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Industry

Built for the way MSPs actually run

MSPs run the most operationally complex service businesses around: recurring retainers, ad-hoc tickets, project work, multi-tenant client portfolios, and tight margins. Orbit is built around that complexity, not as a generic CRM with an MSP skin.

Who it's for

  • MSPs running 10-500 clients
  • Vertical MSPs serving regulated industries
  • Co-managed IT teams
  • MSPs transitioning from a legacy PSA

Pain points we solve

  • Switching between PSA, CRM, billing, and reporting tools all day
  • Retainer scope creep eroding margin
  • No portfolio-level view of which clients are profitable
  • Onboarding new techs that takes weeks because context is everywhere

How Orbit fits

Orbit replaces the typical MSP toolchain — PSA + CRM + time tracking + billing + reporting — with one platform that shares its data model end-to-end. Add Tuesday AI on top, and the operations team gets risk intelligence the legacy tools can't deliver.

How it runs in Orbit

  1. 1Lead lands in CRM pipeline and converts to a closed-won deal
  2. 2Deal spawns an agreement and an onboarding workflow
  3. 3Day-to-day support runs through SLA-aware ticket queues
  4. 4Recurring maintenance generates monthly automatically
  5. 5Time logged against tickets rolls up to retainer invoices
  6. 6Stripe-powered invoicing collects on recurring and one-off revenue
  7. 7Tuesday AI flags risk, opportunity, and capacity issues

What teams get

  • Single client record across sales, delivery, and billing
  • Real margin visibility per client and per agreement
  • Faster ramp for new techs via AI-summarized history
  • Defensible SLA performance reporting for QBRs
Capabilities

What Orbit delivers

Multi-tenant client model

Isolated client data with shared firm-level workflows and rolled-up reporting.

Agreement-driven billing

Define the agreement once; invoices generate every cycle with overages and prorations.

AI risk intelligence

Tuesday AI surfaces churn, scope creep, and SLA risk before they become problems.

Built-in Stripe payments

ACH and cards, with auto-reconciliation and dunning workflows.

Common use cases

When teams reach for this

  • Running 50-200 clients on a unified platform
  • Transitioning from ConnectWise, Autotask, or HaloPSA
  • Operating a co-managed IT model with downstream client teams
  • Scaling from owner-led to manager-led ops

Frequently asked questions

How does Orbit compare to legacy PSAs?
Orbit is a newer-generation platform with a unified data model, modern UX, and built-in AI. Legacy PSAs have broader integrations but heavier UX and slower iteration. See our /compare pages for category-by-category considerations.
Can we migrate from another PSA?
Yes. Migration support includes client, contact, agreement, and historical ticket import. Most migrations take days to weeks depending on data quality.
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