How to actually evaluate PSA software
Most PSA buyer's guides are marketing material in disguise. This one is a practical evaluation framework: what to evaluate, what to skip, and what to ask vendors.
Written by Orbit Editorial Team
MSP & B2B service-operations writers
Reviewed for technical accuracy
Last reviewed
Quick Answer
Most PSA buyer's guides are marketing material in disguise. This one is a practical evaluation framework: what to evaluate, what to skip, and what to ask vendors.
Who it's for
- MSP founders choosing PSA
- Service business leaders evaluating tools
Pain points we solve
- Long PSA evaluations
- Vendor pitches that sound the same
How Orbit fits
Use this guide as a structured evaluation, not a sales pitch.
What Orbit delivers
Evaluation framework
Core criteria to compare PSA platforms.
Questions to ask
Specific questions that surface real differences.
Red flags
What to watch out for in PSA demos.
When teams reach for this
- Structured PSA evaluation
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