TekStack is a unified platform that integrates CRM, marketing automation, professional services automation, and revenue management specifically for B2B tech companies. It provides a single source of truth for tracking customer journeys, managing subscriptions, and optimizing revenue processes, enabling businesses to operate more profitably.
Funding
Funding not disclosed
Founders
Product
Problem
B2B tech companies often struggle with disparate software systems for CRM, marketing automation, professional services, and revenue management, leading to data silos and inefficient processes. This lack of integration hinders a unified view of the customer journey and makes it difficult to optimize revenue performance.
Solution
TekStack offers a unified platform that integrates CRM, marketing automation, professional services automation (PSA), and revenue management into a single system, providing B2B tech companies with a single source of truth. By connecting all aspects of the customer journey, TekStack eliminates data silos and enables businesses to streamline operations, improve decision-making, and drive profitable growth. The platform is built on the Microsoft ecosystem, leveraging tools like Power BI for reporting and ClickDimensions for marketing automation.
Target Audience
TekStack is designed for B2B tech companies with 10-200 employees that sell technology or tech services and are looking to grow profitably, especially those already using Microsoft 365 products.
Features
- Integrated CRM with support for the B2B Revenue Waterfall
- Marketing automation capabilities for lead scoring, campaign management, and social media tracking
- Automated outbound sequences to increase sales prospecting productivity
- Professional services automation for managing team utilization, customer projects, and service billing
- Revenue management tools for tracking ARR, managing renewals, and automating invoicing
- Help desk functionality for customer support and SLA management
- Pre-built Power BI reports with industry-specific KPIs
- CPQ (Configure, Price, Quote) functionality for generating quotes and proposals