Every capability below ships today and is included in the plan price. Nothing here is a roadmap item, an add-on, or metered by volume.
14-day free trial. No credit card, no contract.
Today
Open Theia and the Today screen has what matters: new leads nobody has touched, tasks due and overdue, drafts waiting for your approval, suggested next steps, and closings this week. Below it, Keep in touch lists birthdays, closing anniversaries, and the clients and partners you haven't talked to in 90 days.
Replaces Sticky notes, a calendar full of reminders, and the client you meant to call last month.
Follow up
Each follow up is written from everything you have with that contact: past emails both ways, notes, activities, tags, the company they work for, and who they're connected to. It sends from your own Gmail or Outlook, so it reads like a personal note, because it is one. Run any sequence through your approval queue or on autopilot. When someone replies, their sequence stops, a reply is drafted for you, and any referral they mention is flagged.
Replaces Your drip tool, your email marketing platform, and the follow up you never get to.
Newsletters
Send to selected contacts, a tag, or a list, once or on a daily or weekly schedule. Use your own template, or let Theia write a separate version for each reader so the opening line knows who it's talking to. Replies come back to your inbox like any other email.
Replaces The market-stats newsletter everybody deletes.
Creative
Describe what you need and Theia makes the image: a social post, a story, a flyer, a newsletter header, a banner. Send it to one person or a whole list straight from the same screen.
Replaces An evening in Canva, or paying someone for every flyer.
Scoring
Every contact, deal, and company carries a score from 1 to 100, built from activity, replies, tasks, and a read of the recent conversation. It moves the moment something happens, shows which way it's trending, and comes with one suggested next step grounded in what was actually said. Accept it and it becomes a task.
Replaces Gut feel, and the ranking spreadsheet that was stale a week after you made it.
Pipeline
Run as many pipelines as you need with your own stages and fields, or start from a ready-made one for buyers, sellers, lending, business, or recruiting. Every person on the deal is attached with their role. Set follow-up rules once: when a deal enters a stage, sits quiet for a set number of days, or nears a date, Theia drafts the email, starts a sequence, or creates the task. Win the deal and the client is tagged for years of keep in touch.
Replaces Whiteboards, spreadsheets, and "where are we on the Hendersons?"
Theia chat
Ask in plain English. Theia sees your contacts, notes, email history and live inbox, deals, tasks, files, past chats, and the web. It answers with specifics, then does the work: creates tasks, updates contacts and deals, builds lists, and writes documents as Word or PDF files. Every change it proposes waits for your Apply.
Replaces Pasting context into ChatGPT, one contact at a time.
Memory
Connect your inbox and the last year of email lands on each contact. People you email who aren't in the system yet are suggested. Dictate a note in the car, record a meeting, scan a business card, look up a phone number, or ask Theia to research a person or company before the call. Relationships are tracked too: spouses, colleagues, who referred whom.
Replaces The business cards in the drawer and the details that only lived in your head.
Lead capture
Website forms post straight in. Inbox rules tag and route new leads from portals, partners, and past clients so none sit unread. Bring your existing database from a spreadsheet or your old system: duplicates are caught, and any import can be rolled back.
Replaces Manual data entry, and the leads that never made it out of your inbox.
Teams
Seats with roles and permissions, a team scoreboard, and an owner view across every pipeline. Teammates on Theia Vault can pass referrals to each other inside the system. Tasks push to Google Calendar, and Theia installs on any phone's home screen and works like an app.
Replaces Asking everyone on Friday what they worked on this week.
Private to you
Theia's answers come from your contacts, your deals, your documents, and your mail, not from a generic model guessing at your business. Each account is isolated, your data never trains anyone else's AI, it is never sold, and an admin can export it from settings.
Replaces Feeding your client history into tools that learn from it for everyone.
Documents
For lenders and LO teams
Upload the whole package: paystubs, W-2s, bank statements, VOEs. Theia classifies every page, splits the documents, calculates income, cross-checks each document against the others, and generates the condition list. Agency guidelines for FHA, VA, USDA, Fannie Mae, and Freddie Mac are loaded, and scenario answers cite their source. Turned on for lending teams at setup.
Replaces An afternoon of manual review and back and forth with underwriting.
Import your contacts today. Wake up tomorrow knowing exactly who to call.
14-day free trial. No credit card, no contract.