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TekStack

TekStack empowers B2B software firms to enhance their sales processes and customer relationship management through its account-focused CRM and Agentic AI functi...

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TekStack empowers B2B software firms to enhance their sales processes and customer relationship management through its account-focused CRM and Agentic AI functi...

Watch Demo Get Pricing
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Product Overview

TekStack empowers B2B software firms to enhance their sales processes and customer relationship management through its account-focused CRM and Agentic AI functionalities. Although it necessitates a comprehensive setup from the start, its powerful automation, opportunity tracking, and holistic customer insights provide enduring efficiency and foster revenue growth over time.

Product Details

What Is TekStack?

TekStack is a customer relationship management (CRM) solution designed specifically for B2B software enterprises. It assists in navigating intricate sales workflows and engaging multiple stakeholders within organizations. By merging opportunity management, integrated quoting, and forecasting capabilities, it provides teams with a transparent view of deals, client accounts, and recurring revenue streams. The platform also boasts seamless integration with Microsoft 365, allowing users to consolidate communications, manage appointments, and retrieve account details all in one convenient location.

Additional features such as marketing automation, outbound sequencing, and comprehensive reporting empower businesses to enhance their sales and marketing initiatives while keeping track of performance metrics in real-time.

TekStack Pricing

The pricing plans for TekStack are as follows:

  • Sales (CRM) Bundle: $1,895/month

  • Delivery Module: $895/month

  • Dynamics 365 Customer Service: $895/month

  • Business Central Bundle: $650/month

There are also additional options available to further enhance the software's capabilities. Reach out to our representatives today for a personalized TekStack pricing quote!

Please note that the pricing is subject to change.

TekStack Integrations

TekStack seamlessly integrates with various tools and platforms, including:

  • Microsoft 365 Software

  • Microsoft Copilot

  • Microsoft Teams

Consider watching a TekStack demo to discover more about its integration features.

Who Is TekStack For?

This software is particularly suitable for the following sectors:

  • Professional services

  • Consulting

  • Finance

  • Manufacturing

Is TekStack Right For You?

TekStack emerges as a robust CRM option, especially for organizations looking for sophisticated automation and extensive integration within the Microsoft ecosystem. Its emphasis on Agentic AI and sales velocity positions it as an outstanding choice for businesses striving to significantly boost customer interaction and streamline their sales workflows.

If you still have questions about whether TekStack is the right fit for you, please reach out to our support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

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

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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!

TekStack features integrations with Microsoft 365 Software, Power BI, and Microsoft Teams.

TekStack offers support via email and helpline. Users can also fill out an online inquiry form to learn more about the software.

TekStack only supports the English language.

No, TekStack offers an API.

No, TekStack does offer a dedicated mobile app.

Typical users include professionals operating in consulting, finance, manufacturing, and other related industries.