Built for Microsoft Teams and collaboration-first teams

The CRM that runs the sales conversation inside Teams.

Collaboration-first teams run the sales conversation in Microsoft Teams channels, not in a CRM browser tab. Strkr integrates deeply with Teams through the Teams app for deal cards, channel updates, meeting transcript capture, and forecast cards so the CRM is in the loop where the team actually works.

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What this audience is actually dealing with

The pains that bring buyers here.

A general CRM lives in a browser tab that reps open once a week. Teams first-mover teams run the sales conversation inside Microsoft Teams channels with meeting recordings, chat threads, and file collaboration. A CRM that does not fit Teams ends up as a reporting system rather than a working tool. The pain points below are what Strkr onboarding hears on every call with Microsoft Teams-first teams looking to replace a CRM that competes with Teams for attention instead of fitting inside it.

Browser tab avoidance

The AE opens the CRM once a week.

When the CRM lives behind a browser tab and the actual conversation runs in Teams the AE opens the CRM when a manager asks. Data decays. Strkr Teams app surfaces deal cards inside Teams with inline editing so the AE updates the CRM in the flow of the Teams conversation. CRM data stays current because the friction disappears.

Meeting context loss

Teams meeting content never reaches the CRM.

Teams meeting recordings, transcripts, and Copilot summaries scatter across the Teams tenant with no CRM visibility. Strkr pulls meeting content onto the deal card where tenant policy permits, with Strkr AI drafting the post-call summary and next steps.

Channel update friction

Deal updates do not post to the sales channel.

Deal updates (stage change, closed won, slippage) do not post to the Teams channel where the sales team runs the conversation. The team runs stand-up meetings to catch up. Strkr Teams app auto-posts deal updates to the configured channel so the team sees movement without the stand-up.

Forecast call friction

The weekly forecast call pulls up five tabs.

The weekly forecast call runs in Teams but requires the manager to pull up five browser tabs (CRM pipeline, Excel forecast, Google Sheets commit, Slack notes, email thread). Strkr Teams app surfaces the pipeline inside Teams so the forecast call runs with everything on screen.

Entra ID SSO gate

Enterprise security demands SSO at the base tier.

Enterprise security teams require Entra ID single sign-on. Many CRMs gate SSO behind the Enterprise tier at $150 to $300 per seat. Strkr SSO ships on Scale at $119 per seat per month through Clerk with Entra ID (SAML and OIDC) as a supported identity provider.

Teams bot gap

The CRM does not answer in Teams chat.

Reps want to ask quick questions in Teams chat (what is the account owner, when is the next renewal, who was on the last call). Strkr Teams bot answers CRM questions in natural language inside Teams chat so the rep gets the answer without opening the browser.

The Teams integration layer

How Strkr fits inside Teams.

Strkr integrates with Microsoft Teams through the Microsoft Graph API and the Teams app framework with per-user OAuth through Entra ID. The admin configures tenant-wide consent once. The result is a deep, bidirectional integration that fits where the team actually works.

Teams app with deal cards

Deal, contact, account inline in Teams.

The Strkr Teams app surfaces deal, contact, and account cards inline in Teams with inline editing. The rep updates stage, logs notes, and sets next steps without leaving Teams. Deal cards render in channels, in chats, and in meetings for context during conversations.

Channel updates

Deal movement posts to the sales channel.

Deal updates (stage change, closed won, slippage flag, forecast commit, new deal) auto-post to configured Teams channels. The admin configures which updates post to which channels. The team sees deal movement without a stand-up meeting.

Meeting transcript capture

Recording, transcript, Copilot summary.

Teams meeting recordings, transcripts, and Copilot summaries flow onto the deal card where tenant policy permits. Strkr AI drafts the post-call summary and next steps from the transcript. The AE reviews and files in two minutes instead of relistening to the recording.

Forecast cards in Teams

Pipeline on screen for the forecast call.

The forecast cards surface the pipeline inside Teams for the weekly forecast call. The manager navigates deals, commits move live, and the roll-up renders in the Teams meeting without a browser tab switch.

Teams chat bot

Ask Strkr questions in Teams chat.

The Strkr Teams bot answers CRM questions in natural language in Teams chat. The rep asks who the account owner is, when the next renewal is, or who was on the last call. The bot answers inline with scope limited to the rep permission.

Entra ID SSO

SAML or OIDC through Clerk.

Entra ID single sign-on through Clerk with SAML and OIDC. The admin configures tenant-wide SSO once. SCIM provisioning supported. Entra ID group-to-role mapping drives automatic role assignment on first sign-in.

SharePoint attachment visibility

Deal folder content on the deal card.

SharePoint document library content surfaces on the deal card with permission respect. For teams storing proposals, contracts, and reference material in SharePoint document libraries this closes the context gap. The AE and legal see the same files from the same source of truth.

Outlook deep integration

Server-side inbox sync and calendar.

Server-side Outlook inbox sync captures every sent and received email with contact matching and deal association. Outlook calendar sync is bidirectional with Teams meeting link preservation. The Outlook add-in surfaces the deal card inside the Outlook pane with inline editing.

The Teams-first day

A day in Teams with Strkr in the loop.

A Teams-first team runs the day inside Microsoft Teams. The cards below show the workflow with Strkr fitting the day instead of competing for attention.

0830 team channel pass

The morning read on deal movement.

The AE opens Teams in the morning. The sales channel shows overnight deal updates (closed won from the Pacific team, pipeline movement, new MQLs). Strkr Teams app surfaces the deals that need attention today. The AE sets the day priority from the channel instead of logging into a browser.

0900 discovery call

Teams meeting with the deal card in the pane.

The 9am discovery call runs in Teams. The Strkr deal card renders in the meeting pane showing recent emails, prior notes, and account context. The AE references the context during the call. After the call Strkr AI drafts the summary from the Teams transcript.

1100 chat question

The quick lookup in Teams chat.

An AE asks a quick question in a Teams chat with a colleague: "Who is the account owner for Acme?" The Strkr Teams bot answers inline with the account owner, current stage, and recent engagement. The AE and colleague move on without a browser tab.

1300 proposal collaboration

SharePoint proposal collaboration in Teams.

The AE and the sales engineer collaborate on a proposal in SharePoint through the Teams file collaboration. The Strkr deal card shows the proposal version history. The proposal link goes to the prospect from the deal card.

1500 forecast call in Teams

Pipeline on screen for the weekly commit.

The 3pm forecast call runs in Teams with the Strkr forecast cards on screen. The manager navigates deals, the AEs commit live, and the roll-up renders without a browser tab switch. Forecast call time drops from 60 minutes to 35 minutes because the context is in Teams.

1700 end-of-day post

Closed won posts to the team channel.

The AE marks a deal closed won in the Strkr Teams app. The win posts to the sales Teams channel automatically with the deal context. The team celebrates in the channel. The sales lead sees the day summary in the channel without a stand-up meeting.

Strkr AI for Teams-first teams

AI drafting inside Teams.

Strkr AI drafts with retrieval scope strictly scoped to the workspace with Teams meeting content included. The AI calls do not train on tenant data. Drafts surface inside Teams, inside Outlook, and in the Strkr web UI.

Teams meeting summary

The post-call recap from the transcript.

Strkr AI drafts the post-call summary from the Teams meeting transcript with discussion points, open questions, next steps, and deal-stage impact. The summary writes to the deal card so the next person who touches the account sees the real context.

Follow-up email in Teams

The after-meeting touchpoint.

Strkr AI drafts the follow-up email from the Teams meeting transcript and the deal context. The draft lands in the Teams app for review. The AE reviews, approves, and sends through Outlook with one click.

Pre-call brief in Teams

The 10-minute read before a Teams meeting.

Before a Teams meeting Strkr AI drafts a 10-minute pre-call brief with recent emails, prior meeting notes, deal context, and recommended questions. The AE reads in the Teams app before joining.

Teams chat answer

The natural-language CRM lookup.

The Strkr Teams bot answers CRM questions in Teams chat in natural language with scope limited to the rep permission. The rep asks who owns the account, when the next renewal is, or what the recent engagement looks like. The bot answers inline.

Forecast narrative in Teams

The Monday-meeting narrative.

Strkr AI drafts the pipeline review narrative for the AE heading into the Monday forecast call. The draft covers deals that moved, deals that stalled, and the top three next actions. The AE reads in Teams and brings it to the forecast call ready.

Channel digest

The daily sales channel summary.

Strkr AI drafts the daily sales channel digest with closed won, pipeline movement, risk flags, and expansion opportunities. The digest posts to the sales channel each morning. The team reads the digest in Teams and plans the day.

Head-to-head

Strkr vs other CRMs for a Teams-first team.

Feature Strkr Typical CRM for Teams
Teams app with deal cards Native with inline editing. Read-only or missing.
Channel updates on deal movement Native with admin config. Rare.
Teams meeting transcript to CRM Yes with Copilot summary flow. Rare.
Teams chat bot Natural language CRM lookup. None.
Forecast cards in Teams Pipeline inside Teams meeting. Browser tab switch.
Outlook deep integration Server-side sync and add-in. Browser plug-in or BCC.
SharePoint attachment surface Native with permission respect. URL paste.
Entra ID SSO Scale tier $119 per seat. Enterprise tier $150 to $300.
How teams use Strkr

Three Teams-first team playbooks.

Pattern A

The 24-rep SaaS team running sales inside Teams.

A 24-rep SaaS team running Microsoft 365 ran the sales conversation inside Teams channels. The CRM (HubSpot) lived in a browser tab that AEs opened once a week. Pipeline data decayed. Strkr onboarding ran a 22-business-day migration with the Teams app, channel updates, and Entra ID SSO as day-one deliverables. CRM data currency jumped from 42 percent to 94 percent in the first month because the AE updated deals in Teams instead of in a browser.

Pattern B

The 85-person professional services firm on Microsoft 365.

An 85-person professional services firm ran Microsoft 365 end to end with Dynamics 365 for CRM. The Teams integration was partial. Strkr onboarding ran a 32-business-day migration preserving the custom object model, consolidating the Teams integration (meeting transcripts, channel updates, chat bot, forecast cards), and migrating off the Dynamics quarterly release upgrade treadmill. Monthly spend dropped by 42 percent. The sales and delivery teams ran on Teams with Strkr in the loop.

Pattern C

The 180-rep enterprise sales team with Teams Rooms.

A 180-rep enterprise sales team running Teams for both chat and video (including Teams Rooms meeting rooms) ran Salesforce for CRM. Teams meeting content never reached Salesforce. Strkr onboarding ran a 42-business-day migration with the Teams integration pulling meeting transcripts and Copilot summaries onto the deal card. Meeting logging on deals went from 42 percent manual logging to 97 percent automatic. The sales enablement team got real deal context for coaching that was previously impossible.

Run sales on a CRM that fits inside Microsoft Teams.

Book a 30 minute call. We will walk through the Teams app, the meeting transcript capture, and the chat bot with your tenant configuration.

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Common questions

What buyers in this bucket ask most.

How deep is the Teams integration?

Strkr integrates with Microsoft Teams through the Microsoft Graph API and the Teams app framework with per-user OAuth through Entra ID. The Teams app surfaces deal cards inline in channels, chats, and meetings with inline editing. Channel updates auto-post deal movement. Teams meeting recordings, transcripts, and Copilot summaries flow onto the deal card where tenant policy permits. The Teams chat bot answers CRM questions in natural language. The forecast cards surface the pipeline inside Teams for the weekly forecast call.

Does Strkr support Entra ID single sign-on and SCIM?

Yes on the Scale tier at $119 per seat per month. Strkr uses Clerk as the identity provider layer with SAML and OIDC protocols. The admin configures tenant-wide Entra ID SSO once. SCIM provisioning supported where the IdP offers it. Entra ID group-to-role mapping drives automatic role assignment on first sign-in. The security review passes without a tier upgrade for the base controls (MFA, Verified Domains, audit log all live).

Can the Teams app replace the browser-based CRM UI?

For most daily workflow yes. The Teams app covers deal, contact, account, pipeline, forecast, and ticket workflows with inline editing. Reps spend 80 to 90 percent of their time in Teams rather than in the browser-based CRM UI. The browser UI remains for admin configuration, dashboard customization, and advanced reporting work. For teams who want to live entirely inside Teams the deeper admin workflows ship in the Teams app on the roadmap.

What does the Teams chat bot do?

The Strkr Teams bot answers CRM questions in natural language in Teams chat with scope limited to the rep permission. The rep asks who owns an account, when a renewal is, what the recent engagement looks like, what the account value is, or who was on the last call. The bot answers inline. For managers the bot can summarize team activity, surface pipeline risks, and draft coaching questions. The bot runs with retrieval scope strictly scoped to the workspace.

What does Strkr cost compared to Dynamics 365 for Teams teams?

Strkr runs flat per seat at $29 Starter, $59 Pro, $119 Scale per user per month with a 14-day trial. For a 24-rep team on Scale with Entra ID SSO the monthly spend runs $2,856 for seats plus $49 for AI Enhancement. Dynamics 365 Sales at $95 to $135 per seat typically lands at $2,280 to $3,240 per month. For the deeper Teams integration (meeting transcripts, chat bot, forecast cards, channel updates) Strkr covers more scope at similar or lower seat price.

What is the compliance posture for a Teams-integrated CRM?

Strkr is HIPAA compliant with a BAA available on request, GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a 2026-Q4 target. The Teams integration respects Teams tenant policy for meeting recording and transcript access. The audit log captures record read and write, Teams meeting content access, and AI calls with 90-day default retention tunable per tenant up to seven years. SSO (SAML and OIDC) is live on Scale tier through Clerk. MFA with TOTP plus text-based verification is live.

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