How does The ConnectWise Platform simplify client onboarding for MSPs?

The ConnectWise Platform automates manual onboarding tasks—like data entry, configuration, and vulnerability scanning—reducing errors, saving time, and standardizing processes across clients

Can ConnectWise automate onboarding project creation after a deal closes?

Yes. With built-in MSP CRM functionality in ConnectWise PSA®, you can convert closed opportunities directly into agreements and onboarding projects—eliminating re-entry and speeding up the transition from sales to service.

What are the cost benefits of automating client onboarding?

Automation with The ConnectWise Platform can reduce resolution time from 60 minutes to just 10 minutes per event. For MSPs onboarding 1,000 users annually at $75/hour, this can save up to $62,500 per year.

How does ConnectWise ensure a consistent onboarding experience across clients?

ConnectWise enables standardized, repeatable onboarding workflows across environments. This improves service quality, technician efficiency, and client satisfaction—all while scaling smoothly as your business grows.

Client Onboarding Software

MSP ONBOARDING CHALLENGES

Onboarding friction is driving up your costs

Manual setup and data entry across multiple tools

Time-consuming and inconsistent experience

Disorganized environments and documentation

MANUAL ONBOARDING

Failing to modernize onboarding processes can cost your business significantly

Without automation, businesses lose time and money, reduce productivity, and incur additional costs from tool sprawl and customer churn.

On average, MSPs onboard nearly a thousand new users per year, and with an hourly burden rate of $75, the costs quickly add up.

9 steps

required when manually onboarding

60 minutes

spent onboarding each new user

$75,000

average annual onboarding costs

HYPERAUTOMATION FOR ONBOARDING

How The ConnectWise Platform™ revolutionizes client onboarding

Unified RMM, PSA, and cybersecurity management with common data and a single user experience.
Open ecosystem with Microsoft integration ensures easy compatibility and smoother adoption.
Multi-tenant, multi-tier architecture allows you to scale onboarding across clients with centralized control.
End-to-end hyperautomation eliminates manual intervention -- from data intake to vulnerability scans, patching, and ticket remediation.

MODERN AND SCALABLE

Smarter onboarding unlocks cost savings and accelerates growth

The ConnectWise Platform transforms client onboarding into a streamlined, scalable process that accelerates your time to revenue and enhances every new relationship from day one.

MSPs and IT pros who facilitate onboarding with ConnectWise enjoy benefits including:

Accelerated time to revenue with agentic AI-driven onboarding
Standardized and repeatable processes across clients and environments
Consistent, faster onboarding that enhances client satisfaction and scalability

40%

fewer onboarding steps

83%

reduction in onboarding time

$62.5K

average annual cost savings

100,000+ MSP and IT pros trust ConnectWise

“For me, the onboarding aspect is so important, and you guys are hitting it out of the park.”

TASHA DICKINSON, Founder & Chief Technologist
Siligent

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ConnectWise Works For You

Powerful applications for unparelleled savings

Product

ConnectWise RMM

Advanced endpoint management, intelligent automation, and expanded visibility for fewer tickets and faster resolutions.

Product

ConnectWise RPA

RPA workflows use insights from Sidekick—such as ticket analysis—to automate repetitive processes like user onboarding.

See the platform in action

Solution

Automated Ticket Triage Software for MSPs

Route onboarding tasks and requests to the right technician automatically.

Solution

MSP Ticketing System: Unified PSA & RMM

Turn RMM alerts into context-rich tickets, triage them with agentic AI, and hit every SLA. Unified service desk ticket system for MSPs. See it in action.

On Demand Demo

ConnectWise AI Agents Demos

Watch a demo series of ConnectWise AI Agents solution and see how agentic AI executes work end-to-end across the service desk.

Transform your service operations and unlock growth with Agentic AI.

Prove what AI Agents can do for you.

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See why ConnectWise is the leading partner for IT businesses

Reinvent client onboarding with ConnectWise