that thinks.
Salesforce-class CRM. Twilio-class telephony. HubSpot-class marketing. DocuSign-class e-sign. Plus an AI brain that runs in the seams.
Theo AI
AI inside every screen.
Inline, palette, voice, chat, one model, one memory, one signed audit chain.
Learn moreAI
Theo · orchestration
- 0.4s
Classifier
intent · book_visit
- 0.8s
Skill loader
+intake +eligibility
- 1.2s
Engine router
theo-1-reason
Inline · palette · voice · chat, same model, same memory, same audit chain.
Inbox
One inbox for every channel.
Calls, web, chat, walk-ins. Triage, qualify, book, in 90 seconds.
Learn moreTriage cockpit
Inbox
Maria Rodríguez · call
Theo qualified · ready to book
James Liu · web form
Auto-replied · scheduled
8 leads triaged overnight
All booked · 0 escalations
Schedule
A clinic floor that breathes.
Multi-provider schedules, telehealth, eligibility, one calendar.
Learn moreSchedule
Today
- 09:00J. Aguilarchecked-in
- 09:30M. Pérezscheduled
- 10:00F. Ortegatelehealth
- 10:30A. Reyesscheduled
Dialer
Telephony that lives in the CRM.
WebRTC dialer, recordings, transcripts. Theo writes the follow-up.
Learn moreDialer
Live call · 02:14
Maria Rodríguez
+1 (520) 555-0142
Theo: Suggest plan G , keeps Dr. Ortega in network.
Marketing Canvas
Reactivate, refer, retain.
Drag-and-drop email, SMS journeys per service line. AI-tuned subjects + send time.
Learn moreMarketing
Send · Tuesday 10:42 AM
Subject
Your Medicare review window is open, let’s save you $480.
Open
62%
Click
18%
Reply
9%
Integrations
eCW, Athena, Epic, Elation.
FHIR + HL7 + DICOMweb gateways. Your existing stack stays exactly where it is.
Learn moreIntegrations
Connected
FHIR · HL7 · DICOMweb · SCIM
Security
PHI in. Tokens out.
Field-level reversible tokens. Policy gates by role and purpose. SHA-256 audit chain.
Learn moreTokenization
Field-level tokens
first_name
Mariatk_2k…m9
ssn_last_4
0142tk_p7…c1
dob
1971-08-12tk_d4…a8
Audit trail: every detoken signed.
Walk me through it
See how it works. Step by step.
Click any step below — or sit back and watch the whole flow. This is what a day on Theo looks like.
Inbox · new lead
New lead just landedjust now
Maria Rodríguez
+1 (520) 555-0142 · Web form · "Annual physical"
Source
Website
Service
Annual physical
Insurance
CIGNA PPO
Theo auto-qualified
Verified insurance eligibility, tagged "annual physical", assigned to front desk queue. Ready for follow-up.
3 leads waiting · avg response 42s · 0 overdue
A call, web form, or walk-in lands in the unified inbox. Theo qualifies and tags it before your team even picks up.
The brain
One theo. Every screen.
theo AI is our in-house orchestration intelligence, built for the front line of healthcare and insurance. It runs the workflow end to end, picks the right engine for the task, and signs every action so your team can move at the speed of an actual conversation.
Powered by Theo AI. Read the model details at hitheo.ai/for-developers.
Inline. Voice. Chat. Palette.
Same brain across every screen. Theo follows the contact, the patient, the policy. One memory. One audit chain. Same Theo.
Auditable by default.
Every Theo action carries its citations, signer, and SHA-256 chain. Audit-ready, never a black box. Your team always knows what happened.
theocrm.com/theo
Theo · intelligence
Theo runs. Theo signs.
One brain. Every screen. Every action audited.
Request
From the front desk
“Book Maria’s annual review and verify her plan.”
English · Spanish · audit-ready
Theo AI
Theo AIone brain
1. Listen
Theo reads the moment. Channel, contact, intent, time.
2. Recall
Pulls the right context. Patient, policy, prior calls.
3. Reason
Picks the right tools. Drafts the next step. Stays calm.
4. Sign
Acts on approval. Logs every step in the audit chain.
Done. Action drafted. Evidence ledger entry signed.
Output
Done · signed
Booked Thu 2:30 PM · Dr. Ortega
Cigna verified · SMS confirmation sent
sha256:9f4e…21cd
Time saved
~94%
Inline. Voice. Chat.
one brain
Auditable
every step
Theo at work
Same brain. Every surface.
Triage in the inbox, draft a SOAP note in the chart, quote Medicare on a call, reconcile a Humana statement, all in one day, all signed.
Inbox
Triage cockpit
Inbox
Maria Rodríguez · call
Theo qualified · ready to book
James Liu · web form
Auto-replied · scheduled
8 leads triaged overnight
All booked · 0 escalations
Scribe
SOAP
Visit · auto-coded
SImproved sleep, less anxiety on sertraline 50mg.
OMood euthymic. PHQ-9: 7 (down from 14).
AMajor depressive disorder, partial remission.
ICD-10
F32.1
CPT
99214
Quoting
Quoting
Quote · Medicare
- $0/mo
UnitedHealthcare
Medicare
- $0/mo
Aetna
Medicare
- $12/mo
Humana
Medicare
SOA recorded · e-app drafted
Commissions
Reconciled
Statement · Humana
Producers
38
Policies
412
Disputes
0
38 agents · ACH queued
Built by
Operators who’ve done the work.
Ariel Dominguez
Chief Executive Officer
Andrew Raychev
Lead Product Engineer
Anuar Cortes
Infrastructure Engineer
Built on Hitheo API
We ship the API we run on.
theo CRM is the first production app on hitheo.ai. Every inbox, dialer, e-app, and commission run on this page calls the same @hitheo/sdk any developer can install. No private fork, no “AI inside” sticker. Same endpoints. Same dashboard. Same audit ledger.
Open source TypeScript SDK. Streaming. Zero dependencies. Three lines to ship.
Same SDK we ship.
Every Theo CRM screen calls `@hitheo/sdk`. No private branch. No internal-only endpoints. What we use is what you get — same TypeScript, same streaming, same shape.
Same routing brain.
Theo 70B classifies the intent, picks the engine, runs the agent loop. Inbox triage, scribe drafts, commission reconciliation, all the same pipeline you call with `theo.complete`.
Same skill marketplace.
The Insurance Quoting skill on api.hitheo.ai? We install it like everyone else. Carrier rate tables, compliance guardrails, the works — versioned, signed, swappable.
theo-crm · reconcile-commissions.tslive
// Same SDK. Same call. Same audit chain.
// This is what runs inside /product/commissions.
import { Theo } from "@hitheo/sdk";
const theo = new Theo({ apiKey: process.env.THEO_KEY });
const res = await theo.complete({
prompt: "Reconcile this Humana statement against our expected production.",
skills: ["commission-reconciliation"],
mode: "auto", // → Theo Reason picks up
});
// res.text → "$48,213.04 reconciled across 312 producers..."
// res.evidence → signed SHA-256 audit entry
// res.cost → "$0.041"
npm install @hitheo/sdk3 lines to ship · streaming · 0 dependencies
What you get
The whole platform, behind one key.
The same routing brain, skills marketplace, and channels we use to run Theo CRM. Listed for developers, dogfooded by us.
Routing
Theo 70B + MCIR
70-billion-parameter routing brain trained on the MCIR protocol. Classifies, plans, picks the right engine per request.
Engines
Flash · Reason · Code · Create
Per-task engines selected automatically. Sub-200ms chat to multi-step reasoning to image generation. One API, automatic failover.
Personas
E.V.I. personas
Wrap Theo's engine in your brand voice with your skills and your tools. The same primitive we use to surface Theo inside the CRM.
Skills
Skill marketplace
Install domain skills (insurance quoting, deep research, code review) or build and publish your own with `defineSkill`.
Webhooks
Signed events
Every completion fires a signed webhook. Stream to Slack, your warehouse, or your CRM. Replay-safe, audit-ready.
Channels
Channel adapters
First-party adapters for Telegram and WhatsApp, plus an embeddable chat widget and a REST API. Same memory across channels.
Theo CRM is the first production app on Hitheo API. Same engines. Same dashboard. Same audit ledger. If we break our own SDK, we break our own product first — so it doesn’t break yours.
Front desk
Lead to scheduled in ninety seconds.
Calls, web, chat, walk-ins land in one inbox. Theo qualifies, books, and confirms, bilingual, 24/7, with the front desk in the loop.
- Triage cockpit with AI summary on every thread
- Theo books, reschedules, and refills inside the inbox
- SMS + email confirmations · TCPA-aware · audit-ready
theocrm.com/front-desk
Inbox · triage
Triage cockpit Theo filter
AllCallsWeb formsSMSEmail 14 new · 0 overdue
Maria Rodríguez · inbound call
Theo qualified · ‘Medicare Advantage review’ · ready to book
1.2m
James Liu · web form
Theo replied · scheduled Thu 2:30 with Dr. Ortega
auto
Beatriz Holguín · SMS
‘Need to reschedule’ → Theo proposed 3 slots
draft
Reed Senior · referral
Routed to Carlos · contact within 5 min SLA
owner
8 leads triaged overnight
All booked · summaries logged · 0 escalations
shipped
Theo AI
AI in every screen. Every action signed.
Theo AI is our in-house orchestration intelligence. It runs the workflow, picks the right tools, and signs every action. Same memory across inbox, dialer, calendar, and chart.
- One brain across inline, palette, voice, and chat
- Skills marketplace tailored to your workflows
- SHA-256 audit chain on every tool call
theocrm.com/theo-ai
Theo · intelligence
Theo runs. Theo signs.
One brain. Every screen. Every action audited.
Request
From the front desk
“Book Maria’s annual review and verify her plan.”
English · Spanish · audit-ready
Theo AI
Theo AIone brain
1. Listen
Theo reads the moment. Channel, contact, intent, time.
2. Recall
Pulls the right context. Patient, policy, prior calls.
3. Reason
Picks the right tools. Drafts the next step. Stays calm.
4. Sign
Acts on approval. Logs every step in the audit chain.
Done. Action drafted. Evidence ledger entry signed.
Output
Done · signed
Booked Thu 2:30 PM · Dr. Ortega
Cigna verified · SMS confirmation sent
sha256:9f4e…21cd
Time saved
~94%
Inline. Voice. Chat.
one brain
Auditable
every step
Telephony
Dialer in the CRM. Where the work lives.
Click a contact, talk in your browser. Calls record, transcribe, route, and disposition, and Theo writes the follow-up before you hang up.
- Telnyx-grade WebRTC · ring groups · voicemail
- Recording, transcript, disposition, automatic
- Auto-lead on unknown callers · zero copy/paste
theocrm.com/telephony
Dialer · live
Live call · 02:14connected
Maria Rodríguez
+1 (520) 555-0142 · CIGNA
HoldMuteTransferTheo notes
Theo · live transcriptSpanish · auto-translate
- You: Hi Maria, calling about your annual review.
- Maria: Sí, gracias. I want to keep my doctor.
- Theo: Suggest plan G , keeps Dr. Ortega in network · saves $480/yr.
Up next: 14 calls · scripts loaded · auto-disposition on hangup
Pipeline
A revenue cycle that actually closes.
Eligibility, scrubbing, denials, and posting, unified with the front desk. The math finally makes sense.
- Drag-and-drop kanban + table + timeline
- Eligibility + prior auth + claims status
- Forecast confidence, not gut feel
theocrm.com/pipeline
Pipeline · this week
$418,420
267 active deals · 18 closed · 91% forecast confidence
Lead142$214k
Qualified76$132k
Proposal31$96k
Won18$58k
Latest movement
Andes Pediatrics
Moved to Proposal
Caelum Insurance
Moved to Qualified
Coastline Behavioral
Moved to Won
Marketing Canvas
Meet Marketing Canvas.
The marketing suite built into Theo CRM. Drag-and-drop email, compliance-aware SMS, multi-step journeys, and AI-tuned send times — one canvas for every campaign, every audience, every language.
theocrm.com/marketing-canvas
Send · broadcast
Reactivate & refer · April
Audience: 4,108 patients · Spanish + English
Subject
Your Medicare review window is open, let’s save you $480 this year.
From
NewHealth MD <hi@newhealthmd.com>
Send window
Tue 10:42 AM · local
Open
62%
Click
18%
Reply
9%
Theo · sequence5 touches
Day 1, email (English) · open & click
Day 2. SMS (Spanish, opted-in only) · short answer
Day 4, call task: assign Carlos · ‘plan G review’
Day 7, re-send to non-openers · subject A/B
Day 10, wrap: tag, score, cycle out
Drag-and-drop email designer
Pixel-clean templates with brand kits, dark-mode previews, and inbox QA. Build once, send to thousands.
Compliance-aware SMS
TCPA opt-in chain, quiet hours, and jurisdiction-aware unsubscribe. No compliance guesswork.
Multi-step journeys
Branching automations with AI steps, A/B forks, and human-in-the-loop pauses. Set it and watch it run.
AI-tuned send time
Theo learns when each contact opens and books sends accordingly. Open rates climb without lifting a finger.
Customer voices
People who run real businesses on theo.
“We replaced six tools with Theo CRM. Our staff is calmer, our patients show up, and the math finally makes sense.”
Naia Pérez
COO · NewHealth MD
HIPAA-ready
SOC 2 Type II
Encryption at rest
Tamper-evident audit chain
Pricing
One platform. One bill.
No per-seat fees. No per-channel fees. We scope the contract to your team and your workflows, then bill it as one line item.
Theo AI includedDialer + e-sign + commissionsHIPAA-ready · SOC 2 · BAA
For doctors
Solo practitioners and small teams who want their evenings back.
Customscoped to your team
Simple. All-in-one. Aligned to the way you actually work.
- AI scribe + auto-coded charts
- Built-in dialer and AI receptionist
- Schedule, eligibility, refills
- EHR + calendar connectors
- Email + SMS marketing, included
- Real humans on the other end of the line
Most popular
For practices
Multi-provider clinics, growing groups, and busy front desks.
Customscoped to your team
One platform, one contract, one bill. No per-channel fees.
- Front desk inbox + triage cockpit
- Theo AI across every screen
- Telephony, recording, transcripts
- Marketing journeys + shared inbox
- EHR + carrier connectors
- Onboarding + change management
For insurance + health systems
Insurance teams (brokers, IMOs, FMOs) and large health systems.
Customscoped to your team
Custom scope. Custom integrations. Aligned to your team, not seats.
- Dedicated infra, SSO, SCIM, audit exports
- Custom EHR / carrier / e-sign integrations
- Theo AI with private model routing
- Commission engine + producer portal
- HITRUST + SOC 2 Type II + BAAs
- White-glove migration, 24/7 support
Most teams cancel three to five tools when they roll out Theo CRM. The math usually pays for the rest of the platform.
See full pricing details
Ready when you are
Bring your whole operation under theo.
30-minute walkthrough. White-glove migration. Real humans on the other end of the line. No deck. No oversell.