Run your IT consulting practice like a modern MSP
CRM, projects, time tracking, and recurring billing — built for consultancies that want the operational rigor of an MSP without the RMM-first toolset.
14-day free trial. No charge during trial — card on file required.
The three places consulting margin disappears
If any of these sound familiar, the issue is your tooling — not your team.
Hours that don't get logged are hours you eat
Junior consultants forget to start the timer. Senior people get pulled into client calls and never go back to enter time. By Friday, half the week's billable work has evaporated from the timesheet.
Project margin is a guess until invoicing day
Estimate said 80 hours. Actual spend? Scattered across spreadsheets, Slack DMs, and three different tracking tools. You know it ran long — you just don't know by how much, or for whom.
Recurring revenue is on autopilot — until it isn't
Monthly retainers and managed-service contracts run on auto-renew until the credit card declines, the scope creeps, or the client asks for an audit. None of that fits in a calendar reminder.
What maps to your practice
The bits of OriginPSA that consulting firms use every day.
Engagement-style projects
Phases, tasks, hourly budgets, and profitability reporting per engagement. See margin slipping before the month closes, not after.
Time tracking that fits how consultants work
Timers, batch entry, mobile-friendly time. Approve weekly. Sync straight to invoicing — no re-typing.
Retainers + monthly recurring
Set up monthly service contracts that auto-bill via Stripe or sync to QuickBooks. Track which retainer hours got used, which rolled over, and which expired.
CRM that doesn't pretend to be Salesforce
Leads, prospects, contacts, and deal stages — focused on consulting-firm scale. Activity logging, follow-up reminders, email campaigns.
Tickets / service desk for incident work
When a client opens an incident outside an active project, it lands as a ticket with SLA tracking and a self-service portal — same database as everything else.
QuickBooks Online & Desktop sync
Two-way sync of customers, invoices, and payments. Decrypted billing addresses, line-item taxability, and the rest of the wonky QBO things — handled.
Built for MSPs. Ready for IT consultancies.
We're honest about it: OriginPSA was built for MSPs first, and the platform shows it. The MSP-specific integrations (RMM tools, NetBox documentation) sit unused for consulting firms — and that's fine. The core (CRM, projects, time, billing, inventory) maps cleanly to how IT consultancies already work. If you want a feature we don't have yet, ask. Customer-driven roadmap, no committee.
Try it on a real client this week
14-day free trial. Card on file required, no charge during trial. Bring your team and one real engagement.