BoardMax Features

BoardMax

Centralized board management for non-profit organizations

4.75/5 (12 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Approval Process Control
Attendance Management
Audit Trail
Calendar Management
Collaboration Tools
Compliance Management
Content Library
Content Management
Customizable Branding
Document Classification
Document Management
Document Storage
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Templates
Event Scheduling
File Sharing
For Nonprofits
Full Text Search
Interactive Content
Meeting Management
Member Directory
Minutes Management
Mobile Access
Offline Access
Performance Management
Personalization
Polls/Voting
Rich Text Editor
Role-Based Permissions
Search/Filter
Summary Reports
Usage Tracking/Analytics
Version Control
Learn moreCompare App
API
Access Controls/Permissions
Approval Process Control
Attendance Management
Audit Trail
Calendar Management
Collaboration Tools
Compliance Management
Content Library
Content Management
Customizable Branding
Document Classification
Document Management
Document Storage
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Templates
Event Scheduling
File Sharing
For Nonprofits
Full Text Search
Interactive Content
Meeting Management
Member Directory
Minutes Management
Mobile Access
Offline Access
Performance Management
Personalization
Polls/Voting
Rich Text Editor
Role-Based Permissions
Search/Filter
Summary Reports
Usage Tracking/Analytics
Version Control
Learn moreCompare App
API
Access Controls/Permissions
Approval Process Control
Attendance Management
Audit Trail
Calendar Management
Collaboration Tools
Compliance Management
Content Library
Content Management
Customizable Branding
Document Classification
Document Management
Document Storage
Drag & Drop
Electronic Signature
Email Invitations & Reminders
Email Templates
Event Scheduling
File Sharing
For Nonprofits
Full Text Search
Interactive Content
Meeting Management
Member Directory
Minutes Management
Mobile Access
Offline Access
Performance Management
Personalization
Polls/Voting
Rich Text Editor
Role-Based Permissions
Search/Filter
Summary Reports
Usage Tracking/Analytics
Version Control
Visit WebsiteCompare App

Mobile apps

iOS App


1 review

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

BoardMax Feature Reviews

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

Cindy O.

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
June J.

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
Read more
Marcia H.

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
Read more
Denise P.

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 Y.

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
Read more
Anonymous
Investment Banking Analyst (Financial Services company, 1001-5000 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
Read more
Cammy G.

Board management made simple!

2016-09-01

BoardMax's most recent version is extremely user friendly.

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
Michael H.

Easy to use, but not very customizable

2018-12-05

They are content now with our new choice.

Pros

It was easy to record our meetings and the approval process was pretty cool.

Cons

We were using it with Education, and found out that we couldn't really customize the templates for the meetings to what the Board Members wanted to see. It may work for other districts, but our Board Members did not like it or its functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Beth C.

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
Angie G.

Overall good experience!

2020-06-24

Middling to good.

Pros

Very user friendly - easy to edit outgoing emails and messages - very intuitive

Cons

Customer service was difficult to reach and not very responsive

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: Capterra
Helpful?   Yes   No
Read more
iyalekhue o.

awesome experience

2018-07-04

Pros

i think a lot of persons that have used the Boardmax software, would testify that the software is easy to use, very user friendly.

Cons

i really don't have anything against this software, but it still feel it could be a lot cheaper than it is now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more