See How B2B Tech & Service Companies Operate Profitably with TekStack

One platform for project management, resourcing, sales, support, and billing, built on Microsoft and priced for companies up to 1,000 employees. In one hour, at no cost, we'll show you exactly what it can do for your business.

Built on Microsoft · Replaces 7 Systems of Record · Flexible Pricing · No-Cost Implementation & Support

Your 1-hour demo is built around your business

No generic slideshow. We'll walk through TekStack's unified platform with your specific use case in mind, from sales to invoicing, all in one place.

In this demo we will cover
  • How to plan, schedule, and staff projects from a single view, with real-time budget vs. actuals
  • Resource management that matches backlog demand against team availability to keep utilization on target
  • Smart time entry, mobile timesheets, and multi-level approvals built for how services teams actually work
  • Automated billing for T&M, fixed fee, retainer, service pack, and consumption-based engagements
  • Portfolio-level visibility across every active project, with health and risk flagged before they become issues
  • How TekStack runs natively inside Microsoft 365, no separate login, no data silos, no integration risk
  • TekStack AI, working right inside Microsoft Teams, automating routine PS operations work
  • A live walkthrough tailored to your current tech stack and where you're feeling the most pain today
One Unified Platform
CRM, PSA, Help Desk, and Revenue Management in a single database. No integrations to babysit.
Lives Inside Microsoft 365
Works natively with Outlook, Teams, and Excel. Your team barely needs to change how they work.
TekStack AI, Built In
Lives right inside Microsoft Teams, already familiar with your CRM, PSA, and Help Desk data.
Your Data, Your Tenant
Deployed to your Microsoft tenant. You control access with Microsoft Entra. No shared cloud risk.
Power BI Dashboards
Every key metric for a B2B tech company, pipeline, utilization, ARR, NRR, out of the box.
Revenue Max Included
We don't just hand you software. Our team implements, trains, and runs the platform alongside yours.
Replacing Salesforce, ConnectWise, or NetSuite? By the time you license all users and add CPQ, PSA, and marketing tools, you'll spend 3 to 4 times more. TekStack includes everything: CRM, CPQ, projects, help desk, invoicing.
Built for companies like

B2B SaaS companies, VARs, MSPs, IT service companies, and BPOs, typically 20 to 200+ employees, already running on Microsoft 365.

Book Your Demo
Free, no obligation. We'll get back to you right away.
1-hour session No sales pressure Tailored to your company