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Overview
TekStack helps B2B software companies streamline sales and customer management with its account-centric CRM and Agentic AI capabilities. While it requires a detailed initial setup, its robust automation, opportunity management, and customer 360 insights deliver long-term efficiency and improved revenue growth.
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Starting Price
Custom
TekStack Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is TekStack?
TekStack is a CRM platform built for B2B software companies that helps manage complex sales processes and multi-buyer engagement across organizations. It combines opportunity management, integrated quoting, and forecasting tools to give teams clear visibility into deals, customer accounts, and recurring revenue. The platform also integrates seamlessly with Microsoft 365, enabling users to capture communications, track appointments, and access account information in one place.
Additional modules like marketing automation, outbound sequencing, and built-in reporting help businesses scale their sales and marketing efforts while monitoring performance in real time.
TekStack Pricing
TekStack price plans are listed as follows:
- Sales (CRM) Bundle: $1,895/month
- Delivery Module: $895/month
- Dynamics 365 Customer Service: $895/month
- Business Central Bundle: $650/month
Disclaimer: The pricing is subject to change.
TekStack Integrations
TekStack software integrates with the following tools and platforms:
- Microsoft 365 Software
- Microsoft Copilot
- Microsoft Teams
Who Is TekStack For?
TekStack software is ideal for the following industries and sectors:
- Professional services
- Consulting
- Finance
- Manufacturing
Is TekStack Right For You?
TekStack software stands out as a powerful CRM solution, particularly for businesses seeking advanced automation and deep integration with the Microsoft ecosystem. Its focus on Agentic AI and sales velocity makes it an excellent fit for organizations aiming to significantly enhance customer engagement and streamline sales processes.
Still not sure about the TekStack software? Contact our support team at (661) 384-7070 for further guidance.
TekStack Features
Deal Management
TekStack efficiently handles the complexities of selling high-value and conceptual products and services in a B2B environment. It tracks opportunity values, stakeholder communications, and crucial sales velocity insights to streamline sales cycles.
Customer 360 View
The tool delivers a true 360-degree customer view. This includes email communication, owned products, subscription renewal dates, invoice status, project status, and help desk cases, ensuring complete control of every customer interaction.
Integrated Quoting
This feature allows users to generate accurate and professional quotes or proposals in seconds. It facilitates the calculation of opportunity values, tracks multi-year subscriptions, and combines various product types for user convenience.
Accurate Sales Forecasting
TekStack empowers businesses to improve forecasting accuracy by providing real-time analysis of sales data. This allows for accurate prediction of the market capacity, enabling teams to take data-driven decisions that bring success.
Key Metrics
With this software, users get powerful reporting capabilities to enhance team success by getting insights into critical sales performance metrics. This includes current funnel analysis by total contract value and annual recurring revenue, amongst many other options.
Pros And Cons of TekStack
Pros
Streamlines complex B2B sales processes
Provides comprehensive customer insights
Generates professional quotes quickly
Cons
Initial setup might require external help
Limited customization options in some areas
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Frequently Asked Questions
What types of TekStack pricing plans are available?
TekStack offers several modules with separate pricing, including the Sales (CRM) Bundle at $1,895/month, the Delivery Module at $895/month, Dynamics 365 Customer Service at $895/month, and the Business Central Bundle at $650/month. Request a detailed TekStack cost breakdown for your organization!
What other apps does TekStack integrate with?
TekStack features integrations with Microsoft 365 Software, Power BI, and Microsoft Teams.
What level of support does TekStack offer?
TekStack offers support via email and helpline. Users can also fill out an online inquiry form to learn more about the software.
What language does TekStack support?
TekStack only supports the English language.
Does TekStack offer an API?
No, TekStack offers an API.
Does TekStack have a mobile app?
No, TekStack does offer a dedicated mobile app.
Who are the typical users of TekStack?
Typical users include professionals operating in consulting, finance, manufacturing, and other related industries.