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Board Management Software with Customizable Templates (2026)

Last updated: March 2026

Key features of Board Management Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Meeting Management: Users value streamlined meeting prep, easy access to materials, real-time collaboration, and centralized document handling for efficiency and reduced paper use. 98% of reviewers rated this feature as important or highly important.
  • Secure Data Storage: Reviewers appreciate the high security for storing sensitive documents, ensuring compliance, and providing easy, controlled access to critical information. 96% of reviewers rated this feature as important or highly important.
  • Document Management: Users highlight the centralized repository, ease of document access, version control, and efficient organization, enhancing productivity and reducing search time. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Administrators emphasize granular control over document access, allowing for tailored permissions based on roles, ensuring confidentiality and reducing risks. 92% of reviewers rated this feature as important or highly important.
  • Minutes Management: Reviewers value the ability to take, store, and access minutes efficiently, with features like live note-taking, decision tracking, and secure storage. 86% of reviewers rated this feature as important or highly important.
  • Calendar Management: Users find calendar integration useful for scheduling, reminders, and organizing meetings, ensuring all members are informed and reducing scheduling conflicts. 82% of reviewers rated this feature as important or highly important.
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53 software options

Wrike logo

AI powered workflow management platform

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Wrike is a board management platform trusted by 20,000+ companies worldwide. Features include role-based access, customizable dashboards, shared calendars and 400+ app integrations. Share files, schedule meetings, and collaborate with board directors using Wrike's all-in-one software.

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OnBoard logo
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Prepare faster, decide sooner with one secure board record

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OnBoard is a leading board management software trusted by 6,000+ organizations. Experience the difference—start your free trial today.

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Diligent Boards logo
Category Leaders

Software for handling board and committee meetings

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Diligent Boards, used by 50% of the Fortune 1000, provides boards and executives with modern governance tools that allows the board to expand their reach outside the boardroom as well as meeting requirements such as distribution of board meeting materials in a secure environment.

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Govenda logo

Cloud-based software for managing committees and meetings

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Govenda unites your governance team on a secure platform with no extra user costs, boosting productivity and enabling focus on high-priority issues. As an innovation leader with 99% retention, Govenda is the trusted choice for efficient, effective board management. See Govenda in Action.

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BoardPAC logo

AI-enabled software for managing board meetings

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BoardPAC streamlines board management with secure access to meeting documents, collaboration tools, and notification reminders. Advanced features like data analytics and compliance tracking promote efficiency and accountability in corporate governance.

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Convene logo
Category Leaders

Software for managing board meetings and documents

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Convene is designed to enhance the board management process by increasing the efficiency of board processes, enhancing collaboration, and improving corporate governance with a comprehensive meeting platform.

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Ncontracts logo

Cloud-based risk management tool for finance teams.

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NboardPortal gives your board of directors access to the information to get acclimated quickly and stay informed and engaged.

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Knowa logo
Category Leaders

Smart, Secure, AI-driven Board Management & Governance

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Knowa is an ISO 27001 certified, multi-award-winning Board Management and Governance platform combining AI, collaboration, and security to deliver smarter meetings, stronger governance, and best-in-class performance.

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Boardable logo

Board management software built 
for nonprofits

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Board management software for nonprofits that streamlines meetings, documents, and governance so boards stay aligned and focused.

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Easy Board logo
Category Leaders

Board and committee management software for nonprofit

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Easy Board is a top-rated nonprofit board and committee management software that easily connects your volunteer board, committees, documents, and meetings all in one place. With features like polls, meeting coordination, and secure document storage, Easy Board is designed to be user-friendly and boost productivity for nonprofit leaders and their teams.

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BoardEffect logo

Cloud-based platform for managing board meetings

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BoardEffect provides innovative boardroom technology to nonprofit organizations. As a Diligent brand helping to serve over 14,000 mission-driven organizations, we empower boards with the tools to drive positive change.

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Nasdaq Boardvantage logo

Cloud-based board management software

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Nasdaq Boardvantage is the next-generation board management software and portal designed to enhance board meeting efficiency and collaboration. It features AI-powered tools to streamline meeting workflows, secure data management, and empower directors with a centralized hub to access information, communicate, and make decisions.

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Sherpany logo

Meeting management software for the board & leadership teams

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Sherpany is a cloud-based meeting management solution designed to help boards, executives, and leadership teams streamline their meeting processes. The solution offers features like agenda building, digital circular resolutions, document management, and task tracking to boost productivity, efficiency, and decision-making across the organization. Sherpany also provides security and compliance features to ensure the protection of sensitive information.

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Decisions logo
Category Leaders

Meetings and collaboration management solution

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Decisions is a meeting and collaboration management solution that helps businesses create agendas, assign tasks & track action items to facilitate engagement across teams. Users can review documents, upload files & add comments to the meeting planner as well as take notes using Microsoft Office 365.

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idgard logo

Cloud-based collaboration and data security platform

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idgard is a secure cloud collaboration platform offering enterprise-grade data protection and compliance. The platform ensures your sensitive data is protected, even from unauthorized access by employees. The platform provides secure file sharing, virtual data rooms, and integrates with Microsoft Teams and other tools, facilitating project collaboration while maintaining high data security standards.

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iBabs logo

Board portal and board meeting management software

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iBabs is a cloud-based board portal designed to help directors and secretaries manage board meetings, reduce the time required for meeting preparation, and capture all decisions made. Users can collaborate through meeting summaries, annotations, and voting, and access documents from any device.

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DiliTrust logo

AI-native, fully integrated legal and governance platform

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The DiliTrust Board Portal provides a secure, integrated space for board meetings, documents, and decisions. Designed for directors and corporate secretaries, it streamlines governance workflows with enterprise-grade security, automation, and seamless collaboration.

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Ideagen Collaboration Portal logo

Enterprise Collaboration with Total Control

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A secure enterprise client portal designed for external stakeholder collaboration with government-grade security standards.

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adam.ai logo

Governance Elevated. Progress Accelerated.

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An intelligent governance ecosystem that empowers leaders to move, decide, and govern with confidence in the era of AI

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Decision Time Meetings logo

Decision Time Meetings- Board Management Software

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Decision Time Meetings is a cloud-based governance solution designed to help councils, boards and businesses of all sizes create, search, and organise meetings. The platform comes with a drag-and-drop interface, which enables users to invite participants, build agendas, and share information.

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Loomio logo

Turn discussion into action. Make decisions together.

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Loomio is a web-based collaborative solution designed to make decision-making simpler for groups, without unnecessary emails and meetings

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Corporify logo

Legal entity management and corporate housekeeping platform

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Corporify is a leading European cloud-based solution for legal entity management and corporate housekeeping. The platform is a game-changer for legal teams at corporates, modern legal service providers and investment funds (PE/VC).

It covers the full end-to-end entity lifecycle, from tracking securities to automated document generation and meeting invites. Corporify also provides a very intuitive portal to share information with external stakeholders in read-only mode.

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Traact logo

SaaS-based Platform To Simplify Legal Operations

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Traact is a cloud-based platform that provides streamlined and efficient legal operations solutions by automating unbillable admin tasks. It helps law firms and legal professional automate contract management, permit & license, dispute & litigation, entity management, etc.

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Board Intelligence logo

The science of board effectiveness

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Board Intelligence is the enterprise-grade global board management platform trusted by FTSE 100 and Fortune 500 leaders. Our AI-powered software automates agenda planning, board pack creation, secure collaboration, e-signatures, and analytics so boards focus on strategic decisions.

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eScribe logo

eScribe: Public meetings, simplified.

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eScribe is an end-to-end meeting management software for the public sector. By streamlining administrative tasks, simplifying collaboration, and boosting transparency, eScribe helps public sector organizations efficiently serve their communities.

Want to learn more? Schedule a demo today!

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