Your next B2B clients, ranked.Theos researches your market and scores every lead against your criteria, so you talk to decision-makers first.
Theos for B2B software
AI sales agent for B2B software and SaaS companies
Theos finds the decision-makers in your target accounts, explains your product in a few lines and books the demo. Your team walks into every call with the full conversation.
Theos is an AI sales agent for software, SaaS, fintech and IT services companies that sell to other businesses. It finds decision-makers, starts personal conversations by direct message, answers questions with the information you give it and books demos. 34 software companies use it today.
- B2B prospecting conversations
- 39,300+
- of prospects replied
- 42%
- demos and meetings booked
- 398
Aggregated data from 34 software, SaaS, fintech and IT services companies using Theos, September 2025 to September 2026.
Our AI agent booked meetings
with these companies
with these companies
SDRs are expensive and B2B sales cycles are long.
There's no single buyer
In B2B software, several people decide: the CEO, finance, IT, operations. Theos adapts the message to each contact's role and industry.
Explain the product without a PDF
The agent sums up your offer in a sentence or two based on the problem it hears, and shares a video or link only when the prospect asks.
Reach whoever decides
If the contact doesn't decide and points you to someone else, Theos thanks them, wraps up and logs the referral so you can pick it up from there.
Demos with context
Every demo comes with the full conversation and its qualification tag, so your team knows what the prospect asked before the call.
How software companies use it
What the software companies that book the most demos do
Campaigns by role
They split campaigns by role (CEO, finance, IT) with a different problem for each, instead of one generic message for everyone.
The problem before the features
They open with the operational pain, like manual reconciliation or reactive maintenance, and save features for when the prospect asks.
The booking link, only on request
When the prospect asks for a meeting, the link goes in the same message. If they only ask for information, Theos answers with a sentence or a video and waits.
The product
From target account list to booked demo
A playbook for every audience.Theos builds a plan for each audience around your product or service: approach, qualification criteria and message sequence.
Launch your outreach, watch meetings land.Go live and track every reply and booked meeting in one place.
Customer stories
Companies in this industry already selling with Theos
Software company FAQs
Yes, it's one of its main uses. 34 software, SaaS, fintech and IT services companies use Theos to prospect and book demos. Between September 2025 and September 2026 they started more than 39,300 conversations, with a 42% reply rate and 398 meetings booked.
It answers with the information you load into the campaign: what it solves, who it's for, integrations, use cases and limits. If a question falls outside that, it says so and suggests covering it in the meeting, without making things up.
Theos detects the contact's language and replies in it, or in the language you set for the campaign.
It depends on your market and offer. Activo, a maintenance management software company, added 25% more pipeline in its first 30 days with Theos.
In North America, a B2B software SDR costs a median of USD 80,000 a year in base plus variable pay, carries a median quota of 10 meetings a month, and only 60% hit it (The Bridge Group, 2025, 351 companies). Theos handles prospecting and follow-up so your team spends its time on demos.
A database gives you contacts and sequences. Theos talks to each prospect: it writes, replies, qualifies and books the meeting. See our comparisons for the details.
Keep exploring
Frequently Asked Questions
Theos is an AI sales agent. For B2B, Theos does your cold outreach: it reaches decision-makers on B2B social networks, writes personal messages in your voice, follows up, handles objections and books qualified meetings on your calendar. For B2C, it answers every Instagram, Facebook and WhatsApp message in seconds, qualifies the lead and closes the sale in chat.
Most tools send messages. Theos sells. It builds a strategy around your product or service, holds real conversations, qualifies each lead and books the meeting or closes the sale. One agent covers outbound and inbound, reviews every conversation and suggests improvements you approve, and connects to your CRM on request. Think of it as Claude Code for sales: an agent that does the work, not a copilot that suggests it. You're not paying for a tool: you're hiring an AI employee.
On Instagram, Facebook and WhatsApp, Theos runs on Meta’s official APIs, so your accounts connect exactly the way Meta intends. B2B social networks are different: each sets its own rules and can limit accounts it sees as too active. There, Theos keeps activity conservative, lets you approve messages before they go out and pauses when an account needs attention. No one can promise a network will never restrict an account, so how you use yours is always your call.
B2B companies that want more meetings with decision-makers: founders, agencies, consultants and sales teams. And B2C businesses that get leads in their DMs, like e-commerce, gyms, real estate, education and clinics, and want every chat answered and sold.
It depends on your industry and your product or service, but Theos is built for one outcome: more clients and more revenue. We’ve used it to book meetings with teams at Ford, BMW, Salesforce, HubSpot and L'Oréal.
Tell Theos what you sell or paste your website. It builds your strategy, you review it, connect your channels and go live. Advanced plans include onboarding sessions with our team to set up and tune your first campaigns.
