BoardEffect Pricing, Features, Reviews & Comparison of Alternatives

BoardEffect Reviews


Board portal software for board members, execs & admins

4.0/5 (2 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
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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Ivan Ramos

Very straightforward product to use

Used weekly for less than 6 months
Reviewed 2016-10-07
Review Source: Capterra

This product does a very nice job for communicating with your board members, getting RSVP for events and posting your all your documents. It consolidated the duties of primarily two staff members into one system. Ease of use. Customer support is very good.

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BoardEffect pricing

Pricing options
View Pricing Plans

Full pricing information is available on request.

BoardEffect features

Collaboration Tools
Collaborative Workspace
Document Storage
User Access Controls

API (157 other apps)
Activity Dashboard (60 other apps)
Automatic Notifications (78 other apps)
Chat (78 other apps)
Commenting (89 other apps)
Communication Management (59 other apps)
Customizable Branding (57 other apps)
Drag & Drop Interface (72 other apps)
File Management (64 other apps)
File Transfer (57 other apps)
Instant Messaging (63 other apps)
Permission Management (71 other apps)
Projections (117 other apps)
Search Functionality (112 other apps)
Security & Encryption (56 other apps)
Third Party Integration (75 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
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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.