Where do we help you improve?
Every revenue generating and revenue protecting role in your business from marketing, sales, service delivery,
customer support, and billing.
Sales
Grow your business
Our tools and processes will find more opportunities and improve win rates.
Services
Deliver Projects
We’ll transform your PMO so you can deliver services more consistently, improving profitability.
Support
Impress customers
Our tools and methodology will transform how your customers get support they need.
Billing
Manage Revenue
We’ll help you automate renewals and generate invoices for software and services with full integration to Microsoft Business Central or QuickBooks Online.
Reporting
Know your business
Our Power BI reporting gives you full visibility on the business and will impress your future suitors.
Agentic AI
Digital Workers
We can help you find tasks better suited to automation letting you achieve more without hiring more.
Built for tech companies like yours
10–200 employees
Small-to-mid-sized companies that need enterprise tools without enterprise complexity.
Cash-funded & profitable
Companies who have no choice but to operate profitably—no room for bloated tool stacks.
Running on Microsoft 365
Your team already uses Outlook, Teams, and Excel. TekStack works inside those tools.
Replaces tools like
A Unified Platform powered by Microsoft
- Customer 360
- Key Metrics Reporting
- Outbound Sequencing
- Marketing Automation
- Services Delivery
- Revenue Management
- Help Desk
Everything your sellers need to build pipe, delight and engage buyers, and manage opportunities.
TekStack has all the key indicators you need, delivered with PowerBI.
Increase the prospecting productivity of your sales team by 5X using automated sequences for outreach. 100% native, fully connected to your Outlook account for maximum deliverability.
TekStack partners with Click Dimensions to provide you with all the marketing automation capabilities you need.
Transition to fixed price or managed services delivery, get the most out of your existing team, and improve your customer’s onboarding and project delivery experience.
TekStack gives you all the tools you need to manage your ARR. Track revenue, manage renewals and automate invoicing.
TekStack makes sure your account relationships are up-to-date by incorporating Forrester’s B2B Revenue Waterfall.
But more tech isn’t always enough. Sometimes you need a helping hand.
Most platforms give you software and wish you luck. TekStack combines a unified platform with a dedicated managed services team that implements, optimizes, and operates it—so you get results, not another tool to manage.
Implementation & Setup
We don’t just hand you software. Our team configures, migrates, and deploys TekStack to match your exact workflows.
Process Optimization
We are here to optimize your processes, provide recommendations, uncover insights needed to drive the business forward.
Training & Adoption
Change management is hard. We provide continuous training and adoption support to ensure your team actually uses the tools.
Ongoing Support
We are here for you each day, providing help to your team, managing upgrades, and new feature requests.
Frequently Asked Questions
What does TekStack do?
We help optimize everything from marketing, sales, quoting, invoicing, renewals, project delivery, and support ticketing. Like an all-in-one platform for your technology business.
Who is TekStack a fit for?
B2B technology companies between 20 and 200 employees, though we have a few outliers on either side of that range. Companies that have long sales cycles, complex delivery requirements, and recurring revenue. We are popular with CEOs/Founders that are looking to scale their business, and with companies that are cash-funded (aka don’t have infinite sums of money to spend on tools and fads).
What is a Unified Platform?
Simply, we mean that TekStack is a Customer Relationship Management (CRM), Professional Services Automation (PSA), Support Ticketing, Revenue Management (Invoicing, Renewals) all on one platform. One tool, access to everything about your customer.
Why is a Unified Platform important?
One place for every employee to go, everyone sees what is happening across departments, one source of truth so you can trust the information to make decisions, easier to onboard new employees (and offboard), lower cost because each employee only needs one license.
Is TekStack AI Ready?
TekStack is AI Ready. We are built natively using Microsoft 365 Copilot, Copilot Studio, and Azure AI Foundry. You can build custom agents or use the agents we ship out of the box. Your agents will talk to employees right from Teams and can use data contained in TekStack. TekStack can also link documents from SharePoint, Teams Meeting Recaps, and Outlook emails to find answers.
What does TekStack cost?
Our pricing is readily available. First you pick a ‘pack’, either start with CRM or PSA. This comes with a lot of functionality and up to 15 users. Then you add optional modules and extra users if needed. Our average ACV is about $25K per year but that depends on the size of your company and how much functionality you choose to automate.
Is TekStack Secure?
Yes, we deploy right to your Microsoft tenant. We are in a way the opposite of most Cloud applications. You control the access with your Windows Entra security.
How does TekStack compare to HubSpot for RevOps?
- TekStack is based on Microsoft. So if your company uses tools like Teams and Outlook, the integration to your existing tools is so much deeper. So is your data security.
- TekStack supports B2B buyer journeys. Our software is built for account-centric processes which better support targeted account or account based marketing strategies.
- TekStack integrates quoting, invoicing, and subscription management without the need to buy additional tools.
- TekStack includes software tools to manage customer onboarding or professional services. We are talking about project management, assigning resources, tracking resources, time entry, billing resource time; all that stuff.
- TekStack supports infinite customization.
- TekStack has awesome reporting metrics for B2B tech right out of the box using Power BI.
- TekStack is way cheaper. By the time you license up for all the users and contacts, and buy all the other products that HubSpot doesn’t include, you’ll end up spending 3-4X.
- TekStack provides direct support and managed services. Only one vendor to deal with, no need for an integration partner if you need additional support services.
How does TekStack compare to Salesforce?
- TekStack is based on Microsoft. So if your company uses tools like Teams and Outlook, the integration to your existing tools is so much deeper. So is your data security.
- TekStack supports B2B buyer journeys. Our software is built for account-centric processes which better support targeted account or account based marketing strategies.
- TekStack integrates quoting, invoicing, and subscription management without the need to buy additional tools like Salesforce CPQ.
- TekStack has all customer data in one database. With Salesforce, you’ll need Pardot or Adobe Marketo; both of which are completely different databases.
- TekStack includes software tools to manage customer onboarding or professional services. We are talking about project management, assigning resources, tracking resources, time entry, billing resource time; all that stuff. With Salesforce, you’ll need to license Mavenlink, Kimble; or some other PSA tool.
- TekStack has awesome reporting metrics for B2B technology companies right out of the box using Power BI. No need to build custom reports on Tableau which costs 4X PowerBI.
- TekStack is way cheaper. By the time you license up for all the users and contacts, and buy all the other products that Salesforce doesn’t include, you’ll end up spending 3-4X.
- TekStack provides direct support and managed services. Only one vendor to deal with, no need for an integration partner if you need additional support services.
