CRM for
IT Services & MSPs
Recurring contracts, project quotes and client follow-up — one flat-rate system for the whole shop.
Live in minutes · No per-seat charges · Cancel anytime
Why it services & msps
need a CRM
An MSP's revenue is recurring, but the tooling around it rarely is: contracts billed from a spreadsheet, quotes built in a document template, and prospect follow-up happening whenever someone remembers between tickets.
Origin CRM handles the commercial side of the shop — recurring contract invoices that send themselves, branded quotes for projects and hardware, a pipeline for new managed-services deals, and a shared inbox the whole team can see.
The three leaks Origin CRM plugs first
Contract billing by hand
Every managed-services agreement becomes a recurring invoice that sends itself each period — backfilled safely if a period is ever missed.
Quotes live outside the system
Build project and hardware quotes on your own branded template and convert the relationship straight into invoicing when they sign.
Sales stops when tickets spike
Scheduled follow-ups keep prospective clients warm automatically while the team firefights, and cancel themselves when the prospect replies.
Built for the way
it services & msps work
MRR billing on autopilot
Recurring invoices with auto-send turn your contract base into hands-off monthly billing.
Branded quotes & invoices
Quotes and invoices as PDFs on your own templates, billed to the company, the contact, or both.
Shared team inbox
Per-user mailboxes plus an admin-gated shared box, so sales threads aren't trapped in one engineer's account.
Real-time, keyboard-fast
Live sync across the team and a Cmd+K palette that creates contacts, companies and tasks without leaving the keyboard.
Plus everything else in Origin CRM — contacts and companies with full history, a command palette, real-time team sync, daily backups and your own private subdomain. See the full feature comparison →
Origin CRM vs.
the usual suspects
MSPs already pay per-seat for a PSA and an RMM; a per-seat CRM on top is a third meter running. Origin CRM covers the sales-and-billing side at one flat price the whole shop can use.
vs. HubSpot
HubSpot's free CRM tier is real, but the tools a managed-services shop actually leans on day to day — automated follow-up sequences, quoting, sales automation — sit in the paid Sales Hub, priced per seat, so the bill grows every time your team does. Origin CRM includes follow-ups, quotes and invoicing in one flat monthly price.
vs. Salesforce
Salesforce is built for enterprise sales organizations: per-user licensing and enough configuration that many companies hire a consultant just to get started. A managed-services shop rarely needs any of that. Origin CRM is self-serve — sign up and your workspace is live the same day.
vs. Pipedrive
Pipedrive does pipelines well, but it's priced per seat and leans on add-ons and third-party integrations for invoicing and email automation. Origin CRM ships a visual pipeline, branded invoicing and reply-aware follow-ups built in, for one flat price.
Competitor packaging and pricing models are summarized from their public materials and may change; check each vendor for current details. HubSpot, Salesforce and Pipedrive are trademarks of their respective owners.
One flat price: $99/mo
Whole team included, every feature included, cancel anytime. Prefer bank transfer? Prepay 3, 6 or 12 months at a discount.
IT Services & MSPs ask us
Can it bill our managed-services contracts automatically?
+
Yes. Each contract becomes a recurring invoice on its own schedule; with auto-send on, it goes out as a branded PDF every period, and missed periods are backfilled rather than silently skipped.
Is this a PSA replacement?
+
No — Origin CRM handles prospects, clients, quotes, invoices and follow-up. Ticketing and RMM stay in your existing stack; this replaces the spreadsheet-and-inbox layer around sales and billing.
Can we bill the company rather than a person?
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Yes. Quotes and invoices can be addressed to a company, a contact, or both — the company drives the bill-to details.