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The best board meeting software helps you streamline agendas, store documents securely, and facilitate communication—so you can focus on productive discussions instead of administrative details.

Coordinating schedules, maintaining compliance, and keeping everyone aligned can be overwhelming without the right tools. The right platform centralizes meeting materials, automates agenda creation, and enables secure collaboration before, during, and after meetings.

Drawing on my experience testing and reviewing HR and business software, I’ve curated a list of the top board meeting solutions that are intuitive, secure, and designed for effective governance. In this guide, you’ll find platforms that simplify board management, improve transparency, and make running meetings smoother for everyone involved.

Best Board Meeting Software Summary

This comparison chart summarizes basic details about each of my top board meeting software selections. You can view pricing details and the availability of free trials or demos side-by-side to help you find the best software for your budget and business needs.

Tool Best For Trial Info Price
1

Best for Microsoft 365 & Teams integration

Free trial available

Pricing upon request Website
2

Best for small teams

Free demo available

Pricing upon request Website
3

Best for strategic insights

Free demo available

Pricing upon request Website
4

Best for user-friendly interface

Free trial available

Pricing upon request Website
5

Best for remote collaboration

14-day free trial

From $49/month Website
6

Best for video conferencing

Free plan available

From $1/host/month (billed annually) Website
7

Best for financial service industries

Free demo available

Pricing upon request Website
8

Best for meeting productivity

30-day free trial

From $150/month/board Website
9

Best for governance tools

Free demo available

Pricing upon request Website
10

Best for large enterprises

Not available

Pricing upon request Website
11

Best for data governance

Not available

Pricing upon request Website
12

Best for educational boards

Free demo available

Pricing upon request Website
13

Best for nonprofit boards

Free demo available

Pricing upon request Website
14

Best for document security

Free demo available

Pricing upon request Website
15

Best for agenda management

Free demo available

From $149/month (billed annually) Website
16

Best for intuitive navigation

Not available

Pricing upon request Website
17

Best for real-time updates

Free demo available

Pricing upon request Website
18

Best for paperless meetings

Not available

Pricing upon request Website
19

Best for secure communication

Not available

Pricing upon request Website
20

Best for project management

Free plan + free demo + 14-day free trial available

From $10/user/month (billed annually) Website

Best Board Meeting Software Reviews

Below are my detailed summaries of the best board meeting software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.

Best for Microsoft 365 & Teams integration

  • Free trial available
  • Pricing upon request

Persavent offers a board and meeting management solution specifically designed for Microsoft 365 users. It's ideal for organizations of all sizes, helping you manage documents and meetings efficiently. Key business functions include secure document distribution and agenda management.

Why I picked Persavent: This tool integrates seamlessly with Microsoft 365, leveraging SharePoint and Teams for secure collaboration. Its standout feature is the intuitive document management, which makes distributing and reviewing documents straightforward. You can also easily create agendas, ensuring your meetings run smoothly. The focus on Microsoft integration means your team can use familiar tools to enhance productivity.

Standout features & integrations:

Features include secure document access through SharePoint, easy agenda creation, and intuitive meeting material distribution that requires minimal training. You can also enjoy real-time document collaboration, enhancing your team's workflow.

Integrations include Microsoft Teams, SharePoint, Outlook, OneDrive, and Office 365.

Pros and Cons

Pros:

  • Minimal training required
  • Intuitive document management
  • Easy Microsoft integration

Cons:

  • Basic customization options
  • Limited to Microsoft ecosystem

Best for small teams

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.9/5

Zeck is a board meeting software designed for small teams looking to enhance their meeting efficiency. It focuses on transforming board meetings into interactive sessions with customizable updates accessible on mobile devices. Key business functions include secure collaboration and smart agenda management.

Why I picked Zeck: Zeck caters specifically to small teams by offering interactive updates and a collaborative workspace. Its digital voting and automated board minutes make meetings more efficient. The Pre-Vote feature allows for discussions in advance, saving time during meetings. These functionalities align well with the needs of small teams seeking streamlined decision-making.

Standout features & integrations:

Features include secure collaboration tools that help your team work together effectively. Smart agendas keep everyone focused on strategy, while dynamic linking of essential information ensures nothing gets missed. You can also benefit from engagement analytics to track how your team interacts with the software.

Integrations include various data sources, enhancing its functionality.

Pros and Cons

Pros:

  • Pre-Vote feature for advance input
  • Auto-generated board minutes
  • Simplified meeting preparation

Cons:

  • May not suit large organizations
  • Requires adaptation to new workflows

Best for strategic insights

  • Free demo available
  • Pricing upon request

Board Intelligence is a board management software designed for governance professionals and executives across various sectors. It focuses on enhancing board effectiveness with features like agenda planning and AI-driven minute writing.

Why I picked Board Intelligence: The tool is tailored for strategic insights, offering AI-driven minute writing and comprehensive reporting tools. Its agenda planning feature ensures meetings are focused and effective.

The platform supports real-time document collaboration, allowing your team to work efficiently. With enterprise-level security, it caters to organizations seeking reliable governance solutions.

Standout features & integrations:

Features include secure document sharing, which keeps your board materials safe and accessible. Real-time collaboration lets your team work together seamlessly during meetings. The task management feature helps you keep track of action items and follow-ups.

Integrations include Microsoft Teams, SharePoint, OneDrive, Google Drive, Slack, and DocuSign.

Pros and Cons

Pros:

  • Enterprise-level security
  • Real-time document collaboration
  • AI-driven minute writing

Cons:

  • Requires stable internet connection
  • Limited customization options

Best for user-friendly interface

  • Free trial available
  • Pricing upon request
Visit Website
Rating: 4.7/5

OnBoard is a board meeting software designed for organizations seeking an intuitive platform to manage meetings and documents. It caters to board members and administrators who need to organize agendas, collaborate, and ensure compliance efficiently.

Why I picked OnBoard: The tool offers a user-friendly interface that simplifies navigation and increases productivity. Its agenda creation and management features help your team stay organized and focused on key objectives.

Real-time collaboration tools enhance communication among board members, ensuring everyone is aligned. With secure document sharing, you can trust that your sensitive information remains protected.

Standout features & integrations:

Features include secure voting, which allows your board to make decisions efficiently and confidentially. The analytics feature provides insights into board activities, helping you measure engagement and effectiveness. You can also benefit from task management tools that ensure follow-ups and actions are completed on time.

Integrations include Microsoft Office 365, Google Workspace, Slack, Zoom, Dropbox, Box, DocuSign, Salesforce, Microsoft Teams, and OneDrive.

Pros and Cons

Pros:

  • Enhances board communication
  • Efficient agenda management
  • Intuitive navigation aids productivity

Cons:

  • Limited customization options
  • May require initial training

Best for remote collaboration

  • 14-day free trial
  • From $49/month
Visit Website
Rating: 4.8/5

Boardable is a board management software designed for organizations that need to enhance remote collaboration and streamline board meetings. It serves board members and administrators by providing tools for efficient communication and document sharing.

Why I picked Boardable: The tool is tailored for remote collaboration, offering features that keep your team connected and engaged. Its video conferencing integration allows for seamless virtual meetings

The agenda builder helps your team stay organized and focused on key topics. With document sharing and storage capabilities, you can ensure everyone has access to the necessary materials.

Standout features & integrations:

Features include a task manager that helps assign and track action items effectively. The polling feature allows your board to make decisions quickly and efficiently. You can also use the calendar sync to keep everyone updated on meeting schedules and deadlines.

Integrations include Zoom, Microsoft Teams, Slack, Google Workspace, Dropbox, Box, OneDrive, Salesforce, DocuSign, and Adobe Sign.

Pros and Cons

Pros:

  • Comprehensive document sharing
  • Effective agenda builder
  • Seamless video conferencing integration

Cons:

  • May need training for new users
  • Limited advanced features

Best for video conferencing

  • Free plan available
  • From $1/host/month (billed annually)
Visit Website
Rating: 4.5/5

Zoho Meeting is a web conferencing software designed for businesses of all sizes, focusing on video conferencing and webinars. It helps you host online meetings, share screens, and conduct webinars efficiently.

Why I picked Zoho Meeting: It offers a range of features that enhance video conferencing, making it ideal for teams needing reliable online meetings. Screen sharing and webinar tools allow for effective presentations and collaboration. The platform supports real-time chat and video, helping you communicate clearly with your team. Its user-friendly interface ensures that even those new to video conferencing can get started quickly.

Standout features & integrations:

Features include customizable registration forms for webinars, which help you gather the information you need from attendees. Polls and Q&A sessions keep your meetings interactive and engaging. The recording feature allows you to save and revisit your meetings at any time.

Integrations include Zoho CRM, Zoho Projects, Zoho Connect, Zoho Calendar, Eventbrite, Microsoft Teams, Zapier, Slack, and Google Workspace.

Pros and Cons

Pros:

  • Real-time video chat
  • Easy meeting recordings
  • Interactive polls and Q&A

Cons:

  • Basic analytics tools
  • Occasional connectivity issues

Best for financial service industries

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.5/5

Diligent ESG is a software solution aimed at companies focused on environmental, social, and governance (ESG) factors. It's designed for businesses needing to track and report their ESG initiatives effectively.

Why I picked Diligent ESG: It specializes in ESG compliance, providing tools that make tracking and reporting straightforward. The software offers dashboards that visualize your ESG data, helping your team make informed decisions. Its compliance management feature ensures you meet industry standards with ease. The platform also supports real-time data updates, keeping your information current and accurate.

Standout features & integrations:

Features include customizable dashboards that help you visualize your ESG data in a way that suits your needs. The compliance management feature assists with meeting industry standards, ensuring your company remains compliant. You can also benefit from real-time data updates, which keep your information current and accurate.

Integrations include Microsoft 365, Salesforce, SAP, Oracle, Workday, Tableau, Power BI, Google Workspace, and Slack.

Pros and Cons

Pros:

  • Easy compliance management
  • Real-time data updates
  • Customizable ESG dashboards

Cons:

  • Complex setup process
  • Limited customization for reports

Best for meeting productivity

  • 30-day free trial
  • From $150/month/board
Visit Website
Rating: 4.8/5

BoardPro is a board management software aimed at organizations seeking to enhance meeting productivity and streamline board operations. It serves board members and administrators by providing tools for efficient agenda management and document handling.

Why I picked BoardPro: The tool focuses on boosting meeting productivity with features like automated agenda creation and distribution. It provides minute-taking tools that simplify the documentation process, saving your team time. 

Further, the board pack feature ensures all materials are organized and accessible in one place. With its focus on efficiency, your board can run meetings smoothly and effectively.

Standout features & integrations:

Features include automated reminders that keep your team informed of upcoming tasks and deadlines. The decision register tracks and records board decisions, ensuring accountability. You can also use the task management tools to assign and monitor action items for follow-up.

Integrations include Microsoft Office 365, Google Workspace, Dropbox, Box, OneDrive, Slack, Zoom, Adobe Sign, Salesforce, and DocuSign.

Pros and Cons

Pros:

  • Efficient board pack organization
  • Simplifies minute-taking
  • Automated agenda creation

Cons:

  • Complexity for small teams
  • May require initial training

Best for governance tools

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.4/5

Govenda is a board management software designed for organizations that prioritize effective governance and streamlined board processes. It serves board members and executives by providing tools for secure communication and document handling.

Why I picked Govenda: The tool offers specialized governance tools that support your organization's compliance and strategic planning needs. Its secure messaging feature ensures confidential communication among board members.

The document management system helps your team organize and access critical board materials effortlessly. With its focus on governance, your board can enhance decision-making and maintain transparency.

Standout features & integrations:

Features include agenda management that streamlines the preparation and distribution of meeting agendas. The voting feature allows your board to make decisions efficiently and record results accurately. You can also benefit from the analytics tools that provide insights into board activities and engagement.

Integrations include Microsoft Office 365, Google Workspace, Slack, Zoom, Dropbox, Box, Salesforce, DocuSign, Adobe Sign, and Microsoft Teams.

Pros and Cons

Pros:

  • Enhances decision-making
  • Efficient document management
  • Secure messaging for confidentiality

Cons:

  • May need training for new users
  • Requires initial setup time

Best for large enterprises

  • Pricing upon request

Boardvantage is a board management software designed for large enterprises looking to enhance their governance and meeting processes. It's tailored for executives and board members needing secure document sharing and efficient meeting management.

Why I picked Boardvantage: The tool offers enterprise-level security, ensuring your documents are safe and confidential. With its intuitive interface, your team can manage meetings without a steep learning curve. 

The software supports complex workflows, making it ideal for large organizations with intricate governance needs. Its robust reporting tools help you keep track of meeting outcomes and follow-ups effectively.

Standout features & integrations:

Features include advanced security measures that protect sensitive board materials. The intuitive interface allows your team to navigate and manage meetings easily. Reporting tools provide insights into meeting outcomes and help you track follow-ups efficiently.

Integrations include Microsoft Office 365, SharePoint, OneDrive, Google Workspace, Box, Dropbox, Slack, Salesforce, SAP, and DocuSign.

Pros and Cons

Pros:

  • Effective reporting tools
  • Supports complex workflows
  • Enterprise-level security

Cons:

  • Can be resource-intensive
  • Complexity may overwhelm small teams

Best for data governance

  • Pricing upon request

Intelligence Bank Boards is a board management software tailored for organizations prioritizing data governance and compliance. It serves businesses that need to manage board documents securely while ensuring compliance with industry regulations.

Why I picked Intelligence Bank Boards: The tool excels in data governance, offering secure document management and compliance tracking. Its customizable dashboards let your team monitor compliance metrics easily.

The platform also supports detailed audit trails, providing transparency in document handling. With encryption features, you can rest assured that your sensitive data remains protected.

Standout features & integrations:

Features include customizable dashboards that allow you to monitor important metrics at a glance. Detailed audit trails provide transparency in document handling and tracking. The encryption features ensure that all your sensitive data is protected, giving you peace of mind.

Integrations include Microsoft Office 365, Google Workspace, Salesforce, Slack, Dropbox, Box, OneDrive, SharePoint, Adobe Sign, and DocuSign.

Pros and Cons

Pros:

  • Detailed audit trails
  • Customizable compliance dashboards
  • Strong data governance focus

Cons:

  • Limited customization for reports
  • Complexity may require training

Best for educational boards

  • Free demo available
  • Pricing upon request

BoardBook is a board management software tailored for educational boards and institutions needing streamlined meeting processes. It helps board members and administrators organize meetings and manage documents efficiently.

Why I picked BoardBook: The tool is designed specifically for educational boards, offering features that support the unique needs of academic governance. It provides agenda management tools that simplify the preparation and distribution of meeting materials.

The platform also supports secure document sharing, ensuring that sensitive information remains protected. With its focus on education, BoardBook helps your board maintain organized and effective meetings.

Standout features & integrations:

Features include meeting notifications that keep your board members informed of upcoming events and deadlines. The voting feature allows for secure and efficient decision-making. You can also use the minutes generator to create detailed and accurate meeting records quickly.

Integrations include Microsoft Office 365, Google Workspace, Dropbox, Box, OneDrive, SharePoint, Slack, Zoom, DocuSign, and Adobe Sign.

Pros and Cons

Pros:

  • Supports secure document sharing
  • Simplifies agenda management
  • Tailored for educational boards

Cons:

  • Initial setup can be time-consuming
  • Limited customization options

Best for nonprofit boards

  • Free demo available
  • Pricing upon request

BoardEffect is a board management software tailored for nonprofit organizations needing efficient meeting management and document handling. It helps boards streamline their operations with tools designed for governance and collaboration.

Why I picked BoardEffect: The tool is specifically designed for nonprofit boards, offering governance tools that align with their unique needs. It provides features like document management and meeting notifications to keep your board organized. 

The platform also supports voting and surveys, allowing for effective decision-making processes. With easy access to board materials, your team can focus on impactful governance.

Standout features & integrations:

Features include document management that simplifies how your team organizes board materials. Meeting notifications ensure everyone stays updated on upcoming events and deadlines. The voting and survey tools facilitate decision-making and gather board member input efficiently.

Integrations include Microsoft Office 365, Google Workspace, Dropbox, Box, Salesforce, Slack, DocuSign, Adobe Sign, Zoom, and Microsoft Teams.

Pros and Cons

Pros:

  • Supports impactful governance
  • Easy access to board materials
  • Streamlined decision-making processes

Cons:

  • May require training for new users
  • Limited customization options

Best for document security

  • Free demo available
  • Pricing upon request

Ideals Board is a board meeting software focused on providing secure document management for organizations of all sizes. It serves executives and board members who require a platform for secure collaboration and document sharing.

Why I picked Ideals Board: The tool offers advanced document security features that ensure your sensitive board materials are protected. Its secure file sharing allows your team to collaborate without compromising data integrity.

The platform includes permission settings, letting you control who accesses specific documents. With its emphasis on security, your board can operate confidently, knowing their information is safeguarded.

Standout features & integrations:

Features include audit trails that track document access and modifications, providing transparency and accountability. The e-signature feature streamlines the process of obtaining approvals and signatures. You can also use the calendar feature to schedule meetings and set reminders for important events.

Integrations include Microsoft Office 365, Google Workspace, Dropbox, Box, SharePoint, OneDrive, Adobe Sign, DocuSign, Slack, and Zoom.

Pros and Cons

Pros:

  • Transparent audit trails
  • Secure file sharing
  • Advanced document security features

Cons:

  • Initial setup can be time-consuming
  • Requires stable internet connection

Best for agenda management

  • Free demo available
  • From $149/month (billed annually)

Decisions is a board meeting software designed for organizations needing efficient agenda management and streamlined meeting processes. It caters to board members and administrators by providing tools for organizing and conducting effective meetings.

Why I picked Decisions: The tool excels in agenda management, offering features that help your team prepare and distribute agendas effortlessly. It includes templates for agenda creation, saving your team time and ensuring consistency.

The platform also supports real-time collaboration, allowing board members to contribute to the agenda. With its focus on organization, Decisions helps your board stay on track and achieve meeting objectives.

Standout features & integrations:

Features include task management that helps assign and track action items efficiently. The decision register records board decisions, ensuring accountability and transparency. You can also use the minutes generator to create detailed meeting minutes quickly and accurately.

Integrations include Microsoft Teams, SharePoint, OneDrive, Outlook, Slack, Zoom, Google Workspace, Dropbox, Box, and Salesforce.

Pros and Cons

Pros:

  • Supports real-time collaboration
  • Saves time with templates
  • Efficient agenda management

Cons:

  • Limited customization options
  • May require training for new users

Best for intuitive navigation

  • Pricing upon request

CGS Boardworks is a board meeting software designed for businesses of all sizes, focusing on intuitive navigation and ease of use. It serves executives and board members who need efficient meeting management and secure document handling.

Why I picked CGS Boardworks: The software excels in intuitive navigation, allowing your team to access and manage documents easily. Its user-friendly interface means less time spent on training and more on productive meetings, and real-time updates ensure everyone is on the same page, enhancing collaboration. 

The secure document handling feature keeps your sensitive information protected.

Standout features & integrations:

Features include real-time updates that keep your team informed during meetings. The secure document handling ensures your materials are safe and accessible only to authorized users. With its user-friendly interface, your team can quickly adapt and focus on meeting productivity.

Integrations include Microsoft Office 365, Google Workspace, Dropbox, Box, OneDrive, Adobe Sign, Slack, Salesforce, SAP, and DocuSign.

Pros and Cons

Pros:

  • Secure document handling
  • Real-time updates for collaboration
  • Intuitive navigation for easy use

Cons:

  • May not suit complex needs
  • Limited advanced features

Best for real-time updates

  • Free demo available
  • Pricing upon request

Diskus Board is a board meeting software aimed at organizations that require real-time updates and efficient document management. It serves board members and executives who need to stay informed and collaborate effectively during meetings.

Why I picked Diskus Board: The tool provides real-time updates, ensuring your team has the latest information at their fingertips. Its live document editing feature allows board members to collaborate on documents during meetings.

Further, the notification system keeps everyone updated on changes and upcoming tasks. With its focus on real-time communication, Diskus Board helps your board make informed decisions quickly.

Standout features & integrations:

Features include live document editing that enables collaboration during meetings. The notification system alerts your team to changes and upcoming tasks, keeping everyone informed. You can also benefit from the task tracking feature, which helps manage and prioritize board tasks effectively.

Integrations include Microsoft Office 365, Google Workspace, Slack, Zoom, Dropbox, Box, Salesforce, DocuSign, Adobe Sign, and Microsoft Teams.

Pros and Cons

Pros:

  • Helps prioritize board tasks
  • Live document editing
  • Provides real-time updates

Cons:

  • Complexity for small teams
  • Requires stable internet connection

Best for paperless meetings

  • Pricing upon request

BoardEye by Axar Digital is a paperless board meeting software aimed at businesses seeking to reduce their reliance on physical documents. It's designed for organizations that want to streamline their meeting processes and enhance document accessibility.

Why I picked BoardEye by Axar Digital: The software focuses on paperless operations, allowing you to digitize all your board documents. It features secure document sharing, ensuring your sensitive information remains protected. The platform's annotation tools enable you to make notes directly on documents, fostering collaboration. The ability to access documents from anywhere supports flexible work arrangements for your team.

Standout features & integrations:

Features include built-in annotation tools that let you highlight and comment on documents. The secure document sharing feature ensures your sensitive information stays protected. With remote document access, your team can view and edit materials from anywhere.

Integrations include Microsoft Teams, SharePoint, OneDrive, Google Drive, Dropbox, Box, Slack, DocuSign, and Adobe Sign.

Pros and Cons

Pros:

  • Remote access to materials
  • Annotation tools for collaboration
  • Secure sharing of sensitive data

Cons:

  • May require training for new users
  • Limited offline capabilities

Best for secure communication

  • Pricing upon request

BoardTrac is a board management software designed for organizations that prioritize secure communication and document handling. It's ideal for boards that need to ensure confidentiality and streamline their meeting processes.

Why I picked BoardTrac: The tool emphasizes secure communication, providing features that protect your board's sensitive information. It offers encrypted messaging and document sharing, ensuring your communications remain confidential. 

The platform also includes tools for managing agendas and meeting notes, keeping your team organized. With its focus on security, your board can operate with peace of mind knowing their data is protected.

Standout features & integrations:

Features include encrypted messaging that ensures your team's conversations remain private. Document sharing is secure, protecting sensitive information from unauthorized access. The platform also offers agenda management tools to help your team stay organized during meetings.

Integrations include Microsoft Office 365, Google Workspace, Dropbox, Box, SharePoint, OneDrive, Slack, Zoom, Adobe Sign, and DocuSign.

Pros and Cons

Pros:

  • Agenda management tools
  • Secure document sharing
  • Encrypted messaging for privacy

Cons:

  • Initial setup can be time-consuming
  • Limited customization options

Best for project management

  • Free plan + free demo + 14-day free trial available
  • From $10/user/month (billed annually)
Visit Website
Rating: 4.2/5

Wrike is a project management software designed for teams that need to plan, manage, and report on projects efficiently. It serves businesses looking to enhance collaboration and streamline workflows across departments.

Why I picked Wrike: The tool excels in project management, offering features that help your team stay organized and on track. It includes customizable dashboards, letting you tailor the view to fit your team's needs. 

Further, task management features ensure that projects progress smoothly and deadlines are met. The real-time collaboration tools enable your team to work together effectively, no matter where they are.

Standout features & integrations:

Features include time tracking, which helps your team monitor how long tasks take and manage resources better. The Gantt chart feature provides a visual timeline of project tasks, aiding in planning and tracking progress. You can also use the request forms to streamline how work is requested and initiated.

Integrations include Microsoft Teams, Google Workspace, Slack, Salesforce, Adobe Creative Cloud, Microsoft Excel, Dropbox, Box, Tableau, and Jira.

Pros and Cons

Pros:

  • Real-time collaboration tools
  • Effective task management
  • Customizable dashboards

Cons:

  • Can be resource-intensive
  • Limited offline functionality

Other Board Management Software

Here are a few more paperless board meeting software options that didn’t make the top list but are still worth taking a look at:

  1. Asana

    Board meeting software for remote teams

  2. DocSend

    Board meeting software for dynamic watermarking.

  3. Ideagen Huddle

    Board meeting software with branded client portals

  4. Parabol

    Free board meeting software

  5. Azeus Convene

    Board meeting software in terms of enterprise-grade security.

  6. ContractZen

    Board meeting dataroom software

  7. BoardPAC

    For multilingual support

  8. Boardbookit

    Board management portal for white-gloved customer support

  9. BoardPaq

    Board meeting software for iPad.

  10. Easy Board

    For ease of use

  11. BoardCloud

    For cloud storage

  12. iBabz

    Board meeting accountability software

  13. iCompass

    For local government

  14. Loomion

    Board meeting software for small businesses

  15. Simbli by eBoard Solutions

    Online board meeting software for educational institutions

  16. Sympose

    Board meeting software for member management.

  17. PactCentral

    Board meeting software for in-app messaging

  18. BoardSpot

    For nonprofits and NGOs

  19. Aprio

    Board meeting software in terms of customer support.

  20. DiliTrust Governance

    For legal departments

Board Meeting Software Selection Criteria

When selecting the best board meeting software to include in this list, I considered common buyer needs and pain points like document security and ease of collaboration. I also used the following framework to keep my evaluation structured and fair:

Core Functionality (25% of total score): To be considered for inclusion in this list, each solution had to fulfill these common use cases:

  • Schedule and organize meetings
  • Distribute and manage documents
  • Facilitate secure communication
  • Record meeting minutes
  • Enable voting and decision-making

Additional Standout Features (25% of total score): To help further narrow down the competition, I also looked for unique features, such as:

  • AI-driven insights
  • Customizable dashboards
  • Advanced security protocols
  • Integration with third-party tools
  • Real-time collaboration features

Usability (10% of total score): To get a sense of the usability of each system, I considered the following:

  • Intuitive interface design
  • Easy navigation
  • Minimal learning curve
  • Customizable settings
  • Accessibility on multiple devices

Onboarding (10% of total score): To evaluate the onboarding experience for each platform, I considered the following:

  • Availability of training videos
  • Interactive product tours
  • Access to templates
  • Supportive webinars
  • Helpful chatbots

Customer Support (10% of total score): To assess each software provider’s customer support services, I considered the following:

  • 24/7 customer service availability
  • Responsive support team
  • Comprehensive help center
  • Live chat options
  • Availability of dedicated account managers

Value For Money (10% of total score): To evaluate the value for money of each platform, I considered the following:

  • Competitive pricing
  • Features offered at each price point
  • Flexibility in pricing plans
  • Discounts for non-profits
  • Transparent pricing structure

Customer Reviews (10% of total score): To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:

  • Positive feedback on core features
  • Satisfaction with customer support
  • Ease of implementation
  • Overall reliability and performance
  • Willingness to recommend to others

How to Choose Board Meeting Software

It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:

FactorWhat to Consider
Ease of UseIs the interface intuitive for all users, including less tech-savvy board members? Look for drag-and-drop agendas, simple navigation, and mobile access.
Document ManagementCan you securely upload, share, annotate, and archive board materials like agendas, reports, and minutes? Version control and offline access are helpful too.
Security & ComplianceDoes the platform offer encryption, role-based permissions, audit trails, and compliance with standards like GDPR, SOC 2, or HIPAA?
Meeting Preparation ToolsCan you easily build agendas, assign pre-reads, and share supporting documents? Time-stamped agenda items and auto-reminders improve preparation.
Voting & E-SignaturesAre features like digital voting, resolutions, and e-signature collection built in? These streamline decision-making and approvals.
Collaboration FeaturesDoes it support real-time annotations, private comments, and group messaging or discussions between meetings?
Integration CapabilitiesCan the software integrate with your calendar, cloud storage, email, or existing governance tools?
AccessibilityIs the platform accessible on multiple devices (desktop, tablet, mobile) and usable offline? Consider multilingual support and ADA compliance if needed.
Support & TrainingWhat level of onboarding, live support, or customer success resources are available—especially around high-stakes meetings?
Cost & ScalabilityIs pricing per user, per meeting, or subscription-based? Make sure it fits your board size and can scale as your organization or committees grow.

What Is Board Management Software?

Board meeting software is a digital tool designed to help organizations plan, conduct, and manage board meetings efficiently. These tools are commonly used by board members, executives, and administrators to facilitate communication, organize documents, and enhance decision-making processes. Features like agenda management, secure document sharing, and voting capabilities support efficient meeting preparation and execution. Overall, these tools offer a structured and secure way to manage board activities, improving collaboration and productivity.

Features

When selecting board meeting software, keep an eye out for the following key features:

  • Document sharing: Enable secure distribution and access to meeting materials, ensuring all members have the necessary information.
  • Voting options: Facilitates decision-making by allowing board members to cast votes electronically.
  • Secure communication: Provides encrypted messaging and discussion channels to protect sensitive information.
  • Meeting scheduling: Simplifies the process of organizing meetings with integrated calendar tools and reminders.
  • Digital signatures: Allow for quick and legal approval of documents without the need for physical signatures.
  • Real-time collaboration: Supports simultaneous editing and feedback, keeping all members on the same page.
  • Approval workflows: Streamlines processes by setting up automated paths for document reviews and approvals.
  • Reporting dashboards: Offers insights into board activities and decisions, aiding in strategic planning.
  • Customizable user roles: Let administrators assign specific permissions and access levels to different users.
  • Integration capabilities: Ensure compatibility with existing tools, such as email, calendars, and document storage, for seamless workflows.

Benefits

Implementing board meeting software provides several benefits for your team and your business. Here are a few you can look forward to:

  • Enhanced collaboration: Real-time collaboration features enable your team to work together efficiently, regardless of their location.
  • Improved decision-making: Voting options and approval workflows facilitate quick and effective decisions.
  • Increased security: Secure communication and document sharing protect sensitive information from unauthorized access.
  • Time savings: Meeting scheduling and digital signatures reduce administrative tasks, streamlining processes.
  • Better organization: Document sharing and customizable user roles help keep all your materials and permissions well-organized.
  • Insightful analytics: Reporting dashboards offer valuable insights into board activities and decisions, facilitating strategic planning.

Costs & Pricing

Selecting board meeting software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in board meeting software solutions:

Plan Comparison Table for Board Meeting Software

Plan TypeAverage PriceCommon Features
Free Plan$0Basic document sharing, limited meeting scheduling, and essential communication tools.
Personal Plan$5-$25/user/monthDocument sharing, meeting scheduling, secure communication, and voting options.
Business Plan$30-$50/user/monthAdvanced document management, real-time collaboration, digital signatures, and reporting dashboards.
Enterprise Plan$60-$100/user/monthCustomizable user roles, integration capabilities, enhanced security measures, and full compliance support.

Board Meeting Software FAQs

Here are some answers to common questions about board meeting software:

Can board minutes be kept electronically?

Yes, board minutes can be kept electronically using board portals. These platforms offer secure options for note-taking, designed for managing meeting processes and documents. They ensure your data is protected with encryption and access controls, making them ideal for sensitive information.

Can a director attend a board meeting through video conferencing?

Yes, directors can attend board meetings via video conferencing or other audio-visual means, as permitted by regulations such as Section 173(2) of the Companies Act, 2013. This flexibility enables remote participation, allowing directors to join meetings from various locations.

How secure is board meeting software?

Board meeting software is generally designed with high security standards, including encryption and access controls. These measures protect sensitive documents and communications. It’s essential to select a solution that complies with the data protection regulations applicable to your organization.

Can board meeting software integrate with other tools?

Most board meeting software can integrate with various tools, including email, calendars, and document storage systems. These integrations help streamline workflows by connecting your board’s activities with existing processes, enhancing overall efficiency and productivity.

Can we take votes or sign documents digitally?

Yes, digital voting and e-signatures are standard features in most board software. You can set up secure, timestamped votes with clear tracking of who voted and when. E-signatures on resolutions or documents are typically legally binding and compliant with digital signature laws like eIDAS or the U.S. ESIGN Act. This makes it easier to finalize decisions between meetings or when board members are remote.

What Next:

If you're in the process of researching board meeting software, connect with a SoftwareSelect advisor for free recommendations.

You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.

Kim Behnke
By Kim Behnke

Kim Behnke is an HR software writer and analyst for People Managing People, drawing on nearly a decade of hands-on experience in human resources. With a background spanning recruitment, onboarding, performance management, training, policy development, and HR analytics, she brings a deep understanding of the challenges HR teams face and how technology can solve them. Kim holds degrees in psychology, writing, and technical communication, and is a Certified Digital HR Specialist through the Academy to Innovate HR. Her work is driven by a passion for streamlining systems and optimizing workflows to help HR teams work smarter.