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AI sales agents that learn your playbook —
not just send emails

Theona's agents sit in on your calls, learn how your team actually sells, and run prospecting, outreach, follow-ups, and CRM updates in your style. Built for sales teams, not engineers. Works with HubSpot, Salesforce, Pipedrive, and 60+ tools.

Launch Your First AI Agent See how it works

Built for every way sales teams operate

Theona fits your workflow, not the other way around. See which pattern matches your team.

Solo founders & full-cycle sales reps

The situation

You own the entire sales process yourself — from finding prospects to closing the deal. You're good at selling. The problem is you spend most of your time on everything around it: researching leads, writing follow-ups, updating CRM, preparing for calls.

The core problem

You're doing the work of a full sales team alone. The bottleneck isn't skill — it's time.

What Theona does for you
  • • Researches and qualifies prospects before you open a tab
  • • Drafts personalised outreach based on each prospect's context
  • • Handles follow-ups, CRM updates, and call prep automatically
Jump to prospecting use cases Jump to outreach use cases

Growing sales teams whose process can't keep up

The situation

Your team has a playbook — but it lives in people's heads. Every rep works differently. When someone leaves, their approach leaves with them. Onboarding a new hire takes months, not days.

The core problem

Your process depends on people, not on a system. It can't be audited, improved, or handed off.

What Theona does for you
  • • Turns your best reps' workflows into agents anyone on the team can run
  • • Keeps CRM clean and pipeline stages up to date automatically
  • • Makes your process visible — see where deals stall and where follow-ups drop
Jump to deal management use cases Jump to enrichment use cases

Sales agencies & outsourced SDR teams

The situation

You run outbound for multiple clients — each with a different ICP, messaging, and CRM. Every new engagement starts from scratch. When a rep leaves, their client knowledge goes with them.

The core problem

Your operational capacity resets with every new client. Scale doesn't compound.

What Theona does for you
  • • Each client gets their own agent with their playbook, ICP, and tone baked in
  • • New reps onboard in days — the process is already in the system
  • • Add clients without adding headcount
Jump to outreach use cases Jump to enrichment use cases

AI agents for every stage of your sales funnel

Every stage where your team loses hours to manual work already has an agent behind it.

Prospecting

Use case
Buying Intent Analyzer

Analyse signals of buying intent for a lead or list of leads — web activity, LinkedIn behaviour, company news, job postings — and score readiness to buy.
Competitor Customer Targeting

Find customers of competitor companies that match your ICP, enrich their profiles, and add qualified leads to CRM for targeted outreach.
ICP-based Lead Search

Search for new leads matching your Ideal Customer Profile using Apollo and LinkedIn, enrich them with company data, and save the shortlist to CRM.
See all prospecting use cases

Enrichment & Qualification

Use case
Inbound Lead Qualifier

Score and route new inbound leads based on ICP fit, then notify the assigned sales rep via Slack.
Profile Enrichment

Enrich user profiles via Apollo, web research & LinkedIn, then save to CRM.
See all enrichment & qualification use cases

Outreach

Use case
Personalised Email Outreach

Send personalised outreach emails to a contact list using per-person context from a spreadsheet and a template from Google Docs.
Re-engage dormant leads

Identify leads that haven't been contacted in N+ days, generate a personalised re-engagement message based on their history, and send via email.
See all outreach use cases

Engagement

Use case
Lead Activity Tracker

Monitor lead activity across CRM touchpoints and email interactions, detect engagement patterns and target actions, and alert the sales rep when a lead shows a spike, hits a target action, or goes silent.
Meeting Scheduler Assistant

Help the sales rep schedule a meeting with a lead — check calendar availability, propose time slots, send an invitation, and log the meeting in the CRM.
Objection Handler

Analyse a lead's objection in the context of the deal, generate a structured response with arguments and supporting evidence, and save it to the CRM for the sales rep to use.
See all engagement use cases

Discovery & Demo

Use case
Demo Preparation Brief

Generate a tailored demo preparation brief for a sales rep before a product demo — including prospect context, key pain points, recommended demo flow, and talking points.
Discovery Call Agenda

Generate a tailored discovery call agenda from CRM data and prospect context, create it in Google Docs, and attach to the calendar meeting.
Post-Meeting Action Items

After a sales meeting, automatically extract action items, decisions, and next steps from the call transcript, assign owners, set deadlines, and log everything to CRM and notify the rep via Slack.
See all discovery & demo use cases

Deal Management

Use case
Churn Risk Alert

Monitor existing customer accounts for signals indicating churn risk — declining engagement, support issues, missed renewals, negative sentiment — and alert the account manager with a prioritised risk list and recommended retention actions.
Proposal Generator

Generate a tailored proposal from CRM data, attach to deal, and send via email.
Send contract reminders

Track upcoming contract renewal and signature deadlines in CRM, classify by urgency, send personalised reminder emails to clients, alert the assigned sales rep via Slack, and log all activity back to the CRM.
See all deal management use cases

Post-Sale & Retention

Use case
Churn Risk Alert

Monitor existing customer accounts for signals indicating churn risk — declining engagement, support issues, missed renewals, negative sentiment — and alert the account manager with a prioritised risk list and recommended retention actions.
Upsell / Expansion Signal Detector

Monitor existing customer accounts in CRM for signals indicating readiness for upsell or expansion — usage growth, new hires, funding, product engagement — and alert the account manager with a prioritised opportunity list.
See all post-sale & retention use cases

Deploy AI-Native Sales Operations — Without an IT Project

1

Pick a use case

Browse our library of pre-built sales templates or describe your unique workflow in plain language. Theona understands sales context without complex logic maps.

2

Connect your stack

Link your existing tools in seconds. Theona works where you work: HubSpot, Salesforce, LinkedIn, Slack, Gmail, and 60+ more. No migrations, no APIs to code.

3

Let the agent run

Your AI agent executes the workflow, handles data, and only loops you in when a human decision is actually needed.

4

Adjust as you go

Sales processes change. Update your agent by simply talking to it — no "change requests" to IT, just plain language updates.

Works with HubSpot, Salesforce, Pipedrive & 30+ sales tools

Theona doesn't replace your tools. It becomes the operational layer that connects them — so data moves automatically, and nothing falls through the cracks.

See all 60+ integrations

Still thinking it over? Here's what teams usually ask first

Do I need technical skills to set this up?

No. Theona is built for sales reps and revenue ops teams, not engineers. If you can describe your sales process in plain language, you can build an AI agent for it.

Which CRMs do you support?

We integrate with major CRM platforms including HubSpot, Salesforce, Pipedrive, and Close. We also support custom integrations via webhooks and API.

Is our sales data secure?

Yes. Theona is GDPR-compliant with enterprise-grade security. Your data is used only to run your workflows and is never used to train public AI models.

How is this different from my CRM automation?

CRM automation follows rules: if field changes, do action. Theona lets you create AI agents — virtual teammates you can hand work to. An agent takes a task, figures out the steps, uses your tools, and delivers a result. Assign it a piece of your pipeline and it runs that part for you.

How long does it take to set up the first agent?

Minutes. Pick a use case template or describe your workflow in plain language. Theona's Architect agent helps you configure everything — tools, steps, triggers. Most teams have their first agent running the same day.

Will the agent send emails or messages without my approval?

Only if you want it to. Every agent can be configured with a human-in-the-loop step — it drafts the message and waits for your approval before sending. You decide which actions require sign-off and which can run fully on autopilot.

Can I turn my existing sales process into an agent?

Yes. Describe how your process works and Theona's Architect agent will assemble the right agent for you — choosing the tools, defining the steps, and wiring it all together. You don't need to map out a flowchart or write any logic yourself.

Can multiple reps use the same agent?

Yes. Agents can be shared across your team. Each rep connects their own credentials — email, CRM login, LinkedIn — so the agent acts on their behalf while following the same workflow.

No credit card required · GDPR compliant · Up and running today

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