--- title: "Boardwise Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Boardwise Software - reviews, pricing plans, popular comparisons to other Board Management products and more." source_url: "https://www.capterra.com/p/10024098/Boardwise/" page_type: "product" language: "en" --- # Boardwise Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Boardwise ## What is Boardwise? Boardwise is a board meeting management software that helps streamline and automate the processes involved in organizing board meetings. The software enables meeting participants to submit agenda topics and files, tracks status changes, and generates formatted meeting documents like agendas and minutes. Boardwise facilitates integration with Microsoft Teams and Office 365, allowing users to manage meetings within existing tools. The software aims to help users save time and effort in board meeting preparation through features like automated document generation, task tracking, and role-based access controls. ## What is Boardwise used for? [Board Management](https://www.capterra.com/board-management-software/)[Meeting](https://www.capterra.com/meeting-software/)[File Sharing](https://www.capterra.com/file-sharing-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available 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 Boardwise?[Manage this product listing](https://www.g2.com/products/boardwise/claim_requests/new?auto=true) ## 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. ### Boardwise 4.3 (3) VS. [4.7 (1,069)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.6 (828) Value For Money 4.5 (2) Value For Money 4.6 (642) Customer Service 4.7 (3) Customer Service 4.8 (618) ## Boardwise alternatives [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.8 (80)](https://www.capterra.com/p/201025/Easy-Board/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars Highest Rated [BoardPro](https://www.capterra.com/p/164493/boardPro/) [4.8 (828)](https://www.capterra.com/p/164493/boardPro/reviews/) Starting price $165.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/164493/boardPro/) [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/) [4.7 (342)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/149069/Diligent-Boards/) ## FAQs about Boardwise Overview ### What company size and specific industries is Boardwise built for? Boardwise is designed for organizations of all sizes across all industries. Its flexible setup and extensive customization options make it suitable for companies that need a solution adjusted to different user needs, rather than one built for a single sector or business size. Features and Usability ### What are the key features of Boardwise? Boardwise offers agenda management, meeting management, minutes management, and action item tracking for board workflows. It also includes document management, approval process control, role-based permissions, audit trail, and reporting/analytics, plus calendar sync, notifications, polls/voting, and third-party integrations for scheduling and collaboration. Integrations ### Which third-party tools and platforms does Boardwise integrate with? Boardwise integrates with Microsoft 365, Microsoft Teams, SharePoint, and Azure AD Connect. These integrations cover productivity, collaboration, document management, and identity synchronization tools used in Microsoft-based environments. Getting Started and Support ### What training and onboarding options does Boardwise offer? Boardwise provides live online training and videos to help teams get started. Live online sessions support guided setup and direct instruction, while videos offer self-paced reference for reviewing features and steps as needed. Getting Started and Support ### What customer support options does Boardwise offer? Boardwise provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support details are presented as standard self-service and direct-contact options, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 1,226 Board Management reviews Capterra reviewers point to these as the top priorities when choosing board management software: - **Meeting Management** (**52%** of reviewers rated this feature as critical) - **Secure Data Storage** (**66%**) - **Committee Management** (**54%**) Boardwise supports all three features buyers rate most highly: **Meeting Management**, **Secure Data Storage**, and **Committee Management**. Together, these capabilities help organizations coordinate board meetings, protect sensitive governance documents, and manage committee work more effectively, allowing teams to keep oversight processes organized, secure, and consistent. Secure Data Storage 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Committee Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage a group of members established for coordinating plans, programs, or other initiatives Third-Party Integrations 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Access Controls/Permissions 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Activity Dashboard 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Boardwise 77 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Action Item Tracking: Track the status of discussed/agreed tasks - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agenda Management: Access event or meeting agenda online - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Attendee Management: Process of managing, tracking, and communicating with individuals who are registered to attend an event - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Committee Management: Manage a group of members established for coordinating plans, programs, or other initiatives - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Encryption: Convert data into a code for security - Event Scheduling: Plan an event's time and location - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - For Healthcare: Software designed for the healthcare industry - For Nonprofits: Software specialized for non-profit organizations - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Meeting Notes: Create and share notes/annotations taken during meetings - Meeting Preparation Tools: Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing - Member Directory: Comprehensive list that contains information and details of all the members associated with a particular organization or group - Minutes Management: Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. - Mobile Access: Access software remotely via mobile devices - Multi-Language: Manage and support multiple languages - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Prioritization: Arrange tasks based on the level of priority or urgency - Project Tracking: Monitor the progress of projects from start to finish - Real Time Synchronization: Files and folders are updated in real-time when changes/edits are made - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Transcripts/Chat History: View messages sent by both parties during the chat conversation - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Video Conferencing: Connect with meeting participants remotely over video - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (3) 4.0 Based on 3 reviews ## Pricing Value for money 4.5 (2) ### Starting price Free trial available Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ SharePoint Azure AD Connect](https://www.capterra.com/p/186572/SharePoint-Azure-AD-Connect/) 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 4.7 (3) 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 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.3 Based on 3 reviews Filter by rating 5(2) 4(0) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent MT Marius T. Gremien-Assistenz Hospital & Health Care ### "Einfaches Sitzungsmanagement-Tool mit Potenzial" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 11, 2026 Das Tool selbst bietet einen einfachen Umgang auch wenn derzeit einige Funktionen in der Entwicklung bzw. im Aufbau sind. Pros Übersichtliche und einfache Sitzungsverwaltung mit dem guten Gewissen, dass man alle Dokumente und TOPs erwischt hat und eine lückenlose Dokumentation im Tool erfolgt. Cons Lieder stellt der Cloud-Plattform Betreiber das Entwickler-Team immer wieder vor neuen Herausforderungen, welche oft in einer neuen Version behoben werden, aber bis dahin lebt man mit Workarounds oder Dingen die (noch) nicht oder nicht mehr funktionieren. 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. AH Aleka H. Assistant to CEO Chemicals ### "Sehr effizientes Tool, bin ein großer Fan" 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 December 10, 2024 Boardwise hat eine sehr gute Aktzeptanz im Unternehmen gefunden. Alle Daten befinden sich in einem Tool, es gibt keine manuellen Prozesse mehr. Man hat einfach mehr Struktur. Pros Man hat durch Boardwise eine große Zeitersparnis. Es ist so einfach die Agenda zu verändern, Topics auf die nächste Sitzung zu verschieben oder die Presenter über ihre Zeitslots zu informieren. Es macht richtig Spaß damit zu arbeiten! Cons Es dauert eine Weile, um die Komplexität des Systems zu durchschauen, dies gelingt einem nur, indem man damit arbeitet. Alternatives considered [Sherpany](https://www.capterra.com/p/173419/Sherpany/) Reasons for choosing Boardwise Weil Boardwise auf Teams aufbaut und mir die ganze Präsentation besser gefallen hat. 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. TE Thoams E. Chief of Staff Information Technology and Services ### "Seamless and Efficient Meeting Management with Boardwise" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 30, 2024 Boardwise has significantly optimized our meeting processes, offering flexibility, transparency, and time-saving features. It's been a valuable tool for managing both small and international meetings. Pros Boardwise excels at improving the efficiency and transparency of meeting management. It allows easy tracking of tasks across departments and provides a centralized platform for all meeting-related materials. The intuitive agenda management feature makes it simple to shift items and adjust time slots. Cons We use the minutes functionality a bit differently but that is our own choice. The assignments are not 100% flexible in usage (comments for a Planner if the Planner close the assignment). 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.