BoardEffect Pricing, Features, Reviews & Comparison of Alternatives

BoardEffect Reviews


Board portal software for board members, execs & admins

4.6/5 (10 reviews)

BoardEffect overview

BoardEffect is a cloud-based board management and portal solution designed to manage regular meeting cycles, annual board cycles, and longer-term board development cycles. The software is suitable for all organizations with governing bodies, whether they are in healthcare, education, corporate, or nonprofit.

BoardEffect allows users to manage their regular board meeting cycle, whether meetings are monthly, bi-monthly, quarterly, or sporadic. The integrated book builder can be used to create board books, and the archives preserve a clean copy of each book which users can access at any time. Through the scheduler, users can arrange upcoming meetings, allowing members to RSVP with a click. New members, policies, and meeting minutes can all be approved electronically in BoardEffect, using the voting tool, and the task tool allows board members to set task reminders and check off completed tasks.

BoardEffect’s tools for managing annual board meetings include policy handbooks which can be annotated by board members, and an onboarding system for new members. The survey creation tool allows users to create a range of forms to solicit feedback, assess conflicts of interest, provide self-assessments for board members, and more. The board development cycle can also be managed through BoardEffect, using the board education resource library, ad hoc group creation, customizable board member profile fields, and collaboration tools including discussion groups, surveys, and polls.


Pricing options
Value for money
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Business size



United States, Australia, Canada, Europe

Supported languages

BoardEffect screenshot: Users can create and store multiple board booksBoardEffect IntroductionBoardEffect screenshot: Upcoming meetings and events can be scheduledBoardEffect screenshot: Polls can be created and opened for member feedback and inputBoardEffect screenshot: A range of surveys and forms can be createdBoardEffect screenshot: Users can set up task remindersBoardEffect screenshot: Board books can be stored indefinitely in the archiveBoardEffect screenshot: Policy handbooks can be created, annotated, and storedBoardEffect screenshot: Ad hoc groups can be createdBoardEffect screenshot: A full directory of board members can be viewed and downloadedBoardEffect screenshot: Orientation tools are included for onboarding new members

BoardEffect reviews


Very good

Value for money
Ease of use
Customer support
Tim Alexander

In our third year, with over 30 Member Colleges using the platform and it has been just great.

Used daily for 2+ years
Reviewed 2018-03-08
Review Source: Capterra

Secure, online Board management and communication services designed for non-profits to be successful.Intuitive interface, very user-friendly, quick uptime for new users, a reasonable expense for a non-profit, ultra-secure data transmission and storage, and great people supporting the entire platform. Our non-profit member organization has endorsed this product (and this company) for over 3 years. We've grown from just 4 member customers of BoardEffect to well over 30 member customers - n just 3 years. I serve as a top-level administrator for a shared platform version pf BoardEffect and I find that this platform is so user-friendly to non-techies.

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Mark Walker

Solid software for boards with room for improvement

Used monthly for 2+ years
Reviewed 2018-03-08
Review Source: Capterra

It does what it does very well. It is easy to get board materials loaded, the user experience for trustees is excellent, it is easy to use and the customer support is outstanding. There is every feature you really need to manage a board, but there are improvements that could be made to make it even easier, but it would require partnership with other software companies and a robust API. See below for more.

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Judi Teti

Robust system with a secure platform that can be accessed through multiple devices.

Used daily for 2+ years
Reviewed 2018-03-12
Review Source: Capterra

An easier cleaner way to present Board packages to our Directors.The platform is easy to use and Board Effect has many webinars to keep administrators up to date. Updates are made on a regular basis and communicated to the administrators.

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Jamie Zarda

I am our organization's site administrator.

Used daily for 2+ years
Reviewed 2017-07-20
Review Source: Capterra

That the site provides one place for staff to post documents and information for our users to access.

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We've been a very happy BoardEffect client for five+ years. A great tool for our board.

Used weekly for 2+ years
Reviewed 2018-03-08
Review Source: Capterra

Some of our favorite things about BoardEffect include: it is available on a variety of platforms; easy to set up and use; provides an archive for historical information; everything our board needs can be found in one simple and safe location.

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BoardEffect pricing

Pricing options
View Pricing Plans

Full pricing information is available on request.

BoardEffect features

Access Control
Collaboration Tools
Collaborative Workspace
Document Storage

API (172 other apps)
Activity Dashboard (74 other apps)
Automatic Notifications (104 other apps)
Chat (96 other apps)
Commenting (111 other apps)
Customizable Branding (74 other apps)
Drag & Drop Interface (88 other apps)
File Management (80 other apps)
File Transfer (70 other apps)
Instant Messaging (76 other apps)
Permission Management (94 other apps)
Projections (115 other apps)
SSL Security (92 other apps)
Search Functionality (134 other apps)
Tagging (71 other apps)
Third Party Integration (102 other apps)

Additional information for BoardEffect

Key features of BoardEffect

  • Document sharing
  • Meeting minute annotation
  • Online board books
  • Meeting scheduling
  • Approvals
  • Task reminders
  • Archives
  • Survey templates
  • Board policy handbooks
  • New member orientation tools
  • Ad hoc groups
  • Collaboration tools
  • Resource library
  • Member profiles
  • Electronic voting
  • User access controls
  • Customizable fields
  • Surveys & polls
  • Discussion groups
  • Follow-up management
  • Nominations management
  • Recruitment management
View All Features


Upcoming board meetings and impromptu gatherings can be scheduled in BoardEffect, with board members able to RSVP with a single click.

New board members, policies, and meeting minutes can all be approved using the built-in voting tool, allowing members to view options and vote electronically.

The task tool allows board members to set task reminders and check off completed tasks, and board administrators can also provide tasks for board members to complete.

Board members can use the survey tool and included templates to create self-assessments, collect feedback, assess conflicts of interest, and more.

Information needed for member onboarding can be stored in BoardEffect, and the built-in resource library can be utilized for managing ongoing education and training.