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OnBoard Logo

Software for organizing and managing board meetings

Last updated: January 2025

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Table of Contents

OnBoard - 2025 Pricing, Features, Reviews & Alternatives

What is OnBoard?

OnBoard is a premier board management software designed to streamline governance, enhance security, and boost board engagement. It provides centralized resources and secure communications that make board meetings more collaborative, productive, and effective. Accessible via iPad, iPhone, Android, and Microsoft Surface, OnBoard ensures you stay informed on the go. The platform offers robust security features like two-factor authentication, biometric identification, and remote device wipe, keeping your board materials secure.

Its easy-to-use interface and personalized dashboard enable directors, executives, and administrators to access and update documents, collaborate in real-time, and monitor activity for upcoming meetings. Granular permissions allow administrators to manage user, group, and committee access to sensitive materials.

OnBoard’s engagement analytics track interactions with board books, highlighting notation locations and sections that received the most attention. The Minutes Builder feature facilitates quick and accurate minute-taking during meetings.

Seamless integration with Microsoft 365, Google Workspace, Zoom, and most calendar apps, including Outlook and iCal, enhances OnBoard’s functionality. OnBoard offers award-winning customer training, implementation, and 24/7 support via phone, email, or online, ensuring assistance is always available.

Join more than 6000+ organizations worldwide that trust OnBoard to deliver effective governance in over 56000 meetings each year. Upgrade your board meetings with OnBoard today!

Benefits of using OnBoard

  • Enhanced governance: OnBoard’s tools generate actionable insights that optimize board meetings and enhance governance practices. This intelligent approach ensures that every meeting is focused, productive, and aligned with strategic goals.
  • Robust security: OnBoard features enterprise-grade security measures to protect sensitive board data. The platform complies with industry standards, ensuring that all information is secure and confidential.
  • Cross-device accessibility: Available on iOS and Android, OnBoard offers a consistent user experience across all devices. This accessibility makes it easy for directors to stay connected and engaged, regardless of their location.
  • User-friendly design: OnBoard’s intuitive interface is designed to cater to board members of all technological proficiency levels. The platform simplifies board tasks, making it easy for users to navigate and perform their duties efficiently.
  • Comprehensive support: OnBoard’s award-winning implementation and customer success teams provide unmatched support. This comprehensive assistance ensures that boards are operational quickly and efficiently, with minimal disruption to their activities.
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    OnBoard’s pros and cons based on 1,026 verified reviews

    To identify what users like and dislike about OnBoard, our data scientists apply advanced modeling techniques to our proprietary reviews data. We've sorted the resulting list of pros and cons based on the percentage of users who expressed positive sentiment toward the given topic in their reviews.

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    To determine these pros and cons insights, we analyzed responses from 1,026 verified reviews

    Effective team collaboration

    98% of reviewers feel positive about OnBoard's team collaboration features. Reviewers appreciate the software's integrations with tools like Slack and Google Drive, which centralize communication and collaboration. They say it allows real-time collaboration from anywhere, making task completion more efficient. Users also value the flexibility in sharing tasks and compiling reports, and they find the platform's continuous improvements based on user feedback very beneficial.

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    “OnBoard's integrations with other tools such as Slack and Google Drive make it a central hub for our team's communication and collaboration needs.”
    “It allows all our team members to collaborate in real time from anywhere at any time using different endpoints.”

    Outstanding customer service

    97% of reviewers feel positive about OnBoard's customer service. Reviewers highlight the responsive and friendly support team, which assists with technical issues and provides valuable advice. They appreciate the ease of onboarding and the dedicated support throughout the evaluation, trial, and implementation phases. Users also mention the proactive approach of the customer service team in ensuring satisfaction and addressing any concerns promptly.

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    “Customer service is astounding, especially compared to what I experienced or see available with a more expensive, similar platform I demoed, and the interface is more modern than the other platform as well.”
    “The customer support has been awesome at answering questions along the way and problem solving when we run into an issue as well.”

    Comprehensive training resources

    96% of reviewers feel positive about OnBoard's training. Reviewers appreciate the extensive training sessions provided for different user types, which ensure a high level of user adoption. They value the personalized training videos, the option for unlimited training events, and the ease of scheduling sessions. Users find the training resources, including videos and webinars, very helpful in getting familiar with the software.

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    “Passageways also setup a number of training sessions for our Trustees, ensuring they were completely comfortable using the platform before go-live, which has lead to a high level of user adoption.”
    “Support went so far as to specifically tailor training videos for specific user types which made it easier for users to get familiar with the features of the suite of products we chose.”

    Reliable support services

    95% of reviewers feel positive about OnBoard's support services. Reviewers indicate that the support team is always available and responsive, providing quick resolutions to technical issues. They appreciate the professional and knowledgeable support staff who assist throughout the onboarding process and offer continuous support. Users also value the thorough and friendly assistance provided by the support team.

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    “I always get a REAL PERSON within a few seconds of calling their support line and they have ALWAYS been able to answer my questions.”
    “Our set-up and support team have been there 100%, and go above and beyond to address questions and resolve any technical issues.”

    Inconsistent issue resolution

    43% of reviewers feel negative about OnBoard's issue resolution. Some users report occasional bugs and lack of functionality in certain features. They mention periodic connectivity hiccups and login errors, as well as issues with page numbering and large documents. Reviewers also note that the notification system for resolved issues could be improved.

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    “It feels like a newer software as there are bugs or items that come up where there is no functionality for.”
    “They do not have a good system of notification when an issue is resolved.”

    Slow data saving

    39% of reviewers feel negative about OnBoard's data saving capabilities. Users think the software sometimes lags when saving data, causing delays and occasional loss of information. They report that edits do not save instantaneously and that there can be a delay in typing and loading pages. This has led to frustration and the need to re-enter data at times.

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    “When composing an agenda, the data populates and saves somewhat slow. If you try to move on before the data you typed/attached saves, you will lose the information.”
    “This can be frustrating and has resulted in having to re-type edits as they did not save properly. ”

    High Costs for Small Organizations

    38% of reviewers feel negative about OnBoard's value for money/pricing. Some users indicate that OnBoard can be expensive, particularly for small businesses or non-profits. They find the cost of additional features and licenses to be high. Some reviewers report that expanding licenses significantly increases costs. They say the need to pay for each individual user can be a drawback.

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    “The only con I can think of is that instead of paying for a range of people you have to pay for each individual person. If your number changes then you owe for that person.”
    “In order to get those, we would need to move to a version that would cost us about 3x more.”

    OnBoard's key features

    GetApp's analysis of 118 verified user reviews collected between July 2021 and July 2024 identified OnBoard's most critical features and how it performs according to users.

    Meeting Management

    Reviewers appreciate OnBoard's Meeting Management capabilities for simplifying note-taking, managing paperless remote meetings, and real-time syncing across devices. They find it valuable for creating and updating board packets, setting agendas, and linking reports. Users report that it saves time and keeps meetings organized and efficient. They also mention the ease of accessing meeting materials and the ability to integrate with personal calendars. However, some users note occasional issues with navigation speed and reliability during meetings. Of the 21 OnBoard users who gave detailed accounts of their use of Meeting Management, 100% rated this feature as important or highly important.

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    “Simplified note taking, paperless remote meetings and synching of information between remote devices in real-time has been extremely beneficial in being deployed in rapidly changing environments.”
    “This is the most important function for us. I am able to upload the Board Packet into OnBoard and then send a notification to our Board when it is available so they can review the information prior to our monthly meetings. I love this system! I load this information as multiple documents and then can compile it into a Book. If we need to make any updates or modify our agenda, I do not have to redo the whole thing, I can simply update one or two document and then form the "Book" again and I am done. This is really helpful and time saving verses having to remake a whole Board Packet if we have to make any amendments to the meeting. ”
    “Our Board can easily access and review their upcoming meetings on the Dashboard. Additionally, they can add links to their personal calendars.”
    “Need instant access to meeting materials. Sometimes slow on uptake when needing to navigate quickly into the meeting or during the meeting. Have issues with building book successfully. Is not 100% reliable. ”

    Member Directory

    Users find OnBoard's Member Directory helpful for updating and accessing contact information, managing board members, and organizing groups and permissions. They appreciate the customization of permissions and the ability to sort members by individual or group. Reviewers indicate that it is user-friendly and provides a visual representation of member roles and terms. They also value the easy access to personal and professional information, although some wish for more social media integration. Of the 26 OnBoard users who gave detailed accounts of their use of Member Directory, 96% rated this feature as important or highly important.

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    “It's nice to have my member directory available to know who belongs to which group. It can be sorted by individual or by group and permission can be given to each person individually or by group.”
    “The customization of permissions is very important. I like the graphics on when board members terms end also. We used to do that in Excel”

    Document Management

    Reviewers highlight OnBoard's Document Management for centralizing and securing important documents like bylaws, budgets, and meeting materials. They appreciate the ability to organize, store, and search documents easily. Users report that it simplifies sharing and updating documents within agendas and resource folders. They find the security capabilities, such as remote device wiping, valuable. However, some users mention difficulties with large files and the need for better editing capabilities. Of the 45 OnBoard users who gave detailed accounts of their use of Document Management, 93% rated this feature as important or highly important.

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    “I love the features and reporting metrics and it cuts down on me spending a lot of time trying to locate documents when I can streamline it all to one location under resources! Finding a better way to help board members locate information quickly without a lot of additional instructions! I also love the reports it generates with meeting attendance, meeting feedback, RSVP, etc... ”
    “Having the ability to move documents within the agenda and update them when needed is critical for a productive and successful meeting. Once a book is created, the packet can be put into a resource folder for future use.”

    Access Controls/Permissions

    Users appreciate OnBoard's Access Controls/Permissions for allowing granular control over document visibility and user access. They find it useful for setting permissions for different committees and ensuring secure communication. Reviewers report that it helps maintain order and accountability by restricting access to confidential information. However, some users find the process of setting permissions somewhat clunky and suggest improvements for managing new members' access to old reports. Of the 35 OnBoard users who gave detailed accounts of their use of Access Controls/Permissions, 91% rated this feature as important or highly important.

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    “Having the ability to set permissions for each committee of our board is a great feature. This feature allows me to set permissions for our members to access specific resource files while keeping some confidential. ”
    “Related info: OnBoard over-uses and mis-uses the word "Member." Throughout my adult life I have been familar with the term "board member." Not providing easy differentiation of types of users is no bueno. Creating Groups is a workaround to that issue, not a useful, permanent solution. Specific to Access Controls/Permission: This is a rather clunky process, but nonetheless useful and appreciated. It would be ideal if permission 'exceptions' could be used in subfolders that have already been assigned permissions. This would be a time saver for those instances when a large group was given permission to a specific folder but, in 'this instance' some individuals must be excluded from a specific subfolder.”

    File Sharing

    Reviewers value OnBoard's File Sharing capabilities for enabling secure and efficient document sharing among board members. They appreciate the ease of uploading, organizing, and accessing files in one central location. Users report that it simplifies communication and collaboration, especially for meeting materials and board packets. They also mention the ability to limit download permissions and the convenience of having all important documents readily available. Some users note occasional difficulties with document interaction. Of the 45 OnBoard users who gave detailed accounts of their use of File Sharing, 91% rated this feature as important or highly important.

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    “This is our communication tool with our Trustee Board, the file structure of this software allows us to share information incredibly easy. We often use the feature that allows us to limit access to users, it is very easy to set up, and we can change file access quickly for one or more members (or even the entire board) with the click of a few buttons.”
    “The ability to share files using a secure site that provides permissions as well as access security is a huge part of our information security initiative with the board.”

    Calendar Management

    Users find OnBoard's Calendar Management helpful for organizing and scheduling meetings. They appreciate the integration with Outlook and the ability to send meeting invitations directly to calendars. Reviewers report that it keeps members informed and on task with reminders and easy access to meeting materials. They value the recent improvements to the calendar capability and the ability to manage multiple meetings and time zones. However, some users wish for better integration with MS Teams and an easier interface. Of the 29 OnBoard users who gave detailed accounts of their use of Calendar Management, 90% rated this feature as important or highly important.

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    “I am able to integrate the calendar and send the meeting invitation directly to invitees calendars.”
    “I like that the calendar feature can be set as the default page and that it's easy to organize and alert everyone of upcoming events.”

    All OnBoard features

    Features rating:

    Client Portal
    Real-Time Notifications
    Commenting/Notes
    Reminders
    Conferencing
    Content Library
    Two-Way Audio & Video
    User Management
    Survey/Poll Management
    Role-Based Permissions
    Customizable Templates
    Activity/News Feed
    Activity Dashboard
    SSL Security
    Content Management
    Drag & Drop
    Secure Data Storage
    Alerts/Notifications
    Remote Access/Control
    Document Storage
    Communication Management
    Data Security
    Mobile Access
    Encryption
    Contact Management
    Project Management
    For Nonprofits
    Real Time Synchronization
    Meeting Notes
    Search/Filter
    Workflow Management
    Employee Database
    Version Control
    Approval Process Control
    Presentation Streaming
    Video Chat
    Unified Directory
    Real Time Editing
    Discussions/Forums
    Minutes Management
    Video Conferencing
    Screen Sharing
    Polls/Voting
    Collaboration Tools
    Electronic Signature
    Messaging
    Transcripts/Chat History
    Third-Party Integrations
    Customizable Branding
    Real-Time Chat
    Task Management
    Audit Trail
    Live Chat
    Real-Time Analytics
    Time Zone Tracking
    To-Do List
    Project Time Tracking
    Two-Factor Authentication
    Progress Tracking
    Prioritization
    Video Call Recording
    Video Streaming
    Real-Time Data
    Task Scheduling
    Real-Time Monitoring
    Real-Time Updates
    Task Progress Tracking
    Remote Support
    Reporting & Statistics
    Surveys & Feedback
    Status Tracking
    Scheduling
    Softphone
    Single Sign On
    Shareholder Management
    Deadline Management
    Data Synchronization
    Data Import/Export
    Customizable Reports
    Customizable Forms
    Customizable Fields
    Critical Date Alerts
    Committee Management
    Chat/Messaging
    Calendar Sync
    Brainstorming
    Automatic Backup
    Authentication
    Audit Management
    Attendee Management
    Attendance Management
    Assignment Management
    Archiving & Retention
    API
    Alumni Management
    Agenda Management
    Activity Tracking
    Action Item Tracking
    Performance Metrics
    Offline Access
    Officer Management
    Multi-Company
    Monitoring
    Mobile Alerts
    Meeting Preparation Tools
    Knowledge Base Management
    HIPAA Compliant
    Forms Management
    File Transfer
    File Management
    Event Scheduling
    Event Management
    Event Calendar
    Engagement Tracking
    Employee Portal
    Employee Activity Monitoring
    Email Reminders
    Email Management
    Document Templates
    Document Review
    Digital Signature

    OnBoard awards

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    OnBoard pricing

    Starting from

    Empty state illustration for "No pricing info"

    No pricing info

    Pricing details
    Subscription
    Free trial
    Free plan
    Pricing range
    view pricing plans
    start trial

    User opinions about OnBoard price and value

    Value for money rating:

    Of 64 reviews that provide robust commentary on OnBoard's price and value, 62% mention it in a positive light.

    Reviewers appreciate OnBoard's reasonable pricing, especially when compared to other platforms with similar functionalities. They find that it offers high-quality basic features without unnecessary extras, making it a cost-effective choice. Users think the integrated Zoom option and the ease of use add significant value. Some users report that OnBoard's pricing is better than many alternatives they evaluated, and they appreciate the flexibility in customizing sections and creating board books. They say the level of organization and time saved justifies the cost. Some reviewers feel that the product is somewhat pricey but worth the investment due to its functionality and support.

    However, some users indicate that OnBoard can be expensive, particularly for small businesses or non-profits. They find the cost of additional features and licenses to be high, and some feel that the pricing structure can be confusing. Some reviewers report that expanding licenses or moving to higher-tier versions significantly increases costs. They say that the need to pay for each individual user can be a drawback, especially for organizations with fluctuating numbers of users. Some users feel that the platform is on the expensive side and not always worth the investment for smaller organizations.

    Check .

    To see what individual users think of OnBoard's cost and value, check out the review excerpts below.

    “Also, when comparing to some other platforms, OnBoard offers high quality basic features, and you can leave the bells and whistles, that are sometimes unnecessary, off of the bill.”
    “There were other applications that had more name recognition but we would have paid 10 times the price of OnBoard, plus OnBoard has all the tools we need for our organization.”
    “OnBoard can be expensive, particularly for smaller organizations.”

    OnBoard integrations (13)

    Integrations rated by users

    We looked through 1,026 user reviews, to identify which products are mentioned as OnBoard integrations, and what is the users perception.

    Integration rating: 4.5 (10)

    Zoom is integrated with OnBoard but if you launch zoom externally it is a better user experience. Certainly OnBoard manages the zoom scheduling and login.

    This is the virtual meeting platform for our virtual Board and Committee meetings

    Conduct meetings with our various regions, committees and Board of directors.

    MD

    Mike Deam

    Director

    1/3
    OOBJ logo
    OOBJ

    Integration rating: 4.0 (1)

    oogur logo
    oogur

    Integration rating: 4.0 (1)

    Integration rating: 5.0 (1)

    OnBoard support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    FAQs/Forum
    24/7 (Live rep)
    Email/Help Desk
    Phone Support
    Knowledge Base
    Chat

    Training options

    Documentation
    In Person
    Live Online
    Videos
    Webinars

    OnBoard reviews

    Overall rating

    4.7

    /5

    1K

    Positive reviews

    97

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.07/10
    Rating distribution

    5

    4

    3

    2

    1

    745

    251

    26

    3

    1

    Pros
    “Their support has been great in helping me with any issues I have, and that has been very few and far between.”
    “The Board is happy with the software, it is user friendly, displays well on computer, tablet, or phone. As an admin I am happy with the support whenever it is needed.”
    “OnBoard has been great for our Board members and all users enjoy it. Great communication tool, very easy to use.”
    Cons
    “Notifications that uploads have been unsuccessful are a little too subtle - meaning that you can miss it if you are working quickly (as we so often are during board pack creation).”
    “Sometimes the icons are confused and even when you created a page, the icons inside this page are weird.”
    “The video I could see and hear was choppy and hard to follow. I was unable to log in from my portable devices, and when I thought I was logged in, i could not be heard.”

    OnBoard FAQs

    Q. What type of pricing plans does OnBoard offer?

    OnBoard has the following pricing plans:
    Pricing model: Subscription
    Free Trial: Available | (No Credit Card required)


    Q. Who are the typical users of OnBoard?

    OnBoard has the following typical customers:
    Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


    Q. What languages does OnBoard support?

    OnBoard supports the following languages:
    English


    Q. Does OnBoard support mobile devices?

    OnBoard supports the following devices:
    Android, iPad, iPhone


    Q. Does OnBoard offer an API?

    No, OnBoard does not have an API available.


    Q. What other apps does OnBoard integrate with?

    OnBoard integrates with the following applications:
    Microsoft Outlook, Google Authenticator, Google Drive, Zoom Workplace, Azure Active Directory, Microsoft Teams, Microsoft Exchange, iCloud, OneLogin, Okta, Microsoft 365


    Q. What level of support does OnBoard offer?

    OnBoard offers the following support options:
    FAQs/Forum, 24/7 (Live rep), Email/Help Desk, Phone Support, Knowledge Base, Chat

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