About BoardBookit


Boardbookit is a cloud-based board management platform. It caters to businesses of all sizes. It includes features for both board administrators and members.

Boardbookit’s administrator features allow users to schedule meetings, create electronic board books, publish news and announcements, maintain a board roster, keep records of relevant historical board documents and more.

Boardbookit’s approvals feature helps users upload documents with electronic signatures. These documents can include stockholder distributions, equity transfers/grants, employee benefits adoption and more. Administrators can customize fields depending on requirements.

Boardbookit also includes a presentation mode, which allows one board member to share information and screens with other members, across all devices. It also provides offline access to members. Once an internet connection is established again, data will sync automatically. It offers mobile apps for Android and iPhone.



Read More

Supported Operating System(s):

Web browser (OS agnostic)

75 Reviews of BoardBookit

Average User Ratings

Overall

4.75 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(56)

4 stars

(19)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 75 reviews

Do you use this product?Write a review

May 2019

Michael from Charlotte Regional Visitors Authority

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Review of BoardBookIt

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

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.

Response from BoardBookit

Replied May 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!

May 2019

Debbie from Ohio REALTORS

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2019

BoardBookit Review

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.

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.

Response from BoardBookit

Replied May 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!

May 2019

Penny from Town and Country Bank

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

BoardBookit Review

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.

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.

Response from BoardBookit

Replied May 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!

May 2019

Anna from NCMC, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

May 2019

Streamlined my Process & made users happy

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.

Response from BoardBookit

Replied May 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!

May 2019

Deanna from Bob Jones University

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2019

Happy Customer

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.

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.

May 2019

Kapil from Orange County Academy of Sciences and Arts

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

May 2019

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

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.

Response from BoardBookit

Replied May 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!

May 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

May 2019

Better and less expensive Board documents solution

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!

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).

Response from BoardBookit

Replied May 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!

May 2019

James from Pittsburgh Life Sciences Greenhouse

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2019

Board Life Made Simple

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.

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.

Response from BoardBookit

Replied May 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!

May 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

May 2019

Great Product

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.

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.

Response from BoardBookit

Replied May 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!

May 2019

Greg from Village Theater Company

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

May 2019

Easy to Learn and Use

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.

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.

Response from BoardBookit

Replied May 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!

May 2019

Jessica from Columbia Land Conservancy

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

May 2019

BoardBookit definitely helps us conserve a few resources

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!

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.

Response from BoardBookit

Replied May 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!

May 2019

Herawati from General Association of DSDA

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Managing Multiple Boards Expert!

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.

Pros