Who Uses This Software?

BoardBookit works with customers across all industries in organizations of varying sizes in both the private and public sector.


Average Ratings

75 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • BoardBookit
  • boardbookit.com/
  • Founded 2012
  • United States

About BoardBookit

BoardBookit is a secure board portal software, architected by corporate governance professionals to transform the way companies engage and collaborate with their board. By providing a unified solution for preparing and managing board meetings, file sharing, electronic voting, eSignatures and more, companies increase efficiency and save time. Trusted by more than 10,000 board members worldwide, BoardBookit ensures a streamlined and persistent partnership between organizations and board directors.


BoardBookit Features

  • Approval Process Management
  • Calendar Management
  • Collaboration
  • Document Management
  • Electronic Signature
  • For Nonprofits
  • Member Directory
  • Minutes Management
  • Polls / Voting
  • Role-Based Permissions
  • Annual Filings
  • Archiving & Retention
  • Company Formation
  • Company Register
  • Dividend Administration
  • Document Templates
  • Important Dates Reminders
  • Multi-Company
  • Officer Management
  • Shareholder Management
  • 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

BoardBookit Reviews Recently Reviewed!


Review of BoardBookIt

May 03, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It has become a great archive of information for our Board and Staff. The product is easy to use, both from the administrator and client standpoints. BoardBookit presents information in an easy to access manner. Board Members who attend meetings by phone now have an easy way to see the same information being discussed in the meeting location.

Cons: As a public agency, all of our information is subject to North Carolina Public Information Law. BoardBookIt does not offer a feature where members of the general public can easily access the information we present in board and committee meetings. We been forced to duplicate our work in BoardBookIt to place the same information on our corporate website.

Overall: We wanted to improve access to information for our Board and Staff. BoardBookit helped us accomplish this.

Vendor Response

by BoardBookit on May 08, 2019

Hi Michael, Thank you for reviewing BoardBookit! We're happy to hear that we have improved access to information for your board and staff members. We'll also pass along your comments to our engineering team for future updates and enhancements. Thanks again!

BoardBookit Review

May 10, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that as an administrator I have the option to sign in as just a user so I can see what they see. I also like that I can create different roles for committee members based on their function within the committee. I also like that it restricts users from creating multiple accounts by using different email addresses. They have to create their log-in information using the email address we have and then they can change it. As a large trade association with over 33,000 members, this makes it easier to keep track of usage.

Cons: I think it is a little confusing for members based on if they use a mobile device or laptop/computer to log-in. The way things look in the app are different than they way the appear on a computer. Also, I don't like that the initial email inviting members to join may sometimes go to the junk folder.

Overall: So far, it's mostly good. We are all still learning the ins and outs of it, but as an administrator, I think it is good.

Vendor Response

by BoardBookit on May 20, 2019

Hi Debbie, Thank you for reviewing BoardBookit! It's great to hear that you're loving the ability to view the platform as a member and the ability to better keep track of board members! Feel free to contact our customer success team if you have any questions regarding your implementation or how to keep emails from moving to the junk folder! Thanks again!

BoardBookit Review

May 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: What I like most about BoardBookit is how easy it was to get started and implement company wide. We use this software for all of our board and committee meetings. I like the fact that you can import previous agendas rather than starting each meeting from scratch. You can add documents when they become available as opposed to waiting until all documents are received to upload. If items need to be moved on the agenda, it's as easy as dragging and dropping where needed. BoardBookit is VERY user friendly. The customer support line is very helpful.

Cons: I haven't found anything that I do not like about this software.

Overall: My overall experience with BoardBookit has been very good. All meeting information is housed in one location with easy access to current and previous meeting documents in a secure environment. Our meeting information can be accessed through apple or android devices at any time.

Vendor Response

by BoardBookit on May 03, 2019

Hi Penny, Thank you so much for your positive review! It's wonderful to hear that you have had such a successful implementation and found BoardBookit user friendly for every member of your board! Thanks again!

Streamlined my Process & made users happy

May 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We have been using BoardBookit shortly after it came out. Prior to using BoardBookit, we created paper agendas w/accompanying documents which were FedExed to our Board. So much paper and time is saved. The Board likes using it, I like using it. I love that all the documents are now automatically archived and easy to find. We can fine tune the agenda until the last minute since we don't have to mail it anymore.

I also like that the company is continually improving the product and customer service, which we rarely need because it is so easy to use, is always available.

Cons: In the beginning there were some hitches, better now.

Vendor Response

by BoardBookit on May 20, 2019

Hi Anna, Thank you for reviewing BoardBookit! It's amazing to hear how much time and paper you're saving with BoardBookit! We're also happy to know that you're loving our secure document archive and our integrated features for last minutes changes. Thanks again!

Happy Customer

May 14, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is a web-driven software that offers efficient and confidential communication with our board members. Once a user is established, I don't have to coach anyone on how to use the software. We love the confidentiality the software provides to our sensitive communications. It is also easy to add or delete members and set them up in different groups. If a communication needs to go to just one particular group, I can merely select that group, and only that group will have access to the communication. Agendas and board meeting books are easy to set up for any confidential documents that need to be available prior to any meeting. As Administrator of our account, I can also look at the web portal as a user; this is helpful because the user screen is slightly different than the Administrator screen.

Cons: I can't think of any cons. I've raised two concerns with Board Book It, and they immediately addressed them so the cons don't exist anymore.

Overall: The customer service is phenomenal! Each time I have a concern or question, they respond within minutes. We like the product so much that we just signed a contract for another three years.

I also love the confidentiality the portal provides.

Use BoardBookit for Brown-act compliant board meetings at charter school

May 10, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: BoardBookit has allowed our school to run more organized and efficient board meetings. We are able to put items on the agenda during the month. The software organizes all out attachments and creates PDFs of the agenda that we can post online and at our site. It also complies the full board book. Board members can go online and annotate the board book as they prepare for the meetings. During the meetings, we can project all the documents for the public.

Cons: Four things that would make this software perfect:

1. Presentation mode needs some improvement. The idea is that the presenter can control other board member's screens.

2. Public facing portal. Right now we have no connection between our website and BoardBookit. It would be great if Boardbookit could automatically publish agendas on the website.

3. A full screen option for attachments when projected. Right now, the full screen version doesn't actually fill the whole screen making detailed financials hard to see when projected.

4. Conferencing connection / audio recording. We record our meetings and often have a dial in number. It would be great if we could record and store audio recordings in board book it.

Vendor Response

by BoardBookit on May 20, 2019

Hi Kapil, Thank you for taking the time to review BoardBookit! It's wonderful to hear that our platform has enhanced organization and made it easier to create board books! I'll be sure to pass along your suggestions regarding presentation mode, public facing options, and conference recording on to our engineering team for future updates!

Better and less expensive Board documents solution

May 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I have been a Board member of for-profit companies and not-for-profit entities. Some of them compiled all their Board materials by hand and distributed them in hard copy and/or by email. Some of them used the Diligent software.

For the staff, BoardBookit is far easier to implement and use than Diligent and is more efficient and secure than the old-fashioned manual process. And it costs less!

For Board members, the BoardBookit interface is far more intuitive than Diligent and because it is designed to work on phones and iPads (whereas Diligent really is made for desktops or laptop computers), BoardBookit allows me to get all the materials when and where I need them.

Cons: It would be nice to have the ability to search within the text across a folder full of documents (maybe that is possible, but I haven't figured out how).

Overall: Basically, BoardBookit makes it easy for Board members to prepare for meetings (and review what happened at previous meetings). And it saves staff time and money. Definitely worth a try if you're a Board member or a staff person frustrated with your current Board documentation process!

Vendor Response

by BoardBookit on May 09, 2019

Thank you for your positive and honest review of BoardBookit! It's wonderful to hear that a diverse professional as yourself thinks so highly of the BoardBookit platform. We're happy to provide you and your board with fully functional mobile solutions so your board materials are always available! We will pass along your suggestion regarding document searches within folders to our engineering team for future updates and enhancements! Thanks again!

Board Life Made Simple

May 08, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Running a company requires a lot of legal documents, resolutions, board notes, etc. This software allows you to keep this information in one centralized place. Importantly, you can see the interaction of the individuals with the product to determine who is engaging and who is not. This allows for measurable correct action.

Cons: There is little in this software not to like, and I cannot offer a con that would make someone not buy the product. We are in economic development and have a large board. I make a video prior to each board meeting that is an executive summary of the upcoming board meeting. I like these videos to outside services to play the video. However, I would like the video to play in an embedded fashion on the site.

Overall: Prior to this software, people could say, I did not get that or see that. This software not only ensures it is accessible, but I can also tell if you opened it too. No more excuses.

Vendor Response

by BoardBookit on May 09, 2019

Hi James, Thanks for reviewing BoardBookit! We're happy that your board is more organized and engaged as a results of BoardBookit! We will also forward your suggestion regarding video hosting to the engineering team for future updates and enhancements!

Great Product

May 10, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: When I started my current position, BoardBookit was the program they used for Board Meetings. I had never used the program, but was able to login and easily use it. It took me a little while to figure out all the ins and outs but honestly the program is very intuitive and easy to use. The organization works very well for our company and they continue to update and add new beneficial features.

Cons: These are just small things, but my biggest con is that there is no way to make changes and hit save. If I accidently remove an item it is just gone, unless add it back in. I also would like the ability to have a few more levels when building out the books. Not always but there are times when I need more levels then they allow.

Overall: I love the ability to capture all that is needed. We create our agenda's and books within BoardBookit then I upload the minutes at the end. I love the ability to upload other documents for storage so the Board can login at any time and access them.

Vendor Response

by BoardBookit on May 20, 2019

Thank you for reviewing BoardBookit! It's great to know that you had no problem transitioning to using the platform and you find it easy and intuitive. We're happy that you love the ability to upload key documents and meeting minutes for easy access! We'll also be happy to pass along your suggestions to the engineering team for future updates and enhancements. Thanks again!

BoardBookit definitely helps us conserve a few resources

May 10, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The fact that we have substantially reduced the need to print and mail materials; the ease with which staff can put together meeting agendas and materials. The portability of materials has been a plus for our trustees who are spread around the state.

Cons: The process to join and review the documents has proven to be difficult and it is too easy for user to get kicked out and then the struggle to rejoin becomes disruptive to the meeting. Really wish you could use it to poll trustees for meeting dates. Also, it would be really nice if notes that folks makes on the materials could be shared.

Overall: We save an enormous amount of time putting together our board meeting materials, our annual meeting materials and our orientation materials. Our trustees are very happy with the ability to access organizational materials on the fly. We do feel that added expenses is money well spent!

Vendor Response

by BoardBookit on May 20, 2019

Hi Jessica, It's so wonderful to hear that BoardBookit has made it easier for you to compile and distribute board materials! Also, you actually can poll trustees for meeting dates. So, feel free to contact our Customer Success team and they can walk you through this functionality! Thanks again!

Easy to Learn and Use

May 09, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Non-profit boards often have members who are reluctant to let go of the old ways - namely paper. The greatest thing about BoardBookit is that it's so, so easy to learn and use. Our less digitally-savvy board members picked it up so quickly and, initially reluctant, now love it. The 24/7 customer care is also great.

Cons: I'm struggling to think of anything. Every new release brings new useful features, so if pressed to come up with some negatives, I suppose bringing out new features faster.

Overall: We don't have paid staff to help administer board activities to managing board activities would be very burdensome to board members to handle such work. Our board is all volunteers to it's important we make it easy for them. And Board Bookit helps us to achieve that goal.

Vendor Response

by BoardBookit on May 10, 2019

Hi Greg, Thank you for your positive review! It's great to hear that BoardBookit made it easier for your board to adopt paperless board meetings and are loving it! We're always working hard to get our newest feature updates out faster, so stay tuned! Thanks again!

BoardBookit for Trustees

May 15, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like most is the central location of everything. The opportunity to expand and use more of the features of BoardBookit would be ideal for a paperless environment, making it more efficient and clean.

Grateful for the support we have received to date from our rep, she has truly answered all of our questions and took our feedback to review for our needs. Appreciate that!

Cons: Awaiting the roll out of the "Survey" option. We do a lot of email polls and also require documents to be completed and signed by the trustees. The maximum currently on the vote option is 500 characters, while this seems like ample space it isn't for our needs. Some of the questionnaires we submit for completion have over 1,000 characters with multiple choice options.

We are hoping with the Survey rollout, this would replace the "Vote" and "eSign" features with what we need.

Overall: My overall experience has been great, the ease of using the system is awesome.

Vendor Response

by BoardBookit on May 20, 2019

Hi Helen, Thanks for taking the time to review BoardBookit! It's great to hear how much you're enjoying a central location for all of your board materials. Also, Surveys is launching very soon, so hang in there! Thanks again!

Save Time, Save Paper - Go BoardBookit

May 06, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Gives us Secretariat the ability to digitally manage and document meeting papers without having to go through the manual process of printing, binding and distribution. it allows papers to be accessed from anywhere and saves us not only time and money but as well as the environment from printing large meeting folders.

Cons: There is nothing that I would say I dislike about the site. I'm still learning my way through it as well. Perhaps just a recommendation - if a field can be created where we can assign the department who is submitting for reporting purposes. This allows us to extract all papers submitted by a department or by function in a year. Pardon my ignorance if this is already available.

Overall: Overall my experience has been greatly enhanced and allowed me to assist members and others in accessing the site. I have received calls from other organizations who have showed interest in using the site after hearing about us using it.

Vendor Response

by BoardBookit on May 08, 2019

Hi Tevita, Thank you so much for your positive feedback! It's wonderful to hear how much time BoardBookit is saving you and your board. We've forwarded your thoughts to engineering regarding the reporting process for future updates and enhancements. Thanks again!

BBI makes my life easier as a board member

May 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, intuitive, quick easy ramp up.... features that fit my needs... on going updates and additional features. I participate on multiple boards- helps me manage and keep track of board information and requirements. Excellent product- great value!

Cons: Glad they have added additional features, voting, signature

Overall: I have used BBI for several years plus I have experience with some of the big players in this vertical. BBI performs equally well if not better. Certainly easier to get started and Interact with the program. BBI has everything I need to make my experience as a board member more effective!

Vendor Response

by BoardBookit on May 09, 2019

Hi Yvonne, Thank you so much for your positive feedback! We're happy to hear that you've found our platform intuitive and easy to use! It's also wonderful to hear that you're enjoying our new updates including Voting and eSignatures! Thanks again for taking the time to review BoardBookit!

Impressive

May 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Board Bookit is very easy and simple to understand and use, for the administrator as well as the regular user. Everything is in one place - works great!

Cons: At times, we have members who have a hard time receiving BB emails. It's usually a problem on their end, but it can be a hassle.

Overall: We now have everything in one place, which we never had before. instead of emailing 20 attachments to an emailed agenda, people can get it simple and easy every time.

Vendor Response

by BoardBookit on May 06, 2019

Hi Scott, It's wonderful to hear that your board now has everything in one place with BoardBookit and it's easy to use for every member of your board! Thank's for the positive review!

User Friendly Board Portal that has Revolutionized our Board Process

May 10, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: BoardBookit allows us to store all our governance documents and communicate with our Board and staff all in one place. Setting up meetings and creating a Board agenda is so much easier with this software. We have also really appreciated the document signing and voting functionality. I also appreciate the willingness of the BoardBookit team to entertain new product enhancements.

Cons: The calendar in Board Bookit only shows meetings currently. I wish the software had a calendar that allowed Board tasks (e.g., review of the 990, budget review, etc.) to be listed on a published calendar. While larger organizations might not need something like that, for a small organization like ours, it would be helpful for all the members to see what's coming up for the Board.

Vendor Response

by BoardBookit on May 20, 2019

Hi Catherine, Thank you for your review! It's great to hear that your board is better organized and engaged with BoardBookit! We're also happy that you're loving our voting and eSignature functionality! We'll also pass along your suggestions to our engineering team for future updates and enhancements!

World Business Chicago and Boardbookit

May 06, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As the Executive Director at World Business Chicago, we are in our second year of using BoardBookit. After researching a variety of board portals that could provide security, functionality, optimal user experience, and cost, Boardbookit came out ahead for our public/private, 501c3 status. We are immensely pleased with our decision!

Cons: There was nothing that I did not like, however, as we became more acquainted with the software, we wee able to assess features that did not come with the software, such as uploading attachments to email notifications sent to board members. BoardBookit readily accepted the challenge and conveyed the suggestion to its tech team for future software upgrades.

Overall: The business value that BoardBookit solves for World Business Chicago is the efficiency and ease to upload agendas and accompanying documents for board members to review before each meeting once the meeting has been published. The time that it takes to prepare materials for 90 members has tremendously reduced the stress of organizing board meetings.

Vendor Response

by BoardBookit on May 08, 2019

Hi Myrna, Thank you for reviewing BoardBookit! We're so pleased to hear how happy you are with your experience using our platform and how much time it is saving your board members! We have forwarded your request to engineering for future enhancements. Thank you again!

Managing Multiple Boards Expert!

May 23, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Boardbookit is awesome! It has all the Non Profit company needed. Meeting, Minutes, Vote, E-Signature, Announcement, etc. etc. all in one place. Save a lot of time, maintain transparency and greater communication with the Boards across the world.

Cons: No Ballot facility. Hope one day Boardbookit will have facility to send and submit the Ballots.

Overall: Sending a meeting materials to different places and group is a challenge, especially if last minutes change then all the printed materials will be trash! With Boardbookit all the meeting attendance will have everything in one screen keep updating even until the last minutes wont be a problem! Save a lot of time! Increase productivity.

I'm New But Up-to-Speed!

Apr 30, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use and learn. Degree in computer programs and was able to successfully apply my understanding of databases to the learning curve.

Cons: Didn't set it up, would have a few things in different locations...but not really relevant to the program.

Overall: Our Board is in the learning/adjusting phase of this program...some are all in and some are hesitant. I feel that the ease of the program will make it possible for all to fully accept after one to two more group training sessions. This program allows all "administrators" to manage their own meetings, documents and notices which unburdens my position. The fact that everything is archived in one location is also a major plus.

Vendor Response

by BoardBookit on May 01, 2019

Hi EJ, Thank you for your honest review! As a new user, your thoughts are valuable to us, and we're happy that you are already seeing a difference with time management and organization. We're also happy to hear that our Customer Success team is doing a great job of getting your members "on board" with BoardBookit. Please let us know if there is anything else we can assit you with regarding the implementation!

A life saver

Apr 30, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: It's been relatively easy to implement. We have never used a tool like this and our board consists of varying ages and abilities. Nearly everyone is up and running with it, and it already saves time and aggravation in accessing and sharing information, conducting votes, etc.

Cons: Doesn't allow a multi-day meeting. Our board meetings run from Friday evening through noon Sunday and we have to set up three separate meetings to accommodate this.

Overall: Our experience has been positive overall. BoardBookit support has been very good. Although it takes a little time to get used to the system, you can become functional on it without a huge effort.

Vendor Response

by BoardBookit on May 01, 2019

Hi Becky, Thank you for your honest review! We are so happy to hear that BoardBookit was easy to implement for your board with diverse ages and saving you time. BoardBookit is always taking the honest feedback of our customers seriously when enhancing our platform, so we will forward your concerns about multi-day meetings to our engineering team. Thanks again!

They actually listen!

May 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use of this software over the prior board book software used by our company has made my life easier when it comes to the monthly compilation of our Board books. Also the pricing is much more in line with the level of our needs and usage.

Cons: We didn't like the way the book's agenda would always bounce back to the top as you add items requiring you to constantly scroll back down to where you left off.

Overall: Recommendations for various enhancements to Boardbookit's functionality were submitted. Within a very short period of time Boadbookit's team reached out to us to clarify our concerns and then took steps to implement changes to enhance the user experience. They are always friendly, professional, and attentive to improving the software.

Vendor Response

by BoardBookit on May 08, 2019

Hi Jean, Thank you for the wonderful review! We're happy that BoardBookit has enhanced the way to compile board books for your monthly meetings! As always, we will forward your concerns about the agenda scrolling to our engineering team for future updates and enhancements. Thanks again!

New to BoardBookit

May 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This product is so easy to navigate. I love the electronic signature function as well. Started using that too! I love the feature of automatic meeting reminders as well.

Cons: I wish that you could customize the admin features. For example, make one user an admin for certain committees but can still add users and new committees as well. Also, to be able to turn off printing and downloading documents only for a certain meeting versus all of them.

Overall: We have really cut cost and labor time with not having to make packets.

BoardBookit has made our board so much more efficient and support is phenomenal!

Oct 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: After four years of using BoardBookit, I could list a ton of pros. First, we were able to make the switch quickly and with little issue. Learning to use the portal for both our admins and board members was simple and the BoardBookit team walked us through any questions or concerns we had about moving our current process into the portal. BoardBookit has allowed us to manage our meeting materials with such ease and it has cut down significantly on the time we used to spend on meeting prep. It's also really helped our board members because they have access to reference materials that they previously had to request from us.

Overall: BoardBookit saved us time and made the jobs of the admins who manage the board easier. It also helped us to get more benefit from our board members because they were happier and well-prepared. Also, for a while, we really wanted phone apps to accompany the iPad and Android apps. But those have been released now.

DGC Alberta District Council - Governance

May 21, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: For years we have had problems trying to keep everything related to the board and committees at the tip of our fingers. When taking on my new position with the ADC one of the first tasks I took on was trying to bring a stronger sense of governance. I looked and tried several different types of software. We choose this software because of its ease of setting up. Once you have this completed the biggest problem is getting your board and committees on program.

Cons: The features I feel the software is lacking is tracking emails sent through the site to members.

Overall: The benefits I have noticed is there is one portal that you need to deal with anything related to your board and committees.

Good, funtional option for organizations

May 10, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy and functional software to use for multiple meetings and users.

You can pull the agendas forward and not need to recreate new agendas every month.

The ability to contact users within the portal is nice - reminders are a great feature.

Cons: Privacy within users and meetings could be better. There needs to be a level between administrator and user.

Need to have the ability to save documents you use in meetings every month within the system so you don't have to upload each time.

Overall: It is a good fit for our organization and our board members like have easy access to different documents such as monthly financials and budgets without having to email someone every month.

Vendor Response

by BoardBookit on May 20, 2019

Hi Jessica, Thank you for your review! It's wonderful to hear that you're loving BoardBookit's functionality and agenda creation! We'll pass along your suggestions to our engineering team for future updates. Also, our Customer Success team is always available to walk you through some great BoardBookit tips!

The Little Engine That Could

May 08, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: I am most impressed by the availability of apps for multiple platforms. Each of them offer the same ease of use and continuity.

Cons: I wish that items already uploaded to the platform could be copied and moved into additional folders and/or to the "Board Books."

Overall: I used Capterra when comparing board portals. Many were simply too pricey for our small NPO. However, I needed to find something to streamline communication and archiving data for our board. After multiple webinars and lack of transparency of many platforms, I was refreshed to reach a real person with straightforward answers to my questions about pricing and features.

Vendor Response

by BoardBookit on May 10, 2019

Thank you for taking the time to review BoardBookit! We're happy you enjoy our full featured mobile apps for Apple and Android! It's one of our goals to give board members access to their materials with the tap of a finger. We'll also pass along your suggestions regarding copied information to our engineering team for future updates and enhancements!

Executive Administrative & Board Assistant

May 22, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This make it so simple to have on depository for all your information to be located. I never have to sure far for items needed because they are always in BBit

Cons: The Board of Directors complain there are to many notices. I would like to be able to let them see everything but not have to have then receive the notices to meeting they do not come to.

Overall: It has made my like Ten fold easier! I can work from home and see when things are needing attention all the time.

Great Product! I Highly Recommend!

May 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very user friendly! Reasonably priced. Good value for the money.

Cons: What I dislike about the BoardBookIt software is that you can't change the font, style, or color when creating a board book (agenda).

Overall: Great experience thus far.

Vendor Response

by BoardBookit on May 06, 2019

Hi Mary Ann, Thank you for taking the time to review BoardBookit! We're happy to hear that you have found BoardBookit user friendly and a great asset to your board. We will pass along your comments regarding the text editing for board books to our engineering team for future updates! Thanks again!

Helped streamline our board processes

May 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: BoardBookit helped bring our entire board up to speed by using 1 easy to use application. The app is very intuitive and all historical documents are just a click away.

Cons: It would be great if documents could be collaborated on while using the boardbookit platform. Knowing the why behind the why it is not an option, makes sense, but it would be a great tool to keep everyone using a single platform

Overall: We had multiple applications that were being used for various projects, meetings, etc. BoardBookIt easily helped up go to one uniform platform that could be accessible from any device at any time.

Vendor Response

by BoardBookit on May 06, 2019

Hi Michael, It's great to hear that BoardBookit has streamlined your board processes by allowing your board easy access to historical documents. We'll also pass on your comments to our engineering team for future updates!

Board Book-It Review

May 14, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: Meeting information is easily changeable and you can upload documents very easily. Once you know what you're doing it's much more user friendly.

Cons: To the new user going into the software for the first time, it is very confusing, especially if you don't use it that often.

Overall: Now that I am familiar with the software and have been using it for 2+ years, it is much less intimidating and I would recommend it, provided the user has training.

A wonderful tool

Apr 30, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that this software is very intuitive on both the front and back ends. My users/board members who are technologically challenged have been able to use it with ease. On the admin end of things, I've had very little trouble jumping right in and getting started.

Cons: This software is somewhat "partitioned" in the sense that I can't link to things that are already uploaded to the portal. So sometimes this means that I have to upload a document several times to get it to populate in several different areas of the portal.

Overall: This has really helped us streamline our governance process. We have three governing boards that all meet regularly. This has increased our document security, increased overall efficiency, and decreased paper waste.

Vendor Response

by BoardBookit on May 01, 2019

Hi, Thank you for honestly reviewing BoardBookit! We're so happy to hear that you and your board members are jumping right in without any trouble and increased security and efficiency as a board. We also take the feedback of our customers very seriously when updating and enhancing the platform. So we will be sure to forward your concerns regarding document linking to our engineering team for future updates!

A Great Investment!

Apr 30, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The dashboard is incredibly user-friendly and everything is organized in a sensible way that creates better ease-of-use for both administrators and users.

Cons: So far I am happy with everything this program has to offer.

Overall: We've had an overall great experience with BoardBookit. Crystal, our customer service specialist, took the time to train us and customize our portal to fit the individual needs of our organization. Since then, the team at BoardBookit has been extremely responsive to all of our concerns. This is a well-developed program with a great customer service team to back it up!

Vendor Response

by BoardBookit on May 03, 2019

Hi Colton, Thank you for your wonderful review of BoardBookit! It's great to hear that your onboarding and implementation experience was easy for both user and administrators!

Great resource for smaller non-profits and boards!

May 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: BoardBookit is really easy to use and not threatening to board members who are not as tech savvy! It has many features but is not overwhelming!

Cons: I haven't really found anything I don't like about this software!

Overall: We needed a place where board members could go, sort of "one stop shopping" to retrieve board meeting materials, documents, minutes, financial statements, by-laws, etc. that was easy to update and access. BoardBookit easily met this requirement!

Vendor Response

by BoardBookit on May 08, 2019

Thank you for your positive review of BoardBookit! It's great to hear that we're helping your board stay organized with one central place to house all of your board materials! It's also nice to hear that our robust features are easy to use, even for some of the most tech adverse boards! Thanks again!

BoardBookit! is a very user friendly solution to managing board meetings.

May 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: No training. Could not be more user friendly.

Cons: Not sure I could say there are any negatives about the software. I love using it.

Overall: BoardBookit is the easiest solution to distributing board agenda materials.

Vendor Response

by BoardBookit on May 08, 2019

Hi Sonya, Thank you for your positive review! It's great to hear BoardBookit's ease of use is making it easier to distribute board agenda materials! Thanks again!

Invaluable Tool for our Board and Executive Staff!

May 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: We had evaluated multiple tools and found this to be the most user-friendly for those that are not technically savvy. Daily summary notifications, mobile app access, breaking out the financials from other documents, creating/editing agendas are very simple.

Cons: I would like the ability to schedule time with an individual, instead of having to create a "group" for one person. Otherwise, very pleased!

Vendor Response

by BoardBookit on May 10, 2019

Hi Heather, Thanks for your positive review! It's great to hear that we're helping streamline your board management and providing easy access to your board materials! We'll also pass along your suggestion regarding scheduling to our engineering team for future updates!

Great product that improves constantly

May 10, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Ease of use. Intuitive interface. Security is strong. Very reliable

Cons: The most recent price increase was SUBSTANTIAL

Overall: Communication with directors who are generally not tech savvy has been excellent.

Vendor Response

by BoardBookit on May 20, 2019

Hi Steven, Thanks for taking the time to review BoardBookit! We're happy to hear you've found our platform is easy to use, intuitive, and secure! Thanks again!

Collaborative Partnership

May 01, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: BoardBookIt is a user friendly platform that allows our Board easy access to the information they need, when they need it. Features are simplified on both user and admin side. The ability to make real time adjustments has been a huge asset.

Cons: This software does not provide the ability to have a common calendar outside of specific meeting invitations. Our Board likes the ability to know other things that are going on within the organization, outside of the specific meetings we set.

Overall: BoardBookit has been a great partner. When we transitioned on to this software, there were a few features we wanted but were not currently available within the software. After a few months, two of these features were rolled out. We have appreciated the collaborative partnership with the team at BoardBookit.

Vendor Response

by BoardBookit on May 03, 2019

Hi Melissa, It's great to hear your honest review! We're happy that BoardBookit has made your materials easier to access and the ability to make real-time changes is also an asset for your board. I'll forward your calendar request to our engineering team to help with future enhancements. Thank you again!

BoardBookit - Administrative Staff Review

May 14, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Ease of use. The software is intuitive so much of it can be figured out by common sense.

Cons: Haven't found anything I didn't like about the software. It does what it's suppose to do which is GREAT!

Overall: Our agency was able to share information with our Board in a more efficient manor than before. The board members are pleased, therefore so are we!

Vendor Response

by BoardBookit on May 20, 2019

Hi Vicki, Thank you so much for your positive review of BoardBookit! We're happy to hear that you're enjoying the ease of use and easily shareable board information! Thanks again!

Capterra loader

Great Board Portal for Non-Profits!

May 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: I love that this is available on all devices-web browser, tablets, and an app-so that Board members can log in from anywhere at any time. As an administrator, it was simple and easy to set up my Board and had all the features I needed. My Board members could easily navigate the portal right from the beginning and had no problems with getting the notifications. I had responses right away!

Cons: It took a while to get everything going, as response time from the team was slow. But once I was set up, everything has been smooth.

Overall: This has been a great asset for our Board, as they are all busy business people in the community and we needed to be able to have everything in a more centralized location. Having it electronic, especially for voting and signatures, has helped us conduct business faster and with more communication.

Vendor Response

by BoardBookit on May 20, 2019

Hi Carina, Thank you for your positive review of BoardBookit! It's so wonderful to hear that our platform is an asset to your board and you're loving the anytime, anywhere, any device access! The fact that you can now conduct business faster with our Voting feature is fantastic! Thanks again!

Useful Software for Boards

May 29, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Ease of use, value, central area to share information that can also be downloaded as a PDF or viewed directly from the agenda.

Cons: Inability to load more than one file per agenda item.

Inability to select separate group/committee among a single meeting for material access. (ex. Executive session in a board meeting - cannot remote staff from viewing those materials and rather have to set it up as a separate meeting)

Must Have For Your Board

May 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very simple implementation and easy to use.

Cons: Didn't have any issues with the software.

Overall: I've been using BoardBookit for a little over a year now. Couldn't believe how much more efficient it made our Board meetings and how easy it was to use as a Board member. Joined another Board and my first question when I received my email materials is "have you guys heard of BoardBookit?". I couldn't imagine being on a Board without it anymore and have even used the Admin features as a Finance Committee Chair. Anything that makes life easier for the Board is a no brainer in my book. If you're on a Board and aren't using BoardBookit I highly recommend you let whoever is running the meetings know about it. You can thank me later.

Vendor Response

by BoardBookit on May 20, 2019

Hi William, Thanks so much for your positive review! We's so happy to hear that your board meetings are more efficient with both member and admin usage! Thanks again!

Welcome to 2019

May 10, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: I did minutes for 4 different boards for almost 14 years, and wish we would have known about this product! This is so great, people can be at the meeting without physically being at the meeting. They can view the agendas, minutes, reports, etc. without the wastefulness of paper!

Cons: When inputting the agenda, you can't move an item once it has been added. Sometimes agenda item priorities change before the meeting, and it would be great to easily move them around in the edit agenda screen.

Overall: It has been great, pretty easy to use.

Vendor Response

by BoardBookit on May 20, 2019

Hi Colleen, Thank you for reviewing BoardBookit! It's wonderful to hear that BoardBookit makes it easier for minute taking, distributing materials to board members, and keeping them informed even if they can't attend a meeting. Also, you actually can move an item once it has been added to an agenda! So, feel free to contact our Customer Success team and we'll be happy to walk you through that functionality! Thanks again!

Simplified our Board Books

May 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Ease in use. Interface is nice and intuitive. Board members love it!

Cons: Would like to be able to hyperlink websites.

Overall: Boardbookit has saved us much time and headaches. It's very easy to use and makes putting together our Board books a breeze.

Vendor Response

by BoardBookit on May 08, 2019

Hi Bethany, It's so wonderful to hear that BoardBookit is making it easier to create and distribute your board books! Also, we do have some hyperlink capabilities within the platform. Please contact our customer success team and we'll be happy to walk you through that functionality. We'll also pass along your recommendations to our engineering team for future updates and enhancements! Thanks again!

BoardBookit

May 07, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Our Board and management team were looking for a better way to provide materials and information for our Board meetings. The BoardBookit system has provided a great way to organize and preserve important documents from our meetings. It is user friendly and very efficient.

Cons: The software could provide some options for organization of the information.

Overall: The software has allowed our Board to have a much more effective way to communicate and store and save our documents.

Vendor Response

by BoardBookit on May 08, 2019

Thank you for reviewing BoardBookit! We're happy to hear that your board is more collaborative, organized, and informed with BoardBookit! Also, our customer success team would be happy to walk you through and organizational concerns you may have. We're always here to help! Thanks again!

Excellent Product for Association Board & Committee Meetings

May 03, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Love that I don't have to prepare meeting handouts for the board and committee meetings - I just upload everything to BoardBookit and send out the invite. Everyone can view the book online at their leisure, and at the start of the meeting I can take over as presenter to ensure everyone is in the same spot. It's really convenient. There's also capability to make edits to documents while you are in the meeting, but I'm still figuring out how to do that (like I said below - learning curve).

Cons: Not being able to attach more than one document to an agenda line item

Not being able to have an agenda line item link to a website

Bit of a learning curve when you start out - took me a while to understand how things work

Vendor Response

by BoardBookit on May 08, 2019

Thank you for taking the time to honestly review your experiences with BoardBookit! We're happy to hear that you're enjoying presentation mode and uploading all of your documents for an easy review of materials! Also, BoardBookit actually does allow for multiple document attachment for agenda items. Please contact our customer success team and we'll be able to walk you through that functionality! We'll also send your request regarding the hyperlinks to our engineering team for future updates and enhancements. Thanks again!

Outstanding Program

May 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: I love that I can make edits to a board packet up to the last minute without having to re-do the entire board packet. Which saves an incredible amount of time and resources leading up to the board meeting. In addition, I love the tracking of user activity, e-signatures and secure areas to store important documents.

Cons: I wish I could add multiple documents to each agenda item.

Overall: The entire team has been awesome to work with! The time savings we have each month give me peace of mind that everything is in order going into a board meeting.

Vendor Response

by BoardBookit on May 08, 2019

Hi Doug, We're so happy to hear that BoardBookit is saving you time and resources when it comes to creating board packets and making last minute changes! Also, BoardBookit actually does allow for multiple document attachment for agenda items. Please contact our customer success team and we'll be able to walk you through that functionality!

BoardBookit Review

May 10, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: It is easy to navigate throughout the system.

Easy to retrieve and delete information.

Cons: So far, I have not come across anything that it can't do or anything I do not like.

Overall: We have board members all over the states. I love that we can communicate and have our meetings from afar. My job is so much easier with this software and I couldn't imagine life without it. Thank you.

Vendor Response

by BoardBookit on May 20, 2019

Hi Tree, Thank you for your positive review of BoardBookit! It's great to hear that you've found our platform easy to use and helping to make your job easier! Thanks again

Makes Board Meeting Prep so much easier

May 17, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: BoardBookit is so user friendly and intuitive. So many features are automatic- I barely have to think, just click.

Cons: Nothing. I just wish I had more members using it.

Overall: We have a number of board members who travel and BoardBookit makes it easier for them to access meeting information wherever they are without having to take a binder with them. I just wish we had more board members who were frequent users. At the moment, I still have 75% of my board still requesting hard copies of board materials and it makes double work for me.

makes doing board work easy

May 17, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I love the ease of use and functionality of board book it. I can access it from anywhere including my phone. It has made communication between board committees and members a lot easier

Cons: I wish there was a place where minutes could be listed without being associated with a meeting. It causes a bit of confusion for my board members

Overall: to date it has been wonderful. service is exceptional and my board members love it

Great Product for saving time and money

May 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
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Pros: It is very easy to use and if there are any problems, the customer services are always there to help and do it as quick as they possibly can.

Cons: There is nothing I don't like about Boardbookit.

Overall: Saves paper, printing costs, time and obviously the environment. Definitely recommend to any business that holds meetings.

Vendor Response

by BoardBookit on May 08, 2019

Hi Heather, Thank you for taking the time to review BoardBookit! It's great to know that we're helping your board save money and time printing and compiling materials for meetings!