See everything.
Decide faster.
Grow confidently.
TekStack gives CEOs real-time visibility across every function — sales, delivery, finance, and customer success — in one platform built natively on Microsoft 365. One partner. One price. No surprises.
Stop managing the business
from last month's data.
Most CEOs lead their companies from a patchwork of reports — a sales snapshot from the CRM, a delivery update from the PM tool, a finance summary from the ERP, and a support overview from the helpdesk. None of it connects. None of it is real-time. And by the time the board deck is built, the numbers have changed.
TekStack replaces up to 7 disconnected systems with a single data model across sales, delivery, customer success, billing, and support. Every metric — pipeline, utilization, ARR, project health, client churn risk — lives in one place and updates in real time. You stop managing with a rearview mirror and start seeing where the business is going.
And because TekStack is built on Microsoft Power Platform and Dataverse, every dashboard is in Power BI — the same tool your finance team already uses — so there's no new reporting stack to learn or maintain.
Pipeline & Revenue
Real-time pipeline by stage, rep, and segment. ARR, MRR, NRR, and churn updated daily — not at month-end.
Delivery & Utilization
Consultant utilization, project health, overdue milestones, and at-risk engagements — visible to leadership before they escalate.
Customer Health
Health scores, at-risk accounts, open issues, renewal pipeline, and expansion signals — across every client, in one view.
Billing & Cash
Invoiced revenue, unbilled work, collections status, and deferred revenue — connected to Business Central or QuickBooks Online.
Support & SLA
Ticket volume, SLA compliance, time-to-resolution, and client satisfaction — tied back to the account record in CRM.
Every client.
Complete picture. Always.
The Customer 360 is the most important view in TekStack — and the most important view a CEO can have. Every account your company touches has a complete, connected record: the deals you closed, the projects you're delivering, the invoices you've sent, the tickets they've raised, and every email and Teams conversation in between.
When a client escalates, you're not scrambling to pull together context from three systems. When a renewal is at risk, the signals are already there. When a board member asks how a key account is tracking, the answer is one click away.
- →All client emails and meetings captured automatically from Outlook and Teams
- →Project delivery status and milestones tied to the account record
- →Invoices, contracts, and renewal dates in one place — no switching to finance tools
- →Support history and open tickets connected to the CRM account
- →Health score and at-risk flags surface issues before clients raise them
- →Accessible by sales, delivery, CS, and finance — one record, no duplicates
The numbers that run
a B2B services business.
100+ pre-built Power BI dashboards covering every metric across sales, delivery, finance, and customer success — live, not end-of-month. Built on one data model, so every function sees the same numbers.
Best practices
built into the platform.
TekStack isn't a blank canvas. It comes pre-configured with the workflows, automations, and guardrails that high-performing B2B service companies run — so you're not paying a consultant to build what should have been included.
Lead to closed deal
Structured sales process with stage-gate logic, required fields at each milestone, automated follow-up sequences, and forecast categories that mean the same thing to every rep.
Deal to project handoff
When a deal closes, the project is created automatically. Scope, contacts, billing rules, and contract terms transfer from the CRM record — no re-entry, no data loss, no dropped handoffs.
Project delivery to billing
Approved time and completed milestones flow to invoicing automatically. Billing rules set at project creation — T&M, fixed fee, milestone, retainer — run without manual intervention.
Onboarding to go-live
Customer onboarding runs on structured project templates with milestone tracking, blocker management, and a shared client portal — so every customer gets a consistent experience regardless of which PM is running it.
Proactive renewal management
Renewal workflows trigger automatically months before expiry. At-risk signals escalate to account managers before clients decide to leave. Upsell opportunities surface alongside renewals with full contract context.
Support to client retention
Every ticket is routed by client SLA, entitlement, and priority. Escalation logic runs automatically. Resolution time and satisfaction are tracked and tied back to the client's renewal health score.
AI that runs the
work, not just reports it.
TekStack is fully agentified. AI agents embedded in Microsoft Teams handle the routine operational work across every department — so your team spends less time on admin and more time on the things that drive growth. And because all AI runs inside your Microsoft tenant, no client or operational data ever leaves your governance boundary.
~80% of routine operational interactions automated
Flows embedded in Teams handle approval requests, time entry reminders, project status updates, renewal alerts, and escalation notifications — across every department — without anyone needing to open TekStack.
Ask any business question. Get the answer in Teams.
The TekStack Agent answers questions about pipeline, ARR, project health, utilization, renewal status, or client history directly in Teams chat — in real time, with the ability to update records without switching applications.
Open platform — bring any LLM to your data
The official Dataverse MCP Server gives Claude, GitHub Copilot, or Azure AI Foundry full CRUD access to your TekStack data model. Build AI-powered workflows on your own data, in your own tenant, without a vendor's permission or a roadmap dependency.
Custom agents built in hours with Copilot Studio
Design specialized AI agents for your specific business — executive briefings, board report generation, at-risk account alerts, QBR preparation — using Copilot Studio on your own data model. No vendor approval. No roadmap wait.
Security you can
explain to any board.
As a CEO, you're accountable for how your company handles client data — and increasingly, your enterprise clients are making it a condition of doing business. When they ask where your operational and client data lives, the answer needs to be clear, auditable, and defensible.
TekStack runs entirely inside your Microsoft tenant. All data lives in Microsoft Dataverse, governed by Microsoft Entra — the same identity and security framework your IT team already manages. There are no third-party data silos, no opaque vendor clouds, and no security story to explain away in a client vendor review.
When a client's security team asks where your CRM data lives, the answer is the same as when they ask about your Microsoft 365 environment — because it's the same environment.
Your data. Your tenant. Your governance.
All TekStack data lives in Microsoft Dataverse inside your own Microsoft tenant. No vendor-owned cloud silo. Your IT team controls access, retention, and compliance using the same tools they use for the rest of Microsoft 365.
Six-layer Microsoft Entra security model
Role-based access across eight types and five levels, row-level security, column-level data masking, hierarchy controls, and team-based permissions — all through Microsoft Entra. One identity platform. No custom auth layer to audit separately.
AI that never leaves your environment
All AI features — Teams agents, time entry suggestions, meeting summaries, project insights — run via Azure AI and Copilot Studio inside your tenant. No client data touches a third-party model. Fully auditable by your compliance team.
Audit-ready by design
Every record change, data access, and export is logged through Microsoft's native audit framework — the same framework your clients use for their own compliance. Pull a complete audit trail without a vendor support request or a custom extract.
A fraction of the cost.
All of the capability.
Salesforce and HubSpot look affordable until you add every module a B2B services company needs, implementation, and support. TekStack ships with all of it — software, implementation, and ongoing support — in one subscription.
| TekStack | Salesforce Sales + Service Cloud | |
|---|---|---|
| CRM + pipeline + forecasting | Included and pre-configured | Included but requires heavy admin and SI configuration |
| PSA / project delivery | Included | Not included — requires a separate PSA tool |
| Help desk & ticketing | Included | Separate Service Cloud licence required |
| Subscription & billing | Included | Requires CPQ add-on — additional cost |
| Real-time dashboards | 100+ pre-built Power BI dashboards, out of the box | Tableau add-on — separate product, additional cost |
| Microsoft 365 native integration | Deep native — Outlook, Teams, SharePoint, Power BI | Via connector — limited depth, not native |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — Salesforce cloud; region choice via Hyperforce only |
| AI agents in Teams | GA — Copilot Studio, Azure AI, full MCP Server | Einstein AI — no Teams integration, separate roadmap |
| Implementation included | Yes — included in subscription, $0 extra | No — SI partner required, typically $50K–$500K+ |
| Support included | Unlimited — included at every tier | Premier Support from ~$30K+/yr |
| Platform licence — 50 users | ~$3,995/mo — all modules | ~$12,500/mo — Sales + Service Enterprise |
| Estimated total — year one, 50 users | ~$48,000 all-in | ~$340,000 — 7× 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 and pre-configured | Included — good basics, limited for complex B2B services |
| PSA / project delivery | Included | Not included — no project delivery capability |
| Help desk & ticketing | Included — SLAs, entitlements, portal | Service Hub add-on — tiered pricing |
| Subscription & billing | Included | Basic quoting only — no invoicing or subscription management |
| Real-time dashboards | 100+ pre-built Power BI dashboards, out of the box | Native dashboards — limited depth for services metrics |
| Microsoft 365 native integration | Deep native — Outlook, Teams, SharePoint, Power BI | Via connector — limited two-way Outlook sync |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — HubSpot cloud; limited data portability |
| AI agents in Teams | GA — Copilot Studio, Azure AI, full MCP Server | HubSpot AI — no Teams integration, no MCP Server |
| Unlimited customization | Yes — Power Apps, your team knows the stack | Custom objects on Enterprise+ only; limited app builder |
| Implementation included | Yes — included in subscription, $0 extra | No — partner onboarding typically $3K–$15K+ |
| Platform licence — 50 users | ~$3,995/mo — all modules | ~$5,000/mo — Enterprise CRM Suite |
| Estimated total — year one, 50 users | ~$48,000 all-in | ~$116,000 — 2.4× more than TekStack |
Competitor estimates based on publicly listed pricing and typical partner/onboarding market rates. Actual costs may vary.
One throat to choke.
Zero finger-pointing.
Most software vendors sell you a licence and wish you luck. Implementation is someone else's problem. Support is a ticket queue. When something goes wrong, the vendor points to the implementation partner, the partner points to the vendor, and you're caught in the middle — paying both — while the problem sits unsolved.
TekStack works differently. One subscription covers the software, the implementation, the data migration, ongoing support, and optional revenue-maximization services. One commercial relationship. One team accountable for outcomes. When something isn't working, there's no ambiguity about who fixes it.
This matters at the CEO level because it eliminates a category of organizational risk. You don't need to manage a vendor and an SI partner. You don't need to negotiate who owns a bug vs. a configuration issue. You don't need a project manager just to manage the platform vendors.
Implementation — included
Full platform configuration, workflow setup, and user training — included in every subscription. No SI fees, no partner markup, no separate SOW.
- →Platform configuration for your specific business model
- →Workflow and automation setup
- →User training and change management
- →Parallel testing and phased go-live
Data migration — included
Migration from your existing CRM, PSA, or ERP — including from Salesforce, HubSpot, ConnectWise, Autotask, and Dynamics 365 — included in every subscription. 50+ migrations completed.
- →Full data audit and migration map
- →Data cleanse and de-duplication
- →Historical data migrated and validated
- →Named experience migrating from major platforms
Revenue Max services — optional
A dedicated engagement to identify and close revenue leakage across your billing, renewal, and upsell motions — using TekStack data to find the gaps.
- →Billing leakage audit — time, milestones, and contracts
- →Renewal pipeline review and at-risk identification
- →Upsell and expansion opportunity mapping
- →Process recommendations to prevent future leakage
One number.
No surprises. Ever.
Every TekStack subscription includes the software, implementation, data migration, and unlimited support. No SI fees. No support tiers. No hidden costs at renewal.
- 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, Help Desk, Billing, Reporting
- Implementation + data migration
- Unlimited application support
- Max — 1 practice area
- 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 CEOs
ask us most.
How quickly can we get real business visibility after going live?
Most customers have their core dashboards live within the first two weeks of go-live. TekStack includes 100+ pre-built Power BI dashboards that connect to the platform's data model automatically — no custom report-building required. The moment your data is migrated and your team starts using the platform, the numbers update in real time.
We have multiple product lines and service types. Can TekStack handle that complexity?
Yes. TekStack supports multiple practice areas, billing models, service lines, and business units within the same platform — with data segmentation and dashboards at each level. Enterprise plan customers can configure up to two practice areas with independent workflows, while all plans support multiple billing models (T&M, fixed fee, retainer, subscription, milestone) across different clients simultaneously.
What does "one throat to choke" actually mean in practice?
It means TekStack is commercially accountable for the software working, the implementation being completed, the data migrating cleanly, and the team being supported after go-live — all under one subscription contract. If something isn't working, there is one team to call and one team responsible for fixing it. No SI partner to manage, no support tier to escalate through, no ambiguity about who owns what.
How does TekStack compare to Salesforce in total cost of ownership?
At 50 users, TekStack costs approximately $48,000 all-in for year one — including implementation, data migration, and unlimited support. The equivalent Salesforce deployment (Sales Cloud + Service Cloud + implementation partner + Premier Support + reporting tool) typically runs $300,000–$400,000 in year one. The gap doesn't narrow significantly in subsequent years because Salesforce's support and additional module costs continue.
What are Revenue Max services and when do companies use them?
Revenue Max is an optional engagement for companies that want to actively find and close revenue leakage using TekStack data. It typically covers a billing audit (time approved but not invoiced, milestone delays, contract discrepancies), renewal pipeline review (at-risk contracts, missed renewal signals), and upsell opportunity mapping. Most companies run Revenue Max 6–12 months after go-live once clean data is established in the platform.
We use Microsoft 365 already. How does TekStack extend that investment?
TekStack is built natively on Microsoft Power Platform and Dataverse — it lives in your Microsoft tenant alongside your existing Microsoft 365 environment. It doesn't sit beside your Microsoft investment; it extends it. Every email, meeting, Teams conversation, and document is captured into the customer record. Dashboards run in Power BI. Agents work in Teams. Users work from Outlook. No new stack, no new logins, no new governance framework.
See your whole business
in one place. Today.
No generic demo. We'll walk through TekStack with your specific business structure — what you sell, how you deliver, and how you measure success — in under an hour.
No obligation · Implementation included · Responds within one business day
