10 Best Board Meeting Software List
Here's my pick of the 10 best software from the 28 tools reviewed.
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There are seemingly countless board meeting software solutions available, so figuring out which is best for you is tough. You want to streamline scheduling, document sharing, agenda setting, and minute-taking as well as enhance communication among board members—but now need to figure out which tool is the best fit. In this post, I make things simple, leveraging my experience as an HR expert who has tested dozens of different board meeting tools with teams of all sizes to bring you this shortlist of the best board meeting software overall.
What Is Board Management Software?
Board meeting software is a digital tool designed to manage and optimize the processes of board meetings. It helps in organizing schedules, sharing documents, setting agendas, recording minutes, and facilitating communication between attendees. This software ensures efficient, secure, and effective board meeting management, aiding in smoother decision-making and collaboration.
Key features include agenda management, document sharing, scheduling tools, minute-taking functionalities, task assignments for follow-up actions, secure communication channels for confidential discussions, and voting mechanisms for decision-making.
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Rippling
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Willo
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
ClearCompany
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Overviews Of The 10 Best Board Meeting Software
Here are brief descriptions of each my top 10 online meeting management tools on my list, showcasing what it does best with screenshots to highlight some of their key features. I’ve also included 18 additional bonus options below in case you’d like even more choices to consider.
With virtual and hybrid board meetings here to stay, Zeck offers a modern board meeting software solution to help organizations get more value out of their board meetings. Zeck transforms your traditional board deck into an engaging and time-saving interactive website, ending the misery of everything related to board meetings.
Traditional board decks often take hours to prepare, and are generally challenging to read on your phone. Zeck solves those problems with their mobile-friendly, customizable framework that automatically surfaces the key insights that lead to meaningful, spirited board meetings.
Instead of a traditional board deck, 'Zecks' are beautifully designed, fully interactive websites, packed with modern communication features. By making the meeting experience more engaging for your board, you’ll get greater value out of your board meetings, transforming them from boring presentations to impactful strategic discussions with lots of bantering and lively debate.
Additionally, Zeck's software taps into a new generation of board governance features like auto-generating and approving meeting minutes, taking secure votes , and signing docs all within their digital governance system. With everything recorded in one dynamic digital space, Zeck also gives board members peace of mind when it comes to your company's end-to-end compliance.
Zeck offers customized pricing upon request. You can also request a free demo through their website.
Pervasent offers Board Papers and Team Papers, solutions designed to simplify the assembly, distribution, and review of meeting agendas and documents. Built on Microsoft SharePoint and Teams, these tools provide secure access to agendas and materials for board and management meetings. All data is stored in your organization's Microsoft 365 tenancy and is always entirely under your control. You can access meeting information through intuitive apps on various devices, ensuring flexibility and convenience.
I like that it has robust agenda management capabilities. Your meeting organizers can quickly assemble agendas using drag-and-drop, form, and table-based interfaces. For recurring meetings, agendas can be copied and reused, and templates can be created. Long agendas are also easily managed with a hierarchical structure that groups topics and subtopics, which can be collapsed and expanded as needed. Icons in the agenda provide immediate access to associated notes, voting items, and signature pages, streamlining the meeting preparation process.
Another notable aspect is the annotation functionality. Before, during, and after meetings, participants can add notes and mark up documents using pen, highlighter, and text tools. Annotations sync across all of a user's devices, allowing for seamless transitions between devices. By default, annotations are private, but you can enable the option to designate annotations as public.
Other features include electronic voting and signature tools, allowing your meeting participants to cast votes and sign documents directly from their devices. Additionally, the offline access feature ensures that documents are automatically downloaded to devices, enabling review and annotation even without an internet connection.
Integrations include Microsoft SharePoint and Microsoft Teams.
Zoho Meeting is an online conferencing platform designed to facilitate virtual meetings and webinars. It enables users to host and join meetings from anywhere, using a web browser or mobile app, without the need for software installation.
Zoho Meeting provides a secure and convenient platform for board members to conduct meetings online. It offers features such as audio, video, and screen sharing, which are essential for presenting reports, discussing agendas, and making decisions collaboratively. Moreover, the software supports meeting recording, which is beneficial for creating official records of the proceedings and for board members who are unable to attend in real-time.
The platform also includes moderation controls, allowing the host to manage participant access and speaking privileges, which is crucial for maintaining order during board discussions. With its focus on security, Zoho Meeting additionally ensures that confidential board communications remain private through encryption and meeting locks.
Zoho Meeting integrates with Zoho CRM, Zoho Campaigns, Microsoft Teams, Slack, and Gmail.
Pricing for Zoho Meeting starts from $3 USD/host/month for meetings with 10 participants. A 14-day free trial is included.
Diligent provides a corporate board directors portal with governance tools and helps distribute board meeting materials across the organization. You can add, edit, and remove documents via a centralized document storage space. You can easily annotate documents and add board meeting minutes. The product is accessible from desktop, Android, and iOS devices.
Diligent boards also go beyond board meeting management to assist you with governance resources. It gives the board information and analytics on the industry and the company, apart from curated news and director resources to help in the decision-making process.
Diligent currently does not list any integrations on its site.
Diligent offers customized pricing upon request.
BoardEffect is a board meeting software that simplifies scheduling meetings. You can choose a date for upcoming board meetings and your board members can confirm their attendance with a simple click. There is a voting tool to approve board meeting minutes, new members, and policies.
With Boardeffect, you can annotate board meeting materials on your mobile device. You can add last-minute changes and push them to the board to keep everyone updated with the latest changes. Board members can set email reminders to fulfill specific tasks and check the box once they have done so. You can also set up post-meeting follow-ups to go to various team members and re-engage them in the conversation.
BoardEffect offers integrations with Dropbox, Google Drive, Microsoft Outlook, Atlassian, and other apps. Support is available via a welcome bot, in-person chat, and extensive documentation covering step-by-step guides.
BoardEffect offers customized pricing upon request. You can also request a free demo.
CGS Boardworks is a well-known tool for board meetings. You can quickly add annotations to a document from within the platform. This helps speed up any review process and facilitates collaboration in online or offline mode. You can weigh-in your board’s opinions via CGS Boardworks’ customized voting and survey modules. You can also get e-signatures to approve your documents.
The app is easily accessible through your desktop, mobile, or tablet. It offers the same simple navigational experience across devices, making it a good choice for large enterprises with multiple departments. The mobile version is available via both iOS and Android platforms. CGS Boardworks integrates with Apple Calendar. Other integrations are not listed on its site.
CGS Boardworks offers customized pricing based upon request.
Boardtrac is an online board meeting software that features document management capabilities and video conferencing. In terms of document management, you can add and edit documents in the meeting and highlight text.
There is a single login to access multiple “boards” (online meeting rooms used to communicate and collaborate with board members), thus eliminating confusion related to separate passwords for separate workspaces. You can also see the presenter’s PowerPoint slides and share them instantly while handling meeting notes.
Boardtrac is accessible on your desktop, laptop, tablet, or smartphone with a native application that allows offline access (provided you download the documents while you're online). There’s also a plugin for the current webinar and video conferencing services.
Boardtrac does not list any integrations on its site. Support is via live chat and documentation.
Boardtrac offers customized pricing upon request.
BoardEye from Axar Digital is a board management software for hosting paperless meetings. It includes features for document management, agenda building, and data access management, and sending RSVPs.
In terms of document management, you can add and share files, add annotations to documents, highlight text, and collaborate with team members via comments and tagging features. The e-signature tools let you sign documents and approve them on the go. In terms of agenda building, you can add minutes and invite team members to edit the agenda.
You can select the level of access each team member has with permissions management for company data and app settings.
BoardEye does not list any integrations on its site. Customer support is by email and chat. There is also documentation covering all aspects of the product.
BoardEye offers customized pricing upon request.
IntelligenceBank is a digital asset management software you can use to create and manage the entire lifecycle of your company’s digital assets. It has marketing operations capabilities for planning, approving, and executing marketing projects. You can use IntelligenceBank to plan and conduct board meetings to keep company leadership and stakeholders up-to-date on brand portfolios and future projects.
IntelligenceBank lets you create private annotations on documents with the option to share annotations with other users later on. Private annotations give you more time to study or research agenda items before sharing your thoughts with other users. IntelligenceBank has a color wheel with eight colors to create private annotations allowing you to create a unique annotation system.
IntelligenceBank pricing is available upon request.
Nasdaq Boardvantage is a board portal software from the famous stock market index platform. With its meeting management features, you can create single or multi-day meetings with a few clicks. You can add details, track board member attendance, attach files, and start remote meetings.
With their document management system, you can get a consolidated view of files and projects. Its search function allows you to easily find relevant documents. There are a lot of collaboration features too with the ability to add comments, share notes, and tag specific users or groups. You can also build surveys and questionnaires.
Nasdaq Boardvantage does not list any integrations on its site. Support is via phone, email, and chat.
Nasdaq Boardvantage offers customized pricing available upon request.
The 10 Best Board Meeting Software Comparison Chart
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 increasing board member engagement | Free demo available | Pricing upon request | Website | |
2 | Best for Microsoft 365 integration | Free trial available | Pricing upon request | Website | |
3 | Best for secure remote collaboration | 14-day free trial | From $3 USD/host/month for meetings with 10 participants | Website | |
4 | Best for financial service industries | Free demo available | Pricing upon request | Website | |
5 | Best for board meeting scheduling | Free demo available | Pricing upon request | Website | |
6 | Best for enterprises | Not available | Pricing upon request | Website | |
7 | Best for board meeting agendas | Not available | Pricing upon request | Website | |
8 | Best for approval access management | Not available | Pricing upon request | Website | |
9 | Best for private annotation features | Not available | Pricing upon request | Website | |
10 | Best for collaboration | Not available | Pricing upon request | Website |
Other Board Management Software Options
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:
- Wrike
For role-based access
- BoardPro
Board meeting annotation software
- Boardable
Board meeting for taking minutes
- OnBoard
Board management software for ease of use
- DocSend
Board meeting software for dynamic watermarking.
- Parabol
Free board meeting software
- Ideagen Huddle
Board meeting software with branded client portals
- Asana
Board meeting software for remote teams
- Azeus Convene
Board meeting software in terms of enterprise-grade security.
- ContractZen
Board meeting dataroom software
- Simbli by eBoard Solutions
Online board meeting software for educational institutions
- Boardbookit
Board management portal for white-gloved customer support
- Loomion
Board meeting software for small businesses
- iBabz
Board meeting accountability software
- iCompass
For local government
- Aprio
Board meeting software in terms of customer support.
- BoardPaq
Board meeting software for iPad.
- Sympose
Board meeting software for member management.
Selection Criteria for Board Meeting Software
Wondering how I selected the best online meeting management software for this list? Here’s a summary of the evaluation and selection criteria I used:
Document Management
Does the electronic board meeting software have robust features for document management? Does it let you add and edit documents within the board meeting app, track document uploads, and add annotations?
Agenda Building
Does the online board meeting software let you create an agenda for the meetings? Does it let you edit and collaborate on the agendas? Agenda building is a key feature in making your meetings productive and useful.
E-Signatures
Does the digital board meeting software let you sign documents electronically? For a remote team, approving documents physically can be a problem. E-signing documents solve that problem and legitimize documents for further actions.
Role-Based Permissions
Does the online board meeting software have approval-based access management? Boards have multiple team members working at various levels of hierarchy. A key factor while selecting board meeting software is to go for tools that have role-based permission features to keep communication streamlined for the various stakeholders.
Voting/Polling
Does the board meeting software allow features like voting/polling to get board consensus on governance policies, hiring team members, and other board-related tasks? Online voting/polling features let you take every member’s opinion into consideration and jointly come to a decision.
Other Key Features
In addition to the core functionalities above, here are some additional capabilities that I always dig into no matter which type of office management software I'm reviewing. To assess their strength, I asked myself the following key questions:
- User Interface (UI): Is it clean and attractive? Is it free of confusing options that can slow down a business owner when starting and hosting a meeting?
- Usability: How user-friendly is the tool? Is it easy to learn and master? Does the company offer good tech support, user support, tutorials, and workflow training?
- Software Integrations: Is it easy to connect with other tools? Any pre-built integrations? Does it work out of the box with top calendar applications to help streamline the scheduling of board meetings? How does it work with document storage/file storage apps to quickly share documents on the go? Does it work with team collaboration tools to facilitate faster communication?
- Value for Price: How appropriate is the price for the features, capabilities, and use case? Is pricing clear, transparent, and flexible? Do the features justify the cost?
Other Tools & Resources
Looking for other ways to improve the efficiency of your corporate meetings? These other resources may have exactly what you need:
- Best Board Governance Software
- What is Board Governance? A Best Practice Guide
- Best Meeting Management Software for Remote Teams
- Best CSR Software for Corporate Social Responsibility
- 4 Simple Steps to Hire and Assistant
What Next?
These were my top picks for the best virtual board meeting software.
Now tell me your opinion and thoughts. What do you think of this list of these digital board meeting tools? Any meeting management solution that I missed that you think is a great investment? Let me know about it in the comments section.
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