Best Board Meeting Software Shortlist
Using my years of revops experience, I reviewed the suitability of these board meeting software options to ensure they can support your organization’s needs. These are the platforms that made the final top ten list.
- Convene - Best for simple and secure board governance solutions
- BoardPro - Best cloud-based board meeting software for small and medium businesses
- OnBoard - Best for accessibility from any device
- eMeetings - Best for organizations based in the Middle East, Asia, and India
- BoardPAC - Best end-to-end corporate governance solution
- GOVRN - Best trial length with free access to all features for one year
- Boardable - Best software designed specifically for non-profits
- Diligent Boards - Best for driving decision-making with curated data and intelligence
- Govenda - Best for bridging the gap between the boardroom and your strategic goals
- BoardSpot - Best for branded dashboards and reporting
If your organization needs to engage in corporate board management, you’re familiar with the complicated, time-sensitive nature of scheduling meetings, ensuring meticulous communication, and protecting company information. Another pitfall you may be struggling with is the serious consequences for oversights and omissions.
With board management software, you can make life easier for your board of directors, your scheduling assistants, and your document management team. Keep reading to find out what each of the top ten platforms can do for your organization, why they made my list, and what you’ll pay for the features you need most.
What Is Board Meeting Software?
Board management and meeting software is any platform that you can use to help streamline every aspect of corporate board governance and management. You can use this software to schedule meetings, share documents, record meeting minutes, and prevent oversights by ensuring everyone is following best practices.
On your research journey, you may also see the term board portal software but there is no functional difference between this type of software and other board management software.
Overviews Of The 10 Best Board Meeting Software
Ready to dive into my assessment of these top board meeting and management software options? Get the brief overview you need here.
1. Convene - Best for simple and secure board governance solutions
This board meeting and management software is designed to ensure a more efficient governance through a set of intuitive features for compiling and distributing agendas, annotating documents, generating meeting minutes, and carrying forward action items. Use Convene on multiple platforms for more flexibility and accessibility that caters to every board’s needs.
Why I picked Azeus Convene: This tool made my top ten list because in addition to meeting scheduling and hosting, it also offers remote voting and resolution options. You can expedite approval for future plans with review rooms and legally binding e-signatures without forcing board members to leave the app to vote or communicate about action items.
Convene Standout Features and Integrations
Standout features include integrated video conferencing for remote meetings, full system ownership to manage controls and permissions, and encryption services for a safe, SOC2-compliant security system.
Integrations include Blissfully, Box, DocuSign, DropBox Business, Exchange, Microsoft 365, SharePoint, OneDrive, Outlook, and Zoom Meetings.
Pricing One-Liner: From $36/user/month
Free Trial One-Liner: Free trial available
Pros
- Attractive and intuitive user navigation
- Excellent video and audio quality for virtual meetings
- Easy to use electronic signature feature
Cons
- Limited survey options for feedback
- Mostly integrates with Microsoft, more integrations coming soon
2. BoardPro - Best cloud-based board meeting software for small and medium businesses
This cloud-based board meeting software can streamline the board cycle for anyone who needs to manage board workflows, documents, and other responsibilities for one board or many. With BoardPro, you gain access to features like the meeting scheduler, agenda builder, board pack compiler, and document repository for paperless management in real-time.
Why I picked BoardPro: The tool that really caught my eye on this platform is the agenda builder, which helps you create an agenda from scratch or provides a comprehensive outline with templates. The smart tools attached to the agenda builder also come with automation for quick confirmation of minutes, as well as a review of the action list and interest register.
BoardPro Standout Features and Integrations
Standout features include My BoardPro dashboard that provides directors the ability to drill down any board or committee to the organizational level, meeting tracking that shows the progress of live meetings, and a central register to record current and past interests.
Integrations are not available at this time.
Pricing One-Liner: From $150/board/month
Free Trial One-Liner: 30-day free trial available
Pros
- Clean dashboard that’s easy to navigate
- Easily accessible information on meetings
- Simple to upload and manage documents
Cons
- Limited integration offerings at this time
- Can’t download meeting documents into Word
3. OnBoard - Best for accessibility from any device
OnBoard strives to provide a secure, simple, and effective way to run board meetings, make decisions, approve new tasks, and centralize resources and collaboration tools all in one place. OnBoard is accessible through Apple and Android devices, as well as the Microsoft Surface, desktops, and laptops through secure two-factor authentication. It also features bio identification and remote device wipes to maintain data security.
Why I picked OnBoard: This is one of the best board management software options because it offers advanced artificial intelligence and machine learning for a Build-Measure-Learn feedback loop that brings new insights to board work based on what board members spend most of their time doing. This can help engage directors and clarify your organization’s strategic priorities.
OnBoard Standout Features and Integrations
Standout features include director and officer questionnaires with templates and automated tools that make them a simple, replicable annual procedure, remote voting and approvals with mobile voting and permission controls, and meeting analytics that provide anonymized insight into board member activities.
Integrations include Google Drive; Microsoft 365 with Excel, PowerPoint, and Word; Microsoft Outlook; and Zoom Meetings. Microsoft-native files are automatically synced with OnBoard once integrated.
Pricing One-Liner: From $240/year
Free Trial One-Liner: Free trial available
Pros
- Personalized dashboard and permission controls
- User-friendly learning process for everyone
- Quick setup and easy transition process
Cons
- Meeting updates and edits don’t include details
- Electronic signature tool can be clunky
4. eMeetings - Best for organizations based in the Middle East, Asia, and India
This board management solution focuses on organizing and conducting board meetings in a simple and convenient way. With agenda creation and the ability to upload reports, you can share board documents and inform board members of the meeting process with a consolidated agenda, complete with annotations. This fully paperless operation ensures safe and secure communications.
Why I picked eMeetings: eMeetings was on my radar because of their comprehensive digital Board Pack experience. They help you deliver the meeting materials more securely without having to rely on paper dossiers or email communications. Scheduling, document sharing, and the meeting itself are all available in one place through this platform.
eMeetings Standout Features and Integrations
Standout features include a board meeting calendar for shared scheduling and syncing to personal calendars, a board agenda builder to deliver the relevant tasks and focus of each meeting in advance, and MoM creation to help conclude all official board activities.
Integrations are not available at this time.
Pricing One-Liner: From $400 flat rate
Free Trial One-Liner: Free demo available
Pros
- Meeting documents can be sent to any device
- Completely secure and private communications
- Remote collaboration and communication tools
Cons
- Price point is a little high for the current features list
- Not currently integrated with any other software
5. BoardPAC - Best end-to-end corporate governance solution
As a meeting management software, BoardPAC focuses on providing simple, secure, and sustainable digital communication for the board and its executive members across a range of mobile devices, including those from Android, Apple, and Windows. Your team members can share board materials safely, whether you’re meeting online or in-person.
Why I picked BoardPAC: The main reason I chose this tool was because of their security features, including the end-to-end AES-256 encryption feature to ensure privacy in the digital boardroom. This encryption is actually the same one militaries and governments use worldwide, providing peace of mind during highly confidential online board meetings.
BoardPAC Standout Features and Integrations
Standout features include meeting management tools for your secretary team, like agenda creation and scheduling, department access for sequential and parallel approvals to prepare for meetings, and board meeting minute generation tools for automated follow-up.
Integrations include Docker, Google Calendar, Google Meet, Lifesize, Microsoft 365, Microsoft Azure, Microsoft Teams, MobileIron Mobile Management Webex, and Zoom Meetings.
Pricing One-Liner: Custom pricing available
Free Trial One-Liner: Free demo available
Pros
- Efficient onboarding due to ease of use
- Provides fast tools for seamless collaboration
- Highly secure encryption for digital meetings and data sharing
Cons
- Frequent updates that sometimes disrupt usage
- Can be difficult to find and view archived information
6. GOVRN - Best trial length with free access to all features for one year
As a cloud-based board management platform, GOVRN is designed to help you streamline collaboration, document management, minutes management, and scheduling in one place through document scanning, recorded meeting tools, email inbox integrations, and in-app voting in real-time. You can also create and manage unlimited boards with multiple members.
Why I picked GOVRN: I picked this board meeting preparation and management software because of its extensive free trial offer. While some other platforms offer 14 or 30-day trials, others only offer free demos. Very rarely do you get to experience the full suite of tools for an entire year to determine if the software is the right fit for your company.
GOVRN Standout Features and Integrations
Standout features include multi-board management and access without ever having to exit a profile to log in for a different board, an interactive news feed with enriched links to keep everyone up to date, and a customized board repository for securely storing essential data.
Integrations are not available at this time.
Pricing One-Liner: From $420/month (billed annually)
Free Trial One-Liner: All plans are free for the first year
Pros
- Intuitive interface and custom dashboards
- All-inclusive app with all the features you need
- Onboarding and training take less than a week
Cons
- No integrations at this time
- No templates or pre-built agendas
7. Boardable - Best software designed specifically for non-profits
Boardable is a non-profit-focused SaaS platform that’s designed to enable boards to do more in the digital sphere, like ensure security for sensitive conversations, go paperless with online document management, and increase engagement of all board members with solutions by role for administrators, board members, CEOs, executives, and other stakeholders.
Why I picked Boardable: This tool caught my eye because it was purpose-built to serve communities. With features like team-focused workspaces, task managers with to-do lists, and spotlight tools for optimizing virtual collaboration on a single screen, community management and organization can be more productive in solving problems and brainstorming solutions.
Boardable Standout Features and Integrations
Standout features include agenda builders with easily editable templates, a document center to house essential organization knowledge, discussion threads that allow file sharing, and voting tools to make decisions in real time.
Integrations include Calendar, DropBox Business, Gmail, Google Calendar, Google Drive, G Suite, LinkedIn, Microsoft Outlook, OneDrive, and Zoom.
Pricing One-Liner: From $17.99/user/month
Free Trial One-Liner: Free plan available
Pros
- Excellent customer service and communication
- Free forever plan with comprehensive features
- Affordable plan tiers for more advanced features
Cons
- Customer service bots could use better scripts
- Non-boardable users cannot view documents in meetings
8. Diligent Boards - Best for driving decision-making with curated data and intelligence
As a powerful board meeting and management software, Diligent Boards strives to deliver a secure space to build, collaborate, and share board meeting books and materials through offline access to essential knowledge, shared calendar scheduling and notifications, built-in questionnaires to drive actionable insights, and secure sharing of data with people in and out of your organization.
Why I picked Diligent Boards: I liked Diligent Boards for this list because they offer intelligence-driven insights that can help you make better decisions. No matter which solution you need, including management for education, nonprofits, or entities, you can run audits on your operations and get clear reports that monitor your essential metrics and status requests.
Diligent Boards Standout Features and Integrations
Standout features include reporting tools to showcase insights for board meeting presentations, internal auditing tools to check on an organization’s ability to handle changes and crises, and security encryptions for safer communication and material sharing.
Integrations include ActiveDirectory, BitSight, Compliance.AI, Jira, Microsoft SQL Server, Okta, SAP, SecurityScorecard, UPS, and Zendesk. Find over 60 available integrations.
Pricing One-Liner: Custom pricing available
Free Trial One-Liner: Free demo available
Pros
- User-friendly dashboards and navigation
- Easy communication and file sharing
- Extensive resources, guides, and community
Cons
- Confusing permissions controls for admins
- No privacy controls for commenting on documents
9. Govenda - Best for bridging the gap between the boardroom and your strategic goals
Govenda is a board meeting management platform that prioritizes your strategic goals, member engagement, and board governance through essential features like document management and access permissions, board book creation with annotation, print, and sharing, multiple board management from a single sign-on, and legally binding electronic signature tools in-app.
Why I picked Govenda: One thing I like about this tool is their focus on scheduling with custom polls that help you find the best meeting time for everyone. You get notifications of member responses, and members can RSVP to meetings before automatically syncing them to their personal or business calendars.
Govenda Standout Features and Integrations
Standout features include admin reports and dashboards with helpful widgets to gain new insights and promote engagement, digital board book creation for easy meeting prep that can be shared on any device, and questionnaires for CEO evaluations, Conflict of Interest, board assessments, and D&O questionnaires.
Integrations include Gmail, Google Calendar, Microsoft 365, Microsoft Outlook, Microsoft Teams, Okta, and Zoom Meetings.
Pricing One-Liner: Custom pricing available
Free Trial One-Liner: Free demo available
Pros
- Easy and intuitive user interface
- Reusable custom template building tool
- Offer 24/7 customer support services
Cons
- No internal meeting platform for virtual meetings
- Clunky text formatting for meeting minutes
10. BoardSpot - Best for branded dashboards and reporting
This cloud-based board meeting solution is designed for nonprofit organizations and includes tools to simplify meeting management, including meeting agendas, scheduling, committees, notes, document sharing, and attendance taking. You can include unlimited members, groups, and meetings when using this platform.
Why I picked BoardSpot: I chose BoardSpot for this list because of its organizational tools. In addition to providing a board member directory and central document repository, BoardSpot also allows you to update committees and groups by removing or adding members quickly and easily. Once a person is in your directory, you can place them in any group at any time.
BoardSpot Standout Features and Integrations
Standout features include unlimited users so that everyone in your organization can take part, public and private committee creation for transparency when you need it and security when you don’t, and secure document storage for easy access to anyone with the right permissions.
Integrations include Apple iCal, Google, Google Calendar, Microsoft 365, Microsoft Outlook, Yahoo, and Zoom. Custom API integrations are also available.
Pricing One-Liner: From $105/month
Free Trial One-Liner: 14-day free trial available
Pros
- Easy to set up and learn
- Free trial with access to all features
- Efficient layout and intuitive navigation
Cons
- Clunky agenda building tools without templates
- Complicated private committee permissions
Other Options
Even though the list above is pretty comprehensive, there were still a few other software options that deserve an honorable mention. Check out these one-line overviews of the board meeting software runners-up.
- BoardEffect - Best for agile board management across any industry
- eScribe - Best for meeting scheduling and board management in the public sector
- Boardlogic - Best for managing boards of small and medium-sized organizations
- Decisions - Best for making board meetings the most productive part of your day
- Nasdaq Boardvantage - Best for all-in-one board management and governance
- Indeqa - Best for leveraging the power of Microsoft 365 for board management needs
- Sherpany - Best for increasing meeting management agility and alignment
- ContractZen - Best for non-profit focused board management and governance tools
- BoardWorks - Best platform for multi-board management with advanced tools
- Directors Desk - Best web-based board management and governance software
Selection Criteria For Board Meeting Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best board meeting software for this article:
Core Functionality
At its core, all of these software options need to be able to schedule meetings, but what else should be part of the core functionality? Here are some of the essentials every tool should cover to be considered for this list:
- Scheduling and sharing meetings
- Creating and tracking agendas
- Recording meeting notes
- Managing documents and archiving information
- Protecting your data
Key Features
With the core functionalities outlined above in mind, you’ll find that the tools on my list have these features (and probably a few more). Some of these features may be worded or titled a little differently from app to app.
- Scheduling tools: In app scheduling that syncs with external calendars or visualizes meetings on shared calendars.
- Communication tools: Facilitate organizations within and between committees on the board in app.
- Virtual rooms: Hold meetings online to ensure members from remote locations can join in wherever they are.
- Security features: Access permissions and controls are one way to determine who can see your data, but you’ll also see IT security and encryption for data protection.
- Document management: Will allow uploads and sharing of documents during and after board meetings with great security.
Usability
Board meeting and management software must be usable and accessible at various levels of your organization. I looked for software that provided customized dashboards that cater to the needs and responsibilities of everyone involved — from the top to the bottom. I also checked for intuitive navigation, supportive customer service, and a robust community for additional help.
Software Integrations
Creating a comprehensive tech stack means ensuring all your essential digital tools can share information and sync seamlessly. When exploring the various software options for board meeting management, I looked for those that integrated with the most popular digital tools that most organizations are currently using for CRM, marketing, sales, and HR.
Pricing
Board meeting software prices will range depending on the features and tools they offer, the number of seats in your organization, and the integrations you require. Generally, you can expect pricing to range from $10/user/month to $150/board/month.
Some software skips the subscription costs and charges a one-time licensing fee that may range from $100 to $1,000. There are a few pretty expensive pricing models with comprehensive features lists that may reach up to $15,000 per year.
People Also Ask
If you’re still looking for more general information about board meeting software, take a look at these frequently asked questions for more answers.
What are the benefits of board meeting software?
Who uses board meeting software?
How do I use board meeting software?
Other Revenue Operations Software
There are many other tools that make up a complete business management tech stack. Check out a few of our other digital essentials to enhance your workflow:
- Contract Management Software
- Financial Services CRM Software
- Sales Performance Management Software
- EPM Software
- iPaaS Software
- Proposal Software
- Revenue Operations Software
What Next?
I hope that the overviews of the top board meeting software will help you find the right tools for board management and governance and that the revenue operations software recommendations will help fill in any gaps in your tech stack. If you’re looking for even more insights into revenue operations from the top minds in the community, sign up for our newsletter for weekly updates.