Best For

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

Product Details

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.

Contact Details

BoardBookit

http://boardbookit.com/

Founded in 2012

Located in United States

Starting Price

  • Not provided by vendor

Free Trial

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)
  • Business Hours
  • Online

BoardBookit Features

Access Controls/Permissions
Approval Process Control
Calendar Management
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Non-profit
Polls / Voting
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
Collaboration
Content Management
Document Management
File Sharing
Real-time Chat
Search

BoardBookit Reviews

Showing 5 of 112 reviews
Overall
4.8/5
Ease of Use
4.7/5
Customer Service
4.8/5
Verified Reviewer
Real Estate, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
September 30, 2019

“Working well for a 12-member board”

ProsKeeps everything in one place, securely. I particularly like that, e.g. access to committee meeting agendas or related documents are automatically restricted to committee members. BoardBookit has good functions for managing meeting agendas, and new ones like votes, polls, and tasks have been added since we started using the product.
ConsThere are two functions I would like to see added or adjusted. One is that there is no way to post a link individually or in a group, e.g. to share relevant articles with board members, or to link to a shared Google doc or drive. Links must be added to a document and then posted. The second is that for ease of management, ability to write notes on, etc., all uploaded/posted documents including Excel files are converted to pdf format. But sometimes I want to securely share other types of files with the board, e.g. financials in a spreadsheet to be manipulated by other committee or board members.

Vendor Response

By BoardBookit on October 3, 2019
HI! Thank you for reviewing BoardBookit. It is wonderful to hear that you enjoy the agenda, votes, polls, and task functionality! The ability to embed URL's into BoardBookit is on our roadmap, expect to see it in the future. I will be sure to pass your other request on to our team. Thanks again!
Reviewer Source 
Source: Capterra
September 30, 2019
Desirée R.
Business Operations and Partnership Manager
Non-Profit Organization Management, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
September 30, 2019

“Excellent value for the price”

OverallThis has been an excellent way to streamline our governance operations and keep sensitive documents secure.
ProsThis software does an excellent job at providing a high amount of functionality with an intuitive interface, on both the user-facing end and on the admin-facing end. This is very important because many of our users are late adopters to technology. The designers of the software clearly had a keen understanding of their audience and what their needs are. This software meets our basic needs and at a fair price.
ConsThe software's functionality is, in many ways, "silo-ed." So, for instance, if you upload a document to one area of the board portal, you also have to upload it to every other place you'd like for it to appear. In other words, you can't effectively link to or refer to information stored on different parts of the portal. Also, we have two affiliate companies under an umbrella company -- there's no real way on the portal to delineate this on the portal; it is primarily set up for one sole organization.

Vendor Response

By BoardBookit on October 3, 2019
Hi Desiree! Thank you so much for taking the time to review BoardBookit. Thank you for the wonderful compliment to our user experience and developers regarding the intuitive interface. I will definitely pass that along. I will also pass along your feedback regarding the silo-ed feel of the portal. Thanks again!
Reviewer Source 
Source: Capterra
September 30, 2019
Jacki H.
Executive Assistant/Office Manager
Retail, 501-1000 employees
Used the software for: 6-12 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 30, 2019

“My worklife is soooo much easier!”

OverallThe best experience -- right from the beginning -- is the support. If we can't figure it out on email, someone calls and we set up an appointment to get it right. Everyone has been friendly from the very beginning.
Pros1) "Cloning" meetings and agendas 2) Emailing right from the site to our Board members 3) All of our Board members took to the site at the first meeting 4) Presentations are done right from Bookit now instead of working back and forth with Powerpoint and printed materials; we just project Bookit to the screen 5) No more dealing with Adobe; which is not always user friendly with Excel documents
Cons1) Agenda formatting; but we have a workaround; I wish there was a way to reduce/increase font size, margins, and the ability to put spacing inbetween agenda items.

Vendor Response

By BoardBookit on October 3, 2019
Hi Jacki! Thank you for the BoardBookit review. We absolutely love to hear that our Support Team has been able to provide you such good service. It is also great to know that you are enjoying the portal functionality, I will be sure to pass on your agenda formatting suggestions to our team. Thanks again!
Reviewer Source 
Source: Capterra
September 30, 2019
Pramastuti H.
Executive Secretary
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
October 2, 2019

“Life can be easier!”

OverallPreparing Board Book become easy! Making an Announcement to all the members are quick! Voting, sending ballot, annotation, etc. were extraordinary!
ProsSave your time and energy! Very easy to prepare an Agenda for the board meeting, even if it changes in very last minutes. Easy to manage multiple Board Meeting too. Boardbookit is the only Portal System that give you all the benefit of Board Portal System with affordable price. It is really a blessing for us as a non-profit company. Thank you Boardbookit! Keep do it!
ConsWhen preparing meeting agenda our custom is to leveling the items with Romans capital first, then Capital Alphabet then numbers for example: I. Minutes 1. 2. II. Report 1. ......... I wonder if I can customize it. thanks

Vendor Response

By BoardBookit on October 14, 2019
Hi Pramastuti! Thank you for the wonderful review. It is great to hear that you find our portal easy to use and that it saves your time and energy. Someone from BoardBookit will be reaching out to you very shortly to address how you are able to change the numbering of your agenda. Thanks again!
Reviewer Source 
Source: Capterra
October 2, 2019
Greg K.
Advisor
Entertainment, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
May 9, 2019

“Easy to Learn and Use”

OverallWe 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.
ProsNon-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.
ConsI'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.

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!
Reviewer Source 
Source: Capterra
May 9, 2019