Your team's full-cycle sales agent — from prep to follow-up
Lead sourcing, call prep, follow-up, CRM — all done by Theona. Reps just sell.
See your full-cycle sales agent live in 5 minutes
How it works
Know before you open Zoom
Theona pulls company context, hiring signals, and tech stack before the call starts — so reps walk in prepared, not guessing.
Joins, listens, and takes notes
Connects to Fireflies, Gong, or Chorus. Tags action items, captures objections, and identifies the economic buyer — in real time.
CRM updated. Follow-up sent. Done.
Deal stage updated, contacts logged, follow-up drafted and sent — before the next meeting starts. Rep didn't type a word.
Core Features
Connects to your recording tool — no extra subscription
Theona pulls transcripts directly from Fireflies, Gong, Chorus, or any other recording source you already use. No new tool, no extra cost, no duplicate setup.
Pull transcript from today's Fireflies call with Acme and process everything — deal stage, contacts, next steps.
Call transcription and summary on demand
After every call, Theona creates a structured summary — key topics, decisions made, objections raised, who said what. Ready in seconds, stored where the team can find it.
Summarise today's call with Stripe — decisions, objections, open questions, and who owns what next.
Tasks created and assigned from the call
Theona reads the transcript and creates tasks in Notion, Jira, Asana, or your CRM — assigned to the right person, with context already filled in. No typing, no copy-paste.
Create tasks from the Acme call — assign pricing review to legal, schedule follow-up for Marcus, create demo prep task for Rachel.
Follow-up emails drafted and sent automatically
Theona writes and sends the follow-up right after the call ends — with the right tone, the right attachments, and the next step clearly stated. Rep-approved or fully automatic.
Send follow-up to Acme contact after today's call — reference what we discussed, attach the ROI calculator, propose two times for the next call.
CRM updated without manual entry
Deal stage, contact roles, call notes, next actions — Theona logs all of it directly into your CRM after the call. Fields filled, records current, nothing missed.
Update Salesforce after the Contentsquare call — deal to Negotiation, log Sarah as champion, add call notes, set next step as contract review.
What Theona can do
Every capability available out of the box — no engineers, no custom code, no extra tools to manage.
Before / After
30 min on CRM after every call
15 min — you still copy-paste between tools
Call ends — everything done automatically
Follow-ups slip
You remember to trigger the automation
Follow-ups sent on time, every time
Pipeline report takes half a Friday
Report is faster but someone still pulls it
Ready in seconds, on schedule or trigger
Rep walks in guessing
You prep manually in ChatGPT
Full account context pulled before the call
Let's clear things up
Does it work with our CRM?
Theona connects to Salesforce, HubSpot, Pipedrive, Close, Copper, and 300+ other tools. If your CRM has an API, it works.
How is this different from the AI features already built into our CRM?
CRM-native AI fills in fields after you click. Theona runs the full workflow — transcript → summary → CRM update → follow-up email → task assignment — automatically, based on rules you set in plain text. No clicks, no tab-switching, nothing to remember.
What if my tool or service isn’t supported by Theona?
No worries — just reach out and we’ll integrate it for you if it has an API.
What recording tools does it support?
Theona works with Gong, Chorus, Fireflies, and other tools — or joins directly as a call participant.
Do reps need to do anything differently?
No. Theona joins the call automatically. Everything after the call happens without rep input.
Is sensitive deal data secure?
OAuth-only connections, least-privilege access, full audit logs, GDPR compliant, SOC 2 in progress.
How is this different from CRM automation?
CRM automations follow fixed rules. Theona understands context — if the situation changes, it adapts instead of breaking.
Will it follow our sales process?
Yes. You load your ICP, qualification criteria, follow-up templates, and talk tracks. Theona works to your rules exactly.
Build your full-cycle sales agent in 5 minutes
Start free or book a walkthrough to see Theona run your first sales workflow.
GDPR compliant. OAuth-only connections. SOC 2 in progress.