Protect
Keep protected fields behind policy.
Field-level tokenization separates protected values from AI-ready context. Role and purpose checks govern access, with signed records when protected values are re-identified.
All productsFrom TheoVex
theo CRMCRM + ERP
Run the work. Put people first.
Theo CRM connects relationships, operations, and practice management for healthcare and insurance teams. Role-based policy gates, reviewed AI actions, and signed evidence keep accountability alongside the work, from first contact to follow-up.
- Role & purpose gates
- Reviewed AI actions
- Signed evidence
Explore Theo CRM (opens in a new tab)theocrm.app
Two kinds of work. One connected system.
Architecture overviewClinics & practices
From first contact to follow-up
- Intake
- Schedule
- Document
- Bill & follow up
Insurance teams
From new lead to ongoing service
- Follow up
- Quote
- Enroll
- Reconcile
theoPrepare. Review. Act with a record.
ContactsConversationsTasksSigned evidence
Accountable operations
Sensitive relationships need more than a contact record.
A clinic or agency needs to know who accessed information, which action was approved, and what happened next. Theo CRM connects that oversight to the workflow instead of leaving the team to reconstruct it across separate systems.
Review
People own the consequential decisions.
Theo prepares notes, replies, and next steps inside the working record. Authorized staff can review and sign clinical documentation and approve actions within the workflow.
Trace
Keep evidence with the action.
Signed action records and citations connect the work to an evidence ledger. The SHA-256 audit chain helps teams review what happened without relying on a disconnected chat transcript.
Who it’s for
Built around the people you serve.
One operating system for the front desk, the team doing the work, and the back office.
- Clinics & medical practices
- Insurance agencies & teams
01For practices
Connect intake to ongoing care.
Bring patient inquiries, scheduling, communication, clinical documentation, and billing into a connected workflow.
02For insurance teams
Connect the lead to the book.
Manage follow-ups, compare quotes, prepare enrollment, and reconcile commissions without losing the customer context.
03For the whole team
Put the next step in reach.
Use a shared inbox, a built-in dialer, and Theo’s assistance to prepare replies, notes, and follow-ups for your team to review.
Take a closer look
See how your operation could work.
Explore the full platform and arrange a walkthrough for your practice or agency on the Theo CRM website.