Theia Vault for B2B teams
Every business runs on relationships.
Yours just got a workforce.
The same private AI we built for real estate and lending works any relationship-driven business: it learns your voice and your people, keeps your whole network engaged, and matches the people you already know to the opportunities in front of you.
Free trial · No credit card · $149/mo · No contract
Opportunity matching
Tell it what you need.
It tells you who you know.
Your next deal is usually someone already in your database — you just can't hold 2,000 relationships in your head. Theia can. Ask, and it reasons across every contact, note, and conversation you own — then stages the outreach for your approval.
- Matches drawn from your real records, not guesses
- Intros and follow-ups drafted in your voice
- Nothing sends without your Apply
We're launching the new maintenance plan next month. Who in my network should hear about it first?
Strongest fits from your database:
1. R. Okafor — facilities director, asked about ongoing service in your March notes
2. Hillcrest Property Mgmt — service contract expires this fall
3. J. Meyer — referred you twice; his clients fit the plan's profile
Sound familiar?
The problems every relationship business shares.
“My network is bigger than my memory.”
The memory ceiling — solved
Everyone you've ever worked with, met, or pitched — one vault, fully searchable, with an AI that actually remembers all of it for you.
“Follow-up dies the minute we get busy.”
The busy collapse — solved
Touches drafted in your voice, sent from your own address, on cadences that keep running through your busiest quarter.
“Our CRM is where contacts go to be forgotten.”
The filing cabinet — solved
Live scoring surfaces who's engaging right now, and stalled deals get flagged before they die quietly on the board.
The machine underneath
A full system, worked by AI.
Database
Every contact, note, and conversation in one record you own outright.
Live scoring
The whole book ranked continuously — your morning starts with who's warm.
Pipeline
Deals with dollar values, automations on stage change, stalls flagged.
Theia chat
Ask your business anything — answers from your real data, then it does the work.
Private to your vault — your data never trains anyone else's AI, and a human sets it up with you. See why it's not another CRM →
Pricing
Solo $149/mo · Team $129/user/mo
No quote calls, no setup fees, no contract.
Start now
Put your book of business
to work tonight.
Import your contacts today. Wake up tomorrow knowing exactly who to call.
Free trial · No credit card · Cancel anytime