Win more. Retain more.
Grow profitably.
TekStack is the operating system built for B2B software companies, connecting sales, onboarding, customer success, and renewals in one platform natively inside Microsoft 365.
The challenges B2B software
companies know too well.
Growing a B2B software business requires more than a CRM. You need connected visibility from first pipeline stage through renewal, and most companies are running that on four or five disconnected tools.
You can't tell which channels are actually creating pipeline
Attribution is murky, leads disappear into a black box, and by the time you're justifying budget the data isn't there. Spend gets optimized on gut feel.
- Campaign attribution tied directly to won opportunities and ARR
- CAC by channel calculated automatically from CRM data
- Every lead linked to full contact and account history
- Marketing and sales see the same pipeline in the same system
Win rates are low and nobody knows exactly why
Deals are lost but the post-mortems are anecdotal. Win/loss by rep, by segment, and by competitor is a spreadsheet exercise that happens quarterly if at all.
- Win/loss analysis by rep, segment, competitor, and deal size
- Pipeline velocity and stage conversion tracked automatically
- Activity data shows what high-performing sellers do differently
- Outbound sequences send from sellers' own Outlook for full visibility
Onboarding is a black box after the contract is signed
Nobody in sales or leadership can easily see which customers are live, which are stuck, and which are at risk. Issues surface only when customers complain.
- Customer onboarding tracked in PSA — milestones, blockers, go-live dates
- Live dashboard: customers live, in progress, at risk, and overdue
- Delivery connected to CRM — one record from deal to go-live
- Issues flagged in Teams before they become customer complaints
Renewals are managed reactively, not proactively
Renewal dates sneak up because there's no centralized view. At-risk signals go unnoticed until it's too late to change the outcome.
- Renewal dashboard with every expiring contract, health score, and owner
- Automated renewal workflows triggered months before expiry
- Co-termination tools to align upsell and renewal dates mid-year
- At-risk flags surfaced automatically based on engagement signals
Upsell and expansion revenue is left on the table
Expansion is the highest-ROI growth motion for a SaaS business. Without the data and the tooling, account managers default to waiting for inbound requests.
- Expansion pipeline tracked separately from new logo pipeline
- Co-termination billing aligns upsell orders to the renewal date
- Usage and engagement signals surface ready-to-expand accounts
- Account manager alerts triggered automatically on upsell triggers
SaaS metrics live in a spreadsheet the CFO maintains manually
ARR, NRR, GRR, and churn are calculated in Excel at month-end. Finance and sales have different numbers and nobody agrees on whose is right.
- ARR, MRR, NRR, GRR, and churn calculated automatically from subscription records
- 100+ pre-built Power BI dashboards — live, not end-of-month
- One subscription data model driving all revenue metrics
- Board-ready dashboards updated in real time, every day
Every tool across the
customer lifecycle. One window.
TekStack replaces up to 7 disconnected systems with a single platform built natively on Microsoft 365 so sales, onboarding, customer success, and finance all work from the same source of truth.
Sales & Pipeline
A CRM purpose-built for B2B software sales — with native outbound sequencing that sends from sellers' own Outlook accounts, pipeline forecasting by segment, and full attribution back to marketing channels.
- Pipeline & forecasting
- Outbound sequencing
- Channel attribution
- Win/loss analytics
- CPQ & quoting
- Marketing automation
Customer Onboarding
Track every customer onboarding project from contract signature to go-live. See which customers are live, in progress, stuck, or overdue — all in one dashboard connected to the CRM record that created them.
- Onboarding project tracking
- Milestone management
- Go-live status dashboard
- Blocker & issue tracking
- Customer delivery portal
- Deal-to-project handoff
Customer Success & Customer 360
Every account, contact, subscription, support ticket, onboarding project, and communication in one view, right inside Outlook and Teams. At-risk accounts are surfaced automatically before they churn.
- Customer 360 view
- Health scoring
- At-risk account alerts
- Engagement tracking
- QBR preparation
- Conversational intelligence
Renewal & Upsell Management
Proactive renewal management with automated workflows that start months before expiry. Co-termination tools align mid-year upsells to the renewal date so billing stays clean and customers aren't managing multiple contract anniversaries.
- Renewal pipeline dashboard
- Automated renewal workflows
- Co-termination billing
- Upsell opportunity tracking
- Multi-year contract management
- Renewal document generation
Subscription & Billing
Manage every subscription type — annual, monthly, per-seat, usage-based, or hybrid — with automated invoicing, mid-term amendments, and direct integration to Business Central or QuickBooks Online. ARR, MRR, and retention metrics update automatically.
- Subscription management
- Automated invoicing
- Mid-term amendments
- ARR & MRR tracking
- Business Central integration
- QuickBooks Online integration
The numbers that matter,
live not end-of-month.
TekStack calculates your core SaaS metrics automatically from subscription and contract data. No spreadsheet maintenance, no end-of-month reconciliation, no two teams with different ARR numbers.
ARR Run Rate
Annual recurring revenue calculated in real time from active subscriptions. Segmented by new logo, expansion, and contraction. Always current.
Revenue ManagementGross Retention Rate
Revenue retained from existing customers before expansion. Tracked by cohort, segment, and account owner with at-risk signals visible before renewals are lost.
Power BI DashboardNet Revenue Retention
GRR plus expansion revenue. The single metric that shows whether your existing customer base is growing or shrinking — updated daily, not quarterly.
Power BI DashboardChurn & Downsell
Revenue lost to cancellations and contractions, broken down by reason, segment, and cohort. Identify patterns before they become a systemic problem.
Power BI DashboardCAC & Pipeline Attribution
Customer acquisition cost by channel, tied back to won revenue. Know exactly which spend is creating ARR and which isn't.
CRM + MarketingExpansion ARR
Upsell and cross-sell revenue tracked separately from new logo ARR. Monitor your net expansion motion as a standalone growth engine.
Revenue ManagementEverything included.
Nothing hidden.
Salesforce and HubSpot look affordable until you add implementation, support tiers, and every module a B2B SaaS company actually needs. TekStack ships with all of it in one price.
| TekStack | Salesforce Sales + Service Cloud | |
|---|---|---|
| CRM + pipeline + forecasting | Included — purpose-built for B2B SaaS | Included but complex to configure; needs heavy admin |
| Customer onboarding / PSA | Included — projects, milestones, go-live tracking | Not included — requires a separate PSA tool |
| Customer success & 360 | Included — health scores, at-risk alerts, full 360 | Requires Service Cloud + additional configuration |
| Subscription & renewal management | Included — co-termination, upsell, automated workflows | Requires CPQ add-on; no native renewal management |
| SaaS metrics (ARR, NRR, churn) | 100+ pre-built Power BI dashboards, out of the box | Tableau add-on — additional cost, separate product |
| Outbound sequences (from Outlook) | Native — sends from seller's own Outlook account | Requires Salesloft or Outreach — separate cost |
| Microsoft 365 integration | Deep native — Outlook, Teams, SharePoint, Power BI | Via connector — works, not native depth |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — Salesforce cloud; region choice via Hyperforce only |
| AI — Teams agents, MCP Server | GA — agents in Teams, Copilot Studio, full MCP Server | Einstein AI — opaque layer, no native Teams integration |
| Implementation included | Yes — included in subscription | No — SI partner required, typically $50K to $500K+ |
| Unlimited support included | Yes — included | No — Premier Support from ~$30K+/yr |
| Platform licence — 50 users | ~$3,995/mo — all modules included | ~$12,500/mo — Sales + Service Enterprise |
| Estimated total year one — 50 users | ~$48,000 — all-in, no surprises | ~$340,000 — 7x more than TekStack |
Competitor estimates based on publicly listed pricing and typical SI market rates. Actual costs may vary.
| TekStack | HubSpot CRM Platform | |
|---|---|---|
| CRM + pipeline + forecasting | Included — purpose-built for B2B SaaS | Included — good for CRM basics, limited for complex B2B |
| Customer onboarding / PSA | Included — projects, milestones, go-live tracking | Not included — no project delivery capability |
| Customer success & 360 | Included — health scores, at-risk alerts, full 360 | Basic — limited health scoring, no native at-risk tooling |
| Subscription & renewal management | Included — co-termination, upsell, automated workflows | Basic quoting only — no invoicing or renewal management |
| SaaS metrics (ARR, NRR, churn) | 100+ pre-built Power BI dashboards, out of the box | Native dashboards — limited depth for SaaS revenue metrics |
| Outbound sequences (from Outlook) | Native — sends from seller's own Outlook account | Included but sends from HubSpot, not seller's inbox |
| Microsoft 365 integration | Deep native — Outlook, Teams, SharePoint, Power BI | Via connector — limited two-way sync with Outlook |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — HubSpot cloud; limited data portability |
| AI — Teams agents, MCP Server | GA — agents in Teams, Copilot Studio, full MCP Server | HubSpot AI — no Teams integration, no MCP Server |
| Customization depth | Unlimited via Microsoft Power Apps — your team already knows it | Custom objects on Enterprise+; limited app builder |
| Implementation included | Yes — included in subscription | No — partner onboarding typically $3K to $15K+ |
| Platform licence — 50 users | ~$3,995/mo — all modules included | ~$5,000/mo — Enterprise CRM Suite |
| Estimated total year one — 50 users | ~$48,000 — all-in, no surprises | ~$116,000 — 2.4x more than TekStack |
Competitor estimates based on publicly listed pricing and typical partner/onboarding market rates. Actual costs may vary.
The platform built for
how B2B SaaS teams work.
Three things that matter to B2B software companies — and where TekStack is built differently from every alternative.
Microsoft 365 — native, not connected
TekStack lives inside your Microsoft tenant. Every email, meeting, Teams message, and document is captured automatically into the customer record. Sellers work from Outlook. Managers work from Teams. Finance works from Power BI. Nobody is asked to log into a separate system.
- Sequences send from seller's own Outlook — native deliverability
- AI agents answer questions and update records directly in Teams
- Power BI dashboards built on the same data model, no exports
- SharePoint documents linked directly to customer records
Enterprise security that scales with your customers
As your software company lands enterprise accounts, your own operational security posture becomes part of their vendor review. TekStack runs on Microsoft Dataverse inside your tenant, governed by Microsoft Entra with six layers of access control and a complete audit trail.
- All data in your Microsoft tenant, not a vendor cloud
- Six-layer Entra security model including row and column-level controls
- Audit-ready through Microsoft's native audit framework
- No client data ever leaves your governance boundary
Unlimited customization — your team already knows the stack
TekStack is built on Microsoft Power Apps. Every field, view, form, and workflow can be configured without code and extended without limits for teams that need it. Your IT team already knows the platform.
- Unlimited custom tables, fields, and views via Power Apps
- 3,000+ OData API endpoints, no rate limits
- 300+ pre-built Power Automate flows, ready to activate
- Azure Synapse Link for direct SQL access to your data
AI across the entire
customer lifecycle.
TekStack's AI capabilities are embedded in the platform, not bolted on. Agents work inside Teams, automate the routine work, and surface the insights your team needs to win, retain, and grow customers — all inside your Microsoft environment.
Teams agents automate ~80% of routine interactions
Flows embedded in Teams handle status updates, renewal reminders, approval requests, and escalation alerts automatically — without sellers, CSMs, or account managers needing to open TekStack.
Ask TekStack Agent anything — get answers in Teams
Query pipeline, ARR, renewal status, onboarding health, or customer history directly in Teams chat. The agent answers in real time and updates records without switching to a separate application.
Official MCP Server — bring your own LLM
All TekStack data is available through the official Dataverse MCP Server. Connect Claude, GitHub Copilot, or Azure AI Foundry for full CRUD on your CRM, subscription, and customer data — in your tenant, under your governance.
Build specialized agents in hours
Use Copilot Studio to design agents for your specific SaaS workflows — churn prediction alerts, QBR preparation, pipeline review, onboarding status — on your own data model, without waiting on a vendor roadmap.
One number.
Everything included.
No SI fees. No support tiers. No managed services retainer. One subscription covers the software, the implementation, and the ongoing partnership.
- CRM or PSA (one module)
- Implementation + data migration
- Unlimited application support
- Max — 1 practice area
- Outlook & Teams integration
- Power BI + AI features + MCP server
- CRM, PSA, Billing, Help Desk, Reporting
- Subscription & renewal management
- Implementation + data migration
- Unlimited application support
- Power BI + AI agents + MCP server
- Outlook & Teams integration
- Everything in Business Edition
- Marketing automation included
- Max — 2 practice areas
- 10 hrs/month customization
- Unlimited staging environments
- Priority support SLA
Pricing in USD · Annual term · CAD, EUR, GBP, AUD available · See full pricing details
Questions B2B software
companies ask us most.
How does co-termination work for mid-year upsells?
TekStack's co-termination billing prorates a new upsell order and aligns it to the customer's existing renewal date. Instead of creating a new contract anniversary, the expansion order runs until the same date as the original subscription. This simplifies renewals, reduces billing complexity for customers, and makes QBR conversations cleaner.
How are ARR, NRR, and GRR calculated?
TekStack calculates all SaaS revenue metrics automatically from subscription and contract records, not from invoices or CRM fields that someone has to update manually. ARR, MRR, NRR, GRR, churn, and expansion ARR are all derived from the same subscription data model and surfaced in pre-built Power BI dashboards that update daily.
Can I track customer onboarding separately from support tickets?
Yes. TekStack's PSA module handles customer onboarding as structured projects — with milestones, tasks, blockers, and go-live dates — while the Help Desk module handles ongoing support tickets. Both are connected to the same customer record, so you have a complete view of each account's health without merging implementation and support workflows.
How does TekStack compare to Salesforce for a 20 to 100 person SaaS company?
At 50 users, TekStack costs approximately $48,000 all-in for year one including implementation and support. The equivalent Salesforce footprint (Sales Cloud, Service Cloud, implementation, and Premier Support) typically runs $300,000 to $400,000. Beyond cost, TekStack includes PSA, subscription management, and native Microsoft 365 integration that Salesforce doesn't cover without additional products.
We already use Microsoft 365. How deep is the integration?
TekStack is built natively on Microsoft Power Platform and Dataverse — it lives inside your Microsoft tenant. Outbound sequences send from sellers' own Outlook accounts with full sent-folder visibility. AI agents work directly in Teams. Reporting runs in Power BI on the same data model. SharePoint documents link to customer records. There is no separate sync or connector to maintain.
Can we customize TekStack for our specific SaaS workflows?
Yes, without limits. TekStack is built on Microsoft Power Apps, so every field, view, form, and workflow can be configured without code. Your IT team can extend it with custom tables, Canvas apps, and Power Automate flows using the Microsoft stack they already know. There are 3,000+ API endpoints and direct SQL access via Azure Synapse Link for deeper integrations.
Ready to run your SaaS business
on one platform?
No generic demo. We'll walk through TekStack with your specific motion — from pipeline to renewals — in under an hour.
No obligation · Responds within one business day · Includes implementation with every plan
