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AutoBoard Systems

$360 USD per user (one-time) $360 USD per user, per year



Listed On


Latest Release



The App For Onboarding

The software for on-boarding your customers faster and more effectively. Impress your new customers every time with repeatable templates and automated tasks.

  • Same Page: One hosted web page shows the new customer and your team The On-Boarding Plan so everyone is on the same page, in real-time. This brings clarity to the process and sets appropriate expectations by showing what they have to do and by when.
  • Don’t Worry: We have an escalation engine so you don’t have to rely on any one person.
  • Dynamic Project Management: We make it easy to collect information from customers, and Automate the next step based off that information. This cuts down on labor and makes the onboarding happen faster.
The On-boarding Process is made up of all of the tasks that begin the moment that the customer decides to buy, all the way until the moment that the customer is using the product or service and realizing those benefits. “Successful On-boarding” is a hard mark to hit and is finally achieved when a company quickly gets their customer to that “Aha!" moment and the customer thinks, “Wow, I am satisfied, and would be willing to refer you more business!"####We have implemented our app along with DocuSign, and connected to Customer Success total lifecycle management products like ZenDesk and Gainsight.######Call or Email for a Free On-boarding Consultation:


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited,, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 17
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements

Support Monday through Friday 8am - 5pm Eastern and Pacific Standard Time.

Additional Information

Package Name
AutoBoard / 1.6.0
First Release
Latest Release
AutoBoard Systems
Austin, TX

We founded AutoBoard to tackle the most strategic challenges that companies face: effectively scaling customer growth, employee growth, and vendor growth. Our team has helped 1,000's of companies, and we look forward to hitting your goals. On-boarding customers, vendors, and employees is difficult because of the knowledge transfer that is both process and project management. We solve these challenges with an app, and consulting services.

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