In a recent webinar, Marc shared his perspective on why Managed Service Providers (MSPs) are rethinking their approach to PSA tools, and how TekStack is positioned as a Microsoft-powered alternative to aging platforms like ConnectWise and Datto.
“MSPs are shifting from reactive support to proactive delivery and recurring revenue. That requires a different kind of muscle.”
Marc kicked off the session by describing how the PSA market has traditionally been built for ticketing and reactive support. But today’s MSPs want more. They want to win bigger deals, deliver projects efficiently, and drive predictable, recurring revenue. That’s where TekStack comes in.
Purpose-Built on the Microsoft Stack
TekStack is a model-driven Power App built natively on Microsoft’s Power Platform, the same technology that underpins Dynamics 365. If you’re a Microsoft partner, it immediately feels familiar: with the waffle menu, presence indicators, Teams integration, SharePoint access, and Azure-level security baked in.
“What’s really cool is that we deploy into your Microsoft tenant. So you control the data, the security, everything.”
Unlike traditional SaaS tools that require your data to live in their environment, TekStack installs into your own Microsoft tenant. That’s a big deal for MSPs that are entrusted with sensitive client data.
Real-Time Collaboration & Visibility
Marc walked through TekStack’s CRM-like functionality, demonstrating how teams can see every touchpoint across the customer journey. Timeline views consolidate all communication—emails, calls, meetings, even AI-generated recaps from Copilot—into a single place.
Every customer record includes deep integrations with SharePoint, Teams, and OneNote, making it easy for teams to manage documents and collaborate natively within Microsoft 365.
Sales, CPQ, Projects, and Billing: All in One Platform
TekStack is more than a CRM. It includes:
- CPQ & Quoting: Build quotes directly in the system using product catalogs and templates. Generate and send them in seconds.
- Project Management: Manage task hierarchies, dependencies, and milestones. Assign resources, track time, and calculate project profitability.
- Invoicing & Financials: Integrated with Business Central to automate invoice creation and posting.
- Ticketing & Case Management: While not as heavy as legacy PSA ticketing modules, TekStack supports multichannel case intake, asset management, IoT alerts, and knowledge-based case deflection.
Built-in AI and Automation Capabilities
TekStack is future-proofed with Copilot and low-code/no-code tools. Marc shared an example of a time-entry agent built using Microsoft’s Copilot Studio:
“I told it: look at my emails, my SharePoint sites, my calendar, and tell me where I spent my time. That’s the kind of automation you can build, no dev required.”
The platform supports automation through Power Automate, and more advanced AI capabilities are available through Azure AI for organizations ready to take the next step.
Reports That Drive Real Insights
With Power BI embedded into the platform, TekStack provides out-of-the-box reporting across sales, projects, subscriptions, and support tickets. And for those who want to build their own dashboards, everything is fully customizable.
Fully Customizable, Fully Yours
TekStack is easy to customize through Power Apps Studio. Drag-and-drop forms, new tables, additional fields. MSPs can mold the system to their specific needs. TekStack even helps manage solution layering and upgrades to ensure nothing breaks when updates roll out.
For MSPs Focused on Growth
Legacy platforms were built for a different era. Today’s MSPs are selling larger projects, managing long-term customer relationships, and leaning into recurring revenue models.
“If you’re out there selling Microsoft, you should be using Microsoft internally. And TekStack makes that possible.”
Whether you’re tired of rigid PSA tools or looking to modernize your delivery and revenue stack, TekStack offers a new path forward. One that’s flexible, secure, and designed for growth.
Watch the On-Demand Webinar
Get the full walkthrough and see how the platform works in action—from quoting and project management to invoicing, AI, and automation.
Watch the on-demand webinar now
Recent posts
