OnBoard

RATING:

4.7

(1021)

About OnBoard

Now available: Microsoft 365 Integration. As the most reviewed solution on Capterra and the G2 category leader in Board Management, OnBoard offers a simple, secure, and effective way to run board meetings. With OnBoard, you can say goodbye to complicated, outdated, and time-consuming board meeting processes and focus on achieving your organization's mission. OnBoard offers centralized resources and secure communications to make board meetings more collaborative, productive, and effective. You can access OnBoard from your iPad, iPhone, Android devices, and Microsoft Surface, ensuring that you stay informed wherever you are. OnBoard provides excellent security features such as two-factor authentication, biometric identification, and remote device wipe to ensure that ...

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

OnBoard Pricing

Contact OnBoard for detailed pricing information.

Starting price: 

$299.00 per year

Free trial: 

Available

Free version: 

Not Available

Zoom integration enables face-to-face, secure remote meetings directly within the platform – no need to download additional web conferencing apps. Engagement Analytics offers anonymized and aggregated real-time insights into how your board works.
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OnBoard Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for OnBoard

1 - 5 of 1,021 Reviews

Wendy

51 - 200 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed March 2021

OnBoard Keeps me on-board!

User Profile

Nicolas

Verified reviewer

Financial Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed July 2022

Drive well-planned meetings

PROS

The entire meeting planning process is very easy to manage. It allows all our team members to collaborate in real time from anywhere at any time using different endpoints. The minute generator greatly simplifies the workflow. It provides automated meeting summaries that provide highly significant information for later analysis.

CONS

It has a wide variety of functions that for new users it is a bit complicated to start using it.

Carole

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

Exceptional software and professional employees

The benefits from implementing OnBoard for our board management are countless! From day one the staff was professional, advised us during implementation, friendly, and respond immediately. It was a seamless implementation process. Our board started using OnBoard and instantly approved of using the portal for all board management. As the lead administrator and developer of the portal I have enjoyed the entire process and love all aspects of OnBoard and the staff. They provide ongoing training webinars and tutorials for new users. They are innovative and ask clients for feedback and features they would like implemented into OnBoard. I have recommended OnBoard to others and would highly recommend OnBoard to anyone considering board management software.

PROS

Impactful features include composing the agenda from a word document, Zoom links can be accessed from OnBoard, improved calendar, Resource Library. User friendly. New features, upgrades, and improvements implemented on an on-going basis. Integration was seamless.

CONS

There are no aspect of this software that are difficult to use. Seriously, there is nothing I don't like about OnBoard.

Reason for choosing OnBoard

Features, the look of the product, easy to use, amazing staff, and pricing!

Reasons for switching to OnBoard

We wanted a board management software that was user friendly. We found that with OnBoard.

Jordyn

Financial Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed November 2019

Onboard is super helpful

I've had a very good experience with onboard. I've helped to integrate it into our advisory team and they love the fact that we can be more digital and print less. Our clients appreciate that we are taking on this green initiative within the company as well.

PROS

-saves a ton of money on printing costs -can easily replace and add documents to a presentation -you can add users with different permissions to different sections of the meeting -you can save resources to the resources tab for offline use (no need to access a network drive) -great for meetings when the team is travelling

CONS

-it is not easy to view documents within the software. Every time you upload a new document, the book re-builds so you cannot see the document until the book is done building

Reason for choosing OnBoard

I was not the purchaser of the product

Vendor Response

Thank you for taking the time to review OnBoard! I'm so glad you are happy with the software and that it's helped your team. As for the builder, that can be a bit of a blessing and a curse. It updates, so your board members will have always up-to-date information, but it can be tough for you and it always updating.

Replied November 2019

Beth

Higher Education, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

OnBoard has made my job so much easier!

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.

Reason for choosing OnBoard

At the time we were choosing the layout and ease of use seemed more user-friendly.