---
title: BoardEffect Reviews
meta_title: 'BoardEffect Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 313 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: 313
  scale: '5'
date_modified: '2026-07-13'
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:** 313
## 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 appreciate the **ease of use** of BoardEffect, facilitating efficient board preparation and enhancing collaboration among members. (96 reviews)
- Users appreciate the **efficient document management** of BoardEffect, streamlining board meetings and enhancing productivity significantly. (54 reviews)
- Users appreciate the **unified tools for Board communication and document management** , enhancing efficiency and confidentiality during meetings. (40 reviews)
- Users appreciate the **excellent customer support** and seamless integration of BoardEffect for their organizational needs. (33 reviews)
- Users value the **efficient agenda management** of BoardEffect, enhancing productivity and streamlining board meeting processes. (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 tedious navigation and limited customization for meeting minutes. (19 reviews)
- Users find BoardEffect **not intuitive** , facing challenges with participant management and difficulty in learning the platform. (17 reviews)
- Users find **agenda management cumbersome** , as it requires excessive time and lacks necessary customization and efficiency features. (15 reviews)
- Users face **limited functionality** with BoardEffect, struggling with password management and complex registration processes. (15 reviews)
- Users find BoardEffect lacking as a **standalone solution** , needing additional tools for essential features like messaging and minute-taking. (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. overall thoughts

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lisa A. C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2024

**What do you like best about BoardEffect?**

Nice to have all Board materials in 1 place and easy to locate. Customer support is so helpful and quick to reply.

**What do you dislike about BoardEffect?**

When changes are made on the back end and we are not infomed in advance.

**What problems is BoardEffect solving and how is that benefiting you?**

Board management and Board meetings/materials

**Official Response from Bella Basso:**

> Hi Lisa! 
We're pleased to hear that BoardEffect is meeting your needs for board management and materials. We appreciate your feedback on the convenience and helpfulness of our customer support. We apologize for any lack of advance notice regarding changes made on the back end and will take steps to improve our communication in this area. Thank you for bringing this to our attention.

- Bella from BoardEffect

  ### 2. Great product

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2024

**What do you like best about BoardEffect?**

I like that it houses all our Board documents in one place.

**What do you dislike about BoardEffect?**

The signature pages are weak. It should work more like DocuSign and it just doesn't. It also doesn't date stamp the directory when you print it. I would like to see a date on the PDFs that get printed so that we can see who was in the board at certain times. Dates would be helpful.

**What problems is BoardEffect solving and how is that benefiting you?**

I like that all my documents are in one place.

**Official Response from Bella Basso:**

> Hi there, 

Thank you for sharing your feedback with us. We're glad to hear that you find BoardEffect helpful in housing all your Board documents in one place. We appreciate your input about the signature pages and the date stamping feature, and we will definitely take that into consideration for future improvements.

- Bella from BoardEffect

  ### 3. User Friendly!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2024

**What do you like best about BoardEffect?**

A great resource for housing and sharing information.

**What do you dislike about BoardEffect?**

Some features do not always works. It would be helpful to have error messages pop up to provide an explanation.

**What problems is BoardEffect solving and how is that benefiting you?**

Survey downloads, user profiles

**Official Response from Bella Basso:**

> Hi there!  
 
We're glad to hear that you find BoardEffect user-friendly and a great resource for sharing information. We apologize for any inconvenience caused by features not working properly and appreciate your feedback to help us improve the user experience. If you ever experience an issue like this again, please feel free to reach out to our support team or your Customer Success Manager. Thank you for bringing this to our attention! 
 
- Bella from BoardEffect 

  ### 4. Great Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shannon O. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2024

**What do you like best about BoardEffect?**

I have been using Board Effect for just under a year. It is easy to use and implement. I have had great customer support and training.

**What do you dislike about BoardEffect?**

I do not have any complaints with Board Effect.

**What problems is BoardEffect solving and how is that benefiting you?**

Ease of use, ability to make instant corrections and changes. Instant messaging.

**Official Response from Bella Basso:**

> Hi Shannon, 

We're thrilled to hear that you find BoardEffect easy to use and implement, and that you've had great customer support and training. Thank you for sharing your positive experience!

- Bella from BoardEffect

  ### 5. Vital Platform for Board Communication

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2023

**What do you like best about BoardEffect?**

The user-friendliness, ability to host materials, good communication tools, one location with confidentiality and locking tools

**What do you dislike about BoardEffect?**

So many options that it is difficult to feel like you are using the full capacity of the software

**What problems is BoardEffect solving and how is that benefiting you?**

None currently

**Official Response from Bella Basso:**

> Hi Nicole, 

Thank you for sharing your feedback on BoardEffect! We're thrilled to hear that you appreciate the user-friendliness, material hosting capabilities, and communication tools. Our team can provide additional training or guidance to ensure you're getting the most out of BoardEffect. If you have any questions or need assistance in exploring more features, please don't hesitate to reach out at training@boardeffect.com . We're here to support you every step of the way!

- Bella from BoardEffect

  ### 6. 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

  ### 7. Really solid and easy to use platform.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Marc S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2024

**What do you like best about BoardEffect?**

It is user firendly and the tech support is strong.

**What do you dislike about BoardEffect?**

For the price paid, I think you should get unlimited workrooms.

**What problems is BoardEffect solving and how is that benefiting you?**

The ability to create Board materials quickly that can be viewed instantly.

**Official Response from Bella Basso:**

> Hi Marc, 

Thank you for your positive feedback! We're thrilled to hear that you find BoardEffect user-friendly and appreciate our strong tech support.  We're glad to hear that BoardEffect has helped you create Board materials quickly and efficiently. 

- Bella from BoardEffect 

  ### 8. BoardEffect is very user friendly.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 23, 2024

**What do you like best about BoardEffect?**

I like the scheduling and poll features.

**What do you dislike about BoardEffect?**

Notifications about posts are confusing for recipients.

**What problems is BoardEffect solving and how is that benefiting you?**

Ease of communication

**Official Response from Bella Basso:**

> HI there! 

It's great to hear that BoardEffect is helping to ease communication for you. We're committed to continuously improving our platform to better serve your needs.

- Bella from BoardEffect

  ### 9. BoardEffect has supported the YMCA of Pueblo transform Board Governance

**Rating:** 4.5/5.0 stars

**Reviewed by:** Janelle A. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about BoardEffect?**

Centralized documents/communication for Board work
Customer service is great!

**What do you dislike about BoardEffect?**

Not on BoardEffect but some older board members stuggle with the technology piece and system change

**What problems is BoardEffect solving and how is that benefiting you?**

Ability to document meeting minutes on the agenda.

**Official Response from Bella Basso:**

> Hi Janelle, 

It's great to hear that BoardEffect is helping with documenting meeting minutes on the agenda. We're committed to providing solutions that make board governance more efficient and effective.

- Bella from BoardEffect

  ### 10. Executive Director Assistant

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mandy B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about BoardEffect?**

Once you have logged in, it is very user-friendly to view documents.

**What do you dislike about BoardEffect?**

Sometimes logging in can be a challenge.

**What problems is BoardEffect solving and how is that benefiting you?**

Being able to view information when users are not located in the same area.

**Official Response from Bella Basso:**

> Hi Mandy, 

Thank you for sharing your feedback! We're thrilled to hear that you find BoardEffect user-friendly for viewing documents.

Our team is constantly working to improve the login process to ensure a seamless experience for all users. We appreciate your patience and understanding. If you encounter any further difficulties, please don't hesitate to reach out to our support team at support@boardeffect.com or training@boardeffect.com to schedule a training. We're here to help and ensure you have a positive experience with BoardEffect.

- Bella from BoardEffect

  ### 11. 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.

  ### 12. Speeds up the board packet process

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about BoardEffect?**

I enjoy that everyone can collaborate simultaneously on the board packets and that board members can find all the information in one place.

**What do you dislike about BoardEffect?**

There are technical glitches from time to time. Sometimes board members have trouble getting in due to not being familiar with new technology.

**What problems is BoardEffect solving and how is that benefiting you?**

We are no longer reliant on paper or overly large PDF documents. Also we can make corrections/additions after the packets have already been sent.

**Official Response from Bella Basso:**

> Hi there, 

Thank you for your feedback on how BoardEffect enhances collaboration and keeps all board materials in one accessible location. We're pleased to hear that our platform has successfully transitioned your processes away from paper, allowing for flexible updates to board packets. If you need any assistance, please feel free to reach out to us at support@boardeffect.com or call us at 1.800.961.6429.

- Bella from BoardEffect

  ### 13. New Board Effect user

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kris Y. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2024

**What do you like best about BoardEffect?**

The collaboration of information and meeting management.

**What do you dislike about BoardEffect?**

Unable to format agenda (specifically column widths)

**What problems is BoardEffect solving and how is that benefiting you?**

Eliminates the need for finding old emails/meeting requests or make updates to materials, timing, etc.

**Official Response from Bella Basso:**

> Hi Kris, 
We're thrilled to hear that BoardEffect has helped eliminate the need for searching through old emails and meeting requests, and has made updates to materials and timing easier for you. We appreciate your feedback about the agenda formatting and will take it into account for future enhancements.

Thanks, 
Bella from BoardEffect

  ### 14. Secretary, Board of Trustees

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tara M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about BoardEffect?**

The ease in creating Board Books is my favorite part of BE.

**What do you dislike about BoardEffect?**

Some the libraries have the same name. It can be confusing when searching in the workrooms.

**What problems is BoardEffect solving and how is that benefiting you?**

It classifies our information.

**Official Response from Bella Basso:**

> Hi Tara, 

We're glad to hear that you find creating Board Books easy with BoardEffect. We appreciate your feedback about the library names and will work on improving the search experience in the workrooms.

- Bella from BoardEffect

  ### 15. Great Resource

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2024

**What do you like best about BoardEffect?**

love that it has everything in one place

**What do you dislike about BoardEffect?**

Not interactive for people with disabilities (Sight)

**What problems is BoardEffect solving and how is that benefiting you?**

Having everything in one place is great. Meeting books, committee and board resources

**Official Response from Bella Basso:**

> Hi there! 

Thank you for sharing how BoardEffect has benefited you by providing everything in one place, including meeting books, committee, and board resources.

- Bella from BoardEffect 

  ### 16. User-Friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2024

**What do you like best about BoardEffect?**

How easy it is to create new users, rooms and meetings.  Their customer service is very prompt.

**What do you dislike about BoardEffect?**

The meeting agenda has poor margin control.  I frequently have the presenter roll down two or three lines because the margins are so narrow.  I have asked that this be fixed many times with no success.

**What problems is BoardEffect solving and how is that benefiting you?**

It has created a central external secured location to retrieve meeting information for our Board.

**Official Response from Bella Basso:**

> Hi there, 

Thank you for sharing your positive experience with BoardEffect! We're delighted to hear that you find the platform user-friendly, especially when creating new users, rooms, and meetings, and that our customer service has been prompt. We appreciate your feedback on the meeting agenda margins and will be sure to pass it along to our team as we continue to enhance the platform.

-Bella from BoardEffect

  ### 17. User Friendly and Accommodating

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 22, 2024

**What do you like best about BoardEffect?**

I love the fact that BoardEffect has constant updates that keep me up to date on changes, improvements, and  trainings available.  The ease i n figuring things out before having to contacgt a support person is such a time saver.

**What do you dislike about BoardEffect?**

The only thing that I used to dislike was recently changed, so I have no issues!

**What problems is BoardEffect solving and how is that benefiting you?**

Building the meeting  book has become quicker and more efficient.

**Official Response from Bella Basso:**

> Hi there, 

We are delighted to hear that you find BoardEffect accommodating and efficient. Our team is committed to providing regular updates and improvements to make your experience seamless. 

Thank you for sharing how BoardEffect has benefited you!

- Bella from BoardEffect



  ### 18. A perfect blend of simplicity and functionality for boardroom management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Christie D. | Proofreader/Copy Editor, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 25, 2023

**What do you like best about BoardEffect?**

We­ all find BoardEffect incredibly user frie­ndly, even those with limite­d technology expertise­. It's a tool we rely on daily, and if any issues arise­, their customer service­ team is exceptionally he­lpful and goes above and beyond to assist us.

**What do you dislike about BoardEffect?**

BoardEffect has strong capabilitie­s, but it requires assistance with its ale­rt system. Currently, the syste­m can be a bit challenging to navigate, le­ading individuals to overlook essential update­s. Simplifying and increasing visibility would greatly enhance­ user experie­nce. This way, people will have­ the best possible inte­raction with the platform.

**What problems is BoardEffect solving and how is that benefiting you?**

BoardEffect has made­ finding and using information much simpler, allowing us to make informed de­cisions with ease. It has turned the­ experience­ of navigating a complex maze into effortle­ssly accessing all the answers we­ need.

**Official Response from Bella Basso:**

> Hi Christie, 

Thank you for your feedback. We understand the importance of an efficient alert system and are continuously working to improve the platform's navigation and visibility to enhance the user experience.

We understand the importance of an efficient alert system and are continuously working to improve the platform's navigation and visibility to enhance the user experience.

Thank you for your review! 

- Bella from BoardEffect

  ### 19. VP of Governance

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about BoardEffect?**

Meeting management and real time updates are easy to do.

**What do you dislike about BoardEffect?**

I feel like there is a delay when messages are sent. Also, when you edit your book, if you don't click save and continue under the cover page and agenda, it doesn't save any of the changes.

**What problems is BoardEffect solving and how is that benefiting you?**

Document management and building the meeting book

**Official Response from Bella Basso:**

> Hi there, 

Thank you for sharing your positive review! We're glad to hear you find meeting management and real-time updates easy. BoardEffect aims to streamline document management and meeting book creation, making it easier for you to stay organized and efficient. We appreciate your input and are committed to enhancing our platform for your benefit. 

- Bella from BoardEffect

  ### 20. Executive Assistant

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2024

**What do you like best about BoardEffect?**

What I like best about BoardEffect is the instant access to information. It makes communication with our Board of Directors 200% more efficient and effective.

**What do you dislike about BoardEffect?**

My least favorite thing about BoardEffect is havign to repeatedly add the same monthly event to the calendar. A reoccurrence module would be nice.

**What problems is BoardEffect solving and how is that benefiting you?**

Communication

**Official Response from Bella Basso:**

> Hi there, 

We're glad to hear that BoardEffect has improved the efficiency and effectiveness of your communication with the Board of Directors. We appreciate your feedback and will take your suggestion for a reoccurrence module into consideration for future updates.

Thank you for your review!

- Bella from BoardEffect


  ### 21. A Great Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2024

**What do you like best about BoardEffect?**

Their customer service is exceptional. Very easy to get a hold of if we need help or are experiencing technical difficulty.

**What do you dislike about BoardEffect?**

Some things are not very intuitive, so we will need to reach out for help from time to time.

**What problems is BoardEffect solving and how is that benefiting you?**

Board meeting material storage and preparating.

**Official Response from Bella Basso:**

> Hi there, 

We're thrilled to hear that you find our customer service exceptional! We strive to provide prompt and helpful assistance to all our users.

- Bella from BoardEffect

  ### 22. User friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about BoardEffect?**

East to use and great support service when needed

**What do you dislike about BoardEffect?**

Nothing at this time as when I did face problems, your support team had been very heloful.

**What problems is BoardEffect solving and how is that benefiting you?**

There are no problems I am facing at this time and I know I can count on your support servive team

**Official Response from Bella Basso:**

> Hi there, 

Thank you for your positive feedback! We're happy to hear that you find BoardEffect easy to use and that our support team has been helpful to you.

- Bella from BoardEffect

  ### 23. Boad Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole B. | Director, Operations, Strategy & Board Relations, Enterprise (> 1000 emp.)

**Reviewed Date:** August 09, 2023

**What do you like best about BoardEffect?**

Ease of Use
Organization of workrooms
Security
Zoom integration
Directory feature
Mobile app
Effective for multiple boards and committees

**What do you dislike about BoardEffect?**

Approval Process
Emailing of Linked Items
Would like to be able to paste in graphics/images directly into messaging

**What problems is BoardEffect solving and how is that benefiting you?**

BoardEffect provides an all in one solution to board management. We utilize it for over 30 different boards and committees.  It allows us to effectively and securly share materials.  It allows me as an administrator to restrict access down to the user level.  I also like the ability to run reports and to filter information as needed.  The Zoom integration has been a great benefit to our organization.

**Official Response from Bella Basso:**

> Hi Nicole, 

We're glad to hear that you find BoardEffect easy to use and effective for managing multiple boards and committees. We appreciate your feedback about the approval process and the ability to paste graphics/images directly into messaging. We'll definitely take your suggestions into consideration for future improvements.

- Bella from BoardEffect

  ### 24. New to Board Effect - so easy to use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2024

**What do you like best about BoardEffect?**

It's a very intuitive program that pulls board meeting materials together in an easy, efficient way.

**What do you dislike about BoardEffect?**

2 factor authentication - having to wait for a code every time I log in.

**What problems is BoardEffect solving and how is that benefiting you?**

Makes keeping and archiving all necessary board info easy and accessible in one place

**Official Response from Bella Basso:**

> Hi there, 

It's great to hear that BoardEffect is making it easy for you to keep and archive all necessary board info in one accessible place.

Thank you for the positive review!

- Bella from BoardEffect

  ### 25. Using Boardeffect for Board coordination

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 16, 2024

**What do you like best about BoardEffect?**

I appreciate the ability to edit in an easy fashion for the small updates to agenda.

**What do you dislike about BoardEffect?**

The downside is any large handbook takes a while to make a change.

**What problems is BoardEffect solving and how is that benefiting you?**

Boardeffect solves the email size limit for meeting books and handbooks.

**Official Response from Bella Basso:**

> Hi there, 

It's great to hear that BoardEffect is solving the email size limit issue for meeting books and handbooks, making it more convenient for you.

- Bella from BoardEffect

  ### 26. Effective!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 14, 2024

**What do you like best about BoardEffect?**

I like that all of my documents are safe and secure and can be acessed by only those users that are given access.

**What do you dislike about BoardEffect?**

Could be a littl emore user friendly for older individuals.

**What problems is BoardEffect solving and how is that benefiting you?**

Secure Files, Ease to Meeting Materials

**Official Response from Bella Basso:**

> Hi there! 

It's great to hear that BoardEffect is helping you with secure file management and easy access to meeting materials.

- Bella from BoardEffect

  ### 27. Board Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiknika N. | Manager of Administration, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 30, 2023

**What do you like best about BoardEffect?**

The board found the platform easy to use. Ease of integration was smooth with the help of representatives.

**What do you dislike about BoardEffect?**

There wasn't anything I disliked about it.

**What problems is BoardEffect solving and how is that benefiting you?**

To provide a platform that allowed board members to easily access documents and meetings in one place.

**Official Response from Bella Basso:**

> Hi Tiknika, 

We're glad to hear that the board found our platform easy to use and that the integration process went smoothly with the help of our representatives. Thank you for sharing your positive experience!

- Bella from BoardEffect

  ### 28. Great platform for all things Board!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoardEffect?**

As an admin, I love working in board affect. It makes things very easy to prepare for upcoming board meetings, send information out to all the board members, and keep everything in one place. It's very secure and safe. Also, if I ever run into trouble, their customer support team is excellent and very responsive.

**What do you dislike about BoardEffect?**

I don't have much to say about my dislikes for board effect. Everything seems to work very well.

**What problems is BoardEffect solving and how is that benefiting you?**

Bored effect is allowing us to keep all of our board agenda's in minutes, very confidential.

**Official Response from Bella Basso:**

> Hi there, 
Thank you for your positive feedback! We're glad to hear that BoardEffect has been making your work as an admin easier and more efficient. Our team is committed to providing excellent customer support, so we're pleased to hear that you've had a positive experience with us. If you ever have any questions or need assistance, please don't hesitate to reach out.

- Bella from BoardEffect

  ### 29. BoardEffect is a great platform and the staff is super helpful!

**Rating:** 4.0/5.0 stars

**Reviewed by:** gabby v. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2024

**What do you like best about BoardEffect?**

The effectivness of use for our 13 board members. It is easy to learn, and easy to use!

**What do you dislike about BoardEffect?**

I have not experienced a negative yet :)

**What problems is BoardEffect solving and how is that benefiting you?**

ease of document managmenet, meeting managment, and orginizational effectivness.

**Official Response from Bella Basso:**

> Hi Gabby, 

Thank you for sharing your positive experience with BoardEffect! We're glad to hear that our platform is effective and easy to use for your organization.

Thanks, 
Bella from BoardEffect

  ### 30. Amazing platform.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maria D F. | Executive Director, Office of the Board of Trustees, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 12, 2022

**What do you like best about BoardEffect?**

Being able to make changes that will be updated immediately. Availability from everywhere around the world from laptop or phone. New integrations to help me be more efficient and save time. Security level.

**What do you dislike about BoardEffect?**

Nothing. So far, it has been a great tool .

**What problems is BoardEffect solving and how is that benefiting you?**

Access to information from anywhere in the world at any time. Secure platform for electronic voting, news, meetings, evaluations, depository of documents in the same place.

**Official Response from Bella Basso:**

> Hi Maria, 

We're glad to hear that you are enjoying the immediate updates and the availability of BoardEffect from anywhere in the world. Our new integrations are designed to enhance efficiency and save time, and we're pleased to hear that you find them helpful.

Thank you for the positive review! 

- Bella from BoardEffect

  ### 31. BoardEffect Webinar

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chory B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoardEffect?**

Learning about theMicrosoft 365 integration and the minutes module

**What do you dislike about BoardEffect?**

I love BoardEffect and find it very useful.

**What problems is BoardEffect solving and how is that benefiting you?**

Allowing us to have all our information and documents in one place. Ease of communication and organization as well as archiving older files and documents.

**Official Response from Bella Basso:**

> Hi Chory, 

It's great to hear that BoardEffect has helped streamline your information and document management. We appreciate your feedback!

- Bella from BoardEffect 

  ### 32. Has made my work life easier!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ginny P. | Enterprise (> 1000 emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoardEffect?**

I like the ease of preparing and distributing board packets.

**What do you dislike about BoardEffect?**

Sometimes it feels clunky when moving items around on an agenda.

**What problems is BoardEffect solving and how is that benefiting you?**

It keeps me from manually developing and assembling agendas for three committees and a board meeting every eight weeks.

**Official Response from Bella Basso:**

> Hi Ginny, 

Thank you for sharing how BoardEffect has helped you by automating the development and assembly of agendas for multiple committees and board meetings. We're committed to continuously improving our platform to address any usability issues.

Thank you for your positive review! 

- Bella from BoardEffect

  ### 33. Ease of sharing information

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jo S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoardEffect?**

I like the collaboration and control over workrooms and that committee members are limited to their workroom.

**What do you dislike about BoardEffect?**

I though I would learn faster. Definitely the user.

**What problems is BoardEffect solving and how is that benefiting you?**

Board and committee ease of access to their workroom.

**Official Response from Bella Basso:**

> Hi Jo, 

Thank you for sharing what you like best about BoardEffect! We're glad to hear that you appreciate the collaboration and control over workrooms.

- Bella from BoardEffect

  ### 34. Unfortunately very disappointing

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about BoardEffect?**

I makes sharing files convinient, not much more.

**What do you dislike about BoardEffect?**

Customer service is not very good, product isn't effecient, needs a lot of work.  Suggestions I have made through the years have never been implimented.

**What problems is BoardEffect solving and how is that benefiting you?**

The only helpful thing is that I'm able to upload files but I have numerous problems with it.

  ### 35. eBoard Room Simplified

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gina M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoardEffect?**

Security & centralized location of important documents.

**What do you dislike about BoardEffect?**

That I don't have enough time to utilize everything it offers due to my endless responsibilities:(

**What problems is BoardEffect solving and how is that benefiting you?**

Carbon emissions

**Official Response from Bella Basso:**

> Hi Gina, 

We're glad to hear that you appreciate the security and centralized location of important documents in BoardEffect. We understand that time constraints can be challenging, but we're here to support you in maximizing the platform's benefits within your busy schedule. To ensure you're getting the most out of BoardEffect, consider signing up for one of our training sessions. For more information or to schedule a training, please contact us at training@boardeffect.com or call 1.800.961.6429.

- Bella from BoardEffect

  ### 36. BoardEffect empowers our mission

**Rating:** 5.0/5.0 stars

**Reviewed by:** Larry Z. | President/CEO, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2023

**What do you like best about BoardEffect?**

BoardEffect enables us to securely carry out our governance functions throughout a multi-board organization.  We appreciate how it supports strong governance!

**What do you dislike about BoardEffect?**

The only drawback, which is overcome with staff support, is a bit of a learning curve at the beginning.  Once board members are on board, it serves very well!

**What problems is BoardEffect solving and how is that benefiting you?**

Securely conducting our governance efforts which are critical to mission achievement.

**Official Response from Bella Basso:**

> Hi Larry, 

We're thrilled to hear that BoardEffect is empowering your organization's governance functions across multiple boards. Thank you for sharing your positive experience! 

- Bella from BoardEffect

  ### 37. 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

  ### 38. Great training and mentor support for a quick implementation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoardEffect?**

Great training and coach support. Lots of intuitive functionality.

**What do you dislike about BoardEffect?**

Unfortunate that minutes is a seperate moduyand licensing cost. Lots of board management functionality

**What problems is BoardEffect solving and how is that benefiting you?**

Easy access to meeting materials and ability to make last minute updates that all have access to at meeting time.

**Official Response from Bella Basso:**

> Hi there, 

We're pleased to hear that BoardEffect has provided you with easy access to meeting materials and the ability to make last-minute updates. We aim to make board management more efficient for our users. We're also glad to hear about your positive experience with our staff, as we strive to offer the best support possible. 

- Bella from BoardEffect 

  ### 39. Solid, secure platform for board engagement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2023

**What do you like best about BoardEffect?**

What I like most about board effect is that it is secure, it is very easy to use, but the best thing is the support. You literally get a human being each time you call. You typically get the same people that you get to know. And they can very easily handle your problems. I'm happy to give control of our site for them to find the answer and then you take control back.

**What do you dislike about BoardEffect?**

There's not much I don't like, but sometimes it can be confusing going from room to room, and remembering what room each person has access to. There could be some improvement around authorizations per user and making that very easy.

**What problems is BoardEffect solving and how is that benefiting you?**

AutoCorrect is helping me engage with my board by allowing them to quickly and easily access or board packages, important news and data

**Official Response from Bella Basso:**

> Hi there, 

It's great to hear that BoardEffect is helping you engage with your board and providing easy access to important information. We strive to make board collaboration seamless and efficient.

- Bella from BoardEffect

  ### 40. Great Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2023

**What do you like best about BoardEffect?**

I enjoy working in BoardEffect to build out our meeting books and schedule meetings. We also use the survey tool for our board members to give feed back on the meetng.

**What do you dislike about BoardEffect?**

There is nothing that I did like about the producet.

**What problems is BoardEffect solving and how is that benefiting you?**

The platform is allowing us to create and send out information in a timely man ner.

**Official Response from Bella Basso:**

> Hi Lisa, 

We're glad to hear that you are enjoying using BoardEffect to build out meeting books and schedule meetings. It's great to hear that the survey tool is also providing value for your board members.

- Bella from BoardEffect

  ### 41. 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

  ### 42. Assistant to the Office of the President and Board of Trustees

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2023

**What do you like best about BoardEffect?**

Organization and ease of use for our Board

**What do you dislike about BoardEffect?**

Our package - limited users. Other than that, nothing particular.

**What problems is BoardEffect solving and how is that benefiting you?**

A central location for all Board documents and resources for our Board to reference and prepare for meetings.

**Official Response from Bella Basso:**

> Hi Amanda!

We're thrilled to hear that you find BoardEffect organized and easy to use for your Board. Thank you for choosing BoardEffect for your Board's document management and resources!

- Bella from BoardEffect

  ### 43. Board Liaison/Exec Assistant to President

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mary Kate H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2023

**What do you like best about BoardEffect?**

Help desk and learning resources are top notch. Customer service is excellent.

**What do you dislike about BoardEffect?**

I'm new to BoardEffect so I don't have any dislikes yet!

**What problems is BoardEffect solving and how is that benefiting you?**

Single source of information for busy volunteer board and committee members. Mobile friendly platform and ease of access and intuitive navigation for board members.

**Official Response from Bella Basso:**

> Hi Mary Kate, 

We're thrilled to hear that you find our help desk and learning resources to be top-notch, and that you've had an excellent experience with our customer service. We're committed to providing the best support possible for our users.

Thank you for the positive review! 

- Bella from BoardEffect

  ### 44. Great user experience. Very user friendly and excellent it support.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christine B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2023

**What do you like best about BoardEffect?**

This platform creates a great end product for committee and board members making us look  professional at all times.

**What do you dislike about BoardEffect?**

Sometimes a bit time consuming creating agendas.

**What problems is BoardEffect solving and how is that benefiting you?**

It creates a secure environment to get critical information out to constituents in a secure environment.

**Official Response from Bella Basso:**

> Hi Christine, 

Thank you for your feedback! We're pleased to hear that you find BoardEffect helpful in creating a professional end product for committee and board members.

- Bella from BoardEffect

  ### 45. AWESOME Platforms!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Redell S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2023

**What do you like best about BoardEffect?**

The ease of operation, user friendly and ethescial laytouts

**What do you dislike about BoardEffect?**

Not their fault, but trying to get my Board Members onboard with use.

**What problems is BoardEffect solving and how is that benefiting you?**

Helping all adminstartors contribute content to the agenda building process in a my streamline manner

**Official Response from Bella Basso:**

> Hi Redell, 

We're thrilled to hear that you find BoardEffect easy to use and user-friendly. We understand that getting board members onboard can be a challenge, but we're here to support you every step of the way. If you need any assistance in helping your board members adapt to BoardEffect, please don't hesitate to reach out to our training team at training@boardeffect.com. 

- Bella from BoardEffect

  ### 46. BoardEffect - An amazing tool for all your Governance and organizational needs.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Philanthropy | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2023

**What do you like best about BoardEffect?**

What I like best about BoardEffect (BE) is the user-friendly platform and the great customer service.

**What do you dislike about BoardEffect?**

What I dislike about BoardEffect is when the platform landing page completely changed, the "How Too" examples no longer reflect the new changes. This is hard when trying to train.

**What problems is BoardEffect solving and how is that benefiting you?**

The main problem BoardEffect has solved is having a respository to story all our  the main repository for our board governance records for the organization.

**Official Response from Bella Basso:**

> Hi there! 

Thank you for your fantastic review! We’re so glad to hear that you find BoardEffect’s platform user-friendly and that our customer service team has provided great support. It’s wonderful to know that BoardEffect is meeting your governance and organizational needs, especially by serving as the main repository for your board governance records. We look forward to continuing to support your organization!

- Bella from BoardEffect

  ### 47. BoardEffect is a great tool for building meeting packets for our Board Meetings.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** July 24, 2023

**What do you like best about BoardEffect?**

The ease of use and the additional tools like tracking attendance, rsvps, polls,  surveys.

**What do you dislike about BoardEffect?**

The current calander and display change when entering a workroom.  I don't like the drop down arrows on the home pages of the workrooms.

**What problems is BoardEffect solving and how is that benefiting you?**

Eliminating hours of printing and assembling of meeting packets/materials as well as cost of shipping when meetings are held off-site.

**Official Response from Bella Basso:**

> Hi there, 

It's great to hear that BoardEffect is helping you save time and resources by eliminating the need for printing and assembling meeting packets/materials, as well as reducing the cost of shipping for off-site meetings.

We understand your concerns about the calendar and display changes when entering a workroom, as well as the drop-down arrows on the home pages. We'll share your feedback with our development team for consideration.

- Bella from BoardEffect


  ### 48. BoardEffect is the product for governance, collaboration, and seamless (paperless) communication.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Scott O. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 14, 2023

**What do you like best about BoardEffect?**

ease of use and collaboration among staff and board

**What do you dislike about BoardEffect?**

BoardEffect might improve its Microsoft Outlook connectivity and integration.

**What problems is BoardEffect solving and how is that benefiting you?**

timely distribution of governance materials and prompt updates.

**Official Response from Bella Basso:**

> Hi Scott, 

We're glad to hear that you find BoardEffect easy to use and that it facilitates collaboration among staff and board members.

Thank you for your review! 

- Bella from BoardEffect

  ### 49. Executive Assistant

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** November 07, 2023

**What do you like best about BoardEffect?**

Easy for board to navigate and access needed documents

**What do you dislike about BoardEffect?**

No downside, like the product, easy for me to administer

**What problems is BoardEffect solving and how is that benefiting you?**

No problem, creates a secure platform for our board to access needed documents

**Official Response from Bella Basso:**

> Hi there, 

We're thrilled to hear that BoardEffect is easy for your board to navigate and access documents. Thank you for sharing your positive experience!

- Bella from BoardEffect

  ### 50. Mark's Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 15, 2023

**What do you like best about BoardEffect?**

Ease of use and implementation and features

**What do you dislike about BoardEffect?**

Development team not thinking as the user when designing certain features

**What problems is BoardEffect solving and how is that benefiting you?**

Everything in one place for the user

**Official Response from Bella Basso:**

> Hi there, 

It's great to hear that BoardEffect is solving the problem of having everything in one place for the user. We're happy to hear that it's benefiting you in this way.

- Bella from BoardEffect



- [View BoardEffect pricing details and edition comparison](https://www.g2.com/products/boardeffect/reviews?page=6&section=pricing&secure%5Bexpires_at%5D=2026-07-14+02%3A33%3A10+-0500&secure%5Bsession_id%5D=e9d8e576-37e7-4fdf-8d3b-cb16a69c93e9&secure%5Btoken%5D=77bd6cbfc0977e8362a89046a85c9d509df0f5615e694b5fd929b41332ad5649&format=llm_user)
## BoardEffect Integrations
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews)

## BoardEffect Features
**Meeting Management**
- Scheduling
- Agenda builder
- Meeting Minutes
- Document Management
- Voting
- Polls and Questionnaires
- Task Manager

**Pre-Meeting Tools**
- Templates
- Scheduling
- Agenda

**Board Tools**
- 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

**Meeting Tools**
- Minutes
- Notes
- Digital Workspace
- File Sharing

**Generative AI - Board Management**
- AI Text Summarization

**Post-Meeting Tools**
- Task Delegation
- Participant Email
- Meeting Analytics

**Agentic AI - Board Management**
- Autonomous Task Execution
- Cross-system Integration
- Natural Language Interaction

**Agentic AI - Meeting Management**
- Autonomous Task Execution
- Cross-system Integration
- Proactive Assistance

## Top BoardEffect Alternatives
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  - [Convene](https://www.g2.com/products/azeus-systems-convene/reviews) - 4.8/5.0 (389 reviews)

