Best For

BoardEffect serves all organizations with a governing body from Nonprofits, Heathcare, Higher Education and Corporate.

Product Details

BoardEffect allows truly easy management of board information, while also enabling board directors to fulfill their responsibilities of elevating organizational performance. Boards operate in a series of demanding, interdependent cycles, in terms of frequency and sustained focus. The functionality and workflows of BoardEffects board portal software are designed to support boards as they manage the responsibilities inherent within these complex, mission-critical cycles.

Contact Details

BoardEffect

http://www.boardeffect.com/

Founded in 2009

Located in United States

Starting Price

  • Not provided by vendor

Free Demo

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • 24/7 (Live Rep)

BoardEffect Features

Access Controls/Permissions
Approval Process Control
Calendar Management
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Non-profit
Polls / Voting
Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

BoardEffect Reviews

Overall
4.5/5
Ease of Use
4.5/5
Customer Service
5/5

Showing Most Helpful

Showing 43 of 43 reviews

Showing Most Helpful

Showing 43 of 43 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Mona C.
Governance Liaison
Hospital & Health Care, 10,001+ employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 3, 2018

“It's the Perfect Tool for our large, 7-Board Health System”

OverallOur individual health system began using BoardEffect in 2012. Then, last year, we became part of a large, 7-board private, non-profit health system. The decision was made to utilize one board portal across the System, which meant 5 boards had to migrate to BoardEffect. The transition has been amazingly smooth. Training of the new workrooms and top level administrators has been excellent; customer service has been very responsive. The new (and existing) users are pleased with the product! The organization of our boards is perfect and we are able to make sure only the "right" board members have access to the "right" board materials. I am not surprised by these results - the BoardEffect staff has been serving us and attentive to our needs for years!
ProsI love the user-friendly design and the appearance and ease of use for the end-user. Finding documents is easy; iPad app is great; building meeting books is easy; customer support is very good.
ConsThere's not a lot of flexibility in what the agenda looks like after being built (but there's not a lot with other board portals, either). I would like to be able to better tailor the appearance of my agenda to my Boards' liking.

Vendor Response

By BoardEffect on November 1, 2018
Thank you for your review, Mona! We're so happy to hear BoardEffect has been able to evolve with your organization as your needs have changed.
Reviewer Source 
Source: Capterra
August 3, 2018
Avatar Image
Tim A.
Vice President of Finance and Administration
Higher Education, Unspecified
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 8, 2018

“In our third year, with over 30 Member Colleges using the platform and it has been just great. ”

OverallSecure, online Board management and communication services designed for non-profits to be successful.
ProsIntuitive interface, very user-friendly, quick uptime for new users, a reasonable expense for a non-profit, ultra-secure data transmission and storage, and great people supporting the entire platform. Our non-profit member organization has endorsed this product (and this company) for over 3 years. We've grown from just 4 member customers of BoardEffect to well over 30 member customers - n just 3 years. I serve as a top-level administrator for a shared platform version pf BoardEffect and I find that this platform is so user-friendly to non-techies.
ConsEvery so often I would love to copy/print text from the screen but it is not always accessible as in the old days. This is probably the price for having a highly secure and intuitive interface.

Vendor Response

By BoardEffect on October 31, 2018
Tim, it's wonderful to hear that BoardEffect has been able to meet your needs! We so appreciate your endorsement, and love that we can provide support to everyone involved in your organization.
Reviewer Source 
Source: Capterra
March 8, 2018
Mark W.
Knowledge Mangement & Technology Officer
Unspecified
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Reviewer Source 
Source: Capterra
March 8, 2018

“Solid software for boards with room for improvement”

ProsIt does what it does very well. It is easy to get board materials loaded, the user experience for trustees is excellent, it is easy to use and the customer support is outstanding. There is every feature you really need to manage a board, but there are improvements that could be made to make it even easier, but it would require partnership with other software companies and a robust API. See below for more.
ConsThe one thing that nags me about this software is entirely not the fault of BoardEffect, but the lack of vision between this software and complimentary software platforms. Take us for example, we are a national private foundation. Our main business software is a grants management platform called Fluxx. All of the proposal for trustee review happen within this portal and it takes a lot of work to get these ,materials exported and prepared for upload into BoardEffect. Having a robust API and partnerships with software companies like Fluxx could allow a seamless flow of information between systems, which would negate the need for wasting time on export and preparation of documentation for BoardEffect.

Vendor Response

By BoardEffect on October 31, 2018
Hi Mark, thank you for taking time to leave us a review! We're happy to hear you've had a positive experience with our product and customer support team. BoardEffect currently supports external integration options with a range of services and technologies, but we are always looking to expand our integration offerings to support our customers. Thank you for telling us about your experience working with Fluxx -- it's invaluable for us to know about the tools and programs that are integral to the success of your organization, as we build out our product roadmap to create the best possible governance tool. If you are able, we invite you to share further feedback so we can better understand your needs.
Reviewer Source 
Source: Capterra
March 8, 2018
Gwen W.
Administrative Chief of Staff
Mental Health Care, 5001-10,000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 17, 2018

“Build a tool to make your board member successful”

OverallI love BoardEffect. It is the one place we can all trust to have the latest documents and tools to help guide our board governance. It has made our board feel successful individually and successful as a whole.
ProsThis software is our central point for documents for all 9 of our boards. This is easy to use and is very intuitive on where to find documents and items for upcoming board meetings along with surveys, and required annual documents like Conflict of Interest forms. We have a wide age range of board members - from the young to the very old that are not tech savvy, but this seems to be overwhelming a tool that all of them.
ConsThere are always new products/pieces/upgrades coming out. Knowing how to incorporate those takes me a bit of time.

Vendor Response

By BoardEffect on October 31, 2018
Hi Gwen, it's great to hear that you're enjoying BoardEffect! Thank you for taking time to share your review. Please let our team know if you ever have any questions about new products and features, and be sure to subscribe to our email newsletter so you can stay informed about upcoming webinars and training sessions.
Reviewer Source 
Source: Capterra
September 17, 2018
Allison H.
Executive Assistant
Hospital & Health Care, 5001-10,000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“BoardEffect is awesome!”

OverallVery positive and all issues are resolved very quickly with a phone call.
ProsVery easy to use, I'm learning alot of new information at this conference.
ConsOnly issue board members have pains about is the app on an iPad, there is no log out option.

Vendor Response

By BoardEffect on October 31, 2018
Allison, thank you so much for being a customer and for attending our BE Savvy user conference! It's great to hear that you've had such a positive customer experience! As for the iPad app, we intentionally designed the app without a login/logout option for ease-of-use, and instead ask that users authorize their accounts each time they would like to use the BoardEffect app on a tablet or mobile device. This authorization creates a connection between the app, your device and your account, and helps keep board materials secure. Please note that all users are timed out when they are no longer using the app. Please let our team know if you have any questions. Thank you for sharing this feedback!
Reviewer Source 
Source: Capterra
September 16, 2018
Avatar Image
Susan Fieldhouse D.
Executive Assistant to Executive Director
Non-Profit Organization Management, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“Such a great tool”

OverallA joy to use...wish I had been able to use this in my last few EA positions. I learned about it when I moved to my current association.
ProsSupper responsive support team at BoardEffect, fairly intuitive to use, makes the workflow for assembling Board materials so much easier and saves a lot of time. There are a steady stream of webinars to keep users up to date on the platform, and the BoardEffect team is always happy to get suggestions for improvements. For any company concerned with security of its Board materials, this is a must-have product.
ConsI would like to download the agenda pdf with no formatting, so that I can create an annotated agenda for the chair - have not found a way to do that but I am hoping BE will come up with a solution!

Vendor Response

By BoardEffect on October 31, 2018
Hi Susan, it's great to hear that BoardEffect has made workflow easier for you! Thank you for taking time to provide feedback -- please know that we are always looking to make improvements to our platform, and have taken your feedback into account.
Reviewer Source 
Source: Capterra
September 16, 2018
Jamie Z.
OTC Program Manager
Unspecified
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Source: Capterra
July 20, 2017

“I am our organization's site administrator. ”

ProsThat the site provides one place for staff to post documents and information for our users to access.
ConsThat it takes a lot of clicks to access parts of the website. It would nice if that could be eliminated. Many of our users have a hard time finding things and it is mainly because they have to click quite a few links to find something and they get lost.

Vendor Response

By BoardEffect on October 31, 2018
We appreciate your feedback, Jamie! Thanks for leaving us a thoughtful review. We're happy to hear that BoardEffect has been well received at your organization, and we value your constructive feedback about the user experience. Our team is always working to improve the user interface to deliver the best possible experience for board members and board administrators. We will certainly take your feedback into account as we continue to develop our solution to support the work of boards. Feel free to contact our team with further suggestions at any time!
Source: Capterra
July 20, 2017
Avatar Image
Cassandra H.
Board Administrator
Hospital & Health Care, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“You need BoardEffect's Platform!”

OverallIt's a brilliant platform! And the support team is absolutely incredible! I've never experienced such wonderful people, who are patient, informative and friendly.
ProsIt's EXTREMELY user-friendly, offers a VAST number of functionalities, app now mimics browser including offline use. It's customizable depending on the org's needs. It's secure. It flows. The platform is what one makes of it.
ConsI can't say I dislike anything about this platform. It's designed based on clients' needs. Everything works the way it should and in the 2 years I've used it, I haven't had one bad thing to say.

Vendor Response

By BoardEffect on October 31, 2018
Thank you for sharing this rave review, Cassandra! We're so happy to hear you've had such a positive experience working with us. It's wonderful to hear that we've created a product that makes your life easier as a board administrator.
Reviewer Source 
Source: Capterra
September 16, 2018
April V.
Board Administrator
Mental Health Care, 1001-5000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 17, 2018

“BoardEffect is a great board tool!”

OverallBoardEffect staff have been wonderful to work with from initial contract, to system set-up and to ongoing support. When I have questions, BoardEffect staff start with a yes in mind.
ProsBoardEffect does two things very well. First, it is easy for our board members to use and super easy for admins to administer. Second, BoardEffect continues to push the envelope in a great way to move board governance forward.
ConsI struggle to come up with this, but at the moment it is still difficult for some of my board members to log on, but enhancements are coming this year to allow for touch id log on. Can't wait!

Vendor Response

By BoardEffect on October 31, 2018
Thank you, April! It's great to hear that BoardEffect has been easy for your board members to use, and helpful for you as a Board Administrator. Thank you for being a customer!
Reviewer Source 
Source: Capterra
September 17, 2018
Scott O.
Executive Assistant to the President
Non-Profit Organization Management, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“BoardEffect makes you and your team shine!”

OverallBoardEffect saves time! I've regained free time (after work hours) during "board prep" times. My organization(s), both The San Francisco Foundation and the California Health Care Foundation save resources, such as copy paper and three-ring binders - now that we've gone paperless.
Prosease of use. from day one (back in 2011), "out of the box," I understood BoardEffects features, and after review of BE's knowledge base, I was soon able to train other users - and even train the trainers. the features are evaluated and enhanced regularly, and BE listens to its customer base to make the product even better.
ConsI have no strong negative impressions to report.

Vendor Response

By BoardEffect on October 31, 2018
Thank you for the 5-star review, Scott! We love to hear that BoardEffect is helping make you and your team shine! And it's wonderful to know that we've helped you save time and paper at both of your organizations.
Reviewer Source 
Source: Capterra
September 16, 2018
Rebecca T.
CEO
Non-Profit Organization Management, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 20, 2018

“Great Return on Investment”

OverallI was reluctant to take the plunge due to cost, but this tool has saved our organization (me, in particular) an enormous amount of time and hassle. I'm grateful we went this direction.
ProsBoardEffect is a fantastic tool for Board member engagement and an incredible time-saver when it comes to filing and pulling important information -- such as archived meeting minutes, financial reports, and the like.
ConsVarious technology upgrades/updates for all of the platforms being used.

Vendor Response

By BoardEffect on October 31, 2018
Thanks, Rebecca for taking the time to write this review. We're so happy to hear you¿ve found BoardEffect to be of value to you and your organization. In terms of upgrades and updates, we are always working to improve the BoardEffect platform, and try to keep our customers in the loop about any changes that might affect them. Please sign up for our email newsletter to stay in the loop!
Reviewer Source 
Source: Capterra
September 20, 2018
Judi T.
EA to the Office of the President/Board Liaison
Financial Services, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 12, 2018

“Robust system with a secure platform that can be accessed through multiple devices. ”

OverallAn easier cleaner way to present Board packages to our Directors.
ProsThe platform is easy to use and Board Effect has many webinars to keep administrators up to date. Updates are made on a regular basis and communicated to the administrators.

Vendor Response

By BoardEffect on October 31, 2018
Hi Judi, thank you for the 5-star review! We're so glad you've had a positive experience using BoardEffect at your organization, and that you've been able to attend some of our webinars.
Reviewer Source 
Source: Capterra
March 12, 2018
Heather P.
Director of Administration
Non-Profit Organization Management, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 8, 2019

“Great for Board Management ”

OverallWe have been using Board Effect since 2015 and managing board materials sn meetings continue to get easier and easier. The one stop shop for all board and committee meeting fmdates and materials has made my life so much easier.
ProsVery easy for Board Members to use One place for board materials Easy to find historical information
ConsAdministrator permissions- need more levels of permissions
Reviewer Source 
Source: Capterra
September 8, 2019
Patti H.
Executive Assistant
Hospital & Health Care, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
June 19, 2018

“We have used BoardEffect since 2011 and are glad we chose them after looking at other options.”

OverallEase of Board Book preparation; especially those last minute changes.
ProsWhen we do have a problem or a question, the customer support is very quick and always helpful. I have attended a few of the annual conferences and they are awesome. It is a great experience to network with other users of the platform. I highly recommend attendance if possible.
ConsThere is nothing that I don't like. When users have suggestions to make it better, the team always works hard to make it happen.

Vendor Response

By BoardEffect on October 31, 2018
Hi Patti -- thank you for the rave review! We love supporting our customers, so that you can continue to govern effectively and help those affected by your organization. Glad to hear you've enjoyed attending some of our user conferences, we hope to see you again next year!
Reviewer Source 
Source: Capterra
June 19, 2018
Amy F.
Director Corporate Relations
Unspecified
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Reviewer Source 
Source: Capterra
March 13, 2018

“Overall, it has been a good experience.”

ProsBoardEffect has greatly decreased the amount of time needed to put together materials for a board meeting.
ConsIt's difficult to get all of our Board on the same version. Not everyone updates as the versions come out and things move just enough that it's always a little bit of a struggle to help them. Since they want help right before the meeting starts, doing the updates at that time isn't really an option.

Vendor Response

By BoardEffect on October 31, 2018
Thanks for taking time to review us, Amy! It's great to hear that BoardEffect has overall been positively received across your organization. We're sorry to hear that board members aren't always updating the app before board meetings, and understand your frustration. Thanks for sharing this valuable feedback, we will certainly take it into account as we continue to make improvements to our customer experience.
Reviewer Source 
Source: Capterra
March 13, 2018
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Joy W.
Board of Directors, Associate
Religious Institutions, 201-500 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“Private Non-Profit's 1st Year ”

OverallAs a new user I've had an excellent experience. Tech support is very helpful, and the resources available under the Help tab are very helpful.
ProsIt is easy to navigate the platforms and build materials.
ConsSome of the functionality can be enhanced to mirror non-board specific resources. However, having everything in one place is very convenient.

Vendor Response

By BoardEffect on October 31, 2018
Hi Joy -- thank you for your review! We're happy to hear that you are finding BoardEffect to be a valuable platform for your non-profit. It's great feedback to hear that you would be interested in tweaking the user experience. If you are open to providing more detailed feedback, please contact our team so we can take your suggestions into account as we continue to develop the platform.
Reviewer Source 
Source: Capterra
September 16, 2018
Peggy M.
VP of Administration
Unspecified
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 31, 2018

“BoardEffect is very easy to administer and is easy for our board to use.”

ProsI appreciate the ease of use both from an administrator standpoint and from the board members' use.
ConsThe hardest thing to determine is the portal setup (folders in library, meeting rooms, etc.). This is not really a software issue. It just takes time to use the product to determine how your board members will best find and utilize the information in it.

Vendor Response

By BoardEffect on October 31, 2018
Peggy -- we're thrilled to hear that BoardEffect has been effective for both administrators and board members at your organization. As an administrator, we value your opinion about board member adoption -- please know that our customer success team is always available if you ever have any questions about how best to structure the platform for board member ease of use.
Reviewer Source 
Source: Capterra
July 31, 2018
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Stephanie Y.
Business Operations Manager & Executive Assistant
Hospital & Health Care, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 16, 2018

“Your Board needs BoardEffect”

OverallMy overall experience has been great. I always get fantastic customer service when i call the help desk.
ProsBE is very user -friendly and secure, which was a top priority for our organization since it was mandatory to find a board portal that is HIPAA compliant.
ConsWould like more control over formatting of agenda and page numbering.

Vendor Response

By BoardEffect on October 31, 2018
Thank you for the review, Stephanie! It's wonderful to hear that BoardEffect has been effective for your healthcare organization, and that you've received guidance from our customer support team. Thank you for your note about agenda formatting and pagination -- it's something our product team is taking into account as they continue to develop the platform.
Reviewer Source 
Source: Capterra
September 16, 2018
Kristen F.
Paralegal
Non-Profit Organization Management, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 17, 2018

“Board meetings made easier”

ProsThe ease of use and user friendly interface. Also, making board meeting paperless. Now having the ability to take minutes will be a life saver!
ConsTeaching old dogs new tricks and training board members how to use the program and getting board members to use the collaboration tools. But BoardEffect has several tools and resources available to help make this easier so very grateful.

Vendor Response

By BoardEffect on October 30, 2018
We know how cumbersome the minute-taking process can be, Kristen! Glad to hear that BoardEffect has made it easier for you. Thanks for sharing your review!
Reviewer Source 
Source: Capterra
September 17, 2018
Joyce C.
Executive Administrator
Non-Profit Organization Management, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 17, 2018

“Secret Weapon!”

OverallI have used the support systems a lot and am extremely impressed with the level of support, the timeliness, and the vast knowledge of everyone you speak with.
ProsThis software program is my secret weapon to keeping me and my board organized, focused and engaged. I shutter when I think back to how we did things before moving to an electronic platform.
ConsLike most programs, it just takes time and commitment to learn everything.

Vendor Response

By BoardEffect on October 31, 2018
Hi Joyce, we're so happy to be called your secret weapon! Thank you for sharing the positive experience you've had with our platform and our team.
Reviewer Source 
Source: Capterra
September 17, 2018
Verified Reviewer
11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
March 8, 2018

“We've been a very happy BoardEffect client for five+ years. A great tool for our board. ”

ProsSome of our favorite things about BoardEffect include: it is available on a variety of platforms; easy to set up and use; provides an archive for historical information; everything our board needs can be found in one simple and safe location.
ConsThere is not much that we don't like about BoardEffect. One thing I'd like to have is unlimited groups without having to pay more.

Vendor Response

By BoardEffect on October 31, 2018
Hi there -- we're so happy to hear you have been a happy customer for more than five years! Thank you for taking time to write your review -- we really value your opinion.
Reviewer Source 
Source: Capterra
March 8, 2018
Karen S.
Meeting Service Specialist
Non-Profit Organization Management, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 17, 2018

“Terrific Communications Tool!”

OverallLooking forward to getting more familiar with all the BoardEffect portal has to offer.
ProsBoardEffect has given us the ability to communicate with our board more effectively.
ConsNo cons at this time.

Vendor Response

By BoardEffect on October 31, 2018
It's great to hear that BoardEffect has made communication with your board more effective, Karen! Thanks for sharing your review. If you're looking to expand your knowledge of BoardEffect and governance in general, please subscribe to our blog! It's a great resource and we update it with new content every week.
Reviewer Source 
Source: Capterra
September 17, 2018
cheryl s.
Executive Assistant
Non-Profit Organization Management, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 17, 2018

“Excellent Board Platform”

Overalloverall, my experience with BE is excellent. I am very happy that we chose BE to manage our board materials.
ProsBoardeffect makes my job extremely easy. Very easy to navigate, its saves plenty of time and my board members love it.
ConsI haven't found anything negative about the software.

Vendor Response

By BoardEffect on October 31, 2018
Cheryl, we're thrilled to hear that BoardEffect has made your job easier and that your board members like the platform. Thank you for being a customer and sharing your review!
Reviewer Source 
Source: Capterra
September 17, 2018
Kim W.
Administrative Secretary
Hospital & Health Care, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 16, 2018

“Great program for managing documents”

OverallUsing the BoardEffect software is very useful and great for our Board of Directors to use on iPads.
ProsThe board portal is easy to use once it is set up, customer support and training are excellent, and the documents and resources are at your finger tips.
ConsIt keeps getting better with each upgrade.

Vendor Response

By BoardEffect on October 31, 2018
Hi Kim -- thank you for your review! We love hearing that BoardEffect is easy-to-use, and that you've received helpful customer support. Thank you for being a customer!
Reviewer Source 
Source: Capterra
September 16, 2018
Marty R.
Admin
Non-Profit Organization Management, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“BE amazing”

OverallGrowth - both personal and business
ProsConsistency across the board - get it
ConsStill adding features - but they ARE adding

Vendor Response

By BoardEffect on October 31, 2018
Thanks, Marty for the 5-star review! We're so happy that BoardEffect has helped support your organization's growth.
Reviewer Source 
Source: Capterra
September 16, 2018
Kristina R.
Lead Executive Administrative Assistant
Religious Institutions, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
3/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 17, 2018

“BoardEffect Review”

ProsBoardEffect makes managing the distribution of board materials easy and convenient.
ConsThe inability to move the order of books around.

Vendor Response

By BoardEffect on October 30, 2018
Hi Kristina, thank you for sharing that BoardEffect has made managing the distribution of board materials easy and convenient. We will certainly take your constructive feedback into account about reordering books. Thanks for taking time to share your review!
Reviewer Source 
Source: Capterra
September 17, 2018
Rena G.
Executive asst.
Non-Profit Organization Management, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“BE Thank You”

OverallGreat, couldn't do without
ProsEase, customer service, paperless, friendly for end users
ConsNothing the product does what I need and then some

Vendor Response

By BoardEffect on October 31, 2018
Hi Rena, we're so happy that BoardEffect has been working so well for you and your board! Thanks for being a customer and for taking time to write us a review.
Reviewer Source 
Source: Capterra
September 16, 2018
Olivia G.
Assistant to the President and Project Coordinator
Philanthropy, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
September 17, 2018

“Great for small private family foundations”

Prosvery user-friendly and easy to navigate.
ConsHaving a designated contact person to continue the relationship for the organization

Vendor Response

By BoardEffect on October 31, 2018
Thank you for the 5-star review, Olivia! We're glad to hear that BoardEffect has been helpful and easy-to-use. Thanks for being a valued customer.
Reviewer Source 
Source: Capterra
September 17, 2018
Melissa A.
Executive Assistant
Hospital & Health Care, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 19, 2018

“Outstanding!”

OverallIt has made keeping Board documents easy and building my board books is so much easier than the old manual way.
ProsPutting together my board books is a snap now; I can follow easily who is attending and who can not make meetings; I have one place to up notices and send out meeting information.
ConsAttached files become a level within your agenda as opposed to being a supporting document. I'm still playing with the email templates, but will master them yet.

Vendor Response

By BoardEffect on October 31, 2018
We're so happy BoardEffect has made your job easier, Melissa! If you ever have any questions about tips and tricks for using the platform, please contact our customer support team -- we're happy to help!
Reviewer Source 
Source: Capterra
March 19, 2018
Mindy R.
Executive Assistant to Operations
Insurance, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 17, 2018

“2018 BoardEffect BESaavy conference ”

OverallA lot of our questions were answered during our tuneup session. I'm a new user.
ProsSecurity of the material within platform; compatible with Zoom; workroom and flow; collaboration.
ConsI'm still getting acclimated with product.

Vendor Response

By BoardEffect on October 31, 2018
Thanks, Mindy for taking the time to write a review. We're so glad you enjoyed the BE Savvy conference this year, and that you were able to get acclimated as a new user. Please know that our customer support team is always available if you ever have questions!
Reviewer Source 
Source: Capterra
September 17, 2018
Danielle H.
Associate Director, Alumni Board Relations
Higher Education, 10,001+ employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
September 17, 2018

“Beginning Stages but So Far So Good!”

OverallI am looking forward to further streamlining our process and communication with board members.
ProsI have used this software for under one year but I have no complaints thus far. The platform is relatively user friendly and if there is something that doesn't make sense, chances are there is a webinar available to help you learn.
ConsSome templates cannot be manipulated to help end users identify why they are being contacted or receiving certain information.

Vendor Response

By BoardEffect on October 31, 2018
Thank you for sharing your review as a new user, Danielle! We appreciate that you've shared constructive feedback about template formatting please know that your suggestion has been taken into consideration as we continue to make improvements to the platform. Our team is always here to help should have any questions, or if you'd like to share any further feedback.
Reviewer Source 
Source: Capterra
September 17, 2018
Keturah P.
Operations Coordinator
Non-Profit Organization Management, 501-1000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
September 16, 2018

“Love using Board Effect!!”

OverallMy company is not new to Board Effect but I am. Every time that I call they answer and assist.
ProsI love the fact that our board can come to a one stop shop to meet their Board Needs!
ConsLooking to see how we can further integrations to meet our needs.

Vendor Response

By BoardEffect on October 31, 2018
Hi Keturah, thank you for your review! It's great to hear that even though you are new to BoardEffect, you've found it easy to learn with the help of our support team. Thanks for being a customer.
Reviewer Source 
Source: Capterra
September 16, 2018
Denise M.
Community Relations Specialist
Non-Profit Organization Management, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“Thank you for providing this service...I love BoardEffect!!”

Overalltotally saves time and makes my job more efficient
ProsI like that the portal is so easy to use and I appreciate how it has grown over the years.
ConsI can't think of anything because my experience has been so positive.....everything is great

Vendor Response

By BoardEffect on October 30, 2018
Thanks for the 5-star review, Denise! We love hearing that BoardEffect has saved you time and made you work more efficiently.
Reviewer Source 
Source: Capterra
September 16, 2018
Verified Reviewer
Philanthropy, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
March 8, 2019

“Makes Board Management Much Easier!”

ProsI love the ability to post our board books/minutes online, BoardEffect has saved a great deal of paper and waste by making our meeting prep and materials virtual.
ConsThere's not too many drawbacks to this software. It can sometimes be a bit difficult to navigate the actual classification of materials when uploading them into the portal. Most of our board members are able to figure out navigating the app quite easily, though.
Reviewer Source 
Source: Capterra
March 8, 2019
Tammy J.
Executive Assistant
Non-Profit Organization Management, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
September 16, 2018

“Simplify your life!”

OverallIt takes me a lot less time to prepare for meetings, but my Board doesn't ever have time to learn how to use it effectively
ProsEasy to use, great customer service, intuitive design
ConsA little pricey, Board must be willing to use in order to get your moneys worth

Vendor Response

By BoardEffect on October 31, 2018
Thanks, Tammy for sharing your review! It's great to hear that BoardEffect has helped simplify your life. If you are interested in having a board member training session, please let our customer success team know and we would be happy to assist!
Reviewer Source 
Source: Capterra
September 16, 2018
Pamela F.
Executive Director
Food & Beverages, Self-employed
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
3/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
September 17, 2018

“BE Assessment”

ProsCentralization of association documents and meeting materials.
ConsLack of flexibility to reformat the meeting agenda in the meeting books.

Vendor Response

By BoardEffect on October 31, 2018
Hi Pamela, thank you for taking time to write a review. We're happy to hear that you are having a positive experience with BoardEffect. Thank you for your constructive feedback about our agenda capabilities please know that the BoardEffect team is taking agenda formatting into account as we continue to make improvements to our product.
Reviewer Source 
Source: Capterra
September 17, 2018
Matthew P.
Counsel and Director
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
March 27, 2018

“Great product backed up by a great team”

ProsBoardEffect is very easy to use and gets the job done! I am incredibly happy with my experience so far.
ConsSo far I've not encountered any difficulties with the platform, but I'm sure if I did their outstanding team would be waiting in the wings to point me in the right direction.

Vendor Response

By BoardEffect on October 31, 2018
Matthew -- thank you for your review! We're happy to hear that you've had such a positive experience with the BoardEffect platform and team. Thanks for being a customer.
Reviewer Source 
Source: Capterra
March 27, 2018
Verified Reviewer
Non-Profit Organization Management, 1001-5000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“BoardEffect”

ProsBoardEffect tools help streamline tedious and time consuming processes.
Conssome limitations such as not being able to set the date and time daily digest notifications go out.

Vendor Response

By BoardEffect on October 30, 2018
We're happy to hear that BoardEffect has helped streamline your governance process! Thanks for providing constructive feedback about notifications, and for sharing your review. We value your feedback.
Reviewer Source 
Source: Capterra
September 16, 2018
Nikki S.
Coordinator
Higher Education, 10,001+ employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
5/5
Features
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
September 17, 2018

“New User”

OverallSo far so good!!
ProsI am learning so much about how this can benefit my organization!
ConsThe agendas will never be approved for our use based on look, which is unfortunate we can't make more edits to the style! I would love to use the feature.

Vendor Response

By BoardEffect on October 31, 2018
Hi Nikki, thank you for your review! We're glad that BoardEffect is working well for you and your organization. Please know that we are always looking to make improvements to BoardEffect, and are taking your agenda formatting feedback into account -- thank you for sharing!
Reviewer Source 
Source: Capterra
September 17, 2018
Ivan R.
Director of Administration
Non-Profit Organization Management, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
4/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
8/10
Source: Capterra
October 7, 2016

“Very straightforward product to use ”

OverallThis product does a very nice job for communicating with your board members, getting RSVP for events and posting your all your documents. It consolidated the duties of primarily two staff members into one system.
ProsEase of use. Customer support is very good.
ConsThe email tool need to be more robust on formatting.

Vendor Response

By BoardEffect on October 31, 2018
We're so glad you're liking BoardEffect, Ivan! Thanks for sharing your review. Please know that we are always looking to make improvements to BoardEffect, and have taken your agenda formatting feedback into account.
Source: Capterra
October 7, 2016
Jennifer W.
Liaison to the Board of Trustees
Higher Education, 1001-5000 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 16, 2018

“My third board portal--and BoardEffect is by far the best”

ProsBoardEffect is designed from the user's point of view, it's chock-full of useful features that other board portals don't have, and the BE team is highly responsive to user suggestions.
ConsI haven't found a least-like feature yet!

Vendor Response

By BoardEffect on October 31, 2018
Thank you for the rave review, Jennifer! We're so happy to hear you are finding BoardEffect to be feature-rich and easy-to-use.
Reviewer Source 
Source: Capterra
September 16, 2018
Mark P.
OPERATIONS
Unspecified
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
April 15, 2018

“Our Board loves it! ”

ProsWe had a hard time arranging and meeting the needs of our board members, however this changed everything for the better!
Cons Some of our board members didn't like the new set up but overall it was a success. And we cannot be more excited about the tool!

Vendor Response

By BoardEffect on October 31, 2018
Mark -- it's wonderful to hear that BoardEffect is working well for you and your organization. Thank you for sharing this review!
Reviewer Source 
Source: Capterra
April 15, 2018
Luna V.
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Reviewer Source 
Source: GetApp
December 19, 2018

Reviewer Source 
Source: GetApp
December 19, 2018