O
OriginPSA

Everything You Need to Run Your MSP

One platform for CRM, ticketing, billing, inventory, and IT management — built specifically for managed service providers.

Explore each module

CRM & Sales

Pipeline, contacts, departments, email campaigns

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Service Desk

Ticketing, SLA, escalation, customer portal

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Project Management

Phases, milestones, change orders, profitability

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Time & Billing

Timers, invoicing, multi-currency, QuickBooks

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Inventory

Stock, POs, multi-warehouse, shipping

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Knowledge Base

Internal docs, per-entity tabs, dual-surface attachments

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Reporting

Dashboards, custom reports, scheduled delivery

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Or scan the full feature list

Every capability in OriginPSA, organized by category.

CRM & Sales

  • Contact & company management with custom fields
  • Customer departments (org subgroups with managers & distribution emails)
  • Org chart with department filter & manager highlighting
  • Lead & prospect tracking with conversion workflow
  • Sales pipeline with stage management & reporting
  • Email integration (SMTP, IMAP, Microsoft 365, Google Workspace)
  • Activity logging, follow-ups & call tracking
  • Web-to-lead capture forms
  • Email campaigns & drip sequences
  • Email campaigns with merge fields & opt-out tracking

Service Desk & Ticketing

  • Unified Inbox — triage inbound email into ticket, lead, prospect, customer, or vendor without leaving the queue
  • Multi-channel ticket creation (email, portal, web form, API; telephony auto-logs)
  • Inbound email threading via RFC 5322 In-Reply-To + References (cross-provider)
  • Monitoring-to-ticket pipeline (Zabbix, PRTG, generic webhook; templates per source)
  • Skill-based smart assignment via triage rules
  • SLA policies with configurable escalation rules
  • Multi-tier escalation engine with on-call alerting
  • Customer self-service portal (tickets, invoices, estimates, contacts)
  • Triage rules with runbook attachment
  • Recurring ticket templates with cron-style scheduling
  • Change requests with approval workflow
  • CSAT surveys & satisfaction tracking
  • Support access grants with JIT token exchange
  • File attachments with ClamAV malware scanning

Knowledge Base & Documentation

  • Internal staff KB with folder hierarchy & markdown editor
  • Per-entity knowledge tabs (customer/vendor/lead/prospect/ticket)
  • Dual-surface attachments — articles mirror to entity Files tab automatically
  • Per-article audit log with view + edit + publish events
  • Product help articles shared across the platform
  • Cross-tenant scoping — every article scoped to its tenant by default
  • Tenant-isolated KB data: drops cleanly when a tenant is destroyed

Project Management

  • Project phases & task management
  • Budget tracking (hours & dollars) with signed-change-order stacking
  • Signed change orders (immediate, scheduled, recurring, or manual billing)
  • Milestones with 5 completion-criteria types & billing-trigger amounts
  • Milestone preview button (dry-run criteria against current state)
  • Billing modes: T&M, fixed-fee, or mixed per project
  • Time tracking against project tasks
  • Project manager assignment & team allocation
  • Profitability reporting (revenue − labor cost − materials cost)
  • Customer-portal read-only project view
  • Change request → change order auto-draft on CR approval
  • Per-entity linkage (tickets, estimates, CRs, POs, invoice lines)

Time & Billing

  • One-click time tracking with persistent timers
  • Timesheet approvals & workflows
  • Invoicing from time entries, fixed-fee & recurring
  • Multiple billing rates & contract types
  • Recurring invoice templates with auto-send
  • Estimates with e-signature & approval workflow
  • Invoice write-offs with A/R exclusion
  • Customer statements & aging reports
  • QuickBooks Desktop (QBWC) & Online sync — bidirectional, with per-connection inventory mapping
  • QuickBooks vendor sync (QBO) — vendors flow alongside customers in both directions
  • QuickBooks drift detection — flags edits made inside QuickBooks
  • Multi-currency (Enterprise) with daily FX rate refresh
  • Per-customer + per-estimate + per-invoice currency override
  • Stripe payment processing (cards + ACH)
  • Service contracts & retainer-hour consumption tracking
  • Renewal dashboard for expiring contracts

Inventory & Procurement

  • Product catalog with real-time stock tracking
  • Purchase orders with full lifecycle & receiving
  • PO returns (RMA) workflow with vendor credit reconciliation
  • Multi-warehouse locations (opt-in per tenant)
  • Vendor management & cost tracking
  • Automated reorder points & low-stock alerts
  • Serial number & asset tracking
  • Pick lists tied to invoices and project tasks
  • Kit components & assemblies
  • Shipping integration (ShipStation, UPS, FedEx, USPS)
  • eCommerce sync (Shopify, eBay)

MSP & IT Management

  • Microsoft 365 tenant management via CIPP
  • M365 license assignment & user provisioning
  • RMM integration (NinjaOne devices, alerts, scripts, executions)
  • NetBox DCIM/IPAM integration (Light & Full tiers)
  • Telephony integration (RingCentral, GoTo Connect, net2phone)
  • Field-photo capture via CompanyCam project linking
  • Asset management bidirectional sync with Snipe-IT
  • Dell warranty lookup on serialized items
  • DNS monitors with record-change alerting + SSL expiry tracking
  • Runbooks with step-by-step execution & worksheets
  • Configuration items & CMDB linking
  • Dispatch board for next-7-days field assignments

Integrations

  • QuickBooks Desktop (QBWC) & QuickBooks Online — bidirectional, customers + vendors + invoices + payments
  • Microsoft 365 / CIPP (tenant & license management)
  • NinjaOne RMM (device monitoring, org sync, script execution)
  • NetBox (DCIM, IPAM, network documentation)
  • Monitoring-to-ticket pipeline (Zabbix, PRTG, or any generic webhook source)
  • Email (SMTP, IMAP, Microsoft Graph, Google Workspace)
  • Telephony (RingCentral, GoTo Connect, net2phone)
  • SSO / SAML (Entra ID, Google, Okta)
  • Stripe payment processing (cards + ACH)
  • eCommerce (Shopify + eBay product & order sync)
  • Shipping (ShipStation, UPS, FedEx, USPS)
  • E-signatures (SignNow, PandaDoc, BoldSign)
  • CompanyCam (field photos)
  • Snipe-IT (asset management bridge)
  • Dell warranty API (entitlement lookup)
  • RepairShopr (one-time migration importer)
  • Outbound webhooks with HMAC signing
  • REST API for custom integrations (2026)

Reporting & Analytics

  • Configurable dashboards with real-time metrics
  • 14+ built-in reports (pipeline, ticket SLA, financial A/R, MRR, inventory, CSAT, contracts, telephony, more)
  • Custom report builder spanning 31 tables with joins, filters, group-bys, and saved views
  • Pipeline & sales activity reports
  • Ticket volume, SLA compliance & resolution time reports
  • Financial reports (A/R, revenue by plan, MRR, sales tax)
  • Inventory valuation & reorder reports
  • Campaign performance & CSAT analysis
  • Scheduled report delivery via email
  • Unbilled time & sales tax reports
  • Customer activity tracking & lifetime value reports

Customer Portal (your customers, in-product)

  • Customer-side ticket creation with file attachments
  • Ticket reply, status timeline, and resolution acknowledgement
  • Invoice history with PDF downloads and online payment
  • Estimate review and e-signature acceptance
  • Contact directory with self-service profile updates
  • Per-contact permission scoping (see only your tickets, or the whole company's)
  • Two-factor authentication (TOTP) for portal users
  • Branded for your firm, not ours

Automation & Workflows

  • Event-triggered workflow automation
  • Scheduled & manual workflow execution
  • Email templates with visual editor & merge fields
  • Approval workflows (estimates, timesheets, change requests, POs)
  • Approval rules engine for arbitrary entity types
  • Recurring ticket templates with cron-style scheduling
  • Automated SLA breach notifications
  • Escalation engine with tag-driven on-call routing
  • AI assistant (Claude-powered) for ticket triage & suggestion
  • Outbound webhooks on 60+ event types with HMAC-signed payloads
  • Inbound email-to-ticket via Microsoft 365, Google Workspace, or IMAP polling
  • Unified Inbox triage — assign inbound email to existing lead/prospect/customer/vendor or create a new record
  • Alert-to-ticket pipeline with per-source templates (Zabbix, PRTG, generic webhook)

Security & Compliance

  • Role-based access control (300+ granular permissions across 98 modules)
  • Two-factor authentication (TOTP) for staff & customers
  • SSO / SAML single sign-on (Professional tier and above)
  • AES-256-GCM encryption at rest for sensitive data (28 tables)
  • Comprehensive audit logging across all state-changing actions
  • Admin IP allowlist (restrict admin-area access to specific IP/CIDR ranges)
  • ClamAV malware scanning on all file uploads
  • Session management with configurable timeouts
  • Secrets management via Infisical vault
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Features — Every Tool an MSP Needs in One Platform | OriginPSA