TekStack vs Planview Changepoint | The Migration-Proof PSA Alternative
For Planview Changepoint Customers

Changepoint is being retired. Choose where you land next.

Planview is migrating Changepoint customers to its newer platform whether they asked for it or not. Before you re-implement on Planview's terms, see what a Microsoft-native, agentic PSA looks like — built into the tools your team already uses.

Book a Demo See the Comparison
~75%
Typical savings vs. a Changepoint + CRM + billing stack
1
Platform: CRM → PSA → Billing
GA
MCP Server — Claude, Copilot & ChatGPT ready
0
Extra contracts for migration, support, or upgrades
Built On Microsoft Dataverse Teams Outlook Copilot Studio Claude MCP
Why This, Why Now

Being migrated isn't the same as being served

Planview has directed Changepoint customers toward its next-generation platform as part of the product's end-of-life path. That means a forced re-implementation is coming for a lot of teams — new data model, new training, new pricing — whether or not Changepoint has actually been the problem.

If you're being moved off Changepoint anyway, it's worth spending the same evaluation effort on every option — not just the one Planview is steering you toward. That's exactly the moment to ask what a modern PSA should include by default: native Microsoft 365 integration, real agentic AI, one platform from CRM to billing, and a migration that doesn't cost you six figures to find out.
Why Teams Choose TekStack

Built for how services teams actually work

TekStack isn't another standalone PSA tab competing for attention next to Changepoint. It's the system your team, and your AI agents, work inside of every day.

M
Live in Outlook and Teams
TekStack runs natively inside your Microsoft 365 tenant. Employees log time, update projects, and approve expenses from Outlook and Teams — no separate app to open, no separate login to remember. IT supports one tenant, secured with Microsoft Entra, instead of a third-party PSA bolted on top.
AI
Agentic AI, natively
TekStack ships with a Generally Available Dataverse MCP Server plus a TekStack Agent you can reach through Microsoft Copilot, Claude, or ChatGPT. Ask questions in plain language and get answers grounded in real project, resourcing, and billing data — and let agents update records, not just search them.
$
CRM to billing, one platform
Opportunity to project to invoice, without leaving the platform or reconciling three systems at month-end. CRM, CPQ, PSA, and billing share one data model, so your finance team trusts the numbers because there's only one version of them.
✓
Migration, support & upgrades: included
No separate implementation partner, no per-ticket support fees, no forced migration on someone else's schedule. Implementation, unlimited application support, and every upgrade are part of the subscription — starting with a standard template to bring over your Changepoint data.

Every tool your team needs.
One window. One login.

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.

Customer Relationship Management

True Customer 360 built for B2B tech companies. Every account, contact, deal, project, invoice, and support ticket. One view, one window, right inside Outlook and Teams.

  • Pipeline & forecasting
  • Customer 360
  • Outbound sequencing
  • CPQ & quoting
  • Marketing automation
  • Conversational intelligence
TekStack CRM — Customer 360 · Microsoft Edge
app.tekstack.com/crm/accounts
TekStack CRM — Customer 360

Service Delivery & PSA

Deliver great projects, manage team utilization, and track time. All connected to your CRM and billing so nothing slips between departments.

  • Project scheduling
  • Resource utilization
  • Smart time entry
  • Project accounting
  • Customer portal
  • Milestone billing
TekStack — Service Delivery & PSA · Microsoft Edge
app.tekstack.com/delivery/projects
TekStack Service Delivery & PSA

Revenue Management

Quote to cash, fully automated. Subscriptions, milestones, time & materials, and renewals. All in one system connected to your CRM and accounting.

  • Quoting & CPQ
  • Subscription management
  • Automated invoicing
  • Renewal management
  • ARR & retention reporting
  • Accounting integration
TekStack — Revenue Management · Microsoft Edge
app.tekstack.com/revenue/invoicing
TekStack Revenue Management

Help Desk

Make your help desk your superpower. Omnipresent support with SLAs, entitlements, and self-service tools. All tied to customer account history in your CRM.

  • Omnichannel ticketing
  • SLA management
  • Customer entitlements
  • Self-service portal
  • Time tracking per case
  • Escalation management
TekStack — Help Desk · Microsoft Edge
app.tekstack.com/helpdesk/tickets
TekStack Help Desk

Key Metrics & Reporting

100+ pre-built Power BI dashboards covering every metric a B2B tech company needs: sales, utilization, ARR, NRR, and support. Ready out of the box, no setup required.

  • Pipeline & funnel reporting
  • ARR & MRR dashboards
  • Utilization analytics
  • Win rate & deal analysis
  • Customer retention
  • Help desk analytics
TekStack — Key Metrics & Reporting · Microsoft Edge
app.tekstack.com/reporting/dashboards
TekStack Key Metrics & Reporting

Agentic AI

TekStack is fully agentified. AI agents built with Copilot Studio and Azure AI Foundry work right inside Teams; answering questions, updating records, and automating ~80% of routine interactions.

  • Official MCP server — GA
  • Teams-embedded agents
  • Copilot Studio ready
  • Azure AI Foundry
  • Full CRUD via MCP
  • Claude & GitHub Copilot compatible
TekStack — Agentic AI · Microsoft Teams
teams.microsoft.com/tekstack-agent
TekStack Agentic AI

Workflow Automation

300+ pre-built Power Automate flows ship out of the box, covering common revenue operations scenarios. Build additional flows or extend via REST API. Coding optional.

  • 300+ pre-built flows
  • Power Automate native
  • Teams-embedded triggers
  • REST API extensible
  • Approval workflows
  • Auto-notifications
TekStack — Workflow Automation · Microsoft Edge
app.tekstack.com/workflow/flows
TekStack Workflow Automation

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 customization, no vendor dependency.

  • Unlimited custom tables
  • Model-driven & Canvas apps
  • No-code configuration
  • OData v4 API: 3,000+ endpoints
  • Azure Synapse SQL access
  • Six-layer security model
TekStack — Customization · Microsoft Edge
app.tekstack.com/admin/customization
TekStack Customization
Platform Comparison

TekStack vs. Planview Changepoint

Changepoint was built as a standalone PSA tool that connects out to a separate CRM and billing system. TekStack was built as one platform — and it's built on the Microsoft stack your team is already living in.

TS
TekStack Microsoft Power Platform
PV
Planview Changepoint Services Automation (PSA)
Microsoft 365 Integration
Outlook Integration Native — work directly inside Outlook Not native — separate web application
Teams Integration Native — flows & agent chat inside Teams Not available
IT / Identity Overhead One tenant, one login via Microsoft Entra Separate app, separate credentials to manage
Agentic AI
MCP Server GA — Official Dataverse MCP Server Not available
AI Chat Interfaces Copilot, Claude, ChatGPT — bring your own LLM IBM Watson natural-language search (reporting only)
Agent Actions Agents can update records, trigger workflows Read-only insights, no agent actions
Platform Scope
CRM Built-in Not included — connects to Salesforce or Dynamics 365
Professional Services Automation Built-in Core product
Subscription / Revenue Billing Built-in, connected to CRM & delivery Not included — separate financial system required
Help Desk Built-in Not included
Support & Change Management
Implementation Included in every plan Partner-led, billed separately
Ongoing Application Support Unlimited, included Tiered support contracts
Upgrades Included, continuous Forced migration to Planview's new platform, on Planview's timeline
Migrating Off Changepoint Standard migration template included N/A — you're already being migrated
Cost — Typical 50-User Services Team (Annual, Est.)
Platform / Licensing $47,940
Full stack, ~$80/user/mo		 ~$140,000
Changepoint + separate CRM + billing tools
Implementation $0
Included		 ~$75,000
Re-implementation onto Planview's new platform (est.)
Support & Managed Services $0
Included		 ~$30,000
Support contract (est. /yr)
Total Year 1 (est.) $47,940
All-in. No surprises.		 ~$245,000
~5× more than TekStack

* Changepoint feature details reflect Planview's publicly listed product page as of writing. Cost estimates are illustrative, based on typical PSA + CRM + billing stack pricing and partner/SI market rates — actual costs depend on your contract, region, and the platform Planview migrates you to. Confirm current Changepoint pricing and end-of-life dates directly with your Planview account team.

FAQ

Got questions? We've got answers.

Why is Planview moving Changepoint customers to a new platform? +
Planview has been consolidating its product portfolio and is directing Changepoint customers toward its newer platform as part of an end-of-life path for the legacy product. Exact timelines and terms come from Planview directly, so it's worth confirming your renewal and support dates with your account rep. A forced move like this is a natural point to evaluate whether re-implementing on Planview's replacement is really your best option, or whether a different platform serves your business better.
What happens to my Changepoint data if I don't migrate? +
That depends on the timeline Planview has set for winding down legacy support. In general, once a product is deprecated, ongoing support, security patches, and hosting reliability decline as end-of-life approaches. We recommend confirming your specific dates with Planview and starting your evaluation well ahead of that deadline, rather than waiting until you're forced to move.
Does TekStack integrate with Outlook and Teams? +
Yes, natively. TekStack runs on Microsoft Dataverse inside your Microsoft 365 tenant, so employees can work directly from Outlook and Teams — updating projects, logging time, and chatting with the TekStack Agent — without opening a separate application. IT manages one tenant and one set of credentials through Microsoft Entra, instead of supporting a third-party PSA tool on top of Microsoft 365.
What is TekStack's MCP Server, and how is that different from Changepoint's AI features? +
TekStack ships with a Generally Available Dataverse MCP Server, so you can connect Claude, Microsoft Copilot, ChatGPT, or any MCP-compatible LLM directly to your live project, resourcing, and billing data, with full read and write access. Changepoint's AI capability is a natural-language search layer built on IBM Watson for exploring reports; it doesn't connect to outside AI assistants and can't take action on your data.
Can TekStack replace my CRM and billing tools too, not just PSA? +
Yes. TekStack is one platform spanning CRM, CPQ, professional services automation, billing, and help desk, all on the same data model. Changepoint is PSA-focused and typically connects out to a separate CRM, like Salesforce or Dynamics 365, and a separate billing or financial system. If you're already being forced to re-evaluate your stack, it's worth asking whether you need three vendors or one.
What's included when I switch? Is migration extra? +
Implementation and data migration are included in every TekStack plan, along with unlimited application support and ongoing upgrades. We provide a standard migration template to bring over accounts, contacts, projects, resourcing history, and financials from Changepoint, so you're not paying an implementation partner on top of your subscription.
How long does migrating from Changepoint to TekStack take? +
Timelines vary with your data volume and the number of integrations you're replacing, but most services teams are live within weeks, not months. Book a demo and we'll give you a specific plan and timeline based on your current Changepoint setup.
What does TekStack cost compared to staying with Planview? +
Because TekStack includes CRM, PSA, and billing plus implementation and support in one subscription, most services organizations find it costs a fraction of running Changepoint (or its replacement) alongside a separate CRM and billing system. Book a demo and we'll build the comparison against your actual current spend.
TekStack — Block 6 Cta
No obligation · 1 hour

See your next PSA Tool fully automated in one hour.

For companies that are evaluating a switch from Planview Changepoint, have a look at a Microsoft alternative.

What happens on the call
  • 1 We learn about your current business process and where it's breaking down
  • 2 You see a live walkthrough of the projects, resourcing, billing.
  • 3 We walk you through pricing. Straightforward, no surprises
  • 4 You leave with a clear picture of what switching would actually look like
✓
Implementation, support & Max included One team, one point of contact, from day one. No consultants, no hidden fees.

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