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.
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
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.
See How It WorksThe 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.
See How It WorksThis 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.
See How It WorksTekStack 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.
See How It WorksWith 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.
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