--- title: "OnBoard Board Management Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of OnBoard Board Management Software. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if OnBoard Board Management Software is a good fit for you!" source_url: "https://www.softwareadvice.com/portal/onboard-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Alumni Management Software](https://www.softwareadvice.com/nonprofit/alumni-management-comparison/) / [OnBoard Board Management Software](https://www.softwareadvice.com/portal/onboard-profile/) / OnBoard Board Management Software Reviews 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](https://www.softwareadvice.com/portal/onboard-profile/) Reviews [Alternatives](https://www.softwareadvice.com/portal/onboard-profile/alternatives/) # OnBoard Board Management Software User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 1,070 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.8/5 - Value for money: 4.6/5 - Functionality: 4.5/5 ### Rating distribution - 5 stars: 775 reviews (72%) - 4 stars: 264 reviews (25%) - 3 stars: 27 reviews (3%) - 2 stars: 3 reviews (0%) - 1 star: 1 reviews (0%) ### Most mentioned pros - For administrators, OnBoard makes it simple to prepare meeting materials, organize agendas, distribute board books, manage updates, and keep everything in one secure, accessible location. - The platform is user-friendly, well-organized, and provides a convenient centralized location for board documents, meeting materials, and other important information. - The platform enables efficient creation of agendas and meeting books, effectively reducing email volume and supporting streamlined collaboration. ### Most mentioned cons - When I'm uploading samples from multiple language books, sometimes the document upload freezes. - At times, member management can be confusing, particularly when deactivated users continue to appear in certain areas of the platform. - I got tripped up with how to find meeting minutes in the interface at first, then it took weeks. ## OnBoard Board Management Software customer reviews Showing reviews 1-25 of 1,070 (page 1). ### Easy to Use - Overall rating: 4/5 - Reviewer: Beverly S. - Verified reviewer: Yes - Industry: Higher Education - Company size: 501-1000 employees - Product usage: Used monthly for less than 6 months - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered Our experience has been great. The implementation period and building out the site was fairly simple, the training was easy to follow, and OnBoard staff ensured we were on track before we actually went live with the product. It is user friendly and the board has had a positive experience with it so far. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's both user and admin friendly. Our [sensitive content hidden] members found the interface to be easy to navigate, which is very important to us. The support team has been helpful and the training was self-paced and easy to follow. #### Cons The permissions settings are great, but as an admin you do have to be conscious that you basically have to set up permissions for everything you add to OnBoard. It takes time to get used to this. #### Reasons for choosing OnBoard Board Management Software The features fit our needs and the price was within our budget. --- ### An Upgrade - Overall rating: 5/5 - Reviewer: Suzanne S. - Verified reviewer: Yes - Industry: Hospitality - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered It improves our user organization and accessibility. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros OnBoard has streamlined meeting creation with tools such as duplicating meetings, drag-and-drop both PDF and Word files, agenda import, and user-friendly agenda customization. #### Cons It would be better if there was a streamlined way to add past meeting books to the resources section. That's where the meeting archive is collected after being downloaded and imported from the previous board software. As it is, meeting history is divided in two locations. There is also no ideal way to search through the content of past meetings. #### Reasons for choosing OnBoard Board Management Software It offered and demonstrated the best quality for UX, cost, security, transition ease, and support. #### Reasons for switching to OnBoard Board Management Software We switched from BoardPaq, which was the prior version of BoardEffect. BoardPaq had an antiquated system. We compared their upcoming software BoardEffect with OnBoard and decided that since our users and admins would already be subject to transition, we wanted to choose the best transition and long-term upgrade available. --- ### 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. --- ### "Core features" require add-ons for full functionality - Overall rating: 3/5 - Reviewer: Tobi H. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: September 2022 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Be sure to keep everything in writing! Requests made during face-to-face renewal meetings will not be honored unless you follow up by email to confirm them. Especially be sure to document any requests to remove or swap add-ons. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros Having all of our meetings and documents available to the board in one place has been fantastic! No more lost emails. #### Cons The core features are barely functional on their own and require multiple add-ons for full functionality for most boards. #### Reasons for choosing OnBoard Board Management Software Because Trent was amazing and worked with me as I convinced the board to adopt Board Management Software. I also had seen reviews that OnBoard excelled at customer service. --- ### I was pleasantly surprised today when OnBoard did not crash my computer - Overall rating: 5/5 - Reviewer: Moiz S. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. As requested by my manager, we needed a simple health score view of all accounts for forecasting purposes, amazingly enough, OnBoard produced this view properly and without error messages. No longer do stopped accounts get lost. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros While balancing this laptop on my knee with an ice-cold cup of coffee (as far as I am concerned, the best thing about OnBoard is that it actually brings all of your client information into one place without blowing up). And I am still in shock that the custom field options work, I assumed they would be buggy from the moment I started using them. #### Cons But sometimes designing a segment seems an unnecessarily arduous process. Additionally, the reports export option does not copy every datum (it exports only what is currently on your screen at that moment) and I have to perform more exporting. Ugh. --- ### Executive Assistant and Board Secretary - Overall rating: 4/5 - Reviewer: Kate M. - Verified reviewer: Yes - Industry: Financial Services - 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 Our experience has been really good. Members find it easy to use. Admins like the variety of tools. The Helpdesk is responsive. The product keeps evolving to meet our needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of use for both the member and the Admin. #### Cons Some limitations. For example, we would love to be able to download from the Resource folder but still restrict the downloading of board packets. #### Reasons for choosing OnBoard Board Management Software Price, thoroughly vetted by security team, functionality, ease of use, Admin access. #### Reasons for switching to OnBoard Board Management Software Unhappy with tool functionality and customer service response to issues. --- ### OnBoard is a great tool - Overall rating: 5/5 - Reviewer: Lisa H. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 51-200 employees - Product usage: Used weekly for less than 12 months - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered I really like the "Home" page and the flexibility I have to add or delete content for our Board, it's almost like our own website. The agendas are professional looking, the RSVP options is very helpful and easy and I like the messaging capabilities inside OnBoard. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I love most about OnBoard is how user-friendly it is. Whenever I have a question, I can easily find the answer either through the help section or a quick internet search. This is especially helpful when I’m on a tight deadline and need to send out an agenda. The help section provides both video tutorials and written instructions, which makes it super convenient for me to find solutions quickly. #### Cons There have only been a few things I would like to change (not huge in any way). I like the fact that I can put in a request to the engineers with my suggestions. #### Reasons for choosing OnBoard Board Management Software OnBoard had a lot of things the others didn't have such as skills tracking. I especially liked the sales team and everyone we spoke to. #### Reasons for switching to OnBoard Board Management Software It was bought out by another company and we didn't want to continue with them. --- ### 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 Board Management Software More user-friendly. We appreciated the ease of use. #### Reasons for switching to OnBoard Board Management Software We wanted a more secure platform and one that was easy to use. --- ### OnBoard makes onboarding trustees easy! - Overall rating: 5/5 - Reviewer: Kelly S. - Verified reviewer: Yes - Industry: Higher Education - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered I have participated in Webinars speaking about OnBoard with colleagues as well as taken tutorials to stay updated on features. In every aspect, they listen, are intuitive and communicate thoroughly in every aspect. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros From research of board platforms to the subscription, OnBoard has stood out for communication, awareness of needs, support of the customer and follow up. All have been outstanding. #### Cons We have a few things I would like to see changed in terms of forms that can be upload. IE. conflict of interest forms. It is cumbersome to use these in the portal for signing and tracking. This could definitely be improved. --- ### OnBoad accessible, safe, and userfriendly. - Overall rating: 5/5 - Reviewer: Joseph S. - Verified reviewer: Yes - Industry: Oil & Energy - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2026 - Review source details: This review was submitted organically. No incentive was offered I have not encountered any issues with OnBoard. There are many features and the features I'm using fit my needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros OnBoard has everything in one platform and accessible from anywhere over years. It becomes the single source of truth for all meetings. #### Cons Sometimes it is difficult to use platform when Internet connection is limited. However, when connection is strong, the platform works seamlessly. --- ### 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 Board Management Software 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 Board Management Software We wanted something more robust, user friendly, etc. --- ### Perfect combination of functionality and price - Overall rating: 5/5 - Reviewer: Karen Z. - Verified reviewer: Yes - Industry: Education Management - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review. This platform has allowed us to be more efficient and cut down on the frustration of sharing documents and scheduling meetings for an active and relatively large board. We have 6 board meetings a year with 6 - 8 committee meetings between each meeting. This tool helps to keep our board focused and moving forward. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Great functionality and support for an affordable price. #### Cons There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point. #### Reasons for choosing OnBoard Board Management Software It was the perfect combination of function and price point --- ### OnBoard has made my job so much easier! - Overall rating: 5/5 - Reviewer: Beth A. - Verified reviewer: Yes - Industry: Higher Education - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We used to produce a printed and bound board book for each meeting, requiring materials to be submitted far in advance, and last-minute changes were not able to be included. OnBoard gives me the flexibility to continue to make changes right up to the meeting date. Board members are able to access the virtual board book from wherever they are using the device that they prefer. We are also able to use OnBoard for committee meetings and cabinet meetings and capture any votes that take place directly in OnBoard. I also use the polls/voting option almost daily with cabinet. There are many small items that need cabinet consensus and instead of waiting until the next cabinet meeting, we upload the needed documentation and send it out for a vote. The results are recorded in OnBoard for future reference, which is especially helpful for any board votes needed during the audit. I also love the ease of use and implementation. I have had to do very little individual training with board members, and customer service has been super responsive whenever I (or a board member) has had an issue. #### Cons It would be great to be able to store a little more information about board members that you could run a report on - such as term information, etc. #### Reasons for choosing OnBoard Board Management Software At the time we were choosing the layout and ease of use seemed more user-friendly. --- ### Easy to use. Easy to implement. Enhances Board effectiveness. - Overall rating: 5/5 - Reviewer: Paul Q. - Verified reviewer: Yes - Industry: Education Management - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2021 - Review source details: This review was submitted organically. No incentive was offered I've definitely experience significant savings of time for building board books, especially when last minute changes are needed (I don't need to re-create an entire book in a PDF builder). The customer service and implementation team have been wonderful and responsive. Very easy to implement and when additional training is needed, they jump right in to help! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros This product took very little time to implement with our Board. The members seemed to just "get it" when they were onboarded. I really like how intuitive it is. #### Cons Calendar integration and syncing with members to ensure meeting details are live and updated as changes occur is a drawback at this point (although I think they're working on this). Implementation with GSuite organizations seems a bit clunky unfortunately - lots of work arounds. #### Reasons for choosing OnBoard Board Management Software Cost was much less for a seemingly similar product for our needs. --- ### Improved how I manage recurring governance items - Overall rating: 5/5 - Reviewer: Talha A. - Verified reviewer: Yes - Industry: Higher Education - Company size: 1001-5000 employees - Product usage: Used weekly for less than 2 years - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros OnBoard has helped bring more continuity to our board meetings. It provided me with clarity towards attendance, voting history and accountability tracking. #### Cons Recurring meetings sometimes did not get updated accurately after initial sync when changes are made. --- ### Executive Director - Overall rating: 5/5 - Reviewer: Kris H. - Verified reviewer: Yes - Industry: Education Management - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered Excellent experioence with OnBoard and the customer service. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It supports efficient communication with board members. #### Cons I find the board terms information difficult to navigate. --- ### OnBoard Excellent Product - Overall rating: 5/5 - Reviewer: Shelley L. - Verified reviewer: Yes - Industry: Recreational Facilities and Services - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered Excellent thus far. We are very happy with the product and the customer service we receive. Very easy to use. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Excellent customer service and ease to use. #### Cons I wish you could RSVP to meetings on behalf of Board Members. --- ### Great Tool - Overall rating: 4/5 - Reviewer: Abby O. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered Overall it has been good especially with the trainings offered to help navigate the website and tools. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The ease of having board materials in one place. #### Cons The meeting page can be a bit confusing on the way dates are listed. --- ### Review for OnBoard - Overall rating: 5/5 - Reviewer: Raygan K. - Verified reviewer: Yes - Industry: Education Management - Company size: 1001-5000 employees - Product usage: Used weekly for less than 2 years - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros It is efficient and makes creating agendas and minutes for Boards easier. #### Cons It is missing the updated technological features. --- ### Highly Recommend OnBoard - Overall rating: 5/5 - Reviewer: Josh R. - Verified reviewer: Yes - Industry: Banking - Company size: 11-50 employees - Product usage: Used monthly for less than 6 months - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, the experience has been great. Implementation support was strong and we have not run into problems with the product. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros OnBoard was easy to set up and implement and provides a safe and secure method for board management. #### Cons I would like to see more customization options for the meeting table of contents, which we use as a sort of agenda. --- ### Intuitive, Time-Saving Platform - Overall rating: 5/5 - Reviewer: Cassie K. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: June 2021 - Review source details: This review was submitted organically. No incentive was offered Overall, our experience with OnBoard over the last 3.5 years has been positive. It has saved us time and resources. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The product is easy to use and intuitive. My board members of various ages were all able to use it with no or minimal training. They are able to navigate and locate information easily. Board members who need to sign documents frequently have no difficulty using the electronic signature feature within OnBoard. Making last minute revisions to agendas and packets is fast and causes no delay in meetings. Overall, OnBoard saves time and gives all attendees the same experience with easy access. #### Cons OnBoard continues to improve its offerings. The only con as far as features is within electronic signatures. It would be ideal to make electronic signatures more customizable with rotating signature boxes and the ability to insert text and check boxes into documents. #### Reasons for choosing OnBoard Board Management Software OnBoard provided the most cost effective solution for us. It was also the most intuitive and easy to use for our board members while including the features, like electronic signature, that we needed. --- ### CFGG OnBoard Review - Overall rating: 4/5 - Reviewer: Cynthia T. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used monthly for less than 6 months - Reviewed: February 2022 - Review source details: This review was submitted organically. No incentive was offered Providing more professional documents housed in OnBoard is easier to follow, find, view and access. I love learning about new software that makes things more streamlined for optimization processes, communication, report metrics and professional outcomes. We also appreciate [SENSITIVE CONTENT], our Implementation Manager who has been great helping us with OnBoard! She is great to work with and offers awesome resources to help us navigate through processes! Thank you and we look forward to doing more business with you in the near future! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I feel the like the board book along with RSVP, annotations have been the most impactful. This product is very easy to use, but still overwhelming with the way things were done in the past and most board members don't like change. Integration from the existing business processes to the new OnBoard Platform makes my job less stressful, but more efficient! #### Cons I wish that if you need to update a document after the Boardbook has been created it will allow you to do so. You can make edits, but OnBoard doesn't allow members to see those changes! Creating meeting minutes and polls/voting feature should be added to the OnBoard Core. I believe it will provide more of a variety with features offered to experiment with for a reasonable cost. --- ### OnBoard makes board management much easier! - Overall rating: 5/5 - Reviewer: Jamie L. - Verified reviewer: Yes - Industry: Sports - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2022 - Review source details: This review was submitted organically. No incentive was offered Overall, I am incredibly pleased with OnBoard. The implementation was easy because of the training and assistance provided by the staff of OnBoard. The OnBoard team was wonderful when it came to answering questions and helping us work through logistics of getting up and running. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros OnBoard has been a wonderful way to keep documents in one place, which is incredibly important when dealing with busy executives. I like that you can add important documents, not necessarily related to a specific meeting, to the Resource section where they are readily available to anyone who has access. Another feature that has been very helpful is having the ability to give specific access to various members based on their role with the organization. #### Cons The only con in OnBoard I have seen thus far is having to set permissions within the system and then again for specific meetings, when it comes to an admin. I feel like making someone an admin should make them an admin across the board. --- ### If it wasn't so bad it could be an ok service... - Overall rating: 1/5 - Reviewer: Daniel S. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered It seemed like a good idea, but it's not worth the investment for a non-profit. OnBoard cost twice as much as our CRM and project management systems combined. And the board members weren't impressed that we were trying to improve board management in this way. They didn't want to learn a new thing. OnBoard made cancelling such a hassle that we wish we'd never would have tried it. If not for the crooked cancellation policies I would probably say that it would be a good fit for a corporate board that won't notice an additional $500 to $800 expense per board meeting to make agendas and minutes a bit easier. Given our experience though, I wouldn't recommend to anyone. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros It made it easy to write and distribute agendas and board packets. It also made it easy to write and distribute minutes. Customer service was very responsive. #### Cons Most everything else. The first time we tried to use the Zoom function it didn't work and it made our organization's leadership look incompetent. The voting functions and minutes don't integrate properly. Most of all, the company has a very high-pressure sales team with some unethical fine print. We signed a contract that clearly stated a one-year term, but the user agreement on the website has hidden autorenewal language. When we indicated that we weren't renewing they sent the balance for 2025 to collections. #### Vendor response Hi Daniel, thank you for taking the time to share your feedback. I'm glad to hear that you found our platform helpful for distributing of agendas, board packets, and minutes and that our customer service team was responsive to your needs! However, I’m sorry to hear that your overall experience did not meet your expectations. I know it can be frustrating when platform issues affect your organization's operations. Additionally, our goal is always to provide the best service possible, so we regret that our billing processes have been a source of frustration. We understand these processes can be challenging, and are continually working to improve. If you’d like to provide any additional feedback, please reach out to obpros@onboardmeetings.com. Replied September 2024 ## More reviews [Next reviews](https://www.softwareadvice.com/portal/onboard-profile/reviews/?page=2) ---