Client Onboarding Software
Reinvent client onboarding with Asio
Reduce manual steps, improve service delivery, and scale efficiently with Sidekick, RPA, and AI-led workflows.
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 Asio 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
ConnectWise Asio 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 onboard with Asio enjoy benefits including:
- Accelerated time to revenue with automation-driven onboarding
- Standardized and repeatable processes across clients and environments
- Consistent, faster onboarding that enhances client satisfaction and scalability
5 steps
to onboard a new user
10 minutes
to onboard each new client or user with Asio
$12,500
in annual costs, down from $75,000
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
Run, grow, and transform your business with ConnectWise
See how the ConnectWise Asio platform is revolutionizing the way MSPs and IT departments do business.
ConnectWise Works For You
Powerful applications for unparelleled savings
ConnectWise RMM
Advanced endpoint management, intelligent automation, and expanded visibility for fewer tickets and faster resolutions.
ConnectWise RPA
RPA workflows use insights from Sidekick—such as ticket analysis—to automate repetitive processes like user onboarding.
FAQs
How does ConnectWise Asio® simplify client onboarding for MSPs?
ConnectWise Asio® 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 Asio 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.