Who Uses This Software?

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


Average Ratings

39 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • BoardEffect
  • www.boardeffect.com/
  • Founded 2009
  • United States

About BoardEffect

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.


BoardEffect Features

  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management

BoardEffect Reviews Recently Reviewed!


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

Aug 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I 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.

Cons: There'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.

Overall: Our 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!

Capterra-loader

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

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Intuitive 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.

Cons: Every 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.

Overall: Secure, online Board management and communication services designed for non-profits to be successful.

Capterra-loader

Such a great tool

Sep 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Supper 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.

Cons: I 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!

Overall: A 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.

Build a tool to make your board member successful

Sep 17, 2018
5/5
Overall
4 / 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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Pros: This 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.

Cons: There are always new products/pieces/upgrades coming out. Knowing how to incorporate those takes me a bit of time.

Overall: I 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.

Capterra-loader

You need BoardEffect's Platform!

Sep 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It'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.

Cons: I 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.

Overall: It's a brilliant platform! And the support team is absolutely incredible! I've never experienced such wonderful people, who are patient, informative and friendly.

Solid software for boards with room for improvement

Mar 08, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: It 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.

Cons: The 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.

BoardEffect is a great board tool!

Sep 17, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: BoardEffect 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.

Cons: I 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!

Overall: BoardEffect 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.

I am our organization's site administrator.

Jul 20, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: That the site provides one place for staff to post documents and information for our users to access.

Cons: That 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.

BoardEffect makes you and your team shine!

Sep 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: ease 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.

Cons: I have no strong negative impressions to report.

Overall: BoardEffect 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.

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

Mar 12, 2018
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 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.

Overall: An easier cleaner way to present Board packages to our Directors.

BoardEffect is awesome!

Sep 16, 2018
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 easy to use, I'm learning alot of new information at this conference.

Cons: Only issue board members have pains about is the app on an iPad, there is no log out option.

Overall: Very positive and all issues are resolved very quickly with a phone call.

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

Jun 19, 2018
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: When 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.

Cons: There is nothing that I don't like. When users have suggestions to make it better, the team always works hard to make it happen.

Overall: Ease of Board Book preparation; especially those last minute changes.

Secret Weapon!

Sep 17, 2018
5/5
Overall
4 / 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 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.

Cons: Like most programs, it just takes time and commitment to learn everything.

Overall: I 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.

Board meetings made easier

Sep 17, 2018
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: The ease of use and user friendly interface. Also, making board meeting paperless. Now having the ability to take minutes will be a life saver!

Cons: Teaching 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.

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

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Some 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.

Cons: There 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.

Overall, it has been a good experience.

Mar 13, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: BoardEffect has greatly decreased the amount of time needed to put together materials for a board meeting.

Cons: It'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.

Capterra-loader

Private Non-Profit's 1st Year

Sep 16, 2018
4/5
Overall
4 / 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 easy to navigate the platforms and build materials.

Cons: Some of the functionality can be enhanced to mirror non-board specific resources. However, having everything in one place is very convenient.

Overall: As 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.

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

Jul 31, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I appreciate the ease of use both from an administrator standpoint and from the board members' use.

Cons: The 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.

Capterra-loader

Your Board needs BoardEffect

Sep 16, 2018
4/5
Overall
4 / 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: BE 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.

Cons: Would like more control over formatting of agenda and page numbering.

Overall: My overall experience has been great. I always get fantastic customer service when i call the help desk.

BE amazing

Sep 16, 2018
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: Consistency across the board - get it

Cons: Still adding features - but they ARE adding

Overall: Growth - both personal and business

Great program for managing documents

Sep 16, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The 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.

Cons: It keeps getting better with each upgrade.

Overall: Using the BoardEffect software is very useful and great for our Board of Directors to use on iPads.

Excellent Board Platform

Sep 17, 2018
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: Boardeffect makes my job extremely easy. Very easy to navigate, its saves plenty of time and my board members love it.

Cons: I haven't found anything negative about the software.

Overall: overall, my experience with BE is excellent. I am very happy that we chose BE to manage our board materials.

Terrific Communications Tool!

Sep 17, 2018
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: BoardEffect has given us the ability to communicate with our board more effectively.

Cons: No cons at this time.

Overall: Looking forward to getting more familiar with all the BoardEffect portal has to offer.

BE Thank You

Sep 16, 2018
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: Ease, customer service, paperless, friendly for end users

Cons: Nothing the product does what I need and then some

Overall: Great, couldn't do without

Great for small private family foundations

Sep 17, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: very user-friendly and easy to navigate.

Cons: Having a designated contact person to continue the relationship for the organization

BoardEffect Review

Sep 17, 2018
5/5
Overall
3 / 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: BoardEffect makes managing the distribution of board materials easy and convenient.

Cons: The inability to move the order of books around.

Outstanding!

Mar 19, 2018
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: Putting 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.

Cons: Attached 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.

Overall: It has made keeping Board documents easy and building my board books is so much easier than the old manual way.

Love using Board Effect!!

Sep 16, 2018
5/5
Overall
4 / 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: I love the fact that our board can come to a one stop shop to meet their Board Needs!

Cons: Looking to see how we can further integrations to meet our needs.

Overall: My company is not new to Board Effect but I am. Every time that I call they answer and assist.

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

Sep 16, 2018
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: I like that the portal is so easy to use and I appreciate how it has grown over the years.

Cons: I can't think of anything because my experience has been so positive.....everything is great

Overall: totally saves time and makes my job more efficient

2018 BoardEffect BESaavy conference

Sep 17, 2018
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: Security of the material within platform; compatible with Zoom; workroom and flow; collaboration.

Cons: I'm still getting acclimated with product.

Overall: A lot of our questions were answered during our tuneup session. I'm a new user.

Great product backed up by a great team

Mar 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: BoardEffect is very easy to use and gets the job done! I am incredibly happy with my experience so far.

Cons: So 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.

Beginning Stages but So Far So Good!

Sep 17, 2018
4/5
Overall
4 / 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 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.

Cons: Some templates cannot be manipulated to help end users identify why they are being contacted or receiving certain information.

Overall: I am looking forward to further streamlining our process and communication with board members.

Simplify your life!

Sep 16, 2018
5/5
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, great customer service, intuitive design

Cons: A little pricey, Board must be willing to use in order to get your moneys worth

Overall: It 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

BoardEffect

Sep 16, 2018
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: BoardEffect tools help streamline tedious and time consuming processes.

Cons: some limitations such as not being able to set the date and time daily digest notifications go out.

BE Assessment

Sep 17, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Centralization of association documents and meeting materials.

Cons: Lack of flexibility to reformat the meeting agenda in the meeting books.

Very straightforward product to use

Oct 07, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use. Customer support is very good.

Cons: The email tool need to be more robust on formatting.

Overall: This 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.

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

Sep 16, 2018
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: BoardEffect 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.

Cons: I haven't found a least-like feature yet!

New User

Sep 17, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: I am learning so much about how this can benefit my organization!

Cons: The 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.

Overall: So far so good!!

Our Board loves it!

Apr 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: We 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!