In this new era,
profitable growth wins.
One platform makes
it possible.
The race isn’t to the biggest headcount, it’s about how efficient you can get with a connected operation. TekStack unifies CRM, PSA, Help Desk, and billing inside Microsoft 365 so your whole team runs on one source of truth, where AI can actually do the work.
Every tool your team needs.
One window. One login.
TekStack replaces up to 7 disconnected systems with a single platform built natively on Microsoft 365 so every department works from the same source of truth.
Customer Relationship Management
True Customer 360 built for B2B tech companies. Every account, contact, deal, project, invoice, and support ticket. One view, one window, right inside Outlook and Teams.
- Pipeline & forecasting
- Customer 360
- Outbound sequencing
- CPQ & quoting
- Marketing automation
- Conversational intelligence
Service Delivery & PSA
Deliver great projects, manage team utilization, and track time. All connected to your CRM and billing so nothing slips between departments.
- Project scheduling
- Resource utilization
- Smart time entry
- Project accounting
- Customer portal
- Milestone billing
Revenue Management
Quote to cash, fully automated. Subscriptions, milestones, time & materials, and renewals. All in one system connected to your CRM and accounting.
- Quoting & CPQ
- Subscription management
- Automated invoicing
- Renewal management
- ARR & retention reporting
- Accounting integration
Help Desk
Make your help desk your superpower. Omnipresent support with SLAs, entitlements, and self-service tools. All tied to customer account history in your CRM.
- Omnichannel ticketing
- SLA management
- Customer entitlements
- Self-service portal
- Time tracking per case
- Escalation management
Key Metrics & Reporting
100+ pre-built Power BI dashboards covering every metric a B2B tech company needs: sales, utilization, ARR, NRR, and support. Ready out of the box, no setup required.
- Pipeline & funnel reporting
- ARR & MRR dashboards
- Utilization analytics
- Win rate & deal analysis
- Customer retention
- Help desk analytics
Agentic AI
TekStack is fully agentified. AI agents built with Copilot Studio and Azure AI Foundry work right inside Teams; answering questions, updating records, and automating ~80% of routine interactions.
- Official MCP server — GA
- Teams-embedded agents
- Copilot Studio ready
- Azure AI Foundry
- Full CRUD via MCP
- Claude & GitHub Copilot compatible
Workflow Automation
300+ pre-built Power Automate flows ship out of the box, covering common revenue operations scenarios. Build additional flows or extend via REST API. Coding optional.
- 300+ pre-built flows
- Power Automate native
- Teams-embedded triggers
- REST API extensible
- Approval workflows
- Auto-notifications
Customization
Built on Microsoft Power Apps. Every field, view, form, and workflow can be configured without code. Your IT team already knows the platform. Unlimited customization, no vendor dependency.
- Unlimited custom tables
- Model-driven & Canvas apps
- No-code configuration
- OData v4 API: 3,000+ endpoints
- Azure Synapse SQL access
- Six-layer security model
Everyone wins when there’s
one source of truth.
TekStack covers the whole company. Each role gets the tools, visibility, and automation they need without switching between five different systems.
Can’t tell which campaigns are actually creating pipeline — attribution is guesswork. Leads are handed to sales and disappear into a black box. Spend justification to the CFO is a painful manual exercise every quarter.
- Campaign attribution tied directly to opportunities and won revenue — see exactly which channels create pipeline
- Every lead linked to full contact history — no missed interactions, no duplicate outreach
- CAC and channel ROI calculated automatically from CRM data — CFO conversations become evidence-based
- Sequences send from sellers’ own Outlook accounts — better deliverability, full follow-up visibility
Wasting hours figuring out which accounts to call next. Manually tracking outreach in spreadsheets. CRM is always out of date because updating it takes too long. No idea if a colleague already reached the same contact.
- Outbound sequences send directly from your Outlook — native deliverability, full sent-folder visibility
- Every email, meeting, and Teams message in one account timeline — no tab-switching or archaeology
- Account scoring and buying signal alerts tell you who to call before they call a competitor
- CPQ generates professional proposals in seconds — no back-and-forth with ops or finance
Forecast is a guess dressed up as a number. Can’t tell which deals are real until the last week of the quarter. Coaches sellers blind because there’s no activity data. Builds pipeline reports in Excel on Sunday night.
- Real-time forecast by seller, stage, and deal type — new logo, expansion, and recurring clearly separated
- Activity tracking shows who’s working their pipeline and who’s letting it age — no asking required
- Win/loss analysis by rep, segment, and competitor makes coaching fact-based, not gut-feel
- Pipeline velocity metrics delivered to Power BI automatically — no Sunday spreadsheet sessions
Renewal dates sneak up because there’s no central view of expiring contracts. No easy way to see how much a customer is using the product or whether they’re happy. Renewal docs mean pulling info from three different systems.
- Renewal dashboard shows every expiring contract with usage data and satisfaction signals — nothing falls through
- Complete customer 360: every interaction, project, invoice, and support ticket in one view
- Renewal documentation generated automatically from contract and subscription records
- Health scores and at-risk flags surface accounts that need attention before they churn
Unclear which task to work on next. Notes scattered across email, Teams, and SharePoint with no single source of truth. Logging time is painful so it doesn’t happen promptly. Hard to see how their work connects to the client outcome.
- Assigned tasks and priorities are clear — no ambiguity about what’s next or what’s blocked
- Project context, notes, and documents all linked from Teams — no email archaeology required
- Smart time entry captures work in one click — prompts based on what they were actually doing
- Clear line of sight from their work to project health and client milestone delivery
Utilization is a mystery until end of month. Finding over- and under-allocated resources requires manual heroics. Billing leaks because time isn’t approved on time. Projects go over budget quietly, and the client notices first.
- Live utilization dashboard — who has capacity now and who’s over-committed two weeks out
- Unassigned billable work surfaces automatically — match it to available resources in one step
- Billing forecast tied directly to approved time and milestones — no revenue leaks
- Project health alerts before things go sideways — not after the client complains
Invoicing means chasing PMs to confirm milestones. T&M billing is manual and error-prone. Renewal contracts fall through the cracks. Subscriptions, software, and services are invoiced from different places with no single view of what’s been billed. ARR reporting still lives in a spreadsheet.
- Contract, milestone, and T&M invoicing all in one place — tied directly to project and approval records
- Approved time flows into billing automatically — no chasing PMs, no manual reconciliation
- Renewal dashboard shows every expiring contract with usage and satisfaction signals — nothing missed
- Invoices export directly to Business Central, QuickBooks, or your accounting system of choice
- ARR, MRR, and retention metrics in Power BI — no spreadsheet maintenance required
Your team already lives in Microsoft.
TekStack lives there too.
TekStack deploys directly into your Microsoft tenant. Your data stays under your governance, your team works in tools they already know, and you inherit enterprise-grade security from day one.
Your data. Your tenant. Your control.
All data lives in Dataverse inside your Microsoft environment, governed by Microsoft Entra with six layers of access control. No vendor-owned silo, no black boxes, no data leaving your tenant.
Native to the tools your team uses daily
Outlook, Teams, SharePoint, Word, Excel, OneNote — TekStack connects the last mile so context lives in your flow of work, not a separate app your team forgets to open.
Open by design, not by exception
Unlimited OData API access. 3,000+ endpoints. 300+ pre-built Power Automate flows. Direct SQL via Azure Synapse Link. No per-call charges, no rate limits, ever.
TekStack is already AI-ready.
Agents that work in Teams,
not just in a demo.
The official Dataverse MCP server is Generally Available (GA, not in Beta). Agents running inside Teams handle ~80% of routine interactions automatically. We're talking project updates, approvals, change requests without anyone leaving their existing workflow.
Official MCP server that can connect Claude, GitHub Copilot, Azure AI Foundry, or any LLM. Full CRUD. GA now.
Teams-embedded flows automate ~80% of routine user interactions can be automated. You just let us konw how you want it.
TekStack Agent answers questions and updates records directly in Teams chat — real-time, no app switching
Build new agents in hours with Copilot Studio on your own data model. No vendor lock-in or roadmap dependency
We don’t just hand you software.
We run it with you.
Max is a blend of AI agents and human experts included in every TekStack subscription. It sits alongside your team to find revenue you’re missing, improve margins without adding headcount, and make sure your systems actually work together.
Which campaigns actually create pipeline?
Monitors spend, validates lead quality, surfaces what’s working. Decisions backed by data, not gut feel.
Who should we talk to next and why?
Flags buying signals, keeps your forecast honest, and identifies at-risk renewals before they slip.
Are we delivering profitably?
Tracks utilization, margin by project, and billing accuracy. Spots work quietly losing money before it’s too late.
Are we billing everything we’re owed?
Monitors T&M completeness, renewal contracts, and subscription accuracy so revenue doesn’t fall through the cracks.
Everything included.
Nothing hidden.
Most platforms look affordable until you add implementation fees, support tiers, and managed services retainers. TekStack ships with all of it in one price.
|
TS
TekStack
All-in platform
|
SF
Salesforce
Sales + Service Cloud
|
HS
HubSpot
CRM Platform
|
CW
ConnectWise
PSA / RMM
|
|
|---|---|---|---|---|
| Functionality coverage | ||||
| CRM + pipeline + forecasting | IncludedPurpose-built for B2B tech | IncludedStrong, but complex to configure | IncludedGood for CRM basics | LimitedWeak CRM, PSA-first |
| PSA / project delivery | IncludedScheduling, time entry, utilization | Not includedRequires separate PSA tool | Not includedNo project delivery capability | IncludedCore strength |
| Help desk + ticketing | IncludedSLAs, entitlements, customer portal | Add-on costService Cloud licensed separately | Add-on costService Hub, tiered pricing | IncludedCore strength |
| Invoicing + subscriptions + renewals | IncludedSoftware + services + milestones + T&M | Not includedRequires CPQ + billing add-ons | PartialBasic quoting, no invoicing | PartialPSA billing only |
| Marketing automation + outbound sequences | IncludedSends from Outlook — native deliverability | Add-onRequires Salesloft / Outreach | IncludedStrong marketing automation | Not includedNo native marketing capability |
| Power BI reporting + dashboards | 100+ pre-builtSales, PS, ARR, retention — out of the box | Tableau add-onAdditional cost, separate product | Native dashboardsLimited depth | Basic reportingNo Power BI integration |
| Microsoft 365 integration | ||||
| Outlook — email + calendar | Deep nativeSends from seller’s account, full sync | Via connectorWorks, not native depth | Via connectorLimited two-way sync | Legacy integrationBasic, unreliable |
| Teams — agents, approvals, chat | Native — agents live in TeamsFlows, approvals, AI agent in Teams chat | No native Teams integration | No native Teams integration | No Teams integration |
| Data lives in your Microsoft tenant | Yes — your tenant, your governanceMicrosoft Entra, 6 security layers | No — Salesforce cloudRegion choice only via Hyperforce | No — HubSpot cloud | No — ConnectWise cloud |
| Pricing & what’s actually included | ||||
| Implementation included | Yes — included | NoSI partner required. $50K–$500K+ typical | NoPartner onboarding $3K–$15K+ | NoPartner-led, billed separately |
| Unlimited support included | Yes — included | NoPremier Support from ~$30K+/yr | NoPriority support is a paid add-on | NoEnterprise SLA sold separately |
| Managed services included | Yes — Max included | NoSeparate partner engagement | NoHubSpot partner retainer | NoSold separately by partners |
| Platform licence — 50 users | ~$3,995/moAll modules included | ~$12,500/moSales + Service Enterprise | ~$5,000/moEnterprise CRM Suite | ~$4,500/moPSA + RMM bundle |
| Total year 1 · 50 users (est.) | ~$48,000All-in. No surprises. | ~$340,0007× more than TekStack | ~$116,0002.4× more | ~$109,0002.3× more |
* Competitor estimates based on publicly listed pricing and typical partner/SI market rates. Actual costs may vary.
Trusted by 100s of customers worldwide
B2B tech companies across the globe trust TekStack to run their entire business on one platform.
One number. Everything included.
No SI fees. No support tiers. No managed services retainer on top. One subscription covers the software, the implementation, and the ongoing partnership.
Starter Edition
Choose CRM or PSA $2,595 /month · includes 10 users- CRM or PSA (one module)
- Implementation + data migration
- Unlimited application support
- Max — 1 practice area
- Outlook & Teams integration
- Power BI + AI features + MCP server
Business Edition
Full platform, every module $3,995 /month · includes 50 users- CRM, CPQ, PSA, Help Desk, Billing
- Implementation + data migration
- Unlimited application support
- Max — 1 practice area
- Power BI + AI agents + MCP server
Enterprise Edition
Unlimited scale + customization $8,495 /month · unlimited users- Everything in Business Edition
- Marketing automation included
- Max — 2 practice areas
- 10 hrs/month customization
- Unlimited staging environments
Pricing in USD · Annual term · CAD, EUR, GBP, AUD available
See how B2B tech companies grow profitably with TekStack.
No generic slideshow. We’ll walk through TekStack’s unified platform with your specific use case in mind — from pipeline to invoicing, all in one place.
Book your demo
We’ll get back to you within one business day to schedule a tailored session.
