Our Top Picks

Araloc
Araloc
  • Deployment: Mac install, Windows install, web-based, cloud, software-as-a-service (SaaS), iPhone/iPad, and Android
  • Support options: 24/7 (live rep) and online
  • Member management: Member directory and approval process control
ARALOC is a cloud-based data storage and workflow automation platform that allows users to distribute content and set who can view it. Users can download content on various devices, including Windows, Mac, Android, and iOS devices with custom integrations into management systems. Customized applications with branding and workflows provide a unique platform for each enterprise. Background syncs keep everything current and offline viewing capabilities allow users to access documents, even when they don’t have internet access.

ARALOC supports an array of media and multiple file types, including PDF, Microsoft Office, HTML, video, audio, and graphic files. It provides auditing, reporting, and analytics through a comprehensive suite of data interfaces and standards reports while also allowing customized data and presentations. ARALOC also includes an electronic signature system, letting users digitally sign documents with automatic prompts for users to resign documents that have been updated.

Pros & Cons

ARALOC offers free demos and deployments options for any device, including Android and iOS apps for mobile management. Although the platform doesn’t include calendar management, it has numerous key features, including minutes and document management, collaboration tools, reports, and polls/voting. It doesn’t provide public pricing information for easy comparisons.

Pros

  • Offers free demo
  • Has Android and iOS mobile apps
  • Includes key management tools

Cons

  • No public pricing information
  • Doesn’t include calendar management

What Customers Are Saying

ARALOC customers like its ease of use, especially for older, less tech-savvy executives, and the mobility, security features, and prompt customer support offered. One customer said, “It has been easy to use for even our most technically challenged users, and it has been easy to administer.”

Summary

  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    No
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Mac install, Windows install, web-based, cloud, software-as-a-service (SaaS), iPhone/iPad, and Android
  • Support options: 24/7 (live rep) and online
  • Member management: Member directory and approval process control
Beenote
Beenote
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: Business hours and online
  • Member management: Member directory and approval process control
Beenote is a meeting management solution that offers an array of features for before, during, and after meetings. Before meeting tasks include schedule management through Microsoft 365 and Google Calendar integrations and automatic meeting notifications. It simplifies meeting invitations and cuts down on back and forth emails and phone calls.

Custom templates for meeting agendas help users prepare clear, effective agendas that prompt collaboration during meetings. Beenote also tracks attendance, assigns tasks, allows personal notes, and tracks project progress. It lets users quickly share reports following meetings with auto-generated meeting reports and 1,800 report viewing options. Other key features include:

  • Minutes recording and management

  • Access logging

  • Private meetings

  • Decision/task registry

  • Decision sharing

  • Attach documents and URLs

  • Export in PDF format

  • Beenote offers five pricing packages to meet the needs of sizes of businesses. Boards committees needing a governance solution for managing meetings can request quotes on Beeboard.

Pros & Cons

Beenote offers demos and a free 14-day trial before purchase. It offers several pricing packages of varying size, but each plan caps the number of users. Beenote also doesn’t include tools for polls and voting, which would simplify decision-making. However, it includes all other key meeting management tools.

Pros

  • Offers 14-day trial and free demos
  • Includes key meeting management tools

Cons

  • Doesn’t have polls/voting

What Customers Are Saying

“Since we have been using Beenote, our meetings end on time, even before the time. In addition, people arrive prepared,” one user said. Customers also like its array of before, during, and after meeting tasks that allow them to plan meetings better and increase efficiency.

Summary

  • Starting Price
    • starts at $2.67/user/year
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    No
  • Reports
    Yes
Features
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: Business hours and online
  • Member management: Member directory and approval process control
BoardBookit
Boardbookit
  • Deployment: Web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), business hours, and online
  • Member management: Member directory and approval process control
BoardBookit is a board portal software that helps enhance board engagement and streamline board governance. Users can create and distribute board materials from a single, centralized portal with fortified security. From the intuitive interface, users can schedule meetings, publish announcements, and archive relevant documents. They can also manage board rosters for an always current directory and poll board members on important topics. BoardBookit also lets users toggle between multiple boards to streamline management of directors with multiple board memberships.

For board members, BoardBookit moves companies to a paperless boardroom that eliminates the constant searching for the right documents. Users can access current board materials securely anytime, anywhere, and using any device. Offline capabilities ensure access to materials even when there isn’t internet access. Electronic voting lets companies obtain board approvals during or between meetings.

Pros & Cons

BoardBookit offers free demos and 24/7 customer support on its board management portal that’s full of key meeting management tools. This solution features a member directory, an approval process control, reports, polls/voting, collaboration tools, a calendar, minutes, and document management. It doesn’t offer an on-premises option or provide public pricing information.

Pros

  • Offers free demo
  • 24/7 customer support
  • Numerous meeting management tools

Cons

  • No on-premises option
  • No public pricing information

What Customers Are Saying

BoardBookit customers frequently remark on its tools to create agenda, attach files, and archive documents. One user said, “The board meeting tools make developing and modifying the agenda super easy. Attaching documents and creating agenda templates is efficient. Having a repository for critical documents that ensure organizational history is a relief.”

Summary

BoardBookit
Boardbookit
  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), business hours, and online
  • Member management: Member directory and approval process control
Boardpac
Boardpac
  • Deployment: Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), business hours, and online
  • Member management: Member directory and approval process control
BoardPAC simplifies remote and virtual board meeting management with cloud and on-premises storage options across all popular platforms, including Windows, Mac, Android, and iOS. It provides video-enabled virtual meetings with meeting documents and feedback digitized for easier archiving and access. BoardPAC also enables viewing and updating documents in real-time to reduce the need to print meeting documents. Key features include:

  • Meeting dashboard

  • Meeting agendas

  • Participant lists

  • Minutes management

  • Action tracking

  • Comment sharing

  • View, annotate, and share documents

  • Preboard and post-board facilities

  • Present management
BroadPAC supports collaboration and quicker decision-making on meeting documents with voting and approvals carried out directly from an iPad. Documents can be archived and searched by date, keyword, meeting category, and more to find important details quickly. BroadPAC keeps all critical data safe with secure access, including AES-256 military-grade data encryption with customizable security policies.

Pros & Cons

BoardPAC offers free demos so that users can try its comprehensive selections of activity and member management tools, including approval process controls, member directories, polls and voting, collaboration tools, and calendar, minutes, and document management. It also provides 24/7 live customer support, but it doesn’t provide public pricing information for comparison.

Pros

  • Includes member and activity management tools
  • 24/7 live customer support

Cons

  • No public pricing information

What Customers Are Saying

BoardPAC customers praise key features like annotations, comment tracking, agenda amendments, and secure document share functions. One customer said, “For meeting preparation and agenda uploading, we find the functionality very useful and gives us the ability to schedule and create meetings quickly.”

Summary

Boardpac
Boardpac
  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), business hours, and online
  • Member management: Member directory and approval process control
Boardpacks
Boardpacks
  • Deployment: Mac install, Windows Install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), Business hours and online
  • Member management: Member directory and approval process control
BoardPacks by eShare is a board portal software that completely digitizes previously paper-based agendas, surveys, and meeting packs to improve productivity. It puts board papers, decisions, risks, and other information at users’ fingertips to improve governance and the board’s effectiveness. Digitization allows for easier navigation of board documents and the ability to keep all board members well-informed. BoadPacks makes meetings more productive and facilitates collaboration with digital agendas, annotations, notes, and minutes.

BoardPacks’ intuitive board portal is accessible on any PC, phone, or tablet with all stored data encrypted and hosted on a secure ISO 27001 data center. Users can also enhance BoardPacks’ digitization by facilitating digital meetings with eShare’s MeetingSquared, which integrates with MS Office and is accessible from any mobile device.

Pros & Cons

BoardPacks provides free demos and 2/47 customer support and digitizes meeting documents, making them easier to search and view. It also offers key features like member directories, approval process control, integrations, collaboration tools, reports, poll/voting, and calendar, document, and minutes management. It doesn’t provide public pricing information to make comparisons.

Pros

  • Offers free demos
  • 2/4 live customer support

Cons

  • No public pricing

What Customers Are Saying

One user said BoardPacks is “so easy to use, a real experience. The administrator portal and the app are feature rich, which means a lot can be done through the app, unlike other solutions out there.” Customers also comment on its ease of use, options for deployment, and time-saving capabilities.

Summary

Boardpacks
Boardpacks
  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Mac install, Windows Install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), Business hours and online
  • Member management: Member directory and approval process control
Cch-Company-Secretarial
Cch Company Secretarial
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support Options: Online
  • Member management: Member directory and approval process control
CCH Company Secretarial is a comprehensive cloud solution that lets businesses manage all their secretarial requirements. It’s fully integrated with CCH Central, and users can access data anytime and anywhere using any desktop or mobile devices. CCH’s secure cloud library holds signed minutes and other company documents. Its browser-based interface makes it simple to add and maintain all information in one centralized location. There aren’t any restrictions on the number of users, but security is enhanced with user access rights that can be set for each staff member.

CCH OneClick is also fully integrated with CCH Central, allowing users to communicate and collaborate on any device using a secure set of cloud tools. A list of upcoming deadlines is prominently displayed on the opening screen. The CCH reporting tools allows users to create reports containing data from across the entire CCH Central suite and then export and share reports with colleagues.

Pros & Cons

CCH Company Secretarial offers free demos and deploys on any desktop or mobile devices, including Android and iOS tablets. It includes key member management tools, including a member directory and approval process control. However, it doesn’t provide public pricing information for comparisons and has limited online-only support.

Pros

  • Offers free demos
  • Deploys on any device
  • Contains member management tools

Cons

  • Limited support options
  • No public pricing information

What Customers Are Saying

CCH customers like that it supports multicompany reporting and has an easy to follow interface. One customer said, “We use several CCH applications, for time entry, document saving, billing, invoicing, etc. Everything is designed in a way which is easy to use and navigate. Great organization and function.”

Summary

Cch-Company-Secretarial
Cch Company Secretarial
  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support Options: Online
  • Member management: Member directory and approval process control
Convene
Convene
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), business hours, and online
  • Member management: Member directory and approval process control
Convene is cloud-based board meeting and collaboration software that streamlines meetings into one secure, collaborative platform. Board members can securely access documents, review notes, and assign tasks while staying informed through real-time interactions and updates. Digital meeting participants can access meeting agendas, track activities, introduce resolutions, and submit votes. A centralized repository allows users to search documents and outcomes from all previous meetings, which are accessible anytime from any device. Other key features include:

  • Drag-and-drop interface

  • Remote meetings presented in real-time

  • E-signature to sign and authorize documents

  • Meeting scheduling

  • Online presentation and laser pointer tools

  • Instant generation and distribution of meeting minutes and board packs

  • Secure 256-bit Advanced Encryption Standard (AES) encryption

  • Server hosting on-premises or on cloud

  • Access control level to limit user access and document editing
Convene provides smart governance processes that improve transparency and accountability through audit logs. Pricing is per license, billed annually.

Pros & Cons

Convene offers free demos and a free 30-day trial of its comprehensive board management software. It includes key member and activity management features like member directories, approval process controls, reports, polls and voting, and calendar, minutes, and document management. Convene doesn’t provide public pricing information for comparisons.

Pros

  • Offers 30-day trial and free demos
  • 24/7 phone, live chat, and email support

Cons

  • No public pricing information

What Customers Are Saying

“Convene is more than just a meeting portal ? it’s a great resource for sharing publications/documents and electronically reviewing and approving documents without the need to have separate meetings for these,” one customer said. Users also like its ease of use, mobility, security, and broad spectrum of collaborative functionality.

Summary

  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), business hours, and online
  • Member management: Member directory and approval process control
Csi-Board-Portal
Csi Board Portal
  • Deployment: Web-based, cloud, SaaS, and iPhone/iPad
  • Support options: Business hours and online
  • Member management: Approval process control
CSI Secure Connect offers a board portal application that provides a paperless, communication platform for board management. It provides board members with secure access to board materials and other confidential information from remote locations using a secure mobile app accessible on any device. CSI simplifies the way businesses share information with their board members through its centralized dashboard for corporate communications.

Administrators can schedule meetings with shared calendars integrated into Microsoft Outlook. Paperless operations eliminate printing and mailing sensitive information with digitized agendas, board notes, and other documents. Communication is facilitated further through online discussion threads, votes, and other collaborative tools. CSI Secure Connect requires no additional hardware or software to maintain and includes phone and online support during business hours.

Pros & Cons

CSI Secure Connect includes online voting with collaboration tools and approval access controls to limit user permissions and safeguard sensitive data. It has meeting scheduling with calendar management and integrates with MS Outlook calendars. However, it doesn’t provide a member directory function, free demos or trials, or public pricing information.

Pros

  • Includes online voting and collaboration
  • Includes member access controls
  • Integrates with local calendars

Cons

  • No member directory
  • No public pricing information
  • No free trial available

What Customers Are Saying

CSI customers like its modern features, functionality, and overall usability. One customer said, “My company uses CSI as our board portal where we uploaded documents for board meetings and different committee meetings. I really enjoy the ability to create agendas with linked documents to each agenda item.”

Summary

Csi-Board-Portal
Csi Board Portal
  • Starting Price
    • Contact for quote
  • Minutes Management
    No
  • Calendar Management
    Yes
  • Poll/Voting
    No
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, and iPhone/iPad
  • Support options: Business hours and online
  • Member management: Approval process control
Diligent
Diligent Boards
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep) and business hours
  • Member management: Member directory and approval process control
Diligent Boards is a board and content management software for creating board meeting materials and distributing them outside the boardroom. As part of the Diligent Governance Cloud offering, it provides boards with the insights and analytics to gauge market pulse and overall business performance to meet the challenge of modern governance. Diligent Boards provides virtual board meeting capabilities to securely run remote meetings while simplifying tasks like signing board meeting minutes, voting, and completing questionnaires. Other key features include:

  • Management of agendas, documents, annotations, board meeting discussions, and minutes

  • Collaboration in a secure environment for sharing before, during, or after board meetings

  • Real-time updates to board materials from anywhere and on any device

  • Documents available any time of the day, with or without Wi-Fi

  • Director resources like curated competitor news and regulatory filings

  • On-site, one-on-one training sessions, and 24/7 customer support

Pros & Cons

Diligent Boards doesn’t provide public pricing information to make it easy to compare with competitors. However, it offers free demos and all the key features, including member directory, approval process control, polls and voting, integrations, reports, and more. It deploys on any device, including Android and iOS mobile apps.

Pros

  • Offers free demos and 24/7 customer support
  • Deploys on any device

Cons

  • No public pricing information

What Customers Are Saying

Customers praise Diligent Boards’ ability to share material across all platforms and its easy voting capabilities. One customer said it’s “very easy to use for the administrator and the board members. The greatest feature is having all final materials in one place for everyone to access.”

Summary

Diligent
Diligent Boards
  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep) and business hours
  • Member management: Member directory and approval process control
Directorpoint
Directorpoint
  • Deployment: Web-based, cloud, SaaS, and iPhone/iPad
  • Support options: 24/7 (live rep) and online
  • Member management: Member directory and approval process control
Directorpoint is a comprehensive board and leadership collaboration software built to streamline and simplify the way board members communicate. It allows users to manage agendas, attendance, committees, surveys, votes, signatures, meeting materials, annotations, and minutes. Other premium features include board administration, a member directory, calendar management, document management, and approval process controls. All documents are kept secure with secure socket layer (SSL) data transmission, 256 AES data encryption, and SOC Type II compliance. Board administrators have full control over the platform and can:

  • Schedule meetings, create agendas, and build meeting books

  • Track RSVPs and attendance

  • Share meeting minutes

  • Drag and drop files into the system

  • Edit content privately and publish when ready

  • Schedule content archival or deletion

  • Monitor activity and engagement

  • Set up committees and add members

  • Configure group-specific settings and security

  • Set user-permissions for content and files

  • Enable two-factor authentication

  • Reset member passwords and revoke access

  • Manage member profile information

Pros & Cons

Directorpoint includes key member and activity management tools, including member directory, approval process control, polls and voting, reports, collaboration tools, and minutes, document, and calendar management. It doesn’t integrate with other platforms or have an Android app, and pricing is on the high end of those listed with pricing information.

Pros

  • Offers free demos
  • 24/7 customer support
  • Has key member and activity management tools

Cons

  • Pricing is on the high end
  • No Android app
  • No integrations

What Customers Are Saying

“Directorpoint is helpful for our statewide board membership. Having our conversations stored at one central point is very helpful, and being able to vote remotely is great,” one customer said. Other users like that it doesn’t cap the size of meeting packets and allows direct links from agendas.

Summary

Directorpoint
Directorpoint
  • Starting Price
    • Public Corporations: $45/user/month
    • Standard: $30/user/month
    • Nonprofit Charities: $15/user/month
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, SaaS, and iPhone/iPad
  • Support options: 24/7 (live rep) and online
  • Member management: Member directory and approval process control
Govmeetings
Govmeetings
  • Deployment: Web-based, cloud, and SaaS
  • Support options: 24/7 (live rep) and online
  • Member management: Member directory and approval process control
govMeetings is Granicus’ public meeting and agenda management software, which modernizes the public meeting experience while promoting board efficiency for local governments. With govMeetings, municipality and county officials can streamline the entire public meeting process and document decisions so that policymaking is open and available. Clerks and council members can access meeting materials, view and edit agenda items in real-time, and collaborate from any device. Citizens get digital access to meeting agendas, video recording, live webcasting, and meeting minutes in a searchable, central portal. Other key features include

  • Scalable cloud platform that supports the full legislative process

  • Online agenda management to creates new meeting agenda files and digitally organize them

  • Automated agenda approval and minutes management to streamline workflows

  • Digital votes and notes recordings that automatically transfer to minutes creation

  • Indexable and archived video recordings based on meeting agendas

  • Tracking for applications, open/filled board seats, and board appointment expirations

Pros & Cons

govMeetings digitizes the public meeting process, including digital vote capture that eliminates manual counting and minutes management through digital notes that transfer automatically. It also includes calendar and document management, reports, collaboration tools, free demos, and 24/7 customer support. However, it doesn’t have a mobile app or public pricing information.

Pros

  • Offers free demos
  • 24/7 customer service
  • Includes all key activity and member management features

Cons

  • No mobile app
  • No public pricing information

What Customers Are Saying

Users remark on how easy govMeetings is to use and its friendly customer service representatives. One user said it was a “great means of reaching the masses and user-friendly design templates. The subscriber list doesn’t have to be managed manually. Sharing and searching articles is very simple.”

Summary

Govmeetings
Govmeetings
  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Web-based, cloud, and SaaS
  • Support options: 24/7 (live rep) and online
  • Member management: Member directory and approval process control
Notion
Notion
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep) and online
  • Member management: Member directory and approval process control
Notion is an all-in-one workspace for notes, documents, and collaboration that helps keep employees informed. It lets users capture and organize all meeting notes in one accessible location, tag notes by meeting type, and review who attended each meeting and when it took place. Notion lets users keep notes private or share them with their teams for collaborative editing and inline comments. For board management, Notion includes calendar, document, and minutes management as well as approval process control and a member directory.

Notion’s enterprise version includes unlimited version history of any page and lets users export all content at once via bulk PDFs for legal or compliance backups. All data is kept secure with SSL and database encryption, and employee access management with secure single sign-on. Notion has mobile apps for Android and iOS devices and an application programming interface that lets businesses merge the system with several third-party integrations.

Pros & Cons

Notion offers a free trial, has a free personal plan with limited features, and has paid plans with lower prices for smaller teams. It includes a member directory, approval process control, collaboration tools, and calendar, minutes, and document management. However, it doesn’t have any polls, voting, or reporting capabilities.

Pros

  • Offers free trial and a free personal plan
  • Low monthly cost
  • 24/7 customer support

Cons

  • No reporting capabilities
  • No polls or voting functions

What Customers Are Saying

Notion users like its templates for meetings, ease of use, and note taking options. One customer said, “On Notion, everything is in one place, and everyone can find what they need on their own. We have cut down on interruptions and stayed more focused on priorities.”

Summary

  • Starting Price
    • Personal: $0
    • Personal Pro: $4/month
    • Team: $8/member/month
    • Enterprise: Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    No
  • Reports
    No
Features
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep) and online
  • Member management: Member directory and approval process control
Onboard
Onboard
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), Business hours, and online
  • Member management: Member directory and approval process control
OnBoard is a comprehensive board management platform that helps businesses govern more effectively. It provides real-time collaboration with approval process controls to set user access to board materials. OnBoard’s minutes builder unifies workflows by taking notes easily, tracking attendance, marking motions, and creating tasks as meetings progress. It provides more than 470 ways to create notes and annotations with familiar tools and powerful digital capabilities. Other key features include:

  • Native Zoom integration built directly into OnBoard

  • All other conferencing platforms connect with meetings seamlessly

  • eSignatures to securely sign documents from any device with a single click

  • Voting on-the-go with any board action voted on directly within the app

  • Offline access that instantly syncs across devices when back on Wi-Fi

  • Survey tools collect any opinions or information from board members

  • Compliance and organized meetings with RSVP and attendance tracking

  • Works on every device, including web apps and Android and iOS devices

Pros & Cons

OnBoard offers free demos and free trials, but what makes it unlike other board software is its native Zoom integrations built directly into its platform without any need for a second app. It also offers numerous activity and member management tools, but it doesn’t provide public pricing information for comparisons.

Pros

  • Offers free demos and free trials
  • Native Zoom integration

Cons

  • No public pricing information

What Customers Are Saying

“OnBoard helps you prepare, organize, and run board meetings like never before. The collaborative software provides secure, real-time information for boards to operate strategically and saves tons of time,” said one customer. Users also like its highly secure, easy-to-use technology, and ability to access board materials from anywhere.

Summary

  • Starting Price
    • Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: 24/7 (live rep), Business hours, and online
  • Member management: Member directory and approval process control
Quip
Quip
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: Email
  • Member management: Member directory
Quip is Salesforce’s productivity platform and provides secure, real-time collaboration across devices. It combines document and spreadsheet creation with chat for instant editing and commenting capabilities. Team members can communicate directly while working on specific tasks and projects. Quip has comprehensive administrative controls to protect intellectual property with content security controls, granular sharing permissions, and powerful application programming interfaces (APIs).

Quip also allows users to prepare for meetings by outlining agendas and sharing these with attendees. Co-editing features during meetings allows attendees to take notes collaboratively. Following the meeting, users can assign action items from the meeting notes. Meeting notes can live in a single place for recurring meetings. Chat features include one-on-one and team chat rooms. Quip works on Mac and Windows desktops and mobile devices with native Android and iOS apps. Its offline feature allows users to work on documents without internet access with changes updated whenever they’re back online.

Pros & Cons

Quip offers free trials with key activity management features, including collaboration tools and calendar, minutes, and document management. Of the companies that provided public pricing information, Quip is one of the lowest cost options. However, it doesn’t include polling or voting functions and has limited customer support through email only.

Pros

  • Offers free trials
  • Relatively low cost
  • Mobile apps and key features

Cons

  • No polls or voting capabilities
  • Limited support options

What Customers Are Saying

Quip users enjoy its fluid communication capabilities, low price, and ability to save and share documents from anywhere. One customer said, “The standardization is really great, we have a library of templates to use in different situations so our communications are consistent and easy to understand and share between teams.”

Summary

  • Starting Price
    • Starter- $10/user/month
    • Enterprise: $25/user/month
    • Customer 360: Contact for quote
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    No
  • Reports
    Yes
Features
  • Deployment: Mac install, Windows install, web-based, cloud, SaaS, iPhone/iPad, and Android
  • Support options: Email
  • Member management: Member directory
Sherpany
Sherpany
  • Deployment: Windows Install, Web-Based, Cloud, SaaS, iPhone/iPad, Android
  • Support Options: 24/7 (Live Rep), Online
  • Member Management: Member Directory, Approval Process Control
Sherpany is meeting management software that allows board members and administrators to take maximum advantage of the time spent in meetings with features for before, during, and after meetings. Before meetings, users can create agendas and distribute meeting materials, manage access to these documents, and collaborate with meeting preparation. During meetings, users can comment on and highlight documents, vote on decisions, and complete prefilled minutes templates. After meetings, users have access to voting results, decisions, resolutions, and minutes. They can also distribute meeting minutes and retrieve information required for audits with all notes and documents automatically archived.

Sherpany maximizes compliance and provides the highest security standards to protect confidential data. This platform is compliant with Swiss Financial Market Supervisory Authority (FINMA) and General Data Protection Regulation (GDPR) regulations and ISAE 3000- and ISO 27001-certified. It also easily integrates with existing apps and technologies, including Microsoft Outlook, Google Suite, Dropbox, and GoToMeeting, among others.

Pros & Cons

Sherpany is the highest-priced software solution of those listed that provided public pricing information, but it’s packed with all the key features companies want in board management software. It offers a member directory and approval process control to manage membership easily and deploys on every device, including mobile apps.

Pros

  • Includes key member management tools
  • Filled with features and deployment options

Cons

  • Highest priced option

What Customers Are Saying

“Sherpany helps us to retrieve information from previous meetings quickly. The scheduling for conferences and the delivery of preread content were easier and way faster than with that old paper method,” said one customer. Users also like its security features, prefilled minutes framework, and collaboration tools.

Summary

Sherpany
Sherpany
  • Starting Price
    • starts at $3100/year
  • Minutes Management
    Yes
  • Calendar Management
    Yes
  • Poll/Voting
    Yes
  • Reports
    Yes
Features
  • Deployment: Windows Install, Web-Based, Cloud, SaaS, iPhone/iPad, Android
  • Support Options: 24/7 (Live Rep), Online
  • Member Management: Member Directory, Approval Process Control

How We Chose the Best Board Management Software

Board management software allows businesses to run better organized, more productive board meetings by providing a secure, shared space for accessing documents stored on the platform. It also lets board members, chief executives, and other professionals with permission access the board easily to collaborate and make timely decisions. There are numerous board management software companies, all touting the latest features and multiple services. We evaluated these companies on important features like member management, activity management, and reporting capabilities.

Member Management

We recommend software that includes features for helping users manage their members, such as a member directory and approval process control. Member directories provide users with a listing of all board and committee members, including positions within the organization, contact information, and important biographical data. To ensure confidential files aren’t viewed by the wrong person, approval process controls allow users to control who has access to the board management portal.

Activity Management

Activity management tools streamline meetings to ensure the board directors’ and executives’ valuable time and energy aren’t wasted. These tools should include features for before, during, and after meetings to keep everyone on track and everything running efficiently. We recommend board management software with minutes, calendar, and document management to keep everyone organized and well-informed and polls/voting tools to simplify decision-making.

Reporting Features

Detailed reports make it easier for users to track the activities and performance of their board. Robust reporting features let users view and download a variety of reports to access meeting attendance, task completion, goal progress, poll participation, meeting downloads, and member information, among other things. We recommend board management software with reporting tools that allow users to identify what’s been done and what areas require improvement.

What Is Board Management Software?

Board management software provides a secure, shared workspace for board directors, chief executives, and other professionals to access board documents, stay organized, collaborate with other members, and make timely decisions. This technology also facilities communication and simplifies the entire board meeting process. An administrator can upload files and assign access to users according to their roles and level of clearance. Typical features of board management software include:

  • Scheduling tools to put meetings on the calendar and notify attendees automatically
  • Document creation tools for creating agendas, board packets, meeting minutes, and more
  • Collaboration tools that allow users to comment on or annotate documents
  • Voting capabilities from the meeting room or an outside location
  • Secure communication between board members with built-in messaging
  • Attendance and RSVP tracking to track who’s expected and who attended
  • Security features that encrypt documents and require two-factor logins

Most board management software deploys on multiple devices, making it easy for board members to access documents from anywhere. Because board members’ work is often sensitive and confidential, these platforms usually have robust security and take all the necessary steps to stay in compliance with various governmental regulations.

Benefits of Board Management Software

Many of the benefits of board management software are clear, such as streamlining meeting administration, staying organized, and eliminating the pain points of paper documents. These platforms also improve communication and increase board member engagement while enhancing the company’s governance within a centralized location. Other advantages include:

  • Improved collaboration: Using a virtual board management platform consolidates current and ongoing tasks to every user while allowing them to collaborate even when board members are all in different locations.
  • Reduced turnaround time: Board management software eliminates time and resources spent on emailing documents or printing and shipping board packs for every board meeting. It also decreases the time spent searching for previous documents and streamlines minutes creation and distribution following meetings.
  • Simplified meeting management: This technology maintains the latest versions of all documents and stores meeting minutes, important contracts, and other vital documents to ensure board members can find whatever they need in one spot.
  • Secure, remote access: Board members can access all important documents, no matter where they are, on a variety of devices with the latest security measures in place to ensure sensitive information doesn’t fall into the wrong hands.

Must-Have Features of Board Management Software

All companies have different needs, but many typical features of board management software are must-have features to ensure they provide the most value. Some of the features companies should look for when comparing software systems include:

  • Calendar management: Schedule meetings, sync webmail systems to send meeting notification and reminder emails and provide RSVPs to respond to meeting invitations.
  • Document management: Upload documents to create board packages, attach agendas, share documents with attendees, and store documents for future reviews.
  • Minutes management: Record minutes during board meetings, organize and upload to a platform, share with stakeholders, and retrieve previous meeting minutes for review.
  • Polls and voting tools: Vote from anywhere to streamline decision-making during meetings and take immediate action on time-sensitive matters while safeguarding compliance with digital records of all actions taken.
  • Collaboration tools: Add comments to documents, communicate with other attendees, and participate throughout the meeting process to stay more engaged.
  • Member directory: Keep all board members’ positions, contact information, and other key data in one spot for easy access.
  • Member management: Use approval process controls to ensure only appropriate members have access to meeting materials.
  • Reporting features: Utilize data to gain company insight by creating and viewing various reports.

The Cost of Board Management Software

Pricing for board management software varies greatly based on the number of users and level of features desired. Most products are priced on a per-user, per-month basis, and prices are lower when paying annually instead of monthly. Pricing models are usually divided into two to five pricing tiers to meet various companies’ needs.

Lower cost tiers typically offer fewer features, but they usually include most key features and may just cap the number of users, making them ideal for smaller companies. Enterprise or premium product pricing is always the highest but offers more features than any other tier.

Many companies on our list don’t supply public pricing information, making it difficult to compare options. Of those with cost data, lower-priced products ran $4 to $10 per user, per month, and the highest priced product was $3,100 per year. One product had a lower $2.67 per-user, per-month rate, but it requires customers to purchase 50 licenses to get this rate for a total cost of $1,600 per year. Free plans for board management software are unusual, but one software on our list did offer one. However, it’s intended for individuals, not companies, and it’s missing several must-have features.