About
TekStack makes CRM, PSA, billing and help desk software for B2B technology companies, built on Microsoft Dynamics 365 and integrating with Business Central and QuickBooks Online.
Products
8CRM for tech companies that puts marketing automation, quoting, forecasting and call summaries inside Outlook, Teams and SharePoint.
Case management for B2B tech companies, built on Microsoft Dynamics 365 Customer Service.
Marketing automation on Microsoft Power Platform shares the CRM database and shows sellers buyer behaviors like page visits, emails and web forms.
TekStack's Portfolio Management provides a consolidated view of all projects across an organization, showing health, budget, and staffing status at a glance to help leadership identify risks and rebalance priorities.
PSA software for B2B tech companies on Microsoft 365, with templates, scheduling, time entry and a Teams and Outlook portal.
TekStack's Project Management allows users to plan, schedule, and deliver every engagement, with features like task and milestone scheduling, work breakdown structures, budget vs. actuals tracking, and Gantt views.
TekStack's 100+ pre-built Power BI reports covering sales, project delivery and subscription revenue.
Subscription management app for B2B SaaS that builds CPQ into the sales process and generates invoices and Power BI revenue reports.
What changed
- CapabilityHelp Desk: MCP server confirmedCapability audit
- Capability audit
Recent News
The tools that saved you in year one are costing you in year five
This article discusses how growing B2B companies, particularly relevant for MSPs, face challenges with disconnected CRM, PSA, billing, and support systems, leading to inefficiencies. It emphasizes the need for a unified platform to optimize operations and reduce costs as an IT service provider scales.
Read moreChurn doesn’t start at cancellation. It starts when customers go quiet. (And what you can do about it)
This article discusses strategies for customer retention, focusing on identifying early signs of churn by recognizing client disengagement. These insights are highly valuable for MSPs managing recurring service contracts and aiming to reduce client attrition.
Read moreFrom Closed Won to Invoice: What the TekStack + QuickBooks Integration Actually Does
This article discusses the TekStack and QuickBooks integration, which can streamline the process from closing a deal to invoicing, potentially improving efficiency for MSPs using both platforms.
Read moreIt’s Event Season! Marketing tips to getting the most out of your next trade show (Updated for 2026)
This article provides updated marketing tips relevant for MSPs participating in or sponsoring trade shows in 2026, helping them maximize their ROI from these events by improving client engagement and lead generation.
Read moreVendor-providedVerify with the vendor.
Company Size
Small
Founded
2019 (7 years)
Source: Apollo, Dec 2025
Employees
11-49
Source: Apollo, Dec 2025
Industry
Information Technology & Services
Headquarters
Toronto, Ontario, Canada
Focus Areas