--- title: "Surfboard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Surfboard Software - reviews, pricing plans, popular comparisons to other Workforce Management products and more." source_url: "https://www.capterra.com/p/10010822/Surfboard/" page_type: "product" language: "en" --- # Surfboard Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 23, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Surfboard ## What is Surfboard? Surfboard is a board management platform that automates workflows and eliminates manual tasks, making it easier to grow your business and drive continuous progress. A suite of powerful tools save you time and effort across the entire board lifecycle, from board meeting prep and follow up, to investor communications and diligence. ## What is Surfboard used for? [Board Management](https://www.capterra.com/board-management-software/)[Workforce Management](https://www.capterra.com/workforce-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $149 Flat Rate, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Surfboard?[Manage this product listing](https://www.g2.com/products/surfboard-surfboard/claim_requests/new?auto=true) ## Surfboard Overview Updated September 2026 AI summary Surfboard provides board management capabilities for organizations of all sizes, offering tools for document management, meeting organization, collaboration, and secure access control. Its features include electronic signatures, polls, and minutes management, with options such as customizable templates, approval workflows, attendance tracking, and third-party integrations. Surfboard is accessible via web and major operating systems, supporting flexible deployment needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Surfboard 5.0 (1) VS. [4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $149 Flat Rate, Per Year Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.7 (5,315) Value For Money 5.0 (1) Value For Money 4.5 (5,072) Customer Service 5.0 (1) Customer Service 4.6 (5,086) ## Surfboard alternatives [4.3 (1,933)](https://www.capterra.com/p/86714/WebPay/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [4.9 (4,881)](https://www.capterra.com/p/172127/Rippling/reviews/) Starting price $8.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (498)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars ## FAQs about Surfboard Features and Usability ### What are the key features of Surfboard? Surfboard offers access controls and permissions, approval process control, and single sign-on for user access management. It also includes document management, document storage, electronic signature, and file sharing, plus collaboration tools such as commenting, notes, meeting management, polls and voting, surveys and feedback, and third-party integrations. Getting Started and Support ### What training and onboarding options does Surfboard offer? Surfboard provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced visual guidance. Getting Started and Support ### What customer support options does Surfboard offer? Surfboard provides email/help desk, FAQ/forum, knowledge base, 24/7 live rep, and chat support. With no reviewer feedback available on support, user experience with response speed, helpfulness, or common issues cannot be assessed from the catalog data. ## Features AI summary Based on 1,226 Workforce Management reviews Capterra reviewers highlight these as the features buyers care about most when choosing board management software: - **Meeting Management** (**52%** of reviewers rated this feature as critical) - **Secure Data Storage** (**66%**) - **Committee Management** (**54%**) Surfboard supports **Meeting Management**, which helps boards organize agendas, materials, and discussions in one place. However, it does not include **Secure Data Storage** or **Committee Management**. Instead, it offers **Third-Party Integrations** (**69%**), a feature that reviewers also rate highly. This can connect Surfboard with other business systems and tools, helping businesses keep information moving across platforms while giving teams a more connected way to manage board work. Meeting Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation Access Controls/Permissions 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Approval Process Control 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage the process of evaluating documents or requests submitted for approval Document Storage 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Meeting Notes 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create and share notes/annotations taken during meetings Minutes Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. Surfboard 22 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Scheduling: Assign working shifts or tasks to employees based on their availability - Event Scheduling: Plan an event's time and location - For Nonprofits: Software specialized for non-profit organizations - Labor Forecasting: Predict labor requirements based on past and present data/trends - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Meeting Notes: Create and share notes/annotations taken during meetings - Minutes Management: Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Single Sign On: Allow users to access multiple services after entering their login credentials once - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Attendance: Track and manage employee's work hours to improve payroll accuracy --- Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) Free Trial Custom $149.00 Flat Rate,Per Year Value for money 5.0 (1) 5.0 Based on 1 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CL Charlie L. Co-Founder & COO Information Technology and Services ### "A much better way to manage board & investors than email " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 29, 2023 Using Surfboard has made it easier for me to manage my board & investors, and I got more value out of my engagements with them - asking for help, intros, and discussions on strategic topics. Pros 1\. A very organized way to manage meeting materials, collect comments, and share with board members before meeting, so we can have a productive discussion during the meeting.2. Single place and safe portal to manage board documents.3. A very easy way to send periodical updates (weekly or monthly) as a way to clear my thoughts and prioritize appropriately.4. An organized way to keep track of my asks to my board members and investors. Cons Think the team is working on this - more empowerment from AI - I hope one day it can be my intelligent virtual assistant for board and investor management. That would save me time in organizing materials, handling engagements, and drafting documents. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.