PSA vs CRM — and why modern platforms combine them
PSA covers delivery: tickets, time, agreements, invoicing. CRM covers relationships: pipeline, accounts, renewals. In traditional stacks they're separate tools. In modern platforms like Orbit they're one product.
Written by Orbit Editorial Team
MSP & B2B service-operations writers
Reviewed for technical accuracy
Last reviewed
Quick Answer
PSA covers delivery: tickets, time, agreements, invoicing. CRM covers relationships: pipeline, accounts, renewals. In traditional stacks they're separate tools. In modern platforms like Orbit they're one product.
Who it's for
- Service business leaders evaluating tools
Pain points we solve
- Separate tools that don't sync
How Orbit fits
Modern service businesses benefit from PSA + CRM unified on one data model.
What Orbit delivers
PSA coverage
Operational layer — tickets, time, agreements, billing.
CRM coverage
Relationship layer — pipeline, accounts, renewals.
Unified benefit
One client record across sales and delivery.
When teams reach for this
- Tool category education
Keep exploring
Want to see how this works in Orbit?
Pick a 15-minute slot — we'll show how Orbit handles this in your workflow.
Pick a 15-min slot · No commitment required