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Overview

Boardly offers comprehensive board management software that centralizes agendas, documents, and tasks for effective governance. It improves decision-making by decreasing preparation time and providing secure access. Although initial setup requires attention to detail, its intuitive tools and AI support make it a reliable choice for simplifying board operations.

Boardly Specifications

  • Real-Time Communication
  • File Sharing & Management
  • Document Management
  • Task & Project Management

What Is Boardly?

Boardly is a cloud-based board management solution that centralizes meeting materials and tracks governance activities. It offers tools for building agendas with team input, distributing digital packs without manual formatting, and monitoring action items through automated updates. These elements address issues like scattered files and delayed follow-ups, allowing teams to focus on strategy rather than administration. By keeping records searchable and accessible, Boardly supports faster resolutions and better accountability in high-stakes discussions.

Boardly Pricing

Boardly offers flexible pricing tailored to business size and governance needs, with a 30-day free trial with every plan. These plans are as follows:

  • Core: $150/month
  • Pro: $250/month
  • Max: $350/month
Request a personalized Boardly pricing quote for your business today!

Disclaimer: The pricing is subject to change.

Boardly Integrations

The vendor has not provided details about third-party integrations for this software.

Schedule a Boardly demo to learn more about the software capabilities.

Who Is Boardly For?

Boardly software is ideal for a wide range of industries and sectors, including:

  • Legal
  • Real estate
  • Human resources
  • Sales
  • Finance

Is Boardly Right For You?

Looking for a centralized hub to handle board meetings? Boardly software tackles disorganized documents and manual tracking, cutting prep time while maintaining clear records for informed choices. It meets regulatory compliance through data encryption and access controls. Secure handling protects sensitive information with biometrics. The platform grows with teams, supporting unlimited users and storage.

Still not sure if Boardly is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.

Boardly Features

Agenda Management

Boardly software allows users to create meeting agendas by adding items and attaching files in a structured view. Contributors can edit in real time to incorporate feedback before finalizing. The process keeps everyone informed about topics and deadlines. This approach is important because it prevents oversights during discussions and helps teams coordinate by aligning preparations for productive sessions.

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Digital Board Packs

The platform compiles reports into shareable packages, pulling content from submissions without altering the format. Members can access updates instantly via links or apps, preventing version confusion during reviews. This functionality ensures a consistent flow of information and enhances efficiency by allowing quick annotations and approvals.

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Actions Register

Boardly features track tasks by assigning owners and setting due dates after meetings. Automated notifications prompt progress reports until tasks are completed. This visibility keeps participants accountable without constant checks and supports follow-through on decisions. It improves decision-making through timely closures and clear status updates.

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Documents Library

It organizes files into folders and offers search filters for quick access. Role-based permissions control who can view certain data, ensuring data protection. A central repository removes the need for email searches for materials. Centralized access minimizes retrieval delays and enhances efficiency during research and preparation.

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Pros And Cons of Boardly

Pros

  • Organize meeting agendas efficiently

  • Records decisions in searchable format 

  • Tracks actions with automated reminders 

Cons

  • Decision logs require manual tagging 

  • Agenda tools need more customization 

Boardly Reviews

Total 1 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

Stars

0%

3

Stars

0%

2

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0%

1

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0%

Share your experience

JB
Joshua B.

Construction, 1-10 employees

More than a year

5.0

“Organized my documents”

Pros

I love how well this platform organizes my documents, it completely transformed our chaotic company files. Customer support from Boardly was fantastic and made the whole experience smooth.

Cons

No serious con to report at the moment!

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Frequently Asked Questions

What level of support does Boardly offer?

Boardly provides support through chat and online resources.

Does Boardly have a mobile app?

Yes, Boardly offers mobile access for documents and meetings.

What types of pricing plans does Boardly offer?

Boardly price includes Core, Pro, and Max plans starting at $150/month. Get a personalized Boardly cost estimate.

What other apps does Boardly integrate with?

The vendor has not shared details about third-party integrations.

Does Boardly offer an API?

The vendor has not shared information about its API.

Who are the typical users of Boardly?

Boardly is commonly used in legal, real estate, sales, finance, and education sectors.

What language does Boardly support?

Boardly primarily supports English language.