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Features - PowerStack 365 | Full Customer Lifecycle Platform
Platform Features

The complete customer lifecycle
in one Microsoft platform.

From the first marketing touchpoint to the renewed invoice - PowerStack 365 connects Marketing, Sales, Delivery, Revenue, and Reporting on a single Microsoft Dataverse data model. One system of record. One login. Everything connected.

Book a Demo → See Pricing
Connected to Outlook Teams SharePoint Excel Word Copilot Power BI Fabric
Customer Lifecycle

Follow the customer, end to end.

Select any stage of the customer journey to explore the features, capabilities, and tools PowerStack 365 provides at that moment in the lifecycle.

01 Customer 360 Foundation
02 Marketing Awareness & demand
03 Sales Pipeline to close
04 Project Delivery Onboarding & services
05 Revenue Billing & renewals
Customer 360

Everything about every customer - every deal, project, invoice, and support ticket - in one system of record. One database. One login. No switching between apps to get the full picture.

Foundation

PowerStack 365 provides a true Customer 360 view - meaning everyone in your business sees the same complete customer record. Sales sees what the delivery team is working on. Finance sees what the customer owes. Support sees every deal and every project. All from one screen.

This is only possible because CRM, PSA, and Revenue Management share one Dataverse data model. No integration required. No sync delays. No version of the truth.

And because PowerStack 365 lives natively inside Microsoft 365, the connections to Outlook, Teams, SharePoint, and Copilot are automatic. Your team never leaves the tools they already use.

📧 Outlook 💬 Teams 📁 SharePoint 📊 Excel 📄 Word 🤖 Copilot 📈 Power BI
1
System of record for every customer
1
Login for all modules
1,000+
Standard Dataverse tables
3,000+
Open API endpoints
Your Microsoft tenant
Data never leaves your environment. Microsoft Entra ID. Six-layer security.
Marketing

Capture demand, run campaigns, and track every touch that leads to a deal - all connected to the same customer record that Sales and Delivery share.

Awareness and Demand
Embed forms directly on your website Auto-create leads and contacts on submission Map form fields to Dataverse columns Route leads to the right sales rep automatically Track source and campaign on every submission GDPR consent capture built in
Track anonymous and known visitor sessions Page-level visit history on contact records Identify returning visitors by cookie or email match Trigger alerts when target accounts visit key pages
Send branded campaigns to segmented contact lists Track opens, clicks, and unsubscribes on the contact record Drip sequences and nurture campaigns A/B subject line testing CASL and CAN-SPAM compliant Email activity visible to the sales team in real time
Score contacts based on web, email, and content activity Configurable scoring rules per behavior type Score threshold alerts to sales reps Score decay for inactive contacts
Track every touchpoint from first visit to closed deal First-touch, last-touch, and linear attribution models Campaign revenue attribution in Power BI Source reporting connected to won opportunity data
Sales

From the first outbound touch to a signed quote - every sales capability your team needs, connected to the same customer record that Marketing and Delivery share.

Pipeline to Close
Outbound sequences sent from your Outlook natively Multi-step cadence with email, call, and LinkedIn steps Template library with personalization tokens Reply detection and auto-pause on response Sequence analytics and step performance reporting
Full account hierarchy and org chart tracking All contacts, deals, projects, and invoices on one record Account health scoring and engagement signals Relationship mapping across stakeholders Account-level pipeline and ARR visibility
Outlook email sync - all emails logged automatically Calendar and meeting tracking on account records Teams call logging Activity timeline across every touchpoint Rep activity reporting in Power BI
Teams meeting transcription and AI summary Key topic and competitor mention detection Call summary saved to opportunity record automatically Action item extraction and follow-up creation
Configurable pipeline stages per business unit or product AI-assisted deal scoring and next best action Forecast categories and weighted pipeline Close date tracking and movement history Opportunity splitting and co-sell tracking
Product catalog with tiered pricing and bundles Automated quote generation from opportunity products Branded quote document generated in Word Approval workflows for discounts above threshold Quote-to-order conversion with one click Multi-currency support
Log competitors present in each deal Win/loss reason codes by competitor Competitive win rate reporting Battlecard library linked to opportunity records
Partner account and contact records Deal registration and co-sell pipeline tracking Partner-sourced revenue attribution Partner portal via Power Apps
Project Delivery

Deliver great projects, manage team utilization, and track every billable hour - connected to the same customer record that Sales and Finance share.

Onboarding and Services
Project templates from won opportunities Phase, milestone, and task hierarchy Project health status and RAG tracking Budget vs actuals in real time Customer-facing project portal Document management via SharePoint integration
Resource capacity planning by role and team Utilization tracking - billable vs non-billable Backlog visibility by resource Skills and certification tracking Bench time and availability reporting
Task creation and assignment from project templates Priority, effort estimate, and due date tracking Task dependency management Teams notifications on task assignment and update Overdue task escalation workflows
One-click time entry with AI-prompted descriptions Weekly timesheet view per resource Manager approval workflow with Teams notifications Billable and non-billable classification Approved time feeds directly to invoicing Time entry mobile app support
Issue log linked to project and customer record Severity, priority, and owner assignment Resolution tracking and closure confirmation Issue trend reporting per project and customer
Revenue Management

Quote to cash, fully automated. Subscriptions, milestones, T&M, and renewals - all in one system connected to your CRM, project delivery, and accounting platform.

Billing and Renewals
Subscription records linked to account and products ARR and MRR calculation in real time Upsell and expansion tracking Scheduled billing automation Proration for mid-term changes Multi-currency subscription support
Renewal pipeline with 30/60/90 day forecasting Automated renewal opportunity creation Early warning signals for at-risk renewals Renewal rate reporting by cohort and product NRR and gross retention dashboards Churn analysis with reason codes
Milestone billing triggered from project completion T&M invoicing from approved time entries Recurring subscription invoices generated automatically Invoice approval workflow before dispatch PDF invoice generation with branded template Payment status tracking and overdue alerts
Bi-directional sync of customers and invoices Invoice push from PowerStack 365 to QuickBooks Payment status sync back to CRM records Product and service code mapping
Native Microsoft-to-Microsoft integration Customer, item, and invoice synchronization Project cost posting to Business Central Real-time AR and payment visibility in CRM Shared Entra ID - no separate credentials
Reporting and Analytics

Be board ready every single day.
Not just once a quarter.

PowerStack 365 ships with 100+ pre-built Power BI reports covering every metric a B2B technology company needs. No spreadsheets. No manual assembly. No waiting.

PowerStack 365 - Sales Reporting · Power BI
PowerStack 365 Sales Reporting Dashboard
1 - Sales Reporting

Full pipeline visibility. Call your forecast with confidence.

Track every stage of your revenue funnel - from top of funnel through close. Coach your team on the right opportunities and forecast accurately with data you actually trust.

Current funnel and pipeline health
Funnel creation by source and period
Sales velocity by stage and rep
Win rate analysis by product and segment
Deal analysis and average contract value
Funnel conversion rates by stage
Sales activity reporting by rep
Quota attainment and forecast accuracy
PowerStack 365 - Project Reporting · Power BI
PowerStack 365 Project Delivery Reporting
2 - Project Delivery Reporting

Identify margin erosion before it happens.

Track the health of every project, every resource, and every billable dollar. Spot problems before they become customer escalations or margin surprises at month end.

Time entry by resource and project
Resource utilization by individual and team
Backlog by role and project
Incomplete and overdue work
Project variance vs budget
Billing backlog and unbilled work
Milestone billing status
Project gross margin tracking
PowerStack 365 - ARR Reporting · Power BI
PowerStack 365 ARR and Subscription Reporting
3 - Subscription and Revenue Reporting

Board-ready ARR metrics. Always current.

The metrics your board, investors, and leadership team need to understand the health and trajectory of your recurring revenue business - always live, always trusted.

ARR run rate by product and segment
MRR momentum month over month
Customer lifetime value (LTV)
Subscription renewals and renewal rate
Gross retention by cohort and period
Net retention including upsells and expansions
Churn analysis with reason codes
ARR at risk and early warning signals
Built on

Microsoft Power BI

All 100+ reports are built in Power BI - the Gartner and Forrester recognized market leader in business intelligence. Your data stays in the Microsoft ecosystem where it belongs.

Microsoft Power BI

Access anywhere

Mobile app, web browser, embedded in Teams, or directly inside PowerStack 365. Your team never leaves their workflow to check a number.

Always fresh data

Reports pull live from the Dataverse data model. When a deal closes or a project updates, reports reflect it automatically. No exports, no scheduled refreshes.

Enterprise security

Power BI connects directly to Microsoft Entra. The same role-based security that governs your CRM data also controls who sees which reports.

Easy to extend

Start with pre-built reports and customize or extend them with Power BI's visual editor. No developer required. No BI team to maintain.

Collaborate in the data

Comment, annotate, and share insights on specific visuals. Have the conversation inside the data rather than about a static screenshot in email.

Included at no extra cost

All 100+ pre-built reports are included in your PowerStack 365 subscription. No third-party BI license, no customization project, no extra charge.

See it live

Every feature. One 1-hour demo.

We will walk through the full lifecycle - from the first marketing touch to a renewed invoice - using your specific business as the example.

Book a Demo → See Pricing