The top Microsoft PSA
for service companies.
TekStack unifies CRM, PSA, Help Desk, Revenue Management, and Reporting in one platform built natively on Microsoft 365, with TekStack Agent built in.
Built for MSPs · Microsoft Partners · Professional Services · B2B Software Companies · BPOs · VARs · IT Service Companies
See it on your own data
20 minutes. We'll show you what TekStack replaces on your desk today.
No obligation.
Your business integrated.
The everything platform.
TekStack replaces up to seven disconnected systems with a single platform built natively on Microsoft 365, so every department works from the same source of truth.
Project Management
Plan, schedule, and deliver every engagement with confidence. Build project plans from templates or from scratch, track tasks and milestones, and keep budgets on target from kickoff to close.
- Task & milestone scheduling
- Budget vs. actuals tracking
- Gantt & timeline views
- Reusable project templates
Portfolio Management
See every project across your organization from one place. Health, budget, and staffing status at a glance, so leadership can spot risk before it becomes a problem.
- Cross-project dashboards
- Health & risk indicators
- Portfolio-level budget rollups
- Executive reporting
Time Entry
Smart time entry that fits how your team actually works. Timesheets that pre-fill from scheduled tasks, mobile entry from the field, and multi-level approvals to keep billing accurate.
- Suggested time entries
- Mobile time capture
- Multi-level approvals
- Billable vs. non-billable tracking
Resource Management
See demand and supply side by side. Project backlog and staffing requests on one side, resource availability and skills on the other, so every team stays fully utilized.
- Backlog & demand visibility
- Skills-based matching
- Utilization forecasting
- Capacity planning
Customer 360
True Customer 360 built for B2B service organizations. Every account, contact, deal, project, invoice, and support ticket in one view, right inside Outlook and Teams.
- Pipeline & forecasting
- Customer 360
- CPQ & quoting
- Marketing automation
Subscription Management
Manage the full subscription lifecycle in one place. Plans, renewals, upgrades, and recurring revenue, connected to your CRM and billing so nothing gets missed at renewal time.
- Renewal automation
- ARR & MRR tracking
- Plan upgrades & downgrades
- Accounting integration
Billing & Invoicing
Generate accurate invoices for every engagement type from one system: time & materials, milestone billing, service packs, retainers, and consumption-based invoicing.
- T&M invoicing
- Fixed fee & milestone billing
- Retainer billing
- Automated invoice generation
Help Desk
Omnichannel support with SLAs, entitlements, and self-service tools, all tied to customer account history in your CRM.
- Omnichannel ticketing
- SLA management
- Self-service portal
- Escalation management
Key Metrics & Reporting
Pre-built Power BI dashboards covering every metric a B2B tech company needs: sales, utilization, ARR, NRR, and support. Ready out of the box.
- Pipeline & funnel reporting
- ARR & MRR dashboards
- Utilization analytics
- Customer retention
Agentic AI
TekStack is fully agentified. Agents built with Copilot Studio and Azure AI Foundry work right inside Teams, answering questions, updating records, and automating routine interactions.
- Official MCP server
- Teams-embedded agents
- Full CRUD via MCP
- Claude & GitHub Copilot compatible
Workflow Automation
Pre-built Power Automate flows ship out of the box, covering common revenue operations scenarios. Build additional flows or extend via REST API.
- Pre-built flows
- Power Automate native
- Approval workflows
- Auto-notifications
Customization
Built on Microsoft Power Apps. Every field, view, form, and workflow can be configured without code. Your IT team already knows the platform.
- Unlimited custom tables
- No-code configuration
- Open OData / REST API
- Layered security model
How TekStack stacks up.
Most platforms cover one piece of the puzzle and leave you to stitch the rest together. Here's what's actually included.
| TekStack | Salesforce | HubSpot | ConnectWise | |
|---|---|---|---|---|
| CRM & pipeline | Included | Included | Included | Limited |
| PSA / project delivery | Included | Not included | Not included | Included |
| Help desk & ticketing | Included | Add-on cost | Add-on cost | Included |
| Billing & subscriptions | Included | Not included | Partial | Partial |
| Native Teams & Outlook | Deep native | Not included | Not included | Not included |
| API & integrations | Unlimited, open API | Rate-limited | Rate-limited | Limited |
| Customization | Unlimited, no-code | Needs admin/dev | Limited on lower tiers | Limited |
| TekStack Agent (AI) | Included | Add-on cost | Higher tiers only | Not included |
| Power BI reporting | 100+ pre-built | Tableau add-on | Native, limited depth | Basic reporting |
| Support | Unlimited, included | Premier tier extra | Paid add-on | SLA sold separately |
| Revenue Max services | Included | Separate engagement | Partner retainer | Sold separately |
| Est. cost, 50 users/month | ~$3,995 | ~$12,500 | ~$5,000 | ~$4,500 |
Competitor figures based on publicly listed pricing at time of writing. Actual costs may vary.
One number. Everything included.
No implementation fees. No support tiers. No managed services retainer on top. Every plan includes the software, the rollout, and the ongoing partnership.
- CRM or PSA (one module)
- Implementation & data migration included
- Unlimited application support
- Outlook & Teams integration
- CRM, CPQ, PSA, Help Desk, Billing
- Implementation & data migration included
- Unlimited application support
- Includes Max, our agentic AI
- Everything in Business Edition
- Unlimited users
- Extended customization hours
- Unlimited staging environments
Pricing shown in USD, annual term. CAD, EUR, GBP, and AUD available on request.
We don't just hand you software.
Every TekStack plan includes the services most platforms charge extra for.
Implementation & Migration
Full implementation and data migration from your existing systems, included in every plan. Not an additional fee, not a third-party contract.
Unlimited Application Support
No per-ticket fees, no support tiers, no separate contract. Every plan includes unlimited support from people who know TekStack end-to-end.
Revenue Max — Your Revenue Maximizer
A blend of AI and human experts included with every plan, working alongside your team to find revenue you're missing and improve margins without adding headcount.
Includes TekStack Agent, built into every module.
TekStack Agent works across CRM, PSA, Help Desk, and Reporting from day one. It already knows your accounts, your projects, and your open tickets, so your team asks a question instead of running a report.
Built for teams that run on Microsoft 365.
Whether you're a 20-person company with big growth plans, or a 1,000-person company that needs to get a handle on operations, TekStack fits how your team already works, not the other way around.
Trusted by over 100 service companies worldwide.
Questions before you book a walkthrough?
The most common things prospects ask before seeing TekStack on their own data.
No. TekStack is built natively on Microsoft 365 and Dataverse, so it deploys inside your existing tenant. Your team keeps working from Outlook, Teams, and SharePoint, and your data stays under your own Microsoft governance.
Timelines vary with how many modules and how much historical data you're migrating. We'll walk through a realistic timeline for your setup on the demo call, and implementation and data migration are included with your subscription rather than billed as a separate project.
Yes. Most teams come from a mix of spreadsheets, a standalone CRM, and a separate PSA or help desk tool. We handle the data migration as part of onboarding, so your accounts, projects, and history come with you.
Implementation, data migration, and unlimited application support are part of the subscription, not add-ons billed separately. Max, TekStack's built-in agentic AI, is also included rather than sold as a separate license.
Your data lives in Dataverse inside your own Microsoft tenant, governed by Microsoft Entra. There's no separate vendor-owned data silo to worry about, since TekStack runs on the same security model your Microsoft 365 environment already uses.
Yes. TekStack is built on Microsoft Power Apps, so fields, views, forms, and workflows can be configured without code by your own team. There's an open OData and REST API for anything that needs deeper customization.
Ready to see your own data in TekStack?
No generic slideshow. We'll walk through TekStack with your specific tools in mind, from CRM to invoicing, all in one place.
