TekStack. The ERP System for Professional Services Companies.
Run your entire customer lifecycle on one Microsoft-native platform — from winning new business to delivering projects, supporting customers, and getting paid. No more stitching together five disconnected tools.
One ERP for the entire customer journey
Professional services companies run on relationships, projects, and recurring revenue. TekStack connects all of it — sales, marketing, project delivery, support, and finance — so every team works from the same source of truth, and every dollar is tracked from quote to cash.
Win more business with CRM, marketing automation & quoting
Generate demand, manage your pipeline, and send professional proposals — all from one B2B-built CRM designed around accounts, not just contacts.
- ✓CRM for B2B tech: account-centric pipeline, opportunity tracking, and forecasting that keeps your numbers honest.
- ✓Marketing automation: capture demand, nurture leads, and track engagement without a separate marketing database.
- ✓Quoting & proposals: build polished, accurate quotes for software, services, and subscriptions in minutes.
Deliver profitable projects with Professional Services Automation
Onboard customers faster and keep teams at maximum utilization. TekStack PSA standardizes delivery and gives you real-time visibility into margin on every engagement.
- ✓Project templates: standardize plans and tasks for a consistent experience on every project.
- ✓Resource & utilization management: match skills to work, see who's available, and track booked vs. actual utilization.
- ✓Margin tracking: budgeted, actual, and estimated gross margin at completion — spot at-risk projects early.
- ✓Teams & SharePoint: a Teams channel and organized documents for every project, on any device.
Keep customers happy with ticketing & customer success
Support your customers without growing your team. Track every ticket, measure effort, and build the Customer 360 view that keeps renewals safe and relationships strong.
- ✓Help desk ticketing: capture, route, and resolve support requests in one place.
- ✓Customer success: a true Customer 360 — sales, projects, invoices, and support history side by side.
- ✓Effort & cost tracking: track support time, optionally bill it, and understand the real cost to serve each customer.
Manage quotes, contracts, renewals & invoicing in one place
Capture every dollar from quote to cash. TekStack ties quotes to contracts, contracts to renewals, and renewals to invoices — so revenue never falls through the cracks.
- ✓Quotes & contracts: turn won quotes into contracts with the right terms, products, and subscriptions.
- ✓Renewals: surface upcoming renewals early and protect recurring revenue and net retention.
- ✓Invoicing: bill software, hardware, managed services, and professional services — never lose a billing milestone again.
Automated invoicing into QuickBooks or Business Central
TekStack connects directly to your accounting system, so invoices created from projects, contracts, and subscriptions flow straight into the books — no double entry, no copy-paste, no missed revenue.
- ✓QuickBooks Online integration: connect your CRM directly to QuickBooks and push invoices automatically.
- ✓Microsoft Business Central integration: run Microsoft's accounting package end-to-end with TekStack data.
- ✓Automated invoicing: bill from quotes, milestones, time & materials, and subscriptions — accurately and on time.
Everything included. Nothing hidden.
Most CRM and PSA platforms look affordable — until you add implementation fees, support tiers, and managed-services retainers. TekStack ships with all of it in one price.
| TekStack | Salesforce | HubSpot | ConnectWise | |
|---|---|---|---|---|
| Purpose-built for professional services | ✓ Yes | Add-ons required | No native PSA | MSP-focused |
| CRM + PSA + Help Desk + Billing in one | ✓ All-in-one | Multiple clouds | CRM + add-ons | Partial |
| Lives inside Microsoft 365 | ✓ Native | ✗ No | ✗ No | ✗ No |
| Implementation, support & managed services | ✓ Included | Sold separately | Sold separately | Sold separately |
| Official MCP server (bring your own LLM) | ✓ GA | Salesforce-first | Community only | ✗ None |
| Est. Year 1 — 50 users, all modules | $47,940 | ~$390,0005.4× | ~$116,0001.6× | ~$109,0001.5× |
* Competitor estimates are based on publicly listed pricing and typical partner/SI market rates. Actual costs vary by negotiated contract and region.
What professional services teams gain
One connected platform turns scattered data into clear decisions — across sales, success, services, and billing.
Improve sales efficiency
More opportunities and a better win rate, driven by stronger sales visibility and the right tools in one CRM.
Improve customer success
Customer 360 views mean you always know exactly what's going on with every customer — before it becomes a problem.
Improve service profitability
Better visibility into project and support costs, resource utilization, and gross margins on every engagement.
Improve billing efficiency
More accurate invoices issued faster. Never lose a billing milestone again — every dollar earned gets billed.
An open, Microsoft-native, AI-ready platform
TekStack isn't another point solution. It's a complete, open platform built on Microsoft Dataverse — one system of record that connects structured data like accounts, projects, and invoices with the emails, documents, and meeting recaps your teams create every day.
Built on Microsoft Dataverse
Lives inside your Microsoft tenant with deep integration to Outlook, Teams, SharePoint, Word, Excel, and Power BI — your data stays under your governance.
Agentic & AI-ready
Teams-embedded flows automate up to ~80% of routine interactions, while TekStack Agents answer questions and update records right inside Teams chat.
Open architecture
A verticalized data model that's fully open to extend — Power Apps, REST and Graph APIs, Power Automate, and direct SQL access via Azure Synapse Link.
Enterprise security
Six layers of security — role-based, business-unit hierarchy, row- and column-level, and team-based — all managed through Microsoft Entra.
300+ flows included
Pre-built Power Automate flows for common revenue operations scenarios, ready to activate out of the box and extend however your business needs.
Official Dataverse MCP server
Connect Claude, GitHub Copilot, Copilot Studio, Azure AI Foundry, or any LLM through the official, generally available MCP server with full CRUD.
Bring your own LLM. All TekStack tables, flows, and APIs are available through the official Dataverse MCP server — generally available and production-ready.
See the platform that replaces them all.
Most professional services firms run five or more disconnected tools and still lack reliable data or forecasts their finance team trusts. We'll show you what one Microsoft-native platform looks like for a business like yours.
- ✓ One unified platform — CRM, PSA, Help Desk & Billing
- ✓ Lives inside Microsoft 365 — Outlook, Teams, SharePoint
- ✓ Implementation, support & managed services included
- ✓ A live walkthrough tailored to your biggest pain points
Book your demo
Fill out the form and we'll be in touch within one business day.
Frequently asked questions
Everything professional services teams ask about TekStack — the ERP built for how you sell, deliver, support, and bill.
What is TekStack?
TekStack is a Microsoft-native ERP and operating system for professional services and B2B technology companies. It unifies CRM, marketing automation, quoting, professional services automation (PSA), help desk ticketing, customer success, and revenue management on one platform — replacing up to seven disconnected tools.
Is TekStack an ERP system for professional services companies?
Yes. TekStack is purpose-built for professional services companies, covering the full customer lifecycle: winning new customers (CRM, marketing automation, quoting), delivering projects (PSA), supporting customers (ticketing and customer success), and managing revenue (quotes, contracts, renewals, and invoicing).
What is TekStack built on?
TekStack is built natively on Microsoft Dataverse and the Microsoft Power Platform. It lives inside your Microsoft 365 tenant and integrates deeply with Outlook, Teams, SharePoint, Word, Excel, and Power BI — with 1,000+ standard tables, 3,000+ API endpoints, and six layers of enterprise security through Microsoft Entra.
Does TekStack integrate with QuickBooks and Business Central?
Yes. TekStack connects directly to QuickBooks Online and Microsoft Business Central, so invoices created from projects, contracts, and subscriptions flow automatically into your accounting system without double entry.
How is TekStack different from Salesforce, HubSpot, or ConnectWise?
TekStack combines CRM, PSA, help desk, and billing in a single Microsoft-native platform, and every subscription includes implementation, unlimited application support, and managed services in one price. Salesforce, HubSpot, and ConnectWise typically sell those as separate add-ons, and none run natively inside Microsoft 365.
Does TekStack support AI agents?
Yes. TekStack is an agentic, AI-ready platform. Teams-embedded flows automate up to about 80% of routine interactions, and its official, generally available Dataverse MCP server lets you connect Claude, GitHub Copilot, Copilot Studio, Azure AI Foundry, or any LLM with full CRUD access to your data.
What does TekStack help professional services companies improve?
TekStack helps improve sales efficiency through better pipeline visibility, customer success through Customer 360 views, service profitability through visibility into project costs, utilization, and gross margin, and billing efficiency by issuing more accurate invoices faster — so no billing milestone is missed.
