TekStack Hero
CRM for Tech Companies

Everything you need to run your revenue team. One complete platform.

TekStack replaces five disconnected tools with a single CRM built for tech companies and puts it right inside Outlook and Teams where your sellers already work.

Marketing automation
Outbound sequencing
Quoting & CPQ
Conversational intelligence
Full implementation included
Unlimited support
Max included
TekStack — Works Where Sellers Work
Works where sellers work

CRM features inside Outlook and Teams

Sellers don't fail because they're bad at selling. They fail because they're forced to context-switch constantly. TekStack brings the CRM to them. No tab-switching, no re-entry.

  • Log emails, book meetings, and update deals without leaving Outlook
  • Get deal context and next-step suggestions inside Teams channels
  • Copilot-powered call summaries automatically synced to the account record
  • Mobile-ready on any device, secured by Microsoft Active Directory
Outlook Microsoft Teams SharePoint Copilot
TekStack CRM in Outlook and Teams
TekStack — Features
What's included

One platform. Every capability.

TekStack brings together everything your revenue team needs.

  • Integrate website forms
  • Track visitor page views and visits
  • Alert sellers when known visitors hit key pages
  • Automate follow-up with emails and campaigns
  • Assign inquiries to sellers and track internal SLAs
  • Provide sellers with an info package about each new prospect
  • Send email campaigns
  • Track and manage social campaigns
  • Manage events
  • Track campaign and channel performance with full attribution
  • Measure ROI on campaigns
  • Use engagement scoring to highlight high-activity accounts to sales
  • Manage 1:1 outbound sequences directly from the same tool
  • Create unlimited sequences
  • Track sequence engagement
  • Trigger sequences on key events
  • Emails come directly from a seller's Outlook account
  • Take an account-centric approach to sales
  • Track all email and other activities automatically
  • See customer order, invoice, case, and project history from one view
  • Manage opportunities and pipeline
  • Generate proposals, quotes, and order forms with one button
  • Send directly from CRM
  • Integrate products, bundles, pricing, and terms
  • Dial directly from CRM using Teams, Zoom, or RingCentral
  • Capture phone call transcripts
  • Track Teams Meetings including transcripts and recaps
  • Automatically track inbound and outbound emails from contacts
  • Use transcripts and meeting recaps to summarize activities and coach sellers
  • Create quick updates from Teams — no need to log into CRM
  • Track actual to quota and targets
  • Separate new customer deals from existing customers and renewals
  • Predict forecasts based on forecast categories
  • Track opportunity velocity and activity history
  • Stop guessing which deals will close
  • Built in Power BI
  • Funnel reporting
  • Sales velocity
  • Win rate
  • Sales activity
TekStack Meet Max
Meet Max

Your Revenue Maximizer, included in your subscription.

Imagine having that revenue operations team member you know you need, but just can't justify hiring. Max is a blend of AI agents and human experts, purpose-built for TekStack, that sits alongside your team.

"Max helps you find revenue you're missing, improve margins without adding headcount, and keep your systems, data, and processes actually working together."
Marketing Sales & customer success Finance & operations
Find pipeline gaps

Identify which campaigns and channels actually create revenue

Validate lead quality

Make sure sales isn't chasing leads that will never close

Accurate attribution

Prove marketing ROI across every touchpoint and channel

Platform expertise

Keep your TekStack running at full speed, always

TekStack — Open Architecture
Platform

Fully open architecture

TekStack is built for integration, customization, and the future — not vendor lock-in. Connect anything, customize everything.

Outlook Microsoft Teams SharePoint Copilot Power Apps Power BI

MCP Server

Connect TekStack to any AI tool or agent that supports the Model Context Protocol. Your CRM data, available everywhere — unlike HubSpot, which blackboxes marketing data.

Open API — no limits

Full REST API with 1,000+ endpoints and no artificial call limits. Unlimited OData access. Build every integration your business actually needs.

Unbounded customization

Every field, workflow, and view can be configured. Built on Microsoft Power Apps — your IT team already knows the platform.

Direct SQL access

Full access to your data, in your Microsoft tenant. No locked-down data warehouse — export, analyze, and integrate however you need.

300+ Power Automate flows

Pre-built automation flows for common revenue operations scenarios, ready to activate out of the box.

Six-layer security

Enterprise-grade security through Microsoft's infrastructure. Active Directory integration, role-based access, and data that lives in your tenant — not ours.

TekStack — vs. the Field
TekStack vs. the field

Everything included. One price.

No feature tiers, no add-on modules, no surprise consulting bills. Just the full platform from day one.

Feature TekStack Salesforce HubSpot
All features — one price Extensive add-ons required Tiered Hubs add up fast
Deep Microsoft Outlook, Teams & Copilot integration PartialVia third-party connectors PartialLimited native depth
Unlimited users option Per-seat pricing only Per-seat pricing only
Open API — no limits PartialRate limits on lower plans PartialLimits by tier
Unlimited customization PartialRequires Salesforce developers PartialLimited custom objects
MCP Server Marketing data is blackboxed
Support included — one point of contact SI partner ecosystem required PartialComplex setups need partners
Revenue Ops service (Max) included
Marketing automation built in Requires Marketing Cloud add-on PartialMarketing Hub sold separately
Outbound sequencing built in Requires Sales Engagement add-on PartialSequences on higher tiers only
Full implementation included Multi-$100k implementation fees Partner-led implementations

Competitor comparisons based on publicly available pricing and documentation. Subject to change.

TekStack CRM -- Block 5 Faq
Common Questions

Built for B2B tech. Here's how it works.

TekStack CRM is a complete revenue platform built specifically for B2B technology companies. It brings together marketing automation, outbound sequencing, account and opportunity management, quoting, sales forecasting, and conversational intelligence in a single platform — all running natively inside Microsoft Outlook and Teams where your sellers already work.
TekStack replaces five disconnected tools with one platform at a single all-inclusive price. There are no feature tiers, no add-on modules, and no surprise consulting bills. The full platform — including implementation, unlimited support, and the Max RevOps service — is included from day one. Salesforce and HubSpot both require significant add-on purchases and third-party implementation partners to reach comparable functionality.
Yes — this is a core part of the platform. Sellers can log emails, book meetings, and update deals without leaving Outlook. Inside Teams, they get deal context and next-step suggestions, and can create quick CRM updates directly from a channel. Copilot-powered call summaries are automatically synced to the account record. Everything is secured through Microsoft Active Directory and works on any device.
TekStack is purpose-built for B2B tech companies — ISVs, SaaS businesses, managed service providers, and IT resellers. The platform is designed around the way tech companies sell: subscription and renewal management, software and services quoting, account-centric pipeline management, and complex multi-stakeholder deals.
Yes, both are fully included. Marketing automation covers website form integration, visitor tracking, email campaigns, lead scoring, and full attribution reporting. Outbound sequencing lets sellers manage 1:1 prospecting sequences directly from the same tool, with emails sent from their own Outlook account. There is no separate Sales Engagement or Marketing Hub add-on required.
Quoting is built directly into the CRM. Sellers can generate proposals, quotes, and order forms with a single button, send them from within TekStack, and manage products, bundles, pricing, and terms all in one place. There is no separate CPQ tool to maintain or sync with.
Max is TekStack's built-in Revenue Maximizer, included in every subscription. It is a blend of AI agents and human RevOps experts that sits alongside your team. Max helps you find pipeline gaps, validate lead quality, prove marketing ROI with accurate attribution, and keep your TekStack instance running correctly. It gives you the revenue operations resource you know you need without adding headcount.
Yes. Full implementation is included in your subscription — no separate consulting engagement, no third-party implementation partner required. You get one team and one point of contact from day one through go-live and beyond. Most clients are live and seeing value within the first month.
Yes. TekStack is built on a fully open architecture with a REST API (1,000+ endpoints, no artificial call limits), unlimited OData access, and direct SQL access to your data inside your own Microsoft tenant. It includes an MCP Server compatible with any AI tool that supports the Model Context Protocol, and over 300 pre-built Power Automate flows ready to activate out of the box. The platform is also fully customizable through Microsoft Power Apps.
TekStack is offered at one all-inclusive price with no feature tiers and no per-module fees. An unlimited-user option is also available, making it straightforward to scale. Implementation, the Max RevOps service, and ongoing support are all included. Request a pricing call and we will walk you through a tailored quote with no surprises.
Your data lives in your own Microsoft tenant — not on TekStack's servers. TekStack is built on Microsoft's enterprise-grade infrastructure with six layers of security, Active Directory integration, and role-based access controls. Your IT team manages it the same way they manage any other Microsoft workload.
TekStack — Get Started
No obligation · 1 hour

See exactly how TekStack can grow your revenue, in one hour.

Most tech companies are running five or more disconnected tools and still don't have reliable data or forecasts. We'll show you how to fix that. With one platform, one price, and a team that stays with you.

What happens on the call

  • 1 We learn about your current stack and where it's breaking down
  • 2 You see a live walkthrough tailored to your team's biggest pain points
  • 3 We walk you through pricing. Straightforward, no surprises
  • 4 You leave with a clear picture of what switching would actually look like
Implementation, revops services, & support included No consultants, no hidden fees. One team, one point of contact. From day one.

Book your demo

Fill out the form and we'll be in touch within one business day to confirm your time.

No obligation
1 hour
Live walkthrough