TekStack
TekStack is a unified operating system for B2B technology companies (20–200 employees) built natively on Microsoft 365, combining CRM, PSA, help desk, revenue management, and agentic AI on a single Dataverse-backed platform.
- Company typePrivate
- Founded2019
- HeadquartersToronto, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What TekStack does
TekStack is a Toronto-based software company that sells a unified operating system for B2B technology companies with 20 to 200 employees, targeting SaaS firms, managed service providers, business process outsourcers, IT services firms, and professional services organizations already running on Microsoft 365. The platform consolidates CRM, professional services automation (PSA), help desk, revenue management, and agentic AI into a single application that replaces up to seven disconnected tools with a shared customer 360 view, priced through three annual subscription tiers ranging from $2,595 per month for 10 users (Starter) to $8,495 per month for unlimited users (Enterprise).
The product is built natively on Microsoft Dataverse and the Power Platform, deploying inside the customer's own Microsoft 365 tenant with deep integration into Outlook, Teams, SharePoint, Excel, and Power BI. The platform exposes 3,000+ OData v4 API endpoints, 1,000+ standard tables, 300+ pre-built Power Automate flows, and 100+ Power BI dashboards out of the box. AI capabilities are built on Azure AI Foundry and Copilot Studio and include Teams-embedded agents, an official generally available Dataverse Model Context Protocol (MCP) Server enabling full CRUD access for external agents (Claude, GitHub Copilot, Azure AI Foundry), and Max, a managed service that combines AI agents with human experts. Integrations extend the platform to Microsoft Dynamics 365 Business Central, QuickBooks Online, ClickDimensions, Azure DevOps, and Azure Synapse.
TekStack sells primarily through a direct, consultative field-sales motion with website-initiated demos, supported by self-serve ROI and sales-velocity calculators and competitor comparison content targeting switchers from Salesforce, HubSpot, ConnectWise, Oracle NetSuite, and Dynamics 365. The company was founded in 2019, employs between 11 and 50 people, and reports a customer base of hundreds of B2B tech companies globally; revenue, funding, and ownership details are not publicly disclosed.
TekStack firmographics
Firmographics- Name
- TekStack
- Legal name
- TekStack Inc.
- Website
- https://tekstack.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TekStack is a unified operating system for B2B technology companies (20–200 employees) built natively on Microsoft 365, combining CRM, PSA, help desk, revenue management, and agentic AI on a single Dataverse-backed platform.
- Ownership category
- akta.pro rank
TekStack industry classification
Industry- Product category
- B2B Operations Platform Software
- NAICS
- Software Publishers (513210), All Other Business Support Services (561499)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industries
- Sales Force Automation (SFA) CRM (HDAEAFAA), Invoicing, Billing & Accounts Receivable Automation (FSAGAJAC)
Keywords
Where TekStack is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Markets served
TekStack business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Platform Subscription - Starter Edition: CRM or PSA module with 10 users at $2,595/month. Includes implementation, data migration, unlimited support, and Max managed services for 1 practice area.
- Platform Subscription - Business Edition: Full platform (CRM, CPQ, PSA, Help Desk, Billing) with 50 users at $3,995/month. Includes all core modules, Power BI, AI agents, MCP server, and Max for 1 practice area.
- Platform Subscription - Enterprise Edition: Unlimited users at $8,495/month. Includes everything in Business Edition plus marketing automation, Max for 2 practice areas, 10 hours/month customization, and unlimited staging environments.
- Additional User Licenses: Full users at $50/user/month and Time Entry users at $20/user/month for additional capacity beyond base tier inclusions.
- Additional Module Add-ons: ClickDimensions Marketing Automation, Delivery Module, Help Desk Module, Business Central Integration, QuickBooks Online Integration, Zendesk Integration, and Azure DevOps Integration available as add-ons.
- Max Managed Services Continuation: After first year included period, Max services continue at $1,500/month per practice area.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Starter Edition - CRM or PSA module, 10 users |
| Subscription | Annual | Business Edition - Full platform, 50 users |
| Subscription | Annual | Enterprise Edition - Unlimited scale, unlimited users |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
TekStack product offering
Product offeringCore offering
TekStack sells a unified B2B operations platform (branded PowerStack 365) built natively on Microsoft Dataverse and Power Apps, combining CRM, Professional Services Automation (PSA), Help Desk, Revenue Management, and Agentic AI in a single Microsoft 365-tenant product. The platform replaces up to seven disconnected tools with shared data model, 300+ pre-built Power Automate flows, 100+ Power BI dashboards, and a Max managed services layer.
Product overview
TekStack is a unified operating system for B2B tech companies built on Microsoft 365, consisting of a core platform (PowerStack 365) with integrated modules for CRM, Professional Services Automation (PSA), Revenue Management, Help Desk, and Agentic AI. The platform is built natively on Microsoft Dataverse and Power Apps, integrating deeply with Outlook, Teams, SharePoint, Word, Excel, and Power BI. Optional integration modules connect to QuickBooks Online and Microsoft Dynamics 365 Business Central for accounting. Max, the included Revenue Maximizer, combines AI agents with human experts for ongoing managed services. All modules share a single database and data model, enabling Customer 360 visibility across sales, delivery, support, and billing.
Differentiator
Problem solved
Functional benefit
Brands
- Max: Max is TekStack's built-in Revenue Maximizer service, a blend of AI agents and human experts included in every TekStack subscription. It sits alongside customer teams to find missing revenue, improve margins, and keep systems working together.
- PowerStack 365
Products and services
- PowerStack 365 Unified platform combining CRM, Professional Services Automation, Revenue Management, Help Desk, and Agentic AI on Microsoft Dataverse. Replaces up to 7 disconnected systems with a single platform for B2B tech companies running Microsoft 365.
- TekStack CRM Customer Relationship Management module built natively inside Microsoft Outlook and Teams for B2B tech companies. Provides account-centric pipeline management, outbound sequencing from seller's Outlook, CPQ/quoting, sales forecasting, conversational intelligence, and marketing automation.
- Professional Services Automation (PSA) Project delivery module for managing projects, resources, time, and customer communication. Includes standardized project templates, resource scheduling, utilization tracking, gross margin management, RAID logging, and customer self-service portal, built for Microsoft Teams integration.
- Revenue Management Quote-to-cash automation covering subscriptions, milestones, time and materials, and renewals. Manages product pricing libraries, subscription lifecycle, automated invoicing, and ARR/NRR reporting, connected to CRM and accounting systems.
- Help Desk B2B help desk built on Microsoft Dynamics 365 Customer Service with AI agents, knowledge base, and self-service portal. Features omnichannel ticketing, SLA management, customer entitlements, DevOps integration, and case management linked to customer account history.
- Key Metrics and Reporting Over 100 pre-built Power BI dashboards covering sales reporting, project delivery metrics, and subscription/revenue management (ARR, NRR, churn, retention). Real-time data updated automatically without manual reconciliation.
- Agentic AI Platform AI-ready platform with Teams-embedded agents and official Dataverse MCP Server. Connects to Claude, GitHub Copilot, Copilot Studio, and Azure AI Foundry. Automates approximately 80% of routine interactions and enables custom agent building via Copilot Studio.
- Max (Revenue Maximizer) Managed services offering combining AI agents with human experts included in every TekStack subscription. Covers marketing, sales, professional services, and finance operations; finds missing revenue, improves margins, and ensures systems work together without adding headcount.
- Business Central Integration Integration module connecting TekStack to Microsoft Dynamics 365 Business Central ERP. Automatically syncs customer records, invoices, payment status, billing contacts, and deferred revenue entries for real-time financial visibility and project accounting.
- QuickBooks Online Integration Integration connecting TekStack CRM directly to QuickBooks Online for accounting sync. Pushes invoices automatically, eliminates double-entry, and updates payment status bidirectionally.
Quantifiable outcome
- 80% cost reduction compared to Salesforce Year 1 spend for 50-user organization ($47,940 vs $330,000)
- +4 more outcomes
Companies that use TekStack
Customer profileNamed customers9 records
Segments6 records
Ideal customer profiles2 records
TekStack technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability11 records
Feature6 records
TekStack partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- MicrosoftcoreCore platform partner providing Dataverse, Power Apps, Power Automate, Power BI, Teams, Outlook, SharePoint, Azure AI Foundry, Copilot Studio, and Microsoft Entra security. TekStack is a certified Microsoft Power App that sits inside customer's Microsoft 365 tenant. Official MCP Server built on Microsoft Dataverse.
- QuickBooks OnlinecoreAccounting integration partner allowing TekStack to push invoices directly to QuickBooks Online, eliminating double-entry and reconciliation errors between CRM and accounting.
- Microsoft Dynamics 365 Business CentralcoreTekStack provides CRM, PSA, and Revenue Management layer on top of Business Central ERP. Customer records, invoices, payment statuses, and billing contacts sync automatically. Deferred revenue entries populated automatically.
Scale indicators6 records
Recent moves5 records
Expansion highlights5 records
TekStack competitors and assessment
Company assessmentBroad incumbents
- HubSpot:
- Salesforce: Salesforce is the dominant CRM and Customer 360 platform. TekStack explicitly positions against it with an 80% cost-savings narrative for B2B tech companies on Microsoft 365, targeting the same CRM, sales, service, and revenue management workloads.
Direct peers
- Microsoft Dynamics 365: Microsoft Dynamics 365 (Sales, Customer Service, Project Operations) is the closest direct competitor: a Microsoft-native CRM/PSA suite on Dataverse that overlaps with TekStack's modules. TekStack frequently runs comparison pages against D365 Sales and D365 Project Operations, making Microsoft both partner and primary competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TekStack social profiles
Digital presenceTekStack financial estimates
Financial estimateRevenue estimate
Valuation estimate
TekStack leadership team
Management profileNumber of profiles
Profiles2 records
TekStack funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TekStack M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TekStack
What does TekStack do?
TekStack sells a unified B2B operations platform (branded PowerStack 365) built natively on Microsoft Dataverse and Power Apps, combining CRM, Professional Services Automation (PSA), Help Desk, Revenue Management, and Agentic AI in a single Microsoft 365-tenant product. The platform replaces up to seven disconnected tools with shared data model, 300+ pre-built Power Automate flows, 100+ Power BI dashboards, and a Max managed services layer.
Is TekStack a public or private company?
TekStack is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TekStack founded?
TekStack was founded in 2019. It employs 11 to 50 people.
Where is TekStack based?
TekStack is headquartered in Toronto, Canada, in the North America region.
How does TekStack make money?
Six revenue lines are on record. Platform Subscription - Starter Edition is the primary driver. The others are platform Subscription - Business Edition, platform Subscription - Enterprise Edition, additional User Licenses, additional Module Add-ons and max Managed Services Continuation.
Who are TekStack's main competitors?
Broad incumbents on record are HubSpot and Salesforce. Microsoft Dynamics 365 is listed as a direct peer.
Does TekStack have an API?
Yes. Full REST API with 3,000+ endpoints using OData v4.0 OASIS Standard. Unlimited OData access with no artificial call limits or per-call charges. Full CRUD operations available. Schema is self-describing via OData $metadata and CSDL. Direct SQL access via Azure Synapse Link for advanced data export and analysis. Developer documentation is at www.tekstack.com/platform.
What industry is TekStack in?
TekStack's product category is B2B Operations Platform Software. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of HDAEAFAA, Sales Force Automation (SFA) CRM. Its NAICS code is 513210 and its SIC code is 7372.