Total 100 reviews

4.8

All reviews are from verified customers

Rating Distribution

5

Stars

83%

4

Stars

16%

3

Stars

1%

2

Stars

0%

1

Stars

0%

Satisfaction score

Ease of use

9

Value for money

9

Customer Support

9

Functionality

9

AB

Andrew B.

Non-Profit Organization Management, N/A employees

More than a year

5.0
December 2024

“cost-effective”

Pros

Cost effectiveness. The navigation is easy and I regularly use it across two boards... one of those is supported online with a virtual Board Secretary. The platform handles papers, notes, flying minutes and other governance documents in one well-organized structure and everything stays easy to locate.

Cons

Can't find any real faults. The only minor inconvenience is when I need to access it on my iPhone, I've had to download the iOS version at times.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

CW

Cathy W.

Civic & Social Organization, N/A employees

More than a year

5.0
December 2024

“great platform”

Pros

Ease of use, quick prompt support and a really polished look when you're moving around the screen.

Cons

Nothing negative comes to mind about it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

ST

Simon T.

Non-Profit Organization Management, N/A employees

More than a year

5.0
December 2024

“Strong meeting support”

Pros

Functionality is genuinely solid, it covers everything we need for running our meetings while also keeping all the governance requirements in check.

Cons

There's nothing significant to complain about. A few small tweaks would be nice but overall it's been a very reliable experience.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

9

Functionality

10

ID

Ignacia D.

Hospital & Health Care, N/A employees

More than a year

5.0
December 2024

“organized meeting info access”

Pros

It's really well organized and I can quickly access all the meeting details whenever I need them.

Cons

No complaints at all, there's nothing I dislike.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

NN

Narayan N.

Education Management, N/A employees

Less than a year

3.0
December 2024

“good interface”

Pros

Interface feels pretty clean and it's easy to stay on top of what needs to be done. Following up on actions is simple and the flow makes it easier to understand where things stand without too much guesswork.

Cons

Speed can be a little sluggish at times and I'd also like to see a more attractive design overall.

Rating Distribution

Ease of use

5

Value for money

6

Customer Support

5

Functionality

7

BH

Bruce H.

Sports, N/A employees

More than a year

4.0
December 2024

“Incredible!”

Pros

This has been really helpful for organizing documents by purpose and setting access rights for each category... for instance, keeping Board Papers separate from Constitutional documentation and Committee Papers. The way permissions are handled makes it feel properly controlled rather than one shared pool.

Cons

Adding and marking up documents with notes could be more easy. The highlighting option is solid but the overall note markup workflow doesn't feel as smooth as I'd expect.

Rating Distribution

Ease of use

8

Value for money

9

Customer Support

7

Functionality

7

VK

Vanessa K.

Non-Profit Organization Management, N/A employees

Less than a year

5.0
December 2024

“All docs in one place”

Pros

It's really simple to use and keeps all my board documents organized in a single location. Communication with board members is also easy so sharing updates and coordinating feels much less messy.

Cons

Preparing minutes doesn't feel very flexible and the workflow can feel a bit limited despite the overall usability.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

9

Functionality

8

KV

Kathryn V.

Non-Profit Organization Management, N/A employees

Less than a year

5.0
December 2024

“Organized board meetings”

Pros

Makes it pretty easy to arrange board meetings and attach supporting documents for each committee's report. The structure helps everything stay organized and clear for the meeting package.

Cons

I'd love an option to build a MASTER meeting (or committee meeting) template, then set a recurring date range. Ideally, I could also choose custom dates and have the software automatically duplicate and repeat the schedule across the full calendar year.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AR

Anna R.

Venture Capital & Private Equity, N/A employees

More than a year

5.0
December 2024

“easy paper uploads and tagging”

Pros

As an administrator, I can load papers into the platform quickly and organise everything in the exact format our company needs for each meeting type... board, strategy or review. I've tried other platforms too and this one is honestly the most easy and efficient to use.

Cons

Decision approval workflow feels a little repetitive since I have to enter the approval details more than once. It would also help to have a clear option or button to show whether a decision was approved unanimously or by majority vote.

Rating Distribution

Ease of use

8

Value for money

9

Customer Support

8

Functionality

10

WK

William K.

Non-Profit Organization Management, N/A employees

More than a year

5.0
December 2024

“user-friendly”

Pros

Using it feels a lot simpler day to day and the functionality covers what we needed without turning into a complicated setup. It also ends up being pretty cost-effective which matters a lot for Nonprofit Organisations.

Cons

One feature I'd still love to see is the ability to automatically send committee minutes but its good overall.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

10

Functionality

10

A

Anonymous

Sports, N/A employees

Less than a year

4.0
December 2024

“time-saving access”

Pros

Access is easy and the whole process feels efficient and really helps save time. It also cuts down on paper usage which is a nice bonus.

Cons

No real issues to report, everything has been running efficiently across the board.

Rating Distribution

Ease of use

9

Value for money

7

Customer Support

9

Functionality

7

PH

Paul H.

Civic & Social Organization, N/A employees

Less than a year

4.0
December 2024

“efficient info retrieval”

Pros

The app feels pretty efficient when it comes to retrieving information and the overall navigation is easy. everything is laid out in a user-friendly way so moving around the platform doesn't feel confusing.

Cons

A concern is around governance confidentiality since it's cloud-based. It may not be suitable for financial companies to manage governance software on their own which could create a conflict of interest.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

7

DT

Dawn T.

Environmental Services, N/A employees

Less than a year

4.0
December 2024

“Good layout”

Pros

Agenda and minute-taking flow were organized in a way that made sense and I could get notes down without wrestling with the interface.

Cons

Annoying part was that I had to upload the same files twice to get them to show up in the correct spots within the agenda. It would be better if there were a way to link to a file that's already been uploaded and also an option to rearrange the file list members see, without needing to alter the agenda itself.

Rating Distribution

Ease of use

7

Value for money

8

Customer Support

8

Functionality

9

GJ

Gordon J.

Hospital & Health Care, N/A employees

Less than a year

5.0
November 2024

“reliable board support”

Pros

This tool works really well for our board and keeps everything moving without hiccups. The backup resources have come in handy a few times when we needed an extra safety net. Whenever support is requested, the help is quick and genuinely responsive.

Cons

I'd like the ability to add notes inside documents that only I can view when I'm using it and have those notes not saved for the long term.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

10

Functionality

10

JB

Johanna B.

Non-Profit Organization Management, N/A employees

More than a year

5.0
November 2024

“affordable board portal”

Pros

Honestly, this is the cheapest board portal option I've seen and that really stood out for us. It's a little more bare-bones than some of the other tools on the market but it matches exactly what our organization needs, at a small fraction of the cost. It handles meeting schedules, agendas and lets us upload documents for review in one place. Board members can access everything when they need it and the system automatically sends reminder notifications ahead of meetings. Overall, it's been working well for our group.

Cons

There are a few aesthetic touches I'd change since it's more stripped down compared to other software though those are minor. The only part I'd want improved is the way a couple of features are priced as add-ons. I'd prefer those to come standard with the base plan... especially the online voting add-on.. so board members can vote directly without paying extra.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

10

Functionality

8

NU

Neil U.

Entertainment, N/A employees

More than a year

5.0
November 2024

“Friendly navigation”

Pros

The integrated workflow for linking agendas, board packs, minutes and supporting documents makes governance feel genuinely easy. I really appreciate their openness to building and sharing resources, along with training across a range of topics and we depend on that for ongoing development for our board members.

Cons

Nothing really stands out as something I dislike. If they could add the option to develop chatbots inside our board platforms, that would be a nice next step.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

A

Anonymous

Non-Profit Organization Management, N/A employees

More than a year

5.0
November 2024

“Solid committee meeting support”

Pros

Functionality is strong and it's genuinely easy to use, everything is laid out where it needs to be. It also handles committee meetings really well.

Cons

Since I chair, I still need the agenda visible while I'm running the meeting so I end up printing it and reading along online. A dedicated chair setup, dual-screen mode or another option to keep the agenda on a separate display would make a big difference.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

TH

Trevor H.

Facilities Services, N/A employees

Less than a year

4.0
November 2024

“Clean templates”

Pros

What really sold me is how simple it is and how nicely everything is laid out. Creating meeting documents, like agendas and minutes.. basically comes down to dropping text into the right spots and the template structure holds up well. The automatic cross-referencing between "decisions," "actions," and "notes" makes follow-ups much easier, while also keeping everything filed under the correct place. Since we moved our meeting documentation onto a screen, we're no longer printing stacks of paper just to bring something to the meeting. Searching by topic is also handy since it quickly shows previous occurrences of the same issue.

Cons

No big deal overall but there are a few spots I'd want to see improved. We currently use "Documents" more like an archive for our core files and editing them means downloading the document into Word making changes and then uploading it again afterward, would be great if updates could be handled directly inside BoardPro. Listing meeting attendees can be awkward for larger gatherings like an AGM where you might have dozens of people, it'd be useful to have a "member" category (or similar) that can be displayed as attendees while still not granting extra access rights. Also, it doesn't take you straight to "Documents" when you first open it, you need to open a meeting first (I might be misunderstanding this part). Lastly, there's some uncertainty around chairing details, if a committee chair isn't the person chairing every meeting, it isn't clear how the actual chair is recorded. We normally write this in the Introduction section so I'd like that captured more directly.

Rating Distribution

Ease of use

8

Value for money

7

Customer Support

9

Functionality

7

A

Anonymous

Financial Services, N/A employees

More than a year

5.0
November 2024

“boardpro feels ahead of my needs”

Pros

It actually anticipates what I need before I even know I'm going to. That "see it coming" timing makes the whole workflow feel a lot more responsive.

Cons

I'm excited to see what they build and roll out next, there isn't really anything negative to point out right now.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AL

Alexsandra L.

Non-Profit Organization Management, N/A employees

Less than a year

4.0
November 2024

“Dashboards are neat”

Pros

The platform feels easy to use and the dashboard is really tidy and clear. I also appreciate that it includes mini training sessions which helped me get up to speed without digging around. On top of that, customer service has been easy to work with whenever questions come up.

Cons

One limitation I ran into is that Word documents can't be edited or amended directly the way you can in SharePoint, when changes are made, you end up having to reload the updated version. Harbour Software's DocAssembler apparently handles this differently so I wish the same capability were available here. I'd also like to roll it out more broadly but the price per individual committee gets too steep for a not-for-profit which makes wider adoption hard.

Rating Distribution

Ease of use

8

Value for money

7

Customer Support

7

Functionality

10