BoardMax Pricing, Features, Reviews & Comparison of Alternatives

BoardMax

Centralized board management for non-profit organizations

4.73/5 (11 reviews)

BoardMax overview

BoardMax is an online software solution with native mobile app support, targeting non-profit organisations seeking board management tools. BoardMax’s board portal meets the needs of every stakeholder including administrative assistants, executives, board members and beyond by centralizing meetings and boardroom materials. Information, documents and member records are stored in one place with anytime access across all devices, making the assembly of up-to-date meeting packets more streamlined. An integrated organizational calendar aids scheduling, automatically syncing meetings to individual member calendars, while invites can be issued from custom email templates alongside reminders and interactive agendas.

In addition to tracking RSVP’s and attendance, centralized storage ensures that all board-related documentation can be managed, archived, collaboratively updated and shared securely. Permissions levels keep access authorized to user role, while built-in features ensuring processes are fully compliant with accreditation requirements, audits and board demands. Extra modules include BoardMax Performance and BoardMax Strategy, adding the storage or key member data within detailed profiles and lists of potential new members when board positions become available. Keep engagement levels high with targeted correspondence, the ability to map personnel to appropriate projects based on skills, plus a range of performance reporting options.
www.streamlinksoftware.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
BoardMax screenshot: BoardMax showing main admin panelBoardMax: The Same Experience On Every Device.BoardMax screenshot: BoardMax shown running on iPhoneBoardMax screenshot: BoardMax iOS app main screen running on iPhone

BoardMax reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.1
  4.2
  4.8
Marcia Houston

BoardMax - a positive addition to board management

Used daily for 2+ years
Reviewed 2016-08-02
Review Source: Capterra

Since launching BoardMax in 2012, we have been able to streamline the experience of our board members. The BoardMax team at Streamlink have been extremely supportive and helpful--while improving the product based upon user need and feedback.

Pros
BoardMax is user friendly. Members are able to access current and past board information--upcoming and past meeting material, policies, financial reports--everything a member of the board needs to access. The ability to organize material for our members results in an engaged and knowledgeable board capable of making informed governance decisions.

Cons
There have been many improvements in the software since we launched BoardMax with our board in 2012. The BoardMax team has been extremely attentive to issues we have encountered. As customer needs are identified or change, customer support is important and appreciated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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June Jones

BoardMax works

Used weekly for 1-2 years
Reviewed 2016-10-17
Review Source: Capterra

We use BoardMax to manage board and committee meetings. The hardest part of moving to BoardMax was getting board and committee members to sign-in and try it. After that, it was easy! The board and committee members like being able to review meeting documents anytime and anywhere. Past meeting documents can be accessed the same way. Some members still like a hard copy and make them, the others use the device of their choice. Staff saves time and paper. Our CEO uses future meeting agendas to keep up with follow-up items so meetings have more continuity and issues get addressed. Because all RSVP emails and reminders are scheduled when the meeting is set-up, they never get overlooked. Staff saves time, and we know if there will be a quorum well before the meeting. Anytime we have a question, tech support is very prompt with answers. BoardMax has made meeting management much more streamlined for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Beth Colette

Boardmax review

Used weekly for 1-2 years
Reviewed 2016-09-20
Review Source: Capterra

I have found Boardmax easy to use and the board members all agree. The transition from paper to electronic board dockets was seamless since there was great support from the staff at Boardmax.

Pros
Being able to update or change the agenda is great. The notification to board members of scheduled meetings and RSVP to meeting saves so much time and effort. When a meeting is changed or cancelled is extremely easy, it just takes minutes, to notify members. The best part of the software though, is the staff support you receive. Any time I have an issue or question they are right there to help and this organization is alway open to suggestions on how to improve the software.

Cons
There are some small nuances but well worth putting up with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Cindy Osborne

BoardMax Portal

Used weekly for 6-12 months
Reviewed 2016-07-22
Review Source: Capterra

BoardMax has provided our Board with the technology to streamline internal operations that will make us more efficient in accomplishing our mission on a day-to-day basis. It has improved our overall collaboration processes and knowledge sharing providing critical data on demand. The level of expertise and knowledge of the portal by the staff, in particular, Samantha Elrabradi, has been amazing, providing us with the skillset to learn all the options available for our Board to use.

Pros
It provides a better means of communication within the board as well as a central location for all documents necessary in the day-to-day business at hand.

Cons
The instructions provided are not as detailed as I would like. As with any new program, it can be a bit overwhelming at first so it is important to have detailed, accurate instructions to follow and even fall back on if necessary.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Denise Pittman

We make the perfect match!

Used monthly for 2+ years
Reviewed 2016-09-23
Review Source: Capterra

BoardMax has been the perfect match for our 52-person Board of Directors. We were looking for something not only easy for our Board Members to utilize, but for our staff and our budget. As a non-profit organization our needs must be met while staying within our budget guidelines. With BoardMax we accomplished it all and did not have to give up anything. The customer support has been amazing. The updates that are made show that they have been listening to their clients' needs. I would definitely recommend BoardMax!

Pros
The ease of building the packet of materials (agenda).

Cons
I am not able to set it up so that only certain committees can view certain documents within one meeting site, almost like sub-meetings. The entire group sees all materials and sometimes this leads to full packets of information in excess of 250+ pages.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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BoardMax pricing

Pricing options
Subscription
View Pricing Plans

Contact BoardMax for demo and full pricing information.

BoardMax features

Calendar Management
Document Storage

API (237 other apps)
Access Control (182 other apps)
Activity Dashboard (130 other apps)
Activity Tracking (122 other apps)
Automatic Notifications (154 other apps)
Chat (137 other apps)
Collaboration Tools (254 other apps)
Collaborative Workspace (173 other apps)
Commenting (165 other apps)
Customizable Branding (129 other apps)
Document Management (134 other apps)
Drag & Drop Interface (143 other apps)
File Management (118 other apps)
Permission Management (166 other apps)
Projections (122 other apps)
SSL Security (119 other apps)
Search Functionality (215 other apps)
Third Party Integration (161 other apps)

Additional information for BoardMax

Key features of BoardMax

  • All meeting materials stored securely within the cloud
  • BoardMax Portal centralizes meetings and activities
  • Schedule meetings and share plans with members
  • Central organizational calendar syncs with member planners
  • Email templates for sending invites quickly
  • Build and edit custom invites and automatic reminders
  • Drive member engagement with BoardMax Performance module
  • Create interactive meeting agendas and packets
  • Track invite RSVPs and meeting attendance
  • Secure authorized access with role-based permissions
  • Companion apps for iOS and Android
  • Keep detailed member and prospective member profiles
  • Tools for complying with IRS, accredition bodies, audits etc
  • Reports for gauging overall and individual board performance
  • Member Directory
  • Minutes Management
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Benefits

BoardMax Portal centralizes board management to streamline the assembly of board packets and information delivery between all authorized members.

Schedule meeting times via the integrated calendar, syncing automatically with personal member planners and sending attendance reminders.

Send custom email invites from template, share interactive meeting agendas and then track RSVPs and record meeting attendances on the day.

Keep detailed profiles with BoardMax Performance, managing committee and staff members individually with skill-based task allocation plus targeted notifications.

Drive board actions with BoardMax Strategy, tying multi-year plans and goals to meetings – uploading strategies via rich-text editor and pre-built form fields.