OnBoard Pricing, Features, Reviews & Alternatives

OnBoard

Intelligent Board Management & Meeting Software

4.68/5 (785 reviews)

OnBoard overview

What is OnBoard?

Winner of Capterra’s Ease of use Badge, OnBoard is a board intelligence platform that simplifies board meeting management and empowers more informed decision-making, more secure remote meetings, and real-time accessibility from any device.

Now more than ever, you need board & leadership meeting management that's comprehensive, secure, agile, and simple to use. Streamline meeting preparation & provide your leaders with accurate timely information across all devices. Remote-ready with Zoom integration for you to govern confidently from anywhere.

Users can compile and co-author board books and materials with auto-save automatically and the ability to instantly sync content across all users devices—including desktops, laptops, tablets (including Android, iPad, Kindle Fire, and Windows Surface), and smartphones (Android and iPhone). Annotate board materials directly with searchable notes. OnBoard includes remote data swipe functionality, surveys & questionnaires, multi-board & multi-org support, and secure messenger for 1:1 discussion or group discussion.

OnBoard’s intelligent board platform offers a personalized dashboard where directors can access materials, examine upcoming meetings, and receive announcements. Permissions management enables administrators to designate user access to specific materials and communications. The task management feature allows users to manage, organize, and track action items throughout meeting cycles. Engagement analytics help users to know when board books are read, where annotations are made, and what sections receive the most attention from the board.

Onboard integrates with Microsoft Office 365, Google Workplace (formerly G Suite) Zoom and Outlook to aid communication. With 24/7 customer support via phone, email, and online, help is always available. Per-user, per-month pricing. Take advantage of Onboard’s no-strings-attached free trial to test before you invest.

Pricing

Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Brazil, Canada, China and 5 other markets, Germany, India, Japan, Mexico, United Kingdom

Supported languages

English
OnBoard screenshot: Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.OnBoard screenshot: OnBoard’s secure Messenger allows individual or group conversations to discuss sensitive board work. Chat one-on-one, message entire committees, or include the whole board in a conversation using the OnBoard app or any web browser.OnBoard screenshot: OnBoard’s Meeting Minutes tool is the fastest meeting creation tool. Make notes, create tasks, track attendance, and mark motions. Drag and drop any file type, create templates, clone previous meetings, organize documents, and track decisions.OnBoard screenshot: OnBoard Voting & Approvals accelerates decision-making while ensuring compliance. delivers a seamless platform to support high-impact decisions, directors can organize, track, review, comment, and approve decisions – from anywhere and on any device.OnBoard screenshot: OnBoard’s D&O questionnaire solution transforms a cumbersome task into a simple, automated, and replicable annual process with wide range of question types and export options, as well as pre-filled content, eSignatures, and attachments.

OnBoard user reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.5
  4.6
  4.9
Sean C.

Simple and Effective Board Managment

Used monthly for 1-2 years
Reviewed 2019-06-06
Review Source: Capterra

OnBoard has completely revolutionised the way we organise and hold board meetings. Due to the nature of our organisation, our trustees and board sub-committees hold a large number of meetings throughout the year. In the past, this caused a huge amount of overhead for our Company Secretary and EA's who organise the meetings, put together board packs, etc. OnBoard provides us with an easy to use platform for our admins to organise these meetings, create board packs, hold votes/approvals, and obtain signatures when necessary. What would previous take days our hours, now takes minutes.

Pros
Overall, the simplicity of OnBoard is it's strongest feature. With minimal training, our admins were able to quickly begin creating meetings and board packs. Simply put, OnBoard is a highly effective system that does exactly what we need it to do, without a mass of unnecessary features. It's also worth commenting on the strength of Passageways customer support. Our account manager worked very closely with us through every step of the implementation process, helping us with the initial setup of the system as well as training for our admins. 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.

Cons
There is very little to dislike, however the left to right menu layout may be slightly confusing to some users who may be more familiar with a traditional top-down/webpage layout.

Response from Passageways


Thank so much for taking the time to review OnBoard Board Management Software! We really try to make ease of use our top priority when incorporating updates into our software. Our Customer Success Team was thrilled by the huge compliment as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Nichole Z.

First year review

Used daily for 6-12 months
Reviewed 2021-03-23
Review Source: Capterra

Very pleased with OnBoard and the feedback we have received. Blows our last provider out of the water.

Pros
Easy to use as an administrator, user friendly for board members, streamlined processes built in, technology works

Cons
No expense management system built in, but something that could be added in the future possibly

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Alexa D.

OnBoard is the Backbone of Our Board & Committee Meeting Materials

Used weekly for 1-2 years
Reviewed 2021-04-16
Review Source: Capterra

A few small downs, but overall the team has proven ready and willing to help address concerns and challenges. The platform allows our entire organization to maintain a large number of organized meeting materials, and consistently enables creative solutions to fit our needs.

Pros
Ease of use. The platform is intuitive, easy to get accustomed to, and and functionality is logical.

Cons
The directory and groups. With over 500 users, it can be a bit cumbersome to manage all of our groups with the current functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Jordyn D.

Onboard is super helpful

Used daily for 1-2 years
Reviewed 2019-11-20
Review Source: Capterra

I've had a very good experience with onboard. I've helped to integrate it into our advisory team and they love the fact that we can be more digital and print less. Our clients appreciate that we are taking on this green initiative within the company as well.

Pros
-saves a ton of money on printing costs -can easily replace and add documents to a presentation -you can add users with different permissions to different sections of the meeting -you can save resources to the resources tab for offline use (no need to access a network drive) -great for meetings when the team is travelling

Cons
-it is not easy to view documents within the software. Every time you upload a new document, the book re-builds so you cannot see the document until the book is done building

Response from Passageways


Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software and that it's helped your team. As for the builder, that can be a bit of a blessing and a curse. It updates, so your board members will have always up-to-date information, but it can be tough for you and it always updating.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Steven L.

AMBA Experience with OnBoard

Used weekly for less than 6 months
Reviewed 2021-03-20
Review Source: Capterra

We love OnBoard! It's compatible with all the browsers we use, its mobile app is superb, and when compared to other board portals we've used, it provides more capability at a lower price. Last but certainly not least, customer support has been tremendous. Our customer service representative, [SENSITIVE CONTENT HIDDEN], has been with us every step of the way as we tailored OnBoard for our needs, migrated the documents we stored on our previous board portal, and prepared OnBoard for our first meeting. I can't say enough about the support we've received from [SENSITIVE CONTENT HIDDEN] and the rest of the OnBoard team.

Pros
As compared to our previous board portal, OnBoard is so much easier to use, more intuitive, and is an easier collaboration tool. We just held our first board meeting using OnBoard. Its integrated conferencing capability powered by Zoom made the meeting the most efficient and effective virtual meeting yet.

Cons
The platform needs an e-mail capability that will allow users to communicate with each other securely and with the ability to attach documents or find them within OnBoard's "resources." The current messaging capability -- akin to texting -- is good, but it lacks the flexibility of a more robust, e-mail-like communication capability.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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OnBoard pricing

Pricing options
Free trial
Subscription
View Pricing Plans

Contact OnBoard for detailed pricing information.

OnBoard features

API
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Collaboration Tools
Commenting/Notes
Communication Management
Content Management
Customizable Branding
Data Import/Export
Document Management
Document Storage
Drag & Drop
File Sharing
Mobile Access
Search/Filter
Task Management
Third Party Integrations
Version Control
Workflow Management

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for OnBoard

Benefits

Zoom meeting integration allows safe and secure remote board and subcommittee meetings.

OnBoard is a secure platform accessible via almost any device including iPhone, iPad, Android smartphones and tablets, and Windows devices

All work automatically saved and synced across all connected devices, allowing multiple people to collaborate and share all past and present info in a central unlimited system of record.

Communicate with all stakeholders using the dashboard, announcements, and notifications or use the in-app messenger for group or one-on-one conversations.

Leverage decision-making tools including voting, surveys, e-Signatures, shared annotations, and exclusive meeting analytics for more effective meetings
Multi-board support allows directors to move between organizations on a single platform.