BoardEffect Features

BoardEffect

Board portal software for board members, execs & admins

4.67/5 (52 reviews)

BoardEffect Feature Summary

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

Competitor Feature Comparison

Access Controls/Permissions
Action Item Tracking
Action Management
Activity Dashboard
Agenda Management
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendee Management
Board Meetings
Calendar Management
Calendar Sync
Collaboration Tools
Commenting/Notes
Committee Management
Committee Meetings
Conferencing
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Security
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Event Calendar
Event Scheduling
Feedback Management
File Sharing
For Nonprofits
Forum / Discussion Board
Internal Meetings
Invitation Management
Knowledge Base Management
Legislative Meetings
Live Chat
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Microsoft Outlook Integration
Minutes Management
Mobile Access
Multi-Company
Officer Management
Offline Access
Personalization
Policy Management
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Real-Time Chat
Recruitment Management
Reminders
Remote Access/Control
Reporting & Statistics
Role-Based Permissions
SSL Security
Scheduling
Search/Filter
Secure Data Storage
Shareholder Management
Single Sign On
Survey/Poll Management
Surveys & Feedback
Task Management
Third Party Integrations
Two-Way Audio & Video
User Management
Video Chat
Video Conferencing
Video Streaming
Voting Management
Visit WebsiteCompare App
Access Controls/Permissions
Action Item Tracking
Action Management
Activity Dashboard
Agenda Management
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendee Management
Board Meetings
Calendar Management
Calendar Sync
Collaboration Tools
Commenting/Notes
Committee Management
Committee Meetings
Conferencing
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Security
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Event Calendar
Event Scheduling
Feedback Management
File Sharing
For Nonprofits
Forum / Discussion Board
Internal Meetings
Invitation Management
Knowledge Base Management
Legislative Meetings
Live Chat
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Microsoft Outlook Integration
Minutes Management
Mobile Access
Multi-Company
Officer Management
Offline Access
Personalization
Policy Management
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Real-Time Chat
Recruitment Management
Reminders
Remote Access/Control
Reporting & Statistics
Role-Based Permissions
SSL Security
Scheduling
Search/Filter
Secure Data Storage
Shareholder Management
Single Sign On
Survey/Poll Management
Surveys & Feedback
Task Management
Third Party Integrations
Two-Way Audio & Video
User Management
Video Chat
Video Conferencing
Video Streaming
Voting Management
Visit WebsiteCompare App
Access Controls/Permissions
Action Item Tracking
Action Management
Activity Dashboard
Agenda Management
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assignment Management
Attendance Management
Attendee Management
Board Meetings
Calendar Management
Calendar Sync
Collaboration Tools
Commenting/Notes
Committee Management
Committee Meetings
Conferencing
Content Library
Content Management
Critical Date Alerts
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Security
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Event Calendar
Event Scheduling
Feedback Management
File Sharing
For Nonprofits
Forum / Discussion Board
Internal Meetings
Invitation Management
Knowledge Base Management
Legislative Meetings
Live Chat
Materials Management
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Directory
Microsoft Outlook Integration
Minutes Management
Mobile Access
Multi-Company
Officer Management
Offline Access
Personalization
Policy Management
Polls/Voting
Post-Meeting Tools
Presentation Streaming
Real-Time Chat
Recruitment Management
Reminders
Remote Access/Control
Reporting & Statistics
Role-Based Permissions
SSL Security
Scheduling
Search/Filter
Secure Data Storage
Shareholder Management
Single Sign On
Survey/Poll Management
Surveys & Feedback
Task Management
Third Party Integrations
Two-Way Audio & Video
User Management
Video Chat
Video Conferencing
Video Streaming
Voting Management
Visit WebsiteCompare App

Mobile apps

iOS App


21 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


9 reviews

BoardEffect Feature Reviews

25 reviewers had the following to say about BoardEffect's features:

Tim A.

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

2018-03-08

Secure, online Board management and communication services designed for non-profits to be successful.

Pros

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.

Cons

This is probably the price for having a highly secure and intuitive interface.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Tim, it's wonderful to hear that BoardEffect has been able to meet your needs! We so appreciate your endorsement, and love that we can provide support to everyone involved in your organization.

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Anonymous
(Nonprofit Organization Management company, 51-200 employees)

BoardEffect review

2020-09-21

BoardEffect is great a a secure file sharing system, and offers good ways to cooperate, but our board has been very reluctant in adopting it and is not really happy.

Pros

- I like having a secure file sharing system that offers safe communication and file archiving features

Cons

- having to build a meeting book to get a preview - meeting book design is tedious and could be more flexible - agendas become giant as soon as documents are added and there is no way to change that - saving an existing meeting book as a template would be nice - the calendar subscription takes very long to push into personal calendars, sometimes re-subscribing is necessary - zoom add-on only possible with autogenerated links, we work with a dedicated zoom link for the board - I need an option to invite guest directors to join committee meetings, currently I need to create a separate calendar invite

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Hello! Thank you so much for your feedback. We would love to connect on the items you mentioned as there are solutions within the BoardEffect platform for these issues. Our training team is available to walk you through this functionality, please reach out to us at training@boardeffect.com. We hope to speak with you soon!

Read more
Mark W.

Solid software for boards with room for improvement

2018-03-08

Pros

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.

Cons

Having a robust API and partnerships with software companies like Fluxx could allow a seamless flow of information between systems, which would negate the need for wasting time on export and preparation of documentation for BoardEffect.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Hi Mark, thank you for taking time to leave us a review! We're happy to hear you've had a positive experience with our product and customer support team. BoardEffect currently supports external integration options with a range of services and technologies, but we are always looking to expand our integration offerings to support our customers. Thank you for telling us about your experience working with Fluxx -- it's invaluable for us to know about the tools and programs that are integral to the success of your organization, as we build out our product roadmap to create the best possible governance tool. If you are able, we invite you to share further feedback so we can better understand your needs.

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Kristen F.

Board meetings made easier

2018-09-17

Pros

The ease of use and user friendly interface. Also, making board meeting paperless.

Cons

Teaching old dogs new tricks and training board members how to use the program and getting board members to use the collaboration tools.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


We know how cumbersome the minute-taking process can be, Kristen! Glad to hear that BoardEffect has made it easier for you. Thanks for sharing your review!

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Stephanie Y.

Your Board needs BoardEffect

2018-09-16

My overall experience has been great. I always get fantastic customer service when i call the help desk.

Pros

BE is very user -friendly and secure, which was a top priority for our organization since it was mandatory to find a board portal that is HIPAA compliant.

Cons

Would like more control over formatting of agenda and page numbering.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thank you for the review, Stephanie! It's wonderful to hear that BoardEffect has been effective for your healthcare organization, and that you've received guidance from our customer support team. Thank you for your note about agenda formatting and pagination -- it's something our product team is taking into account as they continue to develop the platform.

Read more
Jamie Z.

I am our organization's site administrator.

2017-07-20

Pros

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

Cons

That it takes a lot of clicks to access parts of the website.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


We appreciate your feedback, Jamie! Thanks for leaving us a thoughtful review. We're happy to hear that BoardEffect has been well received at your organization, and we value your constructive feedback about the user experience. Our team is always working to improve the user interface to deliver the best possible experience for board members and board administrators. We will certainly take your feedback into account as we continue to develop our solution to support the work of boards. Feel free to contact our team with further suggestions at any time!

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Mona C.

It's the Perfect Tool for our large, 7-Board Health System

2018-08-03

The organization of our boards is perfect and we are able to make sure only the "right" board members have access to the "right" board materials.

Pros

I love the user-friendly design and the appearance and ease of use for the end-user.

Cons

There's not a lot of flexibility in what the agenda looks like after being built (but there's not a lot with other board portals, either). I would like to be able to better tailor the appearance of my agenda to my Boards' liking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thank you for your review, Mona! We're so happy to hear BoardEffect has been able to evolve with your organization as your needs have changed.

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Melissa A.

Outstanding!

2018-03-19

It has made keeping Board documents easy and building my board books is so much easier than the old manual way.

Pros

Putting together my board books is a snap now; I can follow easily who is attending and who can not make meetings; I have one place to up notices and send out meeting information.

Cons

Attached files become a level within your agenda as opposed to being a supporting document. I'm still playing with the email templates, but will master them yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


We're so happy BoardEffect has made your job easier, Melissa! If you ever have any questions about tips and tricks for using the platform, please contact our customer support team -- we're happy to help!

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Heather P.

Great for Board Management

2019-09-08

We have been using Board Effect since 2015 and managing board materials sn meetings continue to get easier and easier.

Pros

Very easy for Board Members to use One place for board materials Easy to find historical information

Cons

Administrator permissions- need more levels of permissions

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike A.

Keeping Board Current

2020-01-07

Our board of directors are able to see all pertinent documents prior to any meetings .

Pros

Ease of seeing data. The fact that information both current and archived is available in a user friendly format.

Cons

The software makes it possible to due away with all paper documents and have current information at your fingertip.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelly R.

Saves Time and Eases Board Service

2020-09-08

We have used BoardEffect for over a decade. Board Members love it. Support is excellent. There are numerous webinars which remain available to assist. Helpdesk is responsive. While there are many new options that were not available when we selected Board Effect, they require much more work from the administrative side and do not have all the built in features available in BoardEffect.

Pros

Handbook makes accessing essential documents easy and with administrator attention, the most current documents are at the fingertips of Board Members as needed.

Cons

emails don't look great. Can't format font, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ivan R.

Very straightforward product to use

2016-10-07

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.

Pros

Ease of use. Customer support is very good.

Cons

The email tool need to be more robust on formatting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


We're so glad you're liking BoardEffect, Ivan! Thanks for sharing your review. Please know that we are always looking to make improvements to BoardEffect, and have taken your agenda formatting feedback into account.

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Gwen W.

Build a tool to make your board member successful

2018-09-17

It is the one place we can all trust to have the latest documents and tools to help guide our board governance.

Pros

This software is our central point for documents for all 9 of our boards.

Cons

There are always new products/pieces/upgrades coming out. Knowing how to incorporate those takes me a bit of time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Hi Gwen, it's great to hear that you're enjoying BoardEffect! Thank you for taking time to share your review. Please let our team know if you ever have any questions about new products and features, and be sure to subscribe to our email newsletter so you can stay informed about upcoming webinars and training sessions.

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Anonymous
(Nonprofit Organization Management company, 1001-5000 employees)

BoardEffect

2018-09-16

Pros

BoardEffect tools help streamline tedious and time consuming processes.

Cons

some limitations such as not being able to set the date and time daily digest notifications go out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


We're happy to hear that BoardEffect has helped streamline your governance process! Thanks for providing constructive feedback about notifications, and for sharing your review. We value your feedback.

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Josephine H.

Board Effect review Aug 2020

2020-08-11

Using the Board Effect platform to house our corporation's governance and meeting documents created one location for all our users (in the US and worldwide).

Pros

Really like the 'build an agenda' feature as it creates a clean, professional agenda each time.

Cons

If there was a way to offer "Minute Taking" feature as part of the annual cost versus an additional cost, that would be a plus!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kallee R.

Great Software

2020-07-10

The customer service and overall product are great and are very reliable for the services we needed.

Pros

The end result of this software did the job well. The board used it with ease and liked the product.

Cons

There were some features regarding editing the document were not available like we had hoped.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer W.

My third board portal--and BoardEffect is by far the best

2018-09-16

Pros

BoardEffect is designed from the user's point of view, it's chock-full of useful features that other board portals don't have, and the BE team is highly responsive to user suggestions.

Cons

I haven't found a least-like feature yet!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thank you for the rave review, Jennifer! We're so happy to hear you are finding BoardEffect to be feature-rich and easy-to-use.

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Rebecca T.

Great Return on Investment

2018-09-20

I was reluctant to take the plunge due to cost, but this tool has saved our organization (me, in particular) an enormous amount of time and hassle.

Pros

BoardEffect is a fantastic tool for Board member engagement and an incredible time-saver when it comes to filing and pulling important information -- such as archived meeting minutes, financial reports, and the like.

Cons

Various technology upgrades/updates for all of the platforms being used.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thanks, Rebecca for taking the time to write this review. We're so happy to hear you¿ve found BoardEffect to be of value to you and your organization. In terms of upgrades and updates, we are always working to improve the BoardEffect platform, and try to keep our customers in the loop about any changes that might affect them. Please sign up for our email newsletter to stay in the loop!

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Cassandra H.

You need BoardEffect's Platform!

2018-09-17

It's a brilliant platform! And the support team is absolutely incredible! I've never experienced such wonderful people, who are patient, informative and friendly.

Pros

It's customizable depending on the org's needs.

Cons

I can't say I dislike anything about this platform. It's designed based on clients' needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thank you for sharing this rave review, Cassandra! We're so happy to hear you've had such a positive experience working with us. It's wonderful to hear that we've created a product that makes your life easier as a board administrator.

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Pamela F.

BE Assessment

2018-09-17

Pros

Centralization of association documents and meeting materials.

Cons

Lack of flexibility to reformat the meeting agenda in the meeting books.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Hi Pamela, thank you for taking time to write a review. We're happy to hear that you are having a positive experience with BoardEffect. Thank you for your constructive feedback about our agenda capabilities please know that the BoardEffect team is taking agenda formatting into account as we continue to make improvements to our product.

Read more
Kim W.

Great program for managing documents

2018-09-16

Using the BoardEffect software is very useful and great for our Board of Directors to use on iPads.

Pros

The board portal is easy to use once it is set up, customer support and training are excellent, and the documents and resources are at your finger tips.

Cons

It keeps getting better with each upgrade.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Hi Kim -- thank you for your review! We love hearing that BoardEffect is easy-to-use, and that you've received helpful customer support. Thank you for being a customer!

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Tammy J.

Simplify your life!

2018-09-16

It takes me a lot less time to prepare for meetings, but my Board doesn't ever have time to learn how to use it effectively

Pros

Easy to use, great customer service, intuitive design

Cons

A little pricey, Board must be willing to use in order to get your moneys worth

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thanks, Tammy for sharing your review! It's great to hear that BoardEffect has helped simplify your life. If you are interested in having a board member training session, please let our customer success team know and we would be happy to assist!

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Mindy R.

2018 BoardEffect BESaavy conference

2018-09-17

A lot of our questions were answered during our tuneup session. I’m a new user.

Pros

Security of the material within platform; compatible with Zoom; workroom and flow; collaboration.

Cons

I’m still getting acclimated with product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thanks, Mindy for taking the time to write a review. We're so glad you enjoyed the BE Savvy conference this year, and that you were able to get acclimated as a new user. Please know that our customer support team is always available if you ever have questions!

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Danielle H.

Beginning Stages but So Far So Good!

2018-09-17

I am looking forward to further streamlining our process and communication with board members.

Pros

I have used this software for under one year but I have no complaints thus far. The platform is relatively user friendly and if there is something that doesn't make sense, chances are there is a webinar available to help you learn.

Cons

Some templates cannot be manipulated to help end users identify why they are being contacted or receiving certain information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thank you for sharing your review as a new user, Danielle! We appreciate that you've shared constructive feedback about template formatting please know that your suggestion has been taken into consideration as we continue to make improvements to the platform. Our team is always here to help should have any questions, or if you'd like to share any further feedback.

Read more
Scott O.

BoardEffect makes you and your team shine!

2018-09-16

BoardEffect saves time! I've regained free time (after work hours) during "board prep" times. My organization(s), both The San Francisco Foundation and the California Health Care Foundation save resources, such as copy paper and three-ring binders - now that we've gone paperless.

Pros

ease of use. from day one (back in 2011), "out of the box," I understood BoardEffects features, and after review of BE's knowledge base, I was soon able to train other users - and even train the trainers. the features are evaluated and enhanced regularly, and BE listens to its customer base to make the product even better.

Cons

I have no strong negative impressions to report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BoardEffect


Thank you for the 5-star review, Scott! We love to hear that BoardEffect is helping make you and your team shine! And it's wonderful to know that we've helped you save time and paper at both of your organizations.

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