Leave the legacy
platform behind.
Finally.
ConnectWise and Autotask were built for a different era. TekStack gives large MSPs a modern, AI-ready platform — built natively on Microsoft, open by design, and secure enough for the clients who trust you with their infrastructure.
Your PSA wasn't
built for today's MSP.
ConnectWise and Autotask were assembled through years of acquisitions. The result is a tangle of legacy codebases, disconnected modules, and bolt-on integrations that haven't fundamentally changed in a decade. You've been paying to work around the platform — not with it.
TekStack is built from the ground up on Microsoft Power Platform and Dataverse. One data model. One security framework. One vendor relationship. And a roadmap that runs on Microsoft's AI investment, not a private equity roll-up's cost targets.
| ConnectWise / Autotask | TekStack | |
|---|---|---|
| Architecture | Acquired legacy stack | Native Microsoft platform |
| Data ownership | Vendor cloud silo | Your Microsoft tenant |
| Microsoft 365 integration | Legacy connector, limited depth | Deep native — Outlook, Teams, SharePoint |
| AI capabilities | Bolt-on, roadmap dependent | Azure AI + Copilot Studio, GA now |
| Teams-embedded agents | Not available | Native — agents live in Teams chat |
| Customization | Limited, vendor-controlled | Unlimited via Power Apps |
| Security model | Platform-specific, separate audit | Microsoft Entra, 6 layers, audit-ready |
| Implementation | Partner-led, billed separately | Included in subscription |
| Support | Tiered, enterprise SLA extra | Unlimited, included |
The challenges large
MSPs are navigating now.
The MSP model is under pressure. Clients expect more. Margins on traditional break-fix and monitoring are compressing. The firms winning are those that have shifted to high-value managed services — and that requires a platform that scales with the business.
Your PSA is a ticket system, not a business platform
CRM is separate. Billing is separate. Project delivery is separate. There's no single view of a client, and every department works from a different system of record.
- One platform covering CRM, PSA, Help Desk, Billing, and Reporting
- True Client 360 — support, projects, contracts, and invoices in one view
- All departments on the same data model, same source of truth
- Sales, delivery, and finance finally working from the same record
Services revenue is growing but margins are invisible
Time isn't tracked against the right contracts, billing lags delivery, and it's hard to know which services are actually making money.
- Project and service line profitability tracked in real time
- Time tracked against specific contracts and managed service agreements
- Billing rules per service type — T&M, fixed fee, retainer, or milestone
- 100+ Power BI dashboards covering margin, utilization, and contract revenue
Your clients hold you to a higher security standard than your platform meets
Enterprise and mid-market clients — especially in regulated industries — are asking hard questions about where your operational data lives and who can access it.
- All data in your Microsoft tenant — not a vendor-owned silo
- Microsoft Entra identity — the same framework you manage for clients
- Six-layer security model including row-level and column-level controls
- Full audit trail through Microsoft's native audit framework
Competitors are moving to AI-assisted delivery. Your platform isn't ready.
Legacy platforms treat AI as an add-on — a separate product on a separate roadmap. Meaningful AI requires a modern data model, not a wrapper around an old one.
- AI agents in Teams triage tickets, summarize issues, and update records
- ~80% of routine interactions automated without anyone opening TekStack
- Copilot Studio agents built on your own data model in hours
- Official Dataverse MCP Server — connect any LLM to your operational data
Migration risk keeps you locked into a platform you've outgrown
The annual renewal gets signed, the per-seat price creeps up, and the technical debt compounds. The window to move keeps getting pushed out.
- Full implementation and data migration included — no separate project fees
- Dedicated migration team with experience moving from ConnectWise and Autotask
- Phased rollout approach to minimize operational disruption
- Unlimited support during and after go-live — no ticket quotas
Contract and renewal management is a manual, error-prone process
Renewals are missed, contracts auto-renew at the wrong tier, and account managers find out about at-risk clients only when they've already decided to leave.
- Contract dashboard — every MSA, SLA, and renewal date in one view
- Automated alerts before contracts expire or terms change
- Client health scores surface at-risk accounts before churn happens
- Expansion pipeline tracked alongside renewals for every account
One platform for the
whole MSP business.
TekStack replaces up to 7 disconnected tools with a single platform built natively on Microsoft 365 — so support, delivery, account management, and finance all work from the same source of truth.
Help Desk & Ticketing
The core of any MSP — built to handle high ticket volumes across multiple clients with different SLA tiers, entitlement structures, and escalation paths. All connected to the full client record so your engineers have context before they pick up the phone.
- Omnichannel ticketing
- Multi-client SLA management
- Client entitlements
- Escalation workflows
- Time tracking per ticket
- Self-service client portal
Service Delivery & PSA
Manage your delivery teams across both recurring managed services and project-based engagements. Track utilization, assign resources to the right clients, and monitor project health — all in one place, connected to your help desk and billing.
- Project scheduling
- Resource utilization
- AI-assisted time entry
- Project budgets & health
- Managed service delivery
- Customer delivery portal
Contracts & Billing
Manage every type of MSP contract in one system — monthly recurring, per-seat, T&M, project milestone, and hybrid agreements. Billing runs automatically, invoices push directly to Business Central or QuickBooks Online, and nothing falls through at month-end.
- MRR & recurring contracts
- Per-seat & usage billing
- T&M and milestone billing
- Automated invoice generation
- Business Central integration
- QuickBooks Online integration
Client Management
A true Client 360 that connects every support ticket, project, contract, invoice, and communication for each account — so your account managers and vCIOs always have the full picture, and cross-sell opportunities are visible before clients start looking elsewhere.
- Client 360 view
- Contract & renewal tracking
- Client health scoring
- Auto-captured communications
- Opportunity pipeline
- vCIO planning support
Key Metrics & Reporting
100+ pre-built Power BI dashboards covering every metric an MSP needs — ticket volume and SLA compliance, engineer utilization, MRR by client and service line, margin by contract type, and client health. Ready out of the box. No setup required.
- SLA compliance dashboards
- Engineer utilization
- MRR & contract revenue
- Margin by service line
- Client health analytics
- Ticket trend analysis
AI built for
MSP-scale operations.
TekStack's AI is embedded in the platform, not bolted onto it. Agents work inside Teams, handle the routine work automatically, and let your engineers focus on the issues that actually need a human. And because it all runs in your Microsoft tenant, your clients' data never leaves your governance boundary.
AI-assisted ticket triage and routing
TekStack's AI agent reads incoming tickets, classifies the issue, suggests a priority, and routes to the right queue — without a dispatcher manually touching every one. High-volume MSPs see ticket handling time cut significantly from first contact to assignment.
Teams agents handle routine interactions automatically
Flows embedded in Teams automate up to 80% of routine interactions — status updates, time logging prompts, approval requests, and escalation alerts — without engineers or account managers needing to open TekStack.
Connect any LLM to your operational data
The official Dataverse MCP Server gives Claude, GitHub Copilot, or any LLM full access to your TekStack data — tickets, projects, contracts, client records — with full CRUD. Build AI-powered workflows on your own data model, in your own tenant, without waiting on a vendor roadmap.
Build new agents in hours, not months
Use Copilot Studio to design specialized agents for MSP workflows — client onboarding, QBR prep, SLA breach alerts, renewal triggers — on top of your own data model. No vendor approval, no roadmap dependency, no additional platform fees.
Security your clients
can actually audit.
MSPs are in an unusual position: you're the security standard-bearer for your clients, yet your own operational platform may be running in a vendor cloud that your clients have never reviewed and you don't fully control. As enterprise and regulated clients get more sophisticated, that gap is becoming a liability.
TekStack runs entirely inside your Microsoft tenant. The same Microsoft Entra identity, the same governance controls, the same audit framework you manage for your clients — applied to your own operations. When a client asks where their data lives inside your systems, the answer is the same as when they ask about their Microsoft 365 environment.
Industries where this matters most for MSPs:
Microsoft Dataverse compliance coverage — built in, not bolted on
Dataverse inherits Microsoft's full compliance portfolio: SOC 1, SOC 2, ISO 27001, HIPAA, FedRAMP, and more. Your clients' procurement and legal teams get answers from Microsoft's Trust Center — not a vendor-produced PDF.
Six-layer Microsoft Entra security model
Role-based access across eight types and five levels, business unit hierarchy, row-level security, column-level data masking, hierarchy security, and team-based controls — all through Microsoft Entra. No separate identity platform to manage or audit.
AI that stays inside your governance boundary
TekStack's AI features run via Azure AI and Copilot Studio inside your tenant. Client data used for AI automation — ticket summaries, triage suggestions, project insights — never leaves your Microsoft environment or gets used to train a third-party model.
Audit trail your compliance team can actually use
Every record change, access event, and data export is logged through Microsoft's native audit framework. Pull a complete, structured audit trail without a vendor support request. The same tooling your clients use for their own compliance applies to your TekStack environment.
One number.
Everything included.
No SI fees. No support tiers. No managed services retainer on top. One subscription covers the software, the migration from your current platform, and the ongoing partnership.
- Help Desk or PSA (one module)
- Implementation + data migration
- Unlimited application support
- Max — 1 practice area
- Outlook & Teams integration
- Power BI + AI features + MCP server
- Help Desk, PSA, Billing, Reporting
- CRM + contract management
- Implementation + data migration
- Unlimited application support
- 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 MSPs
ask us most.
Can TekStack replace ConnectWise or Autotask entirely?
Yes. TekStack covers the full scope of what large MSPs need from a PSA — help desk, ticketing, SLA management, project delivery, contracts, billing, and reporting — plus the CRM and account management capabilities that legacy PSAs don't include. Migration from ConnectWise and Autotask is fully supported and included in every subscription.
How does TekStack handle multi-client SLA management?
Each client can have unique SLA tiers, entitlement rules, and escalation paths configured in the Help Desk module. Tickets are automatically routed and prioritized based on client-specific agreements, and SLA compliance is tracked in real time across all clients simultaneously — with breach alerts before deadlines are missed.
Does TekStack support MRR and recurring contract billing?
Yes. TekStack handles all common MSP billing models — monthly recurring, per-seat, T&M, project milestone, and hybrid agreements — from a single system. Invoices generate automatically on the billing cycle and flow directly to Business Central or QuickBooks Online without manual re-entry.
What does migration from our current PSA actually look like?
Full implementation and data migration is included in every TekStack subscription at no extra cost. Our team has experience migrating from ConnectWise, Autotask, and other legacy MSP platforms. We work through a phased approach — scoping, data migration, configuration, parallel testing, and go-live — with unlimited support throughout.
We manage regulated clients. Can we demonstrate compliance to them?
Yes. Because TekStack runs inside your Microsoft tenant, you have the same governance and audit tools for your operational data that your clients have for their Microsoft 365 environments. Microsoft Entra controls access, Microsoft's native audit framework logs every event, and there are no third-party data silos to explain away in a client security review.
How quickly can AI capabilities be deployed for our team?
Core AI features — Teams-embedded flows, the TekStack Agent, and AI-assisted time entry — are available from day one. The official Dataverse MCP Server is generally available, so you can connect any LLM immediately. Custom agents built in Copilot Studio can be designed and deployed in hours using your own data model, without waiting on TekStack's roadmap.
Ready to move to a platform
built for today's MSP?
No generic demo. We'll walk through TekStack side by side with what you're running today — help desk, delivery, contracts, and billing — in under an hour.
No obligation · Migration included · Responds within one business day
