Run your BPO on
one platform.
Profitably.
TekStack gives BPOs a single operating system for client delivery, billing, and growth. All built natively on Microsoft 365 so your team works in tools they already know.
The challenges every
BPO knows too well.
BPOs operate at the intersection of people, process, and technology. TekStack is purpose-built to fix the operational gaps that slow you down and squeeze your margins.
Billing leaks kill your margins
Time goes unlogged, milestones get invoiced late, and T&M work falls through the cracks. Revenue that should hit the books doesn't.
- Approved time flows to billing automatically, no chasing
- Milestone invoicing tied to project delivery records
- Revenue recognition and unbilled work dashboards
- T&M and subscription billing from one system
No real visibility into utilization
You don't know who's over-allocated and who has capacity until it's too late. Resource decisions are reactive and projects go underwater before anyone knows.
- Live utilization dashboard — billable vs. non-billable by person
- Forward-looking capacity view two to four weeks out
- Unassigned billable work surfaced automatically
- Project health alerts before delivery problems escalate
Disconnected systems create client risk
Your CRM doesn't talk to your PSA. Client history lives across email, SharePoint, and three different tools. When something goes wrong, nobody can find what was agreed.
- True Customer 360 — projects, tickets, invoices, contracts in one view
- All client interactions captured from Outlook and Teams
- One source of truth across account management and delivery
- Shared client portal for transparency and self-service
Renewal and expansion revenue left on the table
Expiring contracts sneak up on account managers. Renewal conversations happen too late and upsell opportunities are missed because nobody had the full picture.
- Renewal dashboard showing every expiring contract with health signals
- At-risk flags and client health scores surfaced proactively
- Expansion pipeline tracked alongside renewals
- Account manager alerts triggered automatically on key events
Sales can't see what delivery knows
Sales makes promises without knowing delivery capacity. Delivery inherits scopes they didn't help define. The result is over-committed teams and clients who feel passed around.
- Capacity data visible to sales before opportunities are closed
- Deal-to-project handoff built into workflow automatically
- Shared account record for both sales and delivery teams
- SOW and scoping tied to CRM opportunity records
Reporting requires heroic manual effort
Finance builds ARR in Excel. Ops builds utilization in spreadsheets. Nobody has the same number and executives make decisions on gut feel, not data.
- 100+ pre-built Power BI dashboards — sales, PS, finance, support
- ARR, MRR, retention, and utilization auto-calculated
- One data model driving all reports, no reconciliation
- Executive dashboards updated in real time, not end-of-month
Every tool your BPO
needs. One window.
TekStack replaces up to 7 disconnected systems with a single platform built natively on Microsoft 365 so every department works from the same source of truth.
Client Relationship Management
A true Customer 360 built for BPO account teams. Every client account, contact, deal, project, invoice, and support ticket in one view — right inside Outlook and Teams.
- Pipeline & forecasting
- Customer 360 view
- Outbound sequencing
- CPQ & quoting
- Marketing automation
- Conversational intelligence
Service Delivery & PSA
Manage your delivery teams, track utilization, and run client projects — all connected to CRM and billing so nothing falls between departments.
- Project scheduling
- Resource utilization
- Smart time entry
- Project accounting
- Customer portal
- Milestone billing
Revenue Management
Quote to cash, fully automated. Handle T&M, retainers, milestones, and subscriptions — all connected to your CRM and accounting system.
- Quoting & CPQ
- Retainer management
- Automated invoicing
- Renewal management
- ARR & retention reporting
- Accounting integration
Help Desk & Client Support
Make your help desk a client retention tool. Omnichannel ticketing with SLAs, entitlements, and a self-service portal — all tied to the full client account history in your CRM.
- Omnichannel ticketing
- SLA management
- Client entitlements
- Self-service portal
- Time tracking per case
- Escalation management
Key Metrics & Reporting
100+ pre-built Power BI dashboards covering every metric a BPO needs — utilization, ARR, client health, billing, and support — ready out of the box, no setup required.
- Utilization analytics
- ARR & MRR dashboards
- Pipeline & funnel reporting
- Client retention metrics
- Billing accuracy reports
- Help desk analytics
AI agents that actually
do the work.
TekStack is fully agentified. AI agents built with Copilot Studio and Azure AI Foundry work right inside Teams — answering questions, updating records, and automating routine interactions for your BPO teams.
Teams-embedded workflow automation
Flows integrated directly into Teams chats automate up to 80% of routine interactions — project updates, approvals, time reminders, and status checks — without anyone opening TekStack.
TekStack Agent answers questions in real time
Your team can ask about client accounts, open tickets, project health, or invoice status directly in Teams chat. The agent updates records in real time with no app switching and no manual lookups.
Official MCP Server — bring your own LLM
All TekStack tables and APIs are available through the official Dataverse MCP Server. Connect Claude, GitHub Copilot, or Azure AI Foundry. Full CRUD. Generally available today.
Build new agents in hours, not months
Design specialized agents for BPO workflows — client onboarding, SLA escalation, billing alerts — using Copilot Studio on your own data model, without waiting on a vendor roadmap.
One number.
Everything included.
No SI fees. No support tiers. No managed services retainer on top. One subscription covers the software, implementation, and the ongoing partnership.
- 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, CPQ, PSA, Help Desk, Billing
- 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 BPOs
ask us most.
Does TekStack handle T&M, retainer, and milestone billing together?
Yes. TekStack handles all common BPO billing models — time and materials, monthly retainers, milestone-based, and annual subscriptions — from a single system, connected to your CRM and accounting package (Business Central or QuickBooks Online).
We already have Microsoft licenses. Does TekStack use them?
Absolutely. TekStack is built natively on Microsoft Power Platform and Dataverse. It deploys directly into your Microsoft tenant, integrates with Outlook, Teams, SharePoint, and Power BI, and uses your existing Microsoft Entra identity and security setup.
How does implementation work? Do we need an SI partner?
No SI partner required. Implementation and data migration is included in every TekStack subscription at no extra cost. Your dedicated team handles the full onboarding — from scoping and data migration to training and go-live.
Can we track utilization across different client engagements?
Yes. TekStack's PSA module gives you a live utilization view across all resources and engagements, including billable vs. non-billable time, forward-looking capacity, and automatic alerts when team members are over-allocated.
How does TekStack handle multi-client support and SLA management?
Each client can have unique SLAs and entitlement rules configured in the Help Desk module. Tickets are automatically routed and escalated based on client-specific agreements, and all case history is tied to the client's full account record in CRM.
What does the AI actually do for a BPO today?
AI agents embedded in Teams handle routine interactions — time logging reminders, project status updates, billing approvals, and account queries — without anyone needing to open TekStack. The official Dataverse MCP Server also lets you connect any LLM (Claude, GitHub Copilot, Azure AI) to your full data model.
Ready to run your BPO
on one platform?
No generic demo. We'll walk through TekStack with your specific BPO use case — from client delivery to invoicing — in under an hour.
No obligation · Responds within one business day · Includes implementation with every plan
