About BoardBookit

Boardbookit is a cloud-based board management platform designed to be a corporation's trusted technology partner in meeting modern governance challenges. Offering unmatched ROI, user-experience focused design, and premium support, Boardbookit is the answer to complex governance.

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 depend...


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Supported Operating System(s):

Web browser (OS agnostic)

134 Reviews of BoardBookit

Average User Ratings

Overall

4.72 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(97)

97

4 stars

(36)

36

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 134 results

June 2020

Randy from Hawaii Youth Symphony

Verified Reviewer

Company Size: 11-50 employees

Industry: Music

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2020

Organize Board Communications & Power-Up Board Meetings

Fabulous company; you can always get someone on the phone and speak directly to a product manager who can resolve your issues. They are responsive, friendly, professional, and quick.

Pros

Boardbookit has really helped me to centralize my board communication, our documents (financial statements, board packets, reports), attendance taking, poll taking, and more. You are able to easily assign user permissions, organize users into committees, assemble multiple documents into a printable PDF, and more. I especially like that you can deactivate users without deleting them—ideal if your organization has board members that rotate-off when termed-out, but return the subsequent year. The mobile app on iOS is fantastic; even better than the website itself. Our board is always ready and prepared when they come to meetings, thanks to BoardBookit!

Cons

I've encountered a few bugs, but every time I write to Boardbookit about them, they correct them or find me a workaround. I don't have any complaints about the software at all.

June 2020

Darlene from CZS - Brookfield Zoo

Company Size: 501-1,000 employees

Industry: Leisure, Travel & Tourism

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2020

Feature-Rich, Best in Class

Excellent, absolutely excellent. The sales process was terrific, onboarding was phenomenal, ongoing training and support are top-notch, and feature development is continuous. The BoardBookit portal itself is exactly what our Board members and the Board liaison needed, easy to use and feature-rich. The price point is also excellent for our organization, with BoardBookit, onboarding, support, and training included in the annual subscription price. Excellent tool, excellent company.

Pros

BoardBookit has top-notch, US-based support 24x7 for admin users and Board Member/end users. All support calls by our organization have been handled excellently. Training sessions are provided by BBi professionals directly to end users, anytime, anywhere. BoardBookit is a women-owned, women-led company whose sole focus is on meeting the needs of Board managers and Board members. The BBi end-user interface is accessible via computer, tablet, or mobile device; our Board members find it easy to access and intuitive to use. Our Board Liaison is able to set up, configure, and administrate BBi without assistance from internal IT support. This is an AMAZING testament to BBi's ease of use and excellent product design.

Cons

BoardBookit is always adding and developing features and functionality, their product road map is full of great enhancements. The reporting and survey features are relatively new to BoardBookit, which we are happy to have available. Both surveys and reporting deserve more robust functionality, which I believe is already on the BBi road map.

Reasons for Choosing BoardBookit

The features available in BoardBookit met or exceeded our requirements in every category. The alternative products evaluated in our RFP only met a sub-set of criteria in every instance and/or were difficult to administer or use. And the cost of two competitors far outpaced our budget.

June 2020

Kathy from Bredin Centre for Learning

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

3.0

June 2020

Review

Fine - don't have anything to compare to because this is the first time I am part of a Board.

Pros

A common place to store all board documents

Cons

Not sure, this is the first type of board software I have used.

Response from BoardBookit

Replied July 2020

Kathy, Thank you for leaving us a review! I'm glad you've been able to use the board portal for document storage and sharing. If you have any questions about how you could improve your use of the portal, please don't hesitate to reach out to our support team! We want to make sure that you are having a great experience with BoardBookit. Thanks again!

September 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

September 2019

Working well for a 12-member board

Pros

Keeps 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.

Cons

There 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.

Reasons for Choosing BoardBookit

We had been trying to use a Google Site, but it really wasn't tailored or featured enough for board use, just a series of folders. We looked at Diligent Boards which a consultant had recommended, and BoardBookit, which one of our independent directors had used and liked on another board. BoardBookit offered most of what Diligent had, but with better price/performance than Diligent Boards - we are a small company with a relatively limited set of needs.

Response from BoardBookit

Replied October 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!

June 2020

Heather from Idaho State Civic Symphony

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2020

Game Changer

We had looked at different options - password protected portal on website (too cumbersome to keep updated); Google docs (cumbersome, and not easy to manage); Boardable - cost/features were limited

Pros

Given the remote nature of my board members, this tool has proved indispensable! They receive alerts, notices, access to all documents and meeting schedules from any device. Storage of historical documents has saved me so much time in not having to respond to one-off requests. Easy to use/learn.

Cons

I would like to be able to have tracking in emails sent/opened; ability to edit offline votes; tasks are cumbersome to enter/manage; esignatures are very limiting -ie: I need one approval, and could be any one of three signers, but requiring all three to sign is cumbersome.