---
title: "OnBoard Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of OnBoard. 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 is a good fit for you!"
source_url: "https://www.softwareadvice.com/portal/onboard-profile/reviews/"
page_type: "reviews"
language: "en"
---

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OnBoard Reviews

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# OnBoard User Reviews

## Reviews summary

- Overall rating: 4.7/5
- Total reviews: 1,069

### 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: 774 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

- 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 has seamless features that promotes how the board conducts meetings with efficiency thus ensuring great productivity.
- The digital signatures feature is useful when approving new instructors' contracts.

### Most mentioned cons

- When I'm uploading samples from multiple language books, sometimes the document upload freezes.
- I got tripped up with how to find meeting minutes in the interface at first, then it took weeks.
- There are instances of huge attachments that take some time to upload and this becomes slow to me when I am on strict deadlines.

## OnBoard customer reviews

Showing reviews 1-25 of 1,069 (page 1).

### 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.

---

### Essential Software for Board Meetings

- Overall rating: 5/5
- Reviewer: Tara K.
- Verified reviewer: Yes
- Industry: Banking
- Company size: 51-200 employees
- Product usage: Used monthly for more than 2 years
- Reviewed: December 2019
- Review source details: This review was submitted organically. No incentive was offered

I have been using OnBoard shortly after I started with this company in late 2016. I believe the software was being converted from an older, original product to the OnBoard that I currently use today. There have been many updates along the way. My favorite was the ability to use the software on either Apple or Android cell phones. We recently upgraded our package to include Global Admin with the new Analytics feature. Two years ago, we looked into a few different products to compare cost and features. In the end we decided to stay with OnBoard because the program does everything we need (and then some) for our board meetings. The cost of the software to be very competitive with others. The members of our board find it effective and very easy to use. This makes my life much easier!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

There are several things I like about the software. One of the features we like is the ability to use the software on both Apple and Android devices. If I ever need help with the software, I can easily find help through the Help Center and there are Admin Guides. When a new member joins our Board - no problem! There is a User Guide to help get them up to speed very quickly. Should there be another issue that I cannot resolve, I have found the staff at OnBoard very helpful in resolving any issue that I come across (which are very few and far between!) I also like the opportunity for additional learning via Webinars. We are updated when the offices at OnBoard will be closed or whenever there is an update on the way. The communication is above and beyond. Putting together an Agenda for a board meeting is very easy to do. I am finding the agenda import to be a big time saver. Our board enjoys the ability to make annotations during our board meetings.

#### Cons

My least favorite thing about this software is the need to have a "Global Admin" upgrade in order to delete things from the portal that a previous employee had created and was no longer needed/outdated. It is unfortunate that the Messenger feature is not included in our package and this would require another upgrade. That being said, however, there are many updates to the software that do not cost extra. I don't want to give the impression that every update costs extra, because that would not be accurate. In case you are wondering - we did decide to upgrade during a year-end special to include the Global Admin product and Analytics feature which we are enjoying very much.

#### Reasons for choosing OnBoard

We originally used the predecessor software to OnBoard. After using OnBoard for about a year or so, we decided to take a look at a few other options. One I remembered was MyBoardPacket. It was definately a nice product and easy to use from what I could tell. The reason we stayed with OnBoard was becasue it did EVERYTHING we needed and our board members liked the software and there was no need for them to learn how to use something else. It ended up being a win-win all the way around!

#### Vendor response

Thank you for taking the time to review OnBoard! I'm so glad this is making your life easier and that you decided to stick it out with us. We truly appreciate the feedback about the various packages, and I will bring that up to Management as something to consider.

Replied December 2019

---

### Continue to be pleased with the purchase

- Overall rating: 5/5
- Reviewer: Theresa H.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 10000+ employees
- Product usage: Used weekly for less than 12 months
- Reviewed: January 2022
- Review source details: This review was submitted organically. No incentive was offered

I've had an ideal customer experience with OnBoard! From sales to training to implementation ([SENSITIVE CONTENT] is awesome) to maintenance stage and IT needs. Improvements are continually coming. A very responsive team when it comes to questions or the occasional internet glitch. Great online resources for training, learning and best practices, in addition to live help.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Ease of use, organization, look, security, customer service, always open to ideas and making improvements, analytics.

#### Cons

Minutes builder and surveys could be improved. The ability to add custom fields to profile would be nice.

#### Reasons for choosing OnBoard

Functions offered, customer service and price

#### Reasons for switching to OnBoard

Made the switch when our contract ended with The Governance Institute. Researched several products and OnBoard offered the functionality we needed at a price point we could manage with pandemic unknowns.

---

### Enthusiastic OnBoard User

- Overall rating: 5/5
- Reviewer: Erin B.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: 201-500 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

Love it. Highly recommend to other Universities.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

It is super user friendly. Building an agenda out is easy as pie.

#### Cons

In automatic minutes, the options to highlight, add bullets, numbers, change fonts is not user friendly.

---

### Provides easy version control for board documents

- Overall rating: 5/5
- Reviewer: Youssef Z.
- Verified reviewer: Yes
- Industry: Higher Education
- Company size: 1001-5000 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: May 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

We've used OnBoard to keep our board aligned in a very practical way. It does a nice job of document sharing and meeting coordination and the secure access for members ensures confidentiality.

#### Cons

I did not like that some external calendars weren’t perfectly integrated so I had to do manual data crosses.

---

### 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.

---

### Helps to keep our board meetings focused

- Overall rating: 5/5
- Reviewer: Ilkin M.
- Verified reviewer: Yes
- Industry: Sports
- Company size: 201-500 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: May 2025
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

With OnBoard I can push updates to all of the board members instantly instead of sending different versions. It also helps us track attendance and decision outcomes in one place, saving follow up time.

#### Cons

I need more granularity of the filtering when I want to search for historical decisions attached to specific board topics or members.

---

### Ease of Use

- Overall rating: 4/5
- Reviewer: Marcie-Jo G.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 5001-10000 employees
- Product usage: Used monthly for more than 2 years
- Reviewed: March 2025
- Review source details: This review was submitted organically. No incentive was offered

On Board works well as intended to provide an agenda, documents, presentations and confidential itesm

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Ease of Use. Ability to post confidential documents

#### Cons

Does not work well with AOL (which some people still use unfortunately) Some people cannot find items in folders easily

---

### OnBoard Success Story

- Overall rating: 5/5
- Reviewer: Conni K.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: Used monthly for less than 6 months
- Reviewed: March 2025
- Review source details: This review was submitted organically. No incentive was offered

OnBoard has been a great asset to our non-profit and the OnBoard team has been incredible. The team goes above and beyond!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

OnBoard is a great time saver and helps us have productive board meetings by keeping us organized and prepared. Uploading documents to our meetings is easy and reformatting is not necessary. And the minutes are easily compiled and have a consistency that I greatly appreciate.

#### Cons

The only option I would like to see added is the ability to change/add salutations to the directory. Currently this is only available for a member to do themselves and I do understand why, but I am hoping there will be an option eventually to link a salutation to a specific board which could then enable this necessity.

---

### OnBoard for Board and Committee Management

- Overall rating: 4/5
- Reviewer: Amy N.
- Verified reviewer: Yes
- Industry: Banking
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: September 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

We are solving the need to house all meeting materials in one, central, accessible platform.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 5/5

#### Pros

The feature that is most impactful to our organization's use is having meeting materials all in one place, eliminating the need to print materials and distribute to members.

#### Cons

My lease favorite part of OnBoard is reliability. There are times that the meeting book will not build. That does not work when needing to present at a meeting, or when members need to view the materials and vote. I am also disappointed with the Customer Service response when lodging a complaint. They do not have a good system of notification when an issue is resolved. It leaves us guessing and considering looking at different vendors for a similar product.

---

### OnBoard - A Great Product for Board Management

- Overall rating: 4/5
- Reviewer: Christie H.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: July 2021
- Review source details: This review was submitted organically. No incentive was offered

I love the ease of use and structure/organization that OnBoard helps our organization obtain. It has made meeting materials and meeting structure so much easier. I love that all the features are readily available in one place. I would recommend this product to other orgs but noting that it is fairly costly for a not for profit.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

As an organization we set up at least 3-4 meetings a month and it has really helped to streamline our process. Everything is now in one place. We also use the survey tool monthly and appreciate it's ease of use.

#### Cons

Approvals could be easier to use. I don't love that when changes are made in the back end sometimes it affects permissions that were set up long before hand. If you made an upgrade our board directors should still be able to access their usual meetings.

#### Reasons for choosing OnBoard

Clean presentation, ease of use,

---

### OnBoard Provides Ease of Access and Security for Board of Trustees

- Overall rating: 4/5
- Reviewer: Miriam A.
- Verified reviewer: Yes
- Industry: Higher Education
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: November 2021
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Regardless of our board desiring to maintain an in-person meeting format coming out of the pandemic, we are still utilizing the benefits of OnBoard for material distribution, highlighting important information, maintaining current contact details and up-to-date calendar information for upcoming meetings. OnBoard has been a huge support to our Board of Trustees.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I am constantly impressed with OnBoard and their continuous improvements. We implemented OnBoard prior to COVID shutting us down and were so thankful to have the technology to enable us to share materials and conduct elections and receive approvals all online. The time this system has saved us is tremendous, but the ease access and security of materials online has been even greater. Trustees can now take action on items while traveling using a phone, tablet or computer without waiting for a package to be delivered. Meeting materials can also be reviewed and stored online providing easy access to current agendas as well as past meeting reference of actions and materials. Binders are not left behind on tables, pages are not lost and we have confidence in the security of the materials online.

#### Cons

The challenge for us with OnBoard is simply the fact that we want all of the features and yet because of recent financial challenges that our university has faced we are holding tight to budget dollars and maintaining what we have with OnBoard which is still so much better than nothing! We dream of the future capabilities as there is so much to offer any company.

---

### OnBoard is worth the expense

- Overall rating: 4/5
- Reviewer: Joel R.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 11-50 employees
- Product usage: Used weekly for less than 6 months
- Reviewed: February 2022
- Review source details: This review was submitted organically. No incentive was offered

Having a single location to allow for collaboration without having to use Dropbox, Messages, iChat, Google Docs, etc. makes a meeting go so much smoother. And I no longer need to print out hundreds of pages of documents for in-hand. And the Board members feel secure with the privacy and security that this system affords them.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

This management software, now that I, as an administrator, have gone through the training, is easy to manage and easy to access from the board member's perspective. It provides shortcuts that allow for easy use, especially as it relates to minutes. I can create templates that shortens the administrative time needed.

#### Cons

There are some features to which one needs to adapt, but the team is very responsive to needs and offers the best work around for your particular needs.

---

### Ascentis Review

- Overall rating: 5/5
- Reviewer: Ranya T.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: 51-200 employees
- Product usage: Used weekly for more than 2 years
- Reviewed: September 2022
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Fantastic, rapid and reliable customer service from the team, especially Bob! - Efficient use of time - no printing and posting packs of papers - Less time is needed to format and release, therefore the reports are much more current than previously - More Eco- friendly! - no more printing! - Accessibility - can read reports on the move, via phone, tablet or laptop

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Good integration and user-friendly, similar to MS products which is good. The onboarding process went well, especially with the training for myself and our trustees who aren't very tech-savvy. I like how I can use this on my laptop, iPad and phone - all apps work very well. Main things I like: - user friendly - automation of reminders/RSVP - collation of papers into a pack and access to download (can use without internet) - timings - good indication for the team and the Chair - much more efficient use of time and focus - ability to move the agenda around and subtitles format - looks professional

#### Cons

Not much really! two things for me: - integrations of MS Teams (not Zoom) - permissions for new trustees (new trustees should not have access to previous papers, or there at least should be an option) Apart from that, I love OnBoard!

#### Reasons for choosing OnBoard

User-friendly, reasonable price and fantastic customer service. Also, a client at Nelson and Colne also recommended it.

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### Scalable and Intuitive

- Overall rating: 5/5
- Reviewer: Dixon P.
- Verified reviewer: Yes
- Industry: Banking
- Company size: 11-50 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: October 2021
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall experience has been great, OnBoard team has been very responsive to specific queries both during the research stage and again during and after implementation. Support went so far as to specifically tailor training videos for specific user types which made it easier for users to get familiar with the features of the suite of products we chose.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Imbedded security features at all levels of the software, even allowing for remote wiping of devices attached tot he system should that become necessary.

#### Cons

Zoom integration has been a bit buggy at times, but we have been assured that work on this aspect is progressing.

#### Reasons for switching to OnBoard

Problems with uploading of documentation to our previous product and its inability to work in the new Covid remote working environment were issues that OnBoard solved for us with ease.

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### Streamline Management with Boards and Committees

- Overall rating: 5/5
- Reviewer: Andrea L.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: 2-10 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: September 2023
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Customer service and onboarding are great. Our board and staff like the way it streamlines everything. It saves me hours of prep work for meetings, by not having to format my own agenda or information packets for each meeting.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Meeting management through OnBoard is much more efficient than calendar invites and emails. Building the agenda is easy, and the board book it creates puts everything in one, professional-looking document. Communication with different groups through the messenger is also a time-saving feature. Eliminates group emails and makes it easy to find past conversations and information when needed.

#### Cons

It would be nice to be able to delete messages and clean up the messenger section. Also, the permissions feature is great but we often forget that you have to apply permissions to each meeting, file sharing, etc. Would be nice to have that pop up as a reminder.

#### Reasons for choosing OnBoard

We chose OnBoard because it's specifically designed to work with boards and committees. The features make the administrative side of working with volunteers easier.

## More reviews

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OnBoard Reviews, Pros and Cons - 2026 Software Advice