--- title: BoardEffect Reviews meta_title: 'BoardEffect Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 330 reviews by the users' company size, role or industry to find out how BoardEffect works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 330 scale: '5' date_modified: '2026-08-07' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- # BoardEffect Reviews **Vendor:** Diligent Corporation **Category:** [Board Management Software](https://www.g2.com/categories/board-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 330 ## About BoardEffect BoardEffect is an AI-powered board management software designed for mission-driven organizations. It equips volunteer boards with the tools to streamline board processes, enhance communication and promote accountability. Serving more than 5,000 mission-driven organizations, we empower volunteer boards with the tools to drive positive change. Our board management software is purpose-built with the unique needs of nonprofit organizations in mind, making it easier for you to focus on your mission. ## BoardEffect Pros & Cons **What users like:** - Users find **BoardEffect easy to use** , enhancing preparation for meetings and facilitating efficient board management and communication. (96 reviews) - Users value the **easy document management** in BoardEffect, enhancing productivity and streamlining communication for board meetings. (54 reviews) - Users value the **unified communication and document management** of BoardEffect, enhancing board effectiveness and confidentiality. (40 reviews) - Users appreciate the **excellent customer support** of BoardEffect, ensuring swift assistance and a smooth integration process. (33 reviews) - Users find the **agenda management features** of BoardEffect invaluable for streamlining meetings and enhancing productivity. (30 reviews) - Users appreciate the **collaborative work features** of BoardEffect, enhancing meeting organization and allowing for easier task delegation. (27 reviews) - Efficiency (26 reviews) - Meeting Management (24 reviews) - Centralization (23 reviews) - Time-Saving (22 reviews) **What users dislike:** - Users find the **document management process cumbersome** with too many steps and non-customizable meeting minutes. (19 reviews) - Users find BoardEffect **not intuitive** , making it challenging for board members to learn and manage effectively. (17 reviews) - Users find that **agenda management can be time-consuming and lacks customization** , leading to a cumbersome experience overall. (15 reviews) - Users find the **limited functionality** of BoardEffect frustrating, leading to challenges with member management and registration processes. (15 reviews) - Users find BoardEffect lacks essential features like **messaging and minute-taking** , requiring additional tools and costs. (13 reviews) - Poor Customer Support (9 reviews) - Formatting Issues (8 reviews) - Login Issues (8 reviews) - Expensive (6 reviews) - Integration Issues (6 reviews) ## BoardEffect Reviews ### 1. BoardEffect supports us with clear scheduling **Rating:** 4.5/5.0 stars **Reviewed by:** Ana I. | Board meeting coordinator, Fine Art, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2025 **What do you like best about BoardEffect?** BoardEffect has made all of our board activities easy to manage and keeping neat. Almost no effort is needed to set up meetings and to share files. I’m especially a fan of the fact it syncs straight into Outlook to avoid a lot of scheduling time. With such an ease of use and such a wide range of features, such as secure document storage, how we prepare for our meetings have changed completely. And it’s more than a huge improvement for my daily work. **What do you dislike about BoardEffect?** I don’t like BoardEffect’s mobile app, because their app is glitchy and opens large documents very badly. Regretfully I have to wait or continue starting the app to have fast access to it from my phone in the middle of a meeting. This has made it harder to get flexible when I’m not at my desk and unnecessarily complicated my usual workflow. **What problems is BoardEffect solving and how is that benefiting you?** BoardEffect had solved a lot of our problems with organizing board materials and scheduling meetings. Previously, everything was contained in various emails and folders, which were a mess. And now it’s all together and very easy to do updates and still be very safe with that. And it sped up the process of meeting prep and better informed board members. In addition, it has made us better able to manage collecting meeting minutes and followups, which saves us hours a month. **Official Response from Bella Basso:** > Hi Ana! We're glad to hear that BoardEffect has made managing your board activities easier and more efficient. We appreciate your feedback about the mobile app and will share it with our development team for further improvement. Thank you for your review! - Bella from BoardEffect ### 2. Communication between our board members is smoother **Rating:** 4.0/5.0 stars **Reviewed by:** Thomas C. | Strategic Initiatives Manager, Consumer Goods, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2025 **What do you like best about BoardEffect?** One thing that I like most about BoardEffect is the way information flows within our board seamlessly. It affords mutual space in which pertinents can be raised and discussed as well as given and received feedback. This has brought great order in the organization, making it clear to all stakeholders what decisions are critical to make. In addition, it has made items more accountable due to the tracking of tasks and we are able to follow up on the list set. **What do you dislike about BoardEffect?** It is deficient in enabling the individuals outside the core board members such as committee members or outside advisors to fully collaborate on BoardEffect. It is challenging to engage them in the system for discussion or document review and as you would expect this always results in other processes. But it may turn a little awkward when we want their input immediately because indeed the platform does not allow the direct interaction of such stakeholders. **What problems is BoardEffect solving and how is that benefiting you?** Before we implemented BoardEffect, the arrangement of activities have become much easier as we use BoardEffect nowadays. Said the software has minimized the time spent on emails in sharing the documents as well as tracking of the agendas. It has also enhanced the way follow up actions are handled after meetings we make it clear who is to handle what and by when. So in the long run it has increased our productivity and it has helped us to focus a lot more on strategic issues. ### 3. Executive Assistant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about BoardEffect?** The ease of uploading all the necessary documents for the board meetings **What do you dislike about BoardEffect?** I was disappointed that the individual documents migrated from BoardPaq weren't kept as individual documents in the different months as they were saved. Hard to explain...but when I want to make a copy of board minutes from say a year ago, I can just download the minutes because it is all one document. **What problems is BoardEffect solving and how is that benefiting you?** BoardEffect has helped me solve creating new polls...I call them Board Assessment. **Official Response from Bella Basso:** > Hi there! We're glad to hear that you find BoardEffect easy to use for uploading necessary documents for board meetings. We appreciate your feedback about the migration of individual documents and will take it into consideration for future improvements. Thank you for a positive review! - Bella from BoardEffect ### 4. Very user friendly program. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about BoardEffect?** I like how easy it is to create an agenda and attached documents. The Categories are easy to move around if needed. The notice to view files that did not download successfully is a nice feature. All around user friendly. Customer support is always prompt and helpful. We use this program on a quarterly basis and have enoyed using Board Effect. **What do you dislike about BoardEffect?** When in the Meeting Book View tab, there a some glitches when clicking on topics/documenst to view. Sometimes it does not take you to the topic/document that you chose.When you mininmize the sub categories, it will not keep them closed when in the book viewer. **What problems is BoardEffect solving and how is that benefiting you?** Board Effect helps me to organize thousands of pages of documnets that must be presented to our Board each quater and for special meetings. It keeps me from having to use Adobe to combine and download entire Board Books. **Official Response from Bella Basso:** > Hi there, We're glad to hear that you find BoardEffect user-friendly and that it has been helpful in organizing your documents for board meetings. We appreciate your feedback about the Meeting Book View tab and will work to address those issues. Thank you for being a valued customer! - Bella from BoardEffect ### 5. Probably the best solution for improving board meeting efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Priscilla O. | Senior Board Administrator, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about BoardEffect?** I was able to quickly access everything I needed to in BoardEffect, and the best thing – it does it all for the board. Collection of all board documents is very helpful and saves a lot of time. I find it fairly easy to integrate it with our email system, which makes it easy to email update and agendas out. Ease in administration has also been depicted by the ability to easily train new members to the board. In general, I can say that BoardEffect has helped a lot to make the board meetings more effective and increase our productivity. **What do you dislike about BoardEffect?** What I don’t like about BoardEffect is that the mobile app has some lagging problems at times. This has lead to inconvenience when one wants to access document while on the move. Also, the setup and configuration of the platform at the outset took more time than expected and was relatively difficult. These issues have at times resulted in inefficiencies, especially when board members are on the move and require information on an as needed basis. **What problems is BoardEffect solving and how is that benefiting you?** BoardEffect addresses the board’s challenge of organizing and accessing board documents. It has considerably cut down the time we spend on searching physical files and preparing for meetings. Due to the ability of the software to store documents in one location with easy sharing options, all members of the board are always informed. This has helped to enhance our meeting performance and communication since we can devote most of our time to strategy formulation instead of bureaucracy. **Official Response from Bella Basso:** > Hi Priscilla, We're thrilled to hear that BoardEffect has been instrumental in making your board meetings more effective and productive. Your feedback about the mobile app and setup challenges is incredibly valuable, and we’ll certainly keep that in mind as we develop future improvements to create an even smoother experience. We truly appreciate your support and are always striving to better serve your needs. - Bella from BoardEffect ### 6. Excellent Tool for Managing Board Resources **Rating:** 4.5/5.0 stars **Reviewed by:** Tamara L. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2024 **What do you like best about BoardEffect?** I like how easy it is to create secure books for board meetings. We haven't had an opportunity to use it often, but I also like the electronic voting. Additionally, I have created data, conflict of interest, and board talent forms using the polls and surveys function. **What do you dislike about BoardEffect?** I think the creation of new accounts is a bit tedious. I would prefer more information on one page as opposed to going through several tabs. **What problems is BoardEffect solving and how is that benefiting you?** BoardEffect is helping us to ensure that all of our board members receive timely updates to board materials and information. We also like that it is a secure option. **Official Response from Bella Basso:** > Hi Tamara, We're glad to hear that you find BoardEffect easy to use for creating secure books and conducting electronic voting. We appreciate your feedback about the account creation process and will take it into consideration for future improvements. Thank you for sharing how BoardEffect is benefiting your organization by ensuring timely updates and providing a secure option for board materials. - Bella from BoardEffect ### 7. Efficient document and communication handling software **Rating:** 3.5/5.0 stars **Reviewed by:** Carlos A. | Non-executive director, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2024 **What do you like best about BoardEffect?** BoardEffect is really convenient particularly when it comes to organizing several board activities due to its user friendly features. It covers all the features of meetings including consolidation of the documents from meetings, action item tracking and conveying of messages to board members. When integrated with the personal calendar and the document management systems, scheduling and information retrieval have become easier. Also the flexibility in designing the agendas and minutes have enhance the productivity of our meeting. **What do you dislike about BoardEffect?** As for the weaknesses of BoardEffect, it is essential to note that, sometimes, the application may slow down when handling a large number of documents. This may make preparations of board and related meeting documents time consuming and slower in preparations for reviews. Besides, the platform provides a great number of options which is rather convenient, at the same time, it happens that performance problems happen from time to time which takes more time to solve and handle. **What problems is BoardEffect solving and how is that benefiting you?** BoardEffect has played an important role in solving problems associated with the management of board meetings. It helped in the organization of meeting materials, action list and communication where preparation and follow up has became easier. This centralization is efficient in cutting on the number of clerical hours and guarantees that the board members have the updated information at the time of the meeting hence making the meetings more productive and effective in their governance. **Official Response from Bella Basso:** > Hi Carlos, It's fantastic to hear that BoardEffect has helped in solving problems associated with board meeting management and has made preparations and follow-ups easier for you. We're glad to hear that the centralization of meeting materials has led to more productive and effective governance. - Bella from BoardEffect ### 8. I have great experience using BaordEffect **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about BoardEffect?** Usability - it's very intuitive; great customer support. **What do you dislike about BoardEffect?** I would consider making the participants management a bit easier and intuitive. **What problems is BoardEffect solving and how is that benefiting you?** Distribution the meeting materials in a secure way, keeping reference materials in one place with easy access. **Official Response from Bella Basso:** > We're happy to hear that you're enjoying the usability and customer support of BoardEffect. We'll definitely look into making participants management more intuitive based on your feedback. Thank you for sharing your thoughts with us! ### 9. Good but not great. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2024 **What do you like best about BoardEffect?** The libraries feature is helpful to house documents that can be readily accessible to board directors and organizes Work Rooms well. The platform is user friendly, but this may speak to the platform only having very basic functions. **What do you dislike about BoardEffect?** It's a good platform to house important documents for board members, but lacks ingenuity when creating board packages and meeting books. For example, if you upload a document under the wrong subcategory, it is not simple to move it to another subcategory - instead of being able to drag the document up and down in the agenda, you have to delete and reupload the document under the correct heading. **What problems is BoardEffect solving and how is that benefiting you?** There are no problems that we have highlighted that BoardEffect is currently solving. **Official Response from Bella Basso:** > HI there! Thank you for sharing your feedback on BoardEffect. We're glad to hear that you find the libraries feature helpful for organizing documents and that the platform is user-friendly. We appreciate your insights on areas for improvement, such as enhancing the functionality for creating board packages and meeting books. Your feedback is valuable to us, and we will share it with our development team for consideration. If you have any specific suggestions on how we can enhance the platform to better meet your needs, please feel free to reach out. We aim to continuously improve our services to provide a better experience for our users. Thank you for choosing BoardEffect. - Bella from BoardEffect ### 10. Solid Board Management System **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about BoardEffect?** Being able to create agendas and board books. The ability to add video conferencing to your meetings with an easy access button to join. **What do you dislike about BoardEffect?** The document library it doesn't give you the ability to either view or download a document before opening it. So you have to create a view only and a download folder for those documents. **What problems is BoardEffect solving and how is that benefiting you?** It's helping track all of our Board meetings and minutes as well as all of the committees meetings. **Official Response from Bella Basso:** > Hi there! We're pleased to hear that BoardEffect is helping you track board and committee meetings. We appreciate your feedback about the document library and will work to address this issue for a better user experience. Thanks for sharing your thoughts on BoardEffect! ### 11. Secure Platform **Rating:** 3.5/5.0 stars **Reviewed by:** Loren B. | President and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about BoardEffect?** BoardEffect is easy for users to access and navigate current packets. It is very easy to drag and drop contents in packets and build board books. The ability to track votes and share information quickly with board/committee members is very nice. The app works nice for users and we really like the security of a cloud based platform that is locked down. **What do you dislike about BoardEffect?** Finding past packets/books is clunky and our users struggle to do this. The voting is very tough for most of our board members, so our admins end up voting on behalf of others (at least this is an option) for quite a few of our committee users. We don't even try to use the voting/survey feature with our board meetings because the users struggle way too much to find the tool and then navigate from the voting back to the packet. We also aren't sure why there is a difference between polls and surveys and think the voting process could be simplified. We would like to be able to lock a book once it is published so even an admin can't unlock it since it is then a corporate record. This often happens accidentally because an admin is trying to copy a previous book/packet to build the new packet. This tends to work much easier than using a template, but has its own drawbacks. We would also like to be able to link one book to another without having to copy the entire book and put it in another committee. **What problems is BoardEffect solving and how is that benefiting you?** We need to be able to share very large amounts of information with our board and committees. A board packet can easily be a few hundred pages so it is nice to be able to quickly search or get to the right page in a packet. It also saves a lot on paper printing and mailing costs. Some of pour board members travel regularly, so this BoardEffect allows them to have access to the information for meetings wherever they are. This is also a far more secure solution than emailing PDF packets to our board and committee members. **Official Response from Bella Basso:** > Hi Loren, Thank you for your positive review about BoardEffect's ease of access and navigation, as well as its ability to track votes and share information quickly. We understand your feedback about finding past packets and the voting process, and we will take this into consideration for future enhancements. We're pleased to hear that BoardEffect is helping you share large amounts of information securely and cost-effectively. - Bella from BoardEffect ### 12. Coming from Director Point , I find Board Effect less functional and less intuitive for users. **Rating:** 1.5/5.0 stars **Reviewed by:** Debra K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about BoardEffect?** The directory is easy to manage. Polls & Surveys have been useful. **What do you dislike about BoardEffect?** Cannot attach agenda items to specific pages in a document. There is not a place on the dashboard for "files". I would like an easy to locate place to store governance documents/resources such as policies, bylaws, etc. **What problems is BoardEffect solving and how is that benefiting you?** Sharing Board & committee meeting materials and governance documents. Board Effect serves as a central depository for the Board so they always know where to find what they need. Board Effect has been a struggle for the Board to convert to and I've received several complaints. **Official Response from Bella Basso:** > Hi Debra! Thank you for sharing your feedback on BoardEffect. We appreciate your positive comments about the easy management of the directory and the usefulness of Polls & Surveys. We understand your concerns about attaching agenda items to specific pages and the lack of a dedicated "files" section on the dashboard. Your suggestion for a more organized place to store governance documents/resources is noted. We aim to continuously improve our platform to better serve our users. I will pass along your feedback to our development team for consideration. If you have any further suggestions or encounter any issues, please feel free to reach out. We are here to assist you in any way we can. Thank you for your valuable input. - Bella from BoardEffect ### 13. Board Members, Administrators and staff find it to be very effective. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2024 **What do you like best about BoardEffect?** Reduction of paper use, confidentiality, ability to restrict permissions, building of meeting books and storage of important documents **What do you dislike about BoardEffect?** It is not intuitive, takes a bit to train people in its use, the mail feature does not ALLOW ATTACHMANT OF DOCUMENTS AND FILES!! I have complained about this for years. I requires me to have separate group mail functions on outlook for all ever-changing committees and the full board. **What problems is BoardEffect solving and how is that benefiting you?** Communications, contract negotiations with and supervision of President, managing access of confidential materials with staff and trustees **Official Response from Bella Basso:** > Hi Beverly, We're pleased to hear that you're finding our support to be incredible during the migration process. If there's anything else we can do to assist you as you transition to BoardEffect, please don't hesitate to contact us. - Bella from BoardEffect ### 14. BoardEffect Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about BoardEffect?** It houses alll of the information regarding our boards. **What do you dislike about BoardEffect?** The email does not retain in the BoardEffect platform. **What problems is BoardEffect solving and how is that benefiting you?** It allows one place for all of the meeting documents. It benefits me because I can create binders of the meeting documents easily. **Official Response from Bella Basso:** > Hi there! It's great to hear that BoardEffect is solving the problem of organizing meeting documents for you. We appreciate your feedback about the email retention issue. We'll definitely take this into consideration for future improvements. We're happy to provide a platform that makes creating binders easier for you. Thank you for sharing your review! - Bella from BoardEffect ### 15. Efficiency Builder **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about BoardEffect?** BoardEffect has been a time saver and a paper saver. The time spent preparing our board reports has been cut in half or more. No more printing off 100-plus pages and mailing them out hoping the board members received their board information on time. Great resource library for members to access, along with previous board information and other important documents. **What do you dislike about BoardEffect?** One downside is the meeting minutes, are not customizable to our needs. I didn't like the format of the meeting minutes as well. Sending minutes out for approval is cumbersome. Members don't know where to find the meeting minutes. A whole lot of unneeded steps. **What problems is BoardEffect solving and how is that benefiting you?** Currently no problems are being fixed that are affecting us. **Official Response from Bella Basso:** > Hi there, We're glad to hear that BoardEffect has been a time and paper saver for you, and that it has provided a great resource library for your members. We appreciate your feedback about the meeting minutes and will take it into consideration for future improvements. Thanks, Bella from BoardEffect ### 16. BoardEffect **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about BoardEffect?** Its very easy to nagigate. Creating board books and editing them right up until the meeting is very easy. **What do you dislike about BoardEffect?** Our board meetings do not follow the same format as others, so for instance with BoardEffect if something is on the agenda, it needs to have materials associated with it and we don't always have some, so I find myself creating a lit of title pages to use as placeholders. **What problems is BoardEffect solving and how is that benefiting you?** Non-paper board books **Official Response from Bella Basso:** > Hi there, We're glad to hear that you find BoardEffect easy to navigate and user-friendly for creating and editing board books. We understand the challenge of not following the same format for board meetings. We appreciate your feedback and will take it into consideration for future improvements. Thank you for your review! - Bella from BoardEffect ### 17. BoardEffect has streamlined board engagement and improved overall effectiveness. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2024 **What do you like best about BoardEffect?** It has enabled quicker board and committee meeting preparation and has supported board engagement allowing trustees to review and provide input to pertinent info and reports easier. It has supported collaboration and overall board management. It has also made managing specific committees, task forces, and advisory board activities easier and more streamlined. **What do you dislike about BoardEffect?** Using the scheduling poll feature is time-consuming vs other services (Doodle poll). Providing direct links to document archives in Board Effect is challenging. It sends a link to download via email. Navigating the library can be challenging for trustees. **What problems is BoardEffect solving and how is that benefiting you?** Efficiency and engagement. **Official Response from Bella Basso:** > Hi there, We're delighted to hear that BoardEffect has enabled quicker meeting preparation and improved board engagement for you. We value your feedback on the scheduling poll feature and document archives, and we'll take it into account as we continue to enhance our platform. ### 18. One stop place for all meeting materials **Rating:** 4.0/5.0 stars **Reviewed by:** Kim D. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about BoardEffect?** We can easily manage our documents and retain for years. **What do you dislike about BoardEffect?** We currenlty do not build meeting books/use this feature but intsead attach a PDF agenda to the workroom. Sometimes it's hard for our participants to find these documents and other resources under the library/other files. **What problems is BoardEffect solving and how is that benefiting you?** Document retention and sharing **Official Response from Bella Basso:** > Hi Kim, We’re thrilled to hear that BoardEffect is supporting your document retention and sharing needs! Your feedback on the challenges in finding documents is incredibly valuable to us, and we are continually working to improve the platform to ensure an even better experience. Should you need any additional assistance, our customer support team and your customer success manager are always here to help. Thank you so much for your review! - Bella from BoardEffect ### 19. Great company **Rating:** 5.0/5.0 stars **Reviewed by:** Tina W. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2023 **What do you like best about BoardEffect?** It is user friendly and I like being able to create and use templates, manage user access, make updates, changes to packages as needed. **What do you dislike about BoardEffect?** Inability to make files secure without having to create a category when building the package. **What problems is BoardEffect solving and how is that benefiting you?** Manage board and committee meetings. Secure place to house and access policies and important documents specific to members. **Official Response from Bella Basso:** > Hi Tina, It's great to hear that BoardEffect is helping you manage board and committee meetings and providing a secure place for important documents. We're committed to continuously improving our platform to better meet your needs. - Bella from BoardEffect ## BoardEffect Discussions - [BoardEffect navigation is easy, but support can be slow: how do you handle it?](https://www.g2.com/discussions/boardeffect-navigation-is-easy-but-support-can-be-slow-how-do-you-handle-it) - 1 upvote - [View BoardEffect pricing details and edition comparison](https://www.g2.com/products/boardeffect/reviews?filters%5Bsentiment_snippet%5D=1081707&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+16%3A31%3A10+-0500&secure%5Bsession_id%5D=440cac28-3448-4322-bf03-4268bcd0909f&secure%5Btoken%5D=b861b7c3d1a29ee2fe6457f5617ff9ae738eadc902293fa05fbc051fb526639b&format=llm_user) ## BoardEffect Integrations - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews) ## BoardEffect Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Meeting Management** - Scheduling - Agenda builder - Meeting Minutes - Document Management - Voting - Polls and Questionnaires - Task Manager - Meeting Management - Compliance Management - Calendar Management - Agenda Management - Attendance Management - Committee Management - Task Management - Minutes Management - Approval Process Control - Workflow Management - File Management - Deadline Management - Event Scheduling **Pre-Meeting Tools** - Templates - Scheduling - Agenda **Board Tools** - Document Storage - E-Signatures - Permissioning - Annotations and Notes - Video Conferencing Integration - Meeting Archives - Single Sign On (SSO) - Skills Tracking - Board Assessments - Roles & Terms - D&O Questionnaires - Storage & File Sharing Integration - Email Integration - E-Signature Integration - Third-Party Integrations - Secure Data Storage **Meeting Tools** - Minutes - Notes - Digital Workspace - File Sharing - Screen Sharing - Meeting Notes **Generative AI - Board Management** - AI Text Summarization - Generative AI - Automatic Transcription **Post-Meeting Tools** - Task Delegation - Participant Email - Meeting Analytics - Reporting/Analytics - Lock Meetings **Agentic AI - Board Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Additional Functionality** - Mobile Access - AI Copilot - Customizable Branding - Chat/Messaging - Self Service Portal - Reporting & Statistics - For Healthcare - Activity Dashboard - Automatic Backup - Search/Filter - API - Document Review - Member Directory - Version Control - Video Conferencing - Customizable Templates - Audit Trail - Surveys & Feedback - Collaboration Tools - Single Sign On - For Nonprofits - Critical Date Alerts - Multi-Company - Alerts/Notifications - Company Register - Data Import/Export - Reminders - Client Portal - Offline Access - Authentication - Role-Based Permissions - Company Formation - Event Calendar - Archiving & Retention - Document Templates **Agentic AI - Meeting Management** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance - Third-Party Integrations **Additional Functionality** - Mobile Access - Live Chat - User Management - Private Chat - Virtual Backgrounds - Minutes Management - Recording - Communication Management - Video Conferencing - Access Controls/Permissions - Host Controls - Attendee Management - Polls/Voting - Presentation Streaming - Breakout Rooms - Video Layouts/Views - Action Item Tracking - Customizable Branding - Annotations - HD Audio/Video - Reminders - Generative AI - AI Copilot - Single Sign On - Meeting Preparation Tools - Notes Management - Surveys & Feedback - Agenda Management - Meeting Management - Calendar Sync - Activity Dashboard - Document Management - Task Management - Collaboration Tools ## Top BoardEffect Alternatives - [Boardable](https://www.g2.com/products/boardable/reviews) - 4.5/5.0 (274 reviews) - [Nasdaq Boardvantage](https://www.g2.com/products/nasdaq-boardvantage/reviews) - 4.6/5.0 (227 reviews) - [Convene](https://www.g2.com/products/azeus-systems-convene/reviews) - 4.8/5.0 (389 reviews)