--- title: "OnBoard Software Reviews, Demo & Pricing - 2026" description: "Review of OnBoard Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/hr/onboard-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Alumni Management Software](https://www.softwareadvice.com/nonprofit/alumni-management-comparison/) / OnBoard Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/portal/onboard-profile/reviews/)[Alternatives](https://www.softwareadvice.com/portal/onboard-profile/alternatives/) # OnBoard Review Custom quote Free trial 3 plans Wondering if OnBoard is right for your organization? Our Alumni Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview OnBoard 4.7 [(1064)](https://www.softwareadvice.com/portal/onboard-profile/reviews/) Pricing Pricing available upon request ### About OnBoard OnBoard is an AI-powered board management software designed to simplify governance processes for boards and leadership teams across various industries such as financial services, healthcare, higher education, nonprofits, government, and technology. It provides tools to streamline workflows and enhance board operations. The software includes features for managing the entire meeting lifecycle, such as Agenda Builder, Minutes Builder, and Task Management. It offers a centralized governance system with secure document storage, eSignatures, and file management. Director engagement tools include notes, annotations, digital voting, mobile applications, and video conferencing capabilities. AI functionality supports automated processes through Agenda AI, Book AI, Minutes AI, and an Intelligent Assistant that delivers insights from governance records. OnBoard adheres to security and compliance standards, including SOC 2, ISO 27001, HIPAA, and GDPR, with advanced data protection measures. It includes tools for board continuity, such as assessment features, diversity reporting, skills tracking, and roles management to support leadership transitions. Meeting analytics provide insights to impr... ove engagement and effectiveness. Wondering if OnBoard is right for your organization? Our Alumni Management Software selection experts can help you in 15 minutes or less. ## OnBoard User Interface ## Popular OnBoard Alternatives Main Product OnBoard 4.7 [(1064)](https://www.softwareadvice.com/portal/onboard-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.58Value for money - 4.84Customer support - 4.48Functionality Pricing Available upon request Get Price Alternative Product [BoardPro](https://www.softwareadvice.com/board-management/boardpro-profile/) 4.8 [(826)](https://www.softwareadvice.com/board-management/boardpro-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.66Value for money - 4.75Customer support - 4.53Functionality Pricing Starting at $165.00 per month Get Price Alternative Product [Diligent Boards](https://www.softwareadvice.com/board-management/diligent-boards-profile/) 4.7 [(341)](https://www.softwareadvice.com/board-management/diligent-boards-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.38Value for money - 4.81Customer support - 4.51Functionality Pricing Available upon request Get Price Alternative Product [BoardEffect](https://www.softwareadvice.com/voip/boardeffect-profile/) 4.4 [(127)](https://www.softwareadvice.com/voip/boardeffect-profile/reviews/) Ratings Breakdown - 4.28Ease of use - 4.21Value for money - 4.41Customer support - 4.17Functionality Pricing Available upon request Get Price Alternative Product [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) 4.4 [(3039)](https://www.softwareadvice.com/project-management/wrike-profile/reviews/) Ratings Breakdown - 4.18Ease of use - 4.20Value for money - 4.33Customer support - 4.31Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Knowa](https://www.softwareadvice.com/collaboration/knowa-profile/) 4.9 [(103)](https://www.softwareadvice.com/collaboration/knowa-profile/reviews/) Ratings Breakdown - 4.78Ease of use - 4.84Value for money - 4.98Customer support - 4.74Functionality Pricing Starting at £2000.00 per year Get Price ## OnBoard Pros and Cons We analyzed 1,064 verified reviews for OnBoard to find out what actual users really think. Select to learn more Intuitive Interface For All Users OnBoard is praised for its user-friendly design and intuitive navigation, making it accessible for users of all tech backgrounds. The consistent experience across devices, simple setup, and minimal training requirements help teams adopt the platform quickly. Users appreciate the clean interface and the ability to access features from computers, tablets, or phones. Efficient Board Collaboration Support The platform helps board members stay organized and connected by providing easy access to board books, reports, and resources from any device. It simplifies communication, document sharing, and approvals, making it easier for members with varying tech skills to participate and stay informed. Admin controls also make managing users and permissions straightforward. Centralized Meeting Management Tools OnBoard streamlines board and committee meetings by centralizing agendas, documents, minutes, and communications in one platform. Users find it easy to prepare, distribute, and update meeting materials, track attendance, and manage tasks. The platform saves time, reduces administrative workload, and improves organization for both in-person and remote meetings. Limited Customization And Navigation Users report that OnBoard offers restricted options for customizing pages, layouts, and formatting. Navigating large documents can be cumbersome, and features like zoom integration, sorting, and accessibility are limited. Some find the interface unintuitive, with confusing icons and slow page loading, making it harder to tailor the platform to specific needs. Slow And Inconsistent Document Uploads Uploading documents in OnBoard can be slow, especially with large files or multiple uploads. Users experience formatting issues, lost annotations, and occasional glitches where files do not appear or upload correctly. The process can be time-consuming, and limitations exist around file types, simultaneous uploads, and integration with external sources. Feature Limitations And Usability Issues Several features in OnBoard, such as surveys, messaging, and Zoom integration, are described as basic or unintuitive. Users note that some functions require extra add-ons, and certain features are not as user-friendly as expected. There are also complaints about locked features, bugs, and the need for more intuitive operation. ## OnBoard Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Essentials Pricing available upon request Plan includes: - Enterprise-grade Security - Agenda & Book Builder - Mobile Apps - Zoom Integration - Annotations - User & Group Permissions - Calendar Integration - Resource Library Premium Pricing available upon request Plan includes: - Meeting Minutes Builder - Microsoft 365 Integration - Task Management - Voting & Approvals - Surveys - eSignatures - Training & Support - Dedicated Customer Success Manager Ultimate Pricing available upon request Plan includes: - Single Sign-on (SSO) Integration - D&O Questionnaires - Skills Tracking - Board Assessments - Director & Executive Training - Ultimate-tier Customer Support - Agenda Collaboration Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## OnBoard Features - Popular features found in Alumni Management Communication Management Email Marketing Event Calendar Fundraising Management Job Board List Management Member Accounts Member Portal Website Management - More features of OnBoard Access Controls/Permissions Action Item Tracking Activity Dashboard Activity/News Feed Activity Tracking Agenda Management AI Copilot AI Summarization Alerts/Notifications Alumni Management Annotations API Approval Process Control Archiving & Retention Assignment Management Attendance Management Attendee Management Audit Management Audit Trail Authentication Automatic Backup Automatic Transcription Blogs Brainstorming Calendar Management Calendar Sync Chat/Messaging Client Portal Collaboration Tools Commenting/Notes Committee Management Compliance Management Conferencing Contact Management Content Library Content Management Critical Date Alerts Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Data Import/Export Data Management Data Security Data Synchronization Deadline Management Digital Signature Discussions/Forums Document Management Document Review Document Storage Document Templates Donor Management Drag & Drop Electronic Signature Email Management Email Reminders Employee Activity Monitoring Employee Database Employee Portal Encryption Engagement Tracking Event Management Event Scheduling File Management File Sharing File Transfer For Alumni Associations For Healthcare For Higher Education Forms Management For Nonprofits Generative AI HIPAA Compliant Knowledge Base Management Live Chat Meeting Management Meeting Notes Meeting Preparation Tools Member Directory Membership Management Messaging Minutes Management Mobile Access Mobile Alerts Monitoring Multi-Company Officer Management Offline Access Performance Metrics Polls/Voting Presentation Streaming Prioritization Productivity Tools Progress Tracking Projections Project Management Project Time Tracking Real-Time Analytics Real-Time Chat Real-Time Data Real Time Editing Real-Time Monitoring Real-Time Notifications Real Time Synchronization Real-Time Updates Reminders Remote Access/Control Remote Support Reporting/Analytics Reporting & Statistics Risk Analysis Role-Based Permissions Scheduling Screen Sharing Search/Filter Secure Data Storage Shareholder Management Single Sign On Softphone SSL Security Status Tracking Survey/Poll Management Surveys & Feedback Task Management Task Progress Tracking Task Scheduling Third-Party Integrations Time Zone Tracking To-Do List Transcripts/Chat History Two-Factor Authentication Two-Way Audio & Video Unified Directory User Management Version Control Video Call Recording Video Chat Video Conferencing Video Streaming Workflow Management ## OnBoard Integrations Zoom Workplace Integration rated 4.5 from 34 reviews Microsoft Outlook Integration rated 4.6 from 10 reviews Google Drive Integration rated undefined from -1 review Microsoft 365 Integration rated undefined from -1 review Google Authenticator Integration rated undefined from -1 review Microsoft Teams Integration rated undefined from -1 review See all 11 integrations ## OnBoard User Reviews ## OnBoard customer ratings - Overall rating: 4.7/5 - Total reviews: 1,064 ### Rating distribution - 5 stars: 770 reviews (72%) - 4 stars: 263 reviews (25%) - 3 stars: 27 reviews (3%) - 2 stars: 3 reviews (0%) - 1 star: 1 reviews (0%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.6/5 - Customer support: 4.8/5 - Functionality: 4.5/5 --- ### OnBoard Virtual Boardroom: Goals Align - Overall rating: 4/5 - Reviewer: Viviana B. - Verified reviewer: Yes - Industry: Paper & Forest Products - Company size: 10000+ employees - Product usage: Used weekly for less than 12 months - Reviewed: October 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We selected OnBoard because of the coverage of the many features it has been designed especially for board and team meetings. Fears and risks for security compliance were another issue to be highlighted because most of our production data is considered confidential. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Using OnBoard‘s interactive process of voting and polling, it is possible to make quick decisions during an online meeting. Scheduling: The use of the AI-powered meeting minutes generator helps provide quick solutions and minimize time wastage by creating accurate minutes. #### Cons In particular, I would like to emphasize that utilization of OnBoard has greatly facilitated organization of virtual team meetings. Having all the documents in one place helps make meetings more effective, as does planning for the meeting and the overall productivity. #### Reasons for switching to OnBoard This was necessitated by the realization that more attention should be paid to the documentation of the meeting, as well as the follow-up regarding implementation of the action items. --- ### OnBoard Review - Overall rating: 5/5 - Reviewer: Katherine B. - Verified reviewer: Yes - Industry: Higher Education - Company size: 501-1000 employees - Product usage: Used weekly for more than 2 years - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered 4.5 out of 5 stars. Looking forward to seeing more options, especially AI-related. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Ease of use and management. User friendly for Administrator. #### Cons Nitpicky, but I wish Administrator could update user email accounts! #### Reasons for choosing OnBoard More user-friendly. We appreciated the ease of use. #### Reasons for switching to OnBoard We wanted a more secure platform and one that was easy to use. --- ### It's just so easy! - Overall rating: 5/5 - Reviewer: Christy D. - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2023 - Review source details: This review was submitted organically. No incentive was offered I honestly love it. We use it for board and supervisory committee meetings. It's a great way to organize reports and get a lot of information out to multiple people. Our commercial team uses it for gathering loan documents. We use the resource section a lot to store important documents so people can easily find what they need without having to figure out which meeting it was a part of. OnBoard makes my job so much easier! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I like most is how easy it is to create an agenda and add documents. And if something needs to be swapped out last minute, it's not a problem at all. The process is so fast. #### Cons If a PDF is created from a Goolge document, OnBoard won't accept it. Sometimes I'll put everything in the packet and click on 'Open Book' and an error pops up saying that it failed. Then I have to remove each PDF one by one until I discover which one is the problem. Sometimes that has been time consuming; however, my company is transitioning to only using Microsoft so it's been less of a problem lately. --- ### It's very streamlined for a small education centre. - Overall rating: 4/5 - Reviewer: Blerta K. - Verified reviewer: Yes - Industry: Education Management - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. OnBoard provides us with enough functionality for our small language school for our monthly board meetings. It may be less than ideal, but is better than emailing dozens of attachments. The digital signatures feature is useful when approving new instructors' contracts. Good if you don't demand immediate responses to questions and can accept the occasional bug. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Having the agenda builder is a lifesaver before board meetings. I can Copy a lesson plan or curriculum material directly into the meeting material. During board meetings, our director likes to be able to annotate PDFs that discuss new courses. Plus the value is exactly what we need in our budget bound education, we've spent less than what we used to spend on print materials. #### Cons When I'm uploading samples from multiple language books, sometimes the document upload freezes. Technical support is set to respond within 2-3 days, however this is to be frustrating in making urgent presentations to the Board. I got tripped up with how to find meeting minutes in the interface at first, then it took weeks. --- ### A great collaborative space - Overall rating: 5/5 - Reviewer: Randa C. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used monthly for more than 2 years - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered It provides a collaborative space with which users can engage as their time allows. With near 40 users, finding time to meet together, even in smaller groups, is tough. OnBoard allows those users to work when and how they need, while maintaining their busy schedules. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros OnBoard has been a great resource for our board. It has been a slow uptake by some, but they are using it more now than ever before. The collaborative functions have been very helpful as we grow our international teams and develop deeper risk management. #### Cons Limited file types can be uploaded for storage. #### Reasons for choosing OnBoard They had the look and more of the features we were looking for at the time. --- ### OnBoard - a must have for meeting packets! - Overall rating: 5/5 - Reviewer: Alicia M. - Verified reviewer: Yes - Industry: Banking - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered My overall experience with OnBoard has been positive. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Using OnBoard for a variety of internal and external stakeholder meetings has made meeting setups a breeze. #### Cons No real cons, per say, but it would be great if there was a way to save items from a meeting to resources using a checkbox. #### Reasons for switching to OnBoard We wanted something more robust, user friendly, etc. --- ### It has worked and it hasn’t crashed yet - Overall rating: 5/5 - Reviewer: Tatsiana K. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: May 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It’s better than we used to print an enormous amount of paper, although we still jam frequently. It encrypts the confidential information so that others cannot access C-Suite documentation. The ability to replace pages at the last minute without notifying the Directors of this fact is the only reason why I haven’t lost my mind today. It provides real-time competitor insight, which I never thought would really work but it does. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The section that allows you to simply drag documents into a binder and create something within seconds is alright. It’s 4 hours since I’ve left this meeting space and my coffee has gone cold as a result, however I’m relieved that the questionnaire reports appear without manual manipulation of the data. It also puts all the calendar and governance items together in one place so I won’t have to dig through my cluttered inbox again. The phone application appears to work whether or not the WiFi dies in this building, therefore the Directors will at least be able to view their papers. #### Cons If the uploaded images aren’t exactly 300 dpi, it doesn’t correct them but rather reject them. And I am sick of reformating things five times. Also, putting all newly added content to the Resource Center at the bottom of the list is completely nonsensical. When there are large binders, it becomes slow and laborsome to scroll through them. --- ### Awesome Board Tool - Overall rating: 5/5 - Reviewer: Cherif S. - Verified reviewer: Yes - Industry: Sports - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, my experience with OnBoard has been exceptional. It has seamless features that promotes how the board conducts meetings with efficiency thus ensuring great productivity. I highly recommend this tool. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros OnBoard interface is highly intuitive and easy to navigate which makes it an ideal tool for board management. Meetings are made efficient which has seen great productivity for the company. The customer support team is very responsive which ensures our workflow is highly streamlined which leads to high productivity. #### Cons OnBoard has been a seamless tool for us. I have not experienced any issues with this tool so far. I really like this tool. #### Vendor response Thanks so much for the thoughtful feedback, we’re glad it’s been easy to use and helpful for your meetings. We really appreciate the kind words about our support team, and we are happy to have you on OnBoard! Replied March 2026 --- ### OnBoard Review - Overall rating: 5/5 - Reviewer: Vani T. - Verified reviewer: Yes - Industry: Staffing and Recruiting - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We were previously using only spreadsheets and it was a total disaster. We now have a single platform where the hand off happens. It is also easy to use. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros So far it has not crashed at all after we started to use Onboard as our client journey tool. That being said, our manager made us start using Onboard for the client journey and the email reminders send on time most of the time. I am relieved that Onboard did not crash when we synced the Salesforce data from it because I expected it to. We also get responses back from the support team quickly. #### Cons There is nothing much to dislike, it works well and that is all that matters to me. Onboard is good. --- ### Board Management made incredibly easy . - Overall rating: 5/5 - Reviewer: Esami Allan J. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall,OnBoard is very user friendly ,transitioning from paperboard packets to a an excellent digital format saves a lot of time and ensure efficiency in preparing for board meetings . #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ease of use and simplicity of OnBoard is one of it's strongest features. Its straightforward to build board meeting book and breeze teaching the board members how to use the app.Has an extremely helpful customer support who are also eager to assist.Has other excellent features like document attachment ,agenda building ,surveys and resources .Allow upload and storage of document for the board to refer back to and have them complete actions without holding a meeting . #### Cons I have nothing to complain about this product ,with recent upgrades everything has been made easier and effective. --- Showing 1 - 10 of 1064 Reviews [See All Reviews](https://www.softwareadvice.com/portal/onboard-profile/reviews/) ## OnBoard Popular Comparisons [BoardPro vs OnBoard](https://www.softwareadvice.com/board-management/boardpro-profile/vs/onboard/)[Diligent Boards vs OnBoard](https://www.softwareadvice.com/board-management/diligent-boards-profile/vs/onboard/)[BoardEffect vs OnBoard](https://www.softwareadvice.com/voip/boardeffect-profile/vs/onboard/)[Knowa vs OnBoard](https://www.softwareadvice.com/collaboration/knowa-profile/vs/onboard/)[Easy Board vs OnBoard](https://www.softwareadvice.com/board-management/easy-board-profile/vs/onboard/)[Convene vs OnBoard](https://www.softwareadvice.com/board-management/convene-profile/vs/onboard/)[Aprio vs OnBoard](https://www.softwareadvice.com/company-secretarial/aprio-profile/vs/onboard/)[Boardable vs OnBoard](https://www.softwareadvice.com/nonprofit/boardable-profile/vs/onboard/)[Govenda vs OnBoard](https://www.softwareadvice.com/voip/boardbookit-profile/vs/onboard/)[BoardPAC vs OnBoard](https://www.softwareadvice.com/collaboration/boardpac-profile/vs/onboard/)[Sherpany vs OnBoard](https://www.softwareadvice.com/portal/onboard-profile/vs/sherpany/)[BoardDocs vs OnBoard](https://www.softwareadvice.com/board-management/boarddocs-profile/vs/onboard/)[Nasdaq Boardvantage vs OnBoard](https://www.softwareadvice.com/meetings/nasdaq-boardvantage-profile/vs/onboard/) [Compare All Alternatives](https://www.softwareadvice.com/portal/onboard-profile/alternatives/) ## Other Top Recommended Alumni Management Software [ToucanTech](https://www.softwareadvice.com/nonprofit/toucantech-profile/) **4.9** (151) Recently recommended **2** times [Member365](https://www.softwareadvice.com/product/10254-Member365/) **4.3** (47) Recently recommended **1** times [WildApricot](https://www.softwareadvice.com/nonprofit/wild-apricot-profile/) **4.4** (557) Recently recommended **0** times [Hoopstr](https://www.softwareadvice.com/nonprofit/vaave-profile/) **4.8** (411) Recently recommended **0** times Stuck Between Options? 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