Win more.
Grow your base.
Coach it to scale.
TekStack gives CROs one connected platform across marketing, sales, and customer success — with the real-time visibility, conversational intelligence, and prescriptive processes to find new revenue, retain what you have, and coach every rep to perform like your best one.
Revenue leadership problems
no CRM has ever solved.
The CRO role spans the widest operational territory in the business — yet most platforms give you a CRM on one side, a marketing tool on the other, and a customer success spreadsheet somewhere in between. None of it connects. None of it coaches.
You can't see the whole revenue picture in one place
Pipeline lives in the CRM. Marketing performance lives in the MAP. Customer health lives in a CS spreadsheet. Renewal risk is something you find out about in a QBR. You're leading a revenue function with four different windows open and no single view of how new logo, expansion, and retention are tracking together.
- ✓Marketing, sales, CS, and renewals on one data model
- ✓Pipeline, ARR, NRR, and churn risk in one live dashboard
- ✓CAC by channel tied to closed ARR — not just MQLs
- ✓100+ pre-built Power BI dashboards, live from day one
You can't coach what you can't see — and you can't see enough
Your instinct is that a few reps are underperforming, but the data to support targeted coaching is scattered or absent. You know which rep closed the most — but not why. You don't know what questions the best reps ask, how they handle objections, how many touches it takes them to get a meeting, or what differentiates their talk track. Coaching stays generic and results stay inconsistent.
- ✓Conversational intelligence captures every sales call and meeting
- ✓Meeting recaps auto-summarized with next actions from Teams
- ✓Activity data shows what high-performers do differently
- ✓Win/loss analysis by rep, segment, deal size, and competitor
Marketing and sales are playing different games
Marketing optimizes for MQLs. Sales complains about lead quality. Neither team has a shared definition of a good lead, a qualified opportunity, or a closed-won. Attribution is contested. Budget decisions are made on incomplete data. And when the quarter misses, everyone points at the other function.
- ✓Marketing and sales in the same system — one lead definition
- ✓Campaign ROI tied to won ARR, not pipeline generated
- ✓Outbound sequences send from sellers' own Outlook — full visibility
- ✓MQL-to-close attribution tracked without manual reconciliation
Expansion and renewal revenue is managed by whoever remembers
Your highest-margin revenue — renewals, upsells, cross-sells — gets managed reactively. Account managers find out a contract is expiring when the client mentions it. At-risk signals are invisible until a QBR. Expansion conversations happen on the customer's timeline, not yours. The most predictable revenue motion in the business is also the least systematized.
- ✓Renewal pipeline with health scores and automated workflows
- ✓At-risk account alerts surfaced before clients decide to leave
- ✓Expansion pipeline tracked alongside new logo — not mixed in
- ✓Co-termination billing aligns upsell orders to renewal dates
Your team is in the CRM for 20 minutes a day — if you're lucky
CRM adoption is the original sin of revenue leadership. You buy a platform to get visibility, and your sellers don't use it consistently enough to give you any. They log calls retroactively, skip activity records, and update deal stages under pressure before a pipeline review. The data is stale before you read it.
- ✓Sellers work from Outlook and Teams — TekStack captures everything
- ✓Emails, meetings, and calls logged automatically — no manual entry
- ✓TekStack Teams app puts pipeline updates one message away
- ✓AI agent updates records in Teams chat — no app switching required
Your CRM is a closed box and everything needs a connector
Salesforce and HubSpot have app marketplaces because their core products don't do enough. Every additional capability — sequences, conversation intelligence, revenue forecasting, CS tooling — requires another vendor, another integration, another contract, and another thing to break. The stack grows and the insight degrades.
- ✓Built on Microsoft Dataverse — 3,000+ OData API endpoints, no rate limits
- ✓Official MCP Server — any LLM can read and write your CRM data
- ✓Power Automate, Power Apps, Azure Logic Apps — fully open platform
- ✓No proprietary lock-in — your data, your tenant, your integrations
Every revenue tool
in one window.
TekStack gives CROs a single platform across the full revenue motion — replacing the CRM, the MAP, the CS tool, and the revenue management spreadsheet with one connected system on Microsoft 365.
Marketing Automation
Run demand generation, nurture programs, and outbound campaigns from the same platform your sales team closes in. Every lead, every campaign, and every dollar of spend is connected to the pipeline and revenue it creates — no attribution guesswork.
- →Email campaigns & nurture
- →Lead capture & scoring
- →Campaign ROI tied to ARR
- →MQL-to-close attribution
- →CAC by channel
- →Marketing–sales handoff workflow
Sales & Pipeline Management
A CRM that works where sellers actually work — Outlook and Teams. Outbound sequences send from sellers' own inboxes. Calls and meetings are captured automatically. Pipeline data is live, not reconstructed on Friday before the review.
- →Pipeline & forecasting
- →Outbound sequences (Outlook)
- →CPQ & quoting
- →Win/loss analytics
- →Auto-captured activity
- →Conversational intelligence
Customer Success & Customer 360
Every account — contracts, projects, invoices, support tickets, and all communications — in one view. Health scores and at-risk flags surface issues before they escalate. CSMs always have full context before every call. The whole revenue team works from the same client record.
- →Customer 360 view
- →Health scoring
- →At-risk account alerts
- →Auto-captured comms
- →QBR preparation
- →Engagement tracking
Renewal & Expansion Management
Proactive renewal management with automated workflows that start 90 days before expiry. Expansion pipeline tracked separately from new logo. Co-termination billing keeps contracts clean. GRR and NRR updated daily — not reconstructed at month-end.
- →Renewal pipeline dashboard
- →Automated renewal workflows
- →Co-termination billing
- →Expansion opportunity tracking
- →NRR & GRR live tracking
- →Multi-year contract management
Revenue Reporting & Analytics
100+ pre-built Power BI dashboards covering every CRO metric — pipeline by stage and rep, CAC by channel, win rates, ARR movement, NRR, churn, expansion, and activity analytics. Live data, one model, no exports. Board-ready on demand.
- →Pipeline & velocity analytics
- →Win rate by segment & rep
- →ARR, NRR, GRR, churn
- →CAC & marketing ROI
- →Sales efficiency ratio
- →Activity & coaching analytics
Coach every rep like
your best rep.
The best CROs don't just review dashboards — they listen to calls, read between the lines, and coach behaviour. But at scale, that means hours of recording review and anecdotal feedback. TekStack's conversational intelligence brings that coaching signal to the surface automatically — from every call, every Teams meeting, and every client interaction.
Meeting recaps from Teams are auto-summarized and posted directly to the deal or account record. Next actions are extracted and assigned without anyone manually updating the CRM. Patterns across hundreds of calls — what objections come up, how your best reps respond, what topics correlate with closed deals — are visible in aggregate, not buried in recordings.
The result: you coach on data, not gut feel. Your middle performers learn from your top performers. And your pipeline data reflects reality, not what someone remembered to log on Thursday.
Every Teams meeting recap captured and summarized
After every client call or internal review, TekStack's AI reads the Teams meeting recap and generates a structured summary with key topics, decisions, and next actions — posted directly to the deal or account record. Nothing falls through after the call ends.
Activity analytics that reveal what high performers do differently
Compare call frequency, email response rates, sequence completion, and meeting-to-advance ratios across your sales team. See which behaviours correlate with closed deals — by rep, by segment, and by deal size. Coach to the gap with specifics, not generalities.
Full client communication history — every rep, every account
All emails, meetings, and Teams conversations are captured automatically into the account record. When a rep changes territory or a new CSM takes over, nothing is lost. The whole team learns from every client interaction, not just their own.
Win/loss analysis that goes beyond "pricing" and "timing"
Win/loss by competitor, by segment, by deal size, by rep, and by sales cycle length — connected to actual activity data. Find out whether losing deals had fewer discovery calls, shorter email threads, or missed certain topics. Coach on the real cause, not the post-deal narrative.
Every number a CRO
needs. Live. No setup.
100+ pre-built Power BI dashboards connected to one data model across marketing, sales, and customer success. No custom reports to build. No exports to reconcile. The numbers update the moment the data changes.
Your CRM is now
inside Teams.
TekStack works where your revenue team already spends their day — Microsoft Teams and Outlook. The TekStack Teams app and conversational AI agent let sellers update deals, log activity, and query the pipeline without ever opening a browser tab. For CROs, this means the data is always current — because capturing it requires almost no effort.
Update deals and pipeline in Teams chat
Sellers tell the TekStack Agent what happened on a call — the agent updates the deal stage, logs the activity, and sets the next action. No tab switching. No CRM login. Data quality improves because the friction of updating is almost zero.
Meeting recaps become CRM records automatically
After every Teams meeting, the AI reads the recap, generates a structured summary, extracts next actions, and posts everything to the deal or account record — without anyone manually updating anything. The CRM writes itself.
Open API — connect anything, build anything
TekStack's official Dataverse MCP Server gives any LLM — Claude, GitHub Copilot, Azure AI — full read and write access to your CRM data. 3,000+ OData API endpoints with no rate limits. Build custom AI agents, integrate any tool, and own your architecture. No vendor permission required.
~80% of routine revenue operations automated
Sequence step triggers, pipeline review reminders, renewal alerts, follow-up prompts, and approval requests all run automatically through Teams flows — freeing your team to spend time selling and managing customers, not administering a CRM.
More capability.
A fraction of the cost.
Salesforce and HubSpot charge for every capability a CRO actually needs — then add implementation on top. TekStack includes everything in one subscription, and what you save goes back into the revenue programs that drive growth.
| TekStack | Salesforce Sales + Service Cloud | |
|---|---|---|
| CRM + pipeline + forecasting | Included, pre-configured for B2B service companies | Included but requires heavy admin and SI configuration |
| Marketing automation | Included in Enterprise plan | Requires Marketing Cloud or Pardot — significant add-on cost |
| Outbound sequences (from Outlook) | Native — sends from seller's own inbox, full deliverability | Requires Salesloft, Outreach, or Sales Engagement — separate cost |
| Conversational intelligence | Included — Teams meeting recaps, activity analytics | Requires Gong or Chorus — separate vendor, separate cost |
| Customer success & 360 | Included — health scores, at-risk alerts, full account history | Requires Service Cloud or Gainsight add-on |
| Renewal & expansion management | Included — pipeline, co-termination, NRR tracking | No native renewal management — requires CPQ or custom build |
| Revenue dashboards (ARR, NRR, churn) | 100+ pre-built Power BI dashboards — live from day one | Tableau add-on — separate product, separate licence |
| Microsoft 365 — native integration | Deep native — Outlook, Teams, SharePoint, Power BI | Via connector — limited depth, not native |
| Open API / MCP Server | 3,000+ OData endpoints, no rate limits, official MCP Server | REST API with rate limits; no MCP Server |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — Salesforce cloud silo |
| Implementation included | Yes — $0 additional cost | No — SI partner required, typically $50K–$500K+ |
| Platform licence — 50 users | ~$3,995/mo — everything included | ~$12,500/mo — Sales + Service Enterprise only |
| Estimated total year one — 50 users | ~$48,000 all-in | ~$340,000+ with implementation and add-ons |
Competitor estimates based on publicly listed pricing and typical SI market rates. Actual costs may vary.
| TekStack | HubSpot CRM Platform | |
|---|---|---|
| CRM + pipeline + forecasting | Included, pre-configured for B2B service companies | Included — strong for SMB, limited for complex B2B services |
| Marketing automation | Included in Enterprise plan | Marketing Hub — included but requires Enterprise tier |
| Outbound sequences (from Outlook) | Native — sends from seller's own Outlook inbox | Included but sends from HubSpot, not seller's inbox |
| Conversational intelligence | Included — Teams meeting recaps, activity analytics | Basic call recording only — no meeting intelligence depth |
| Customer success & 360 | Included — health scores, at-risk alerts, full account history | Limited — no native health scoring or at-risk automation |
| Renewal & expansion management | Included — pipeline, co-termination, NRR tracking | No native renewal management |
| Revenue dashboards (ARR, NRR, churn) | 100+ pre-built Power BI dashboards — live from day one | Native dashboards — limited depth for SaaS revenue metrics |
| Microsoft 365 — native integration | Deep native — Outlook, Teams, SharePoint, Power BI | Via connector — limited two-way Outlook sync only |
| Open API / MCP Server | 3,000+ OData endpoints, no rate limits, official MCP Server | REST API with rate limits; no MCP Server |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — HubSpot cloud; limited data portability |
| Implementation included | Yes — $0 additional cost | No — partner onboarding typically $3K–$15K+ |
| Platform licence — 50 users | ~$3,995/mo — everything included | ~$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.
Spend less on the platform.
Invest more in the pipeline.
TekStack costs approximately $48,000 all-in for year one at 50 users. The equivalent Salesforce deployment — platform, implementation, support, and add-ons — runs $300,000 to $400,000. That's $250,000+ back in budget. Most CROs put it back into the two things that actually move the number: headcount and programs.
But the story doesn't stop with the CRO. TekStack is built on Microsoft — the platform your organization already trusts for security, compliance, and governance. Your CFO sees 80% lower infrastructure cost. Your CIO gets an open, auditable architecture with no vendor-owned data silos. Your CEO runs the business on the same Microsoft stack they're already paying for.
Nobody ever got fired for choosing Microsoft. And now, for the first time, choosing Microsoft for your revenue stack means choosing a platform that's genuinely better — not just politically safer.
"Nobody ever got fired for buying Microsoft."
Redeploy savings into sales capacity
$250,000 in freed infrastructure budget funds 2–3 additional quota-carrying reps — adding meaningful ARR capacity without adding to the platform cost. The ROI conversation changes completely when the platform is the cheapest line item, not the most expensive.
Redeploy savings into marketing programs
More demand generation, more events, more content — funded by the gap between TekStack and what you were paying before. And unlike your previous platform, TekStack shows you exactly which programs are generating closed ARR, so every marketing dollar is accountable.
Win the internal approval — CFO, CIO, and CEO will thank you
TekStack runs on Microsoft Dataverse inside your tenant — the same platform your IT team manages, the same security framework your compliance team audits. Your CFO sees 80% lower cost. Your CIO sees open architecture with no vendor lock-in and a genuine AI roadmap. Your CEO runs the business on the Microsoft stack they're already invested in.
Everything a CRO needs.
One number. No surprises.
Marketing, sales, customer success, renewals, and reporting — all included. Plus implementation, data migration, and unlimited support. The platform cost is predictable. The ROI isn't.
- ✓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
- ✓Customer 360 + renewal management
- ✓Implementation + data migration
- ✓Unlimited application support
- ✓Power BI + AI agents + MCP server
- ✓Conversational intelligence + Teams app
- ✓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 CROs
ask us most.
Does TekStack replace Salesforce for a CRO's full revenue function?
Yes — including capabilities that Salesforce requires additional products to cover. TekStack includes native outbound sequencing from Outlook, conversational intelligence from Teams meetings, customer success and health scoring, renewal management, and 100+ pre-built Power BI dashboards. The equivalent Salesforce stack — Sales Cloud, Sales Engagement, Gong or Chorus, Service Cloud or Gainsight, and Tableau — costs 7× more and involves 4–5 vendor relationships. TekStack is one subscription covering all of it.
How does TekStack help CROs coach their sales teams?
TekStack captures every Teams meeting recap automatically and generates structured summaries with key topics, next actions, and decisions — posted directly to the deal record. Activity analytics show call frequency, email response rates, sequence completion, and meeting-to-advance ratios by rep, compared against deal outcomes. Win/loss analysis by rep, segment, and competitor gives CROs the data to coach on behaviour patterns rather than gut feel.
Our sellers don't update the CRM. How does TekStack solve that?
TekStack works where sellers already work — Teams and Outlook. Emails and meetings are logged automatically from Outlook. Meeting summaries and next actions are posted to deals from Teams recaps without any manual input. The TekStack Agent in Teams lets sellers update deal stages and log activity in a chat message rather than logging into a CRM. For most sellers, CRM maintenance drops from a 20-minute daily chore to near-zero.
How open is TekStack's API? Can we integrate our existing tools?
TekStack is built on Microsoft Dataverse — one of the most open data platforms available. There are 3,000+ OData API endpoints with no rate limits, native Power Automate and Azure Logic Apps integration, and the official Dataverse MCP Server that gives any LLM (Claude, GitHub Copilot, Azure AI) full read and write access to your CRM data. You can integrate any tool, build any custom workflow, and connect any AI model — without vendor permission or a proprietary connector marketplace.
How do we make the case internally to switch from Salesforce?
The cost case is straightforward — TekStack at 50 users is approximately $48,000 all-in for year one versus $300,000–$400,000 for an equivalent Salesforce deployment. The strategic case is equally strong: TekStack runs on Microsoft Dataverse inside your tenant, so your CIO gets open architecture and no vendor data silos, your CFO gets 80% lower cost, and your CEO runs the business on the Microsoft platform the organization is already invested in. The decision gets easier when every other executive in the room is on your side.
Does TekStack support marketing and sales in the same system?
Yes. Marketing and sales run on the same data model in TekStack — meaning every lead, campaign, sequence, and opportunity is connected to the closed ARR it generates. Marketing attribution is tied to won deals, not just MQLs. CAC by channel is calculated from actual closed revenue. The marketing-to-sales handoff is a configured workflow, not an email. Both teams see the same pipeline, the same customer record, and the same performance data.
More revenue.
Less platform cost.
Better coaching.
No generic demo. We'll walk through TekStack's full revenue motion — marketing, sales, CS, and renewals — mapped to your specific business in under an hour.
No obligation · Implementation included · Responds within one business day
