BoardMax Features List

BoardMax Reviews

BoardMax

Centralized board management for non-profit organizations

4.89/5 (9 reviews)
759

BoardMax Feature Summary

  • 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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Mobile apps

iOS App


5 reviews

See all iOS Apps

Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

BoardMax Feature Reviews

8 reviewers had the following to say about BoardMax's features:

June Jones

BoardMax works

2016-10-17

The board and committee members like being able to review meeting documents anytime and anywhere.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
Strategic Account Development Representative (Computer Software company, 201-500 employees)
Verified Reviewer

Awesome customer experience

2018-03-13

Pros

Many people using this have a great customer experience. I've really enjoyed my interactions with customer support. Really excellent.

Cons

Also, BoardMax isn't perfect about its UI. It could do with a cleaner UI.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
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Cindy Osborne

BoardMax Portal

2016-07-22

It has improved our overall collaboration processes and knowledge sharing providing critical data on demand.

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

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Marcia Houston

BoardMax - a positive addition to board management

2016-08-02

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

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.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering BoardMax

In the fast paced nonprofit world, providing a user friendly tool to assist board members in having a positive experience is extremely important. We appreciate the impact BoardMax has made in helping us achieve our mission.

Source: Capterra
Helpful?   Yes   No
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Beth Colette

Boardmax review

2016-09-20

I have found Boardmax easy to use and the board members all agree.

Pros

The notification to board members of scheduled meetings and RSVP to meeting saves so much time and effort.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Denise Pittman

We make the perfect match!

2016-09-23

We were looking for something not only easy for our Board Members to utilize, but for our staff and our budget.

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.

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
Lisa Yates

BoardMax Review

2016-07-21

Our board members were able to transition quickly from hard copy binders to the electronic board book format. We saved hundreds of dollars out the gate by not having to mail big binders out to each board member and saved valuable time in preparing the binders.

Pros

That you can retrieve archived quarterly board materials and that you can access via an iPad or laptop device.

Cons

Some of the more expensive products had a few more bells and whistles but we found those were not necessary for our needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Cammy Green

Board management made simple!

2016-09-01

Organizing the Agenda and attachments has never been easier. The layout is displayed in full, so you can view every item simultaneously.

Pros

The ability to re-organize and/or move or delete attachments contained anywhere on the Agenda.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10

Recommendations to others considering BoardMax

Definitely helps to keep all members and documents organized and cohesive.

Source: Capterra
Helpful?   Yes   No
Read more