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 · Unlimited support · Max
CRM features inside Outlook and Teams.
Every jump between inbox, calendar, and CRM costs sellers time and context. TekStack brings the CRM into the tools they already have open, so there is no tab-switching and 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 synced automatically to the account record
- Mobile-ready on any device, secured by Microsoft Active Directory
One platform.
Every revenue capability.
Marketing, sales, quoting, and forecasting in one system, so every team works from the same data.
Outbound Sequencing
Run 1:1 prospecting from the same system that holds the account, with every email sent from the seller's own Outlook.
- Manage 1:1 outbound sequences in one tool
- Create unlimited sequences
- Track sequence engagement
- Trigger sequences on key events
- Send from each seller's Outlook account
Account & Opportunity Management
An account-centric view of every relationship, with activity captured automatically.
- Take an account-centric approach to sales
- Track all email and other activities automatically
- See order, invoice, case, and project history in one view
- Manage opportunities and pipeline
Quoting & CPQ
Quoting built into the CRM, with no separate CPQ tool to maintain or sync.
- Generate proposals, quotes, and order forms with one button
- Send directly from CRM
- Integrate products, bundles, pricing, and terms
Conversational Intelligence
Calls, meetings, and email captured against the account, ready for summaries and coaching.
- Dial from CRM using Teams, Zoom, or RingCentral
- Capture phone call transcripts
- Track Teams meetings, transcripts, and recaps
- Track inbound and outbound email automatically
- Summarize activity and coach sellers
- Quick updates from Teams without logging in
Sales Forecasting
Forecasts built on real activity and velocity data, separated by new business and renewals.
- Track actuals against quota and targets
- Separate new deals from renewals
- Predict by forecast category
- Track opportunity velocity and activity
- Know which deals will close before quarter end
Sales Insights
Pre-built Power BI reporting on the metrics sales leaders actually review.
- Built in Power BI
- Funnel reporting
- Sales velocity
- Win rate
- Sales activity
Marketing Automation
Capture, score, and route every inquiry, then prove which campaigns and channels actually create revenue.
- Capture website form leads and track visitor activity
- Alert sellers when known visitors hit key pages
- Route inquiries to sellers with internal SLAs and a prospect info package
- Run email, social, and event campaigns
- Automate follow-up emails and nurture
- Attribution and ROI by campaign and channel
- Engagement scoring to surface high-activity accounts
Max, your Revenue Maximizer, included in every subscription.
Max is a blend of AI and human experts that works alongside your team as the operations hire you know you need but can't yet justify.
"Max helps you find revenue you're missing, improve margins without adding headcount, and keep your systems, data, and processes actually working together."
Find pipeline gaps
Identify which campaigns and channels actually create revenue.
Validate lead quality
Make sure sales only chases leads that can close.
Accurate attribution
Prove marketing ROI across every touchpoint and channel.
Platform expertise
Keep your TekStack running at full speed, always.
Fully open architecture.
Built on Microsoft Power Apps, with your data in your own Microsoft tenant. Connect anything, customize everything.
MCP Server
Connect TekStack to any AI tool or agent that supports the Model Context Protocol, so your CRM data is available everywhere.
Open API, no limits
Full REST API with 1,000+ endpoints and no artificial call limits. Unlimited OData access.
Unbounded customization
Every field, workflow, and view can be configured on Microsoft Power Apps, a platform your IT team already knows.
Direct SQL access
Full access to your data in your Microsoft tenant. Export, analyze, and integrate however you need.
300+ Power Automate flows
Pre-built automation flows for common revenue scenarios, ready to activate out of the box.
Six-layer security
Microsoft's enterprise-grade infrastructure, Active Directory integration, and role-based access.
Everything included. One price.
No feature tiers, no add-on modules, no surprise consulting bills. Here's what's actually included.
| TekStack | Salesforce | HubSpot | |
|---|---|---|---|
| All features, one price | Included | Add-ons required | Tiered Hubs |
| Outlook, Teams & Copilot integration | Deep native | Third-party connectors | Limited depth |
| Unlimited users option | Included | Per-seat only | Per-seat only |
| API & integrations | Unlimited, open API | Rate-limited | Limits by tier |
| Customization | Unlimited, no-code | Needs developers | Limited custom objects |
| MCP Server | Included | Not included | Not included |
| Marketing automation | Included | Marketing Cloud add-on | Marketing Hub extra |
| Outbound sequencing | Included | Sales Engagement add-on | Higher tiers only |
| Support, one point of contact | Unlimited, included | SI partners required | Partners for complex setups |
| Max, Revenue Maximizer | Included | Not included | Not included |
| Full implementation | Included | Multi-$100k fees | Partner-led |
Competitor comparisons based on publicly available pricing and documentation. Subject to change.
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 Max, 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 sync automatically to the account record.
TekStack is purpose-built for B2B tech companies, including 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 from the same tool, with emails sent from their own Outlook account.
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 in one place. There is no separate CPQ tool to maintain or sync with.
Max is TekStack's Revenue Maximizer, included in every subscription. Max is a blend of AI and human experts that works alongside your team to find pipeline gaps, validate lead quality, prove marketing ROI with accurate attribution, and keep your TekStack instance running correctly, all without adding headcount.
Yes. Full implementation is included in your subscription, with no separate consulting engagement or third-party implementation partner. 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 and over 300 pre-built Power Automate flows, and the platform is 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. Implementation, Max, 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. 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.
See exactly how TekStack can grow your revenue, in one hour.
Most tech companies run five or more disconnected tools and still lack reliable data and forecasts. We'll show you how to fix that with one platform, one price, and a team that stays with you.
- 1We learn about your current stack and where it's breaking down
- 2You see a live walkthrough tailored to your team's biggest pain points
- 3We walk you through pricing, straightforward and with no surprises
- 4You leave with a clear picture of what switching would look like
Book your demo
Fill out the form and we'll be in touch within one business day to confirm your time.
No obligation. Implementation, Max, and unlimited support included.
