BoardBookit

Board management & online portal for boards of directors

About BoardBookit

BoardBookit is a collaborative board management solution and member portal with features for both board administrators and members including meeting scheduling, polling, announcements, document publishing, board roster creation, archiving, electronic signature capture, offline access, and more. Designed to centralize all board business into one accessible platform, BoardBookit aims to reduce the time needed to plan and carry out board meetings, and streamline communication between members.

Board administrators can use BoardBookit to schedule and prepare for board meetings, ensure board compliance, and manage communication between board members, all from one central dashboard. Full board meetings, standing committee meetings, or ad hoc committee meetings can be scheduled within BoardBookit and synchronized with the organizations’ calendar, and custom polls or surveys can be carried out to find the most suitable time and date for all invited members. Board administrators can also use the intuitive dashboard to publish news and announcements, store and share documents, create board rosters, set content permissions, and send individual notifications to members.

The BoardBookit portal can be accessed from any device by board members using the iOS and Android native mobile apps to view meeting materials and schedules, make notes, annotate documents, and more, even without internet access. Board members can use BoardBookit to RSVP to meetings, present board book documents, message peers, and view documents and news announcements.

Key benefits of BoardBookit

  • Sign off on important decisions with BoardBookit’s electronic signature feature which provides a secure and efficient way for members to sign documents, with the same legal standing as handwritten ones.

  • Store documents securely and set access permissions for individual members to decide who can access, annotate, and make notes on documents.

  • Benefit from single sign on, allowing members of multiple boards to toggle between organizations without having to log into a separate account.

  • Create board books using a rich suite of tools allowing users to read, annotate, print and email documents. With one-page board book creation for admin, users can drag & drop agenda items to create board books.

  • Schedule meetings and use custom polls to find the most suitable moment by suggesting dates/times and monitoring member responses. Members can RSVP to meetings which automatically sync to personal or business calendars when confirmed.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

    Supported Languages

    English

    Images

    Board members can view their meeting details, polls, and new announcements from the dashboard
    Members can view meeting details and location, and RSVP
    Users can annotate and add notes to documents
    Documents can be stored securely within BoardBookit and organized into folders
    View upcoming, past, and proposed meetings in list or calendar form
    View board updates and schedule via the native mobile apps for Android and iOS
    View meetings and sync them to personal calendars on the mobile app
    Access meeting agendas on-the-go and download as a PDF
    Download documents from the mobile app and make notes or annotate
    Access documents from the mobile apps
    View 11 more
    BoardBookit video
    BoardBookit screenshot: Board members can view their meeting details, polls, and new announcements from the dashboard BoardBookit screenshot: Members can view meeting details and location, and RSVP BoardBookit screenshot: Users can annotate and add notes to documents BoardBookit screenshot: Documents can be stored securely within BoardBookit and organized into folders BoardBookit screenshot: View upcoming, past, and proposed meetings in list or calendar form BoardBookit screenshot: View board updates and schedule via the native mobile apps for Android and iOS BoardBookit screenshot: View meetings and sync them to personal calendars on the mobile app BoardBookit screenshot: Access meeting agendas on-the-go and download as a PDF BoardBookit screenshot: Download documents from the mobile app and make notes or annotate BoardBookit screenshot: Access documents from the mobile apps

    Features

    Total features of BoardBookit: 31

    • Access Control
    • Activity Dashboard
    • Approval Process Control
    • Archiving & Retention
    • Attendance Management
    • Automatic Backup
    • Collaboration Tools
    • Collaborative Workspace
    • Compliance Management
    • Content Filter
    • Content Library
    • Content Repository
    • Custom Fields
    • Data Import/Export
    • Digital Signature
    • Document Storage
    • Drag & Drop Interface
    • Electronic Signature Capture
    • Event Scheduling
    • Filtered Views
    • Meeting Management
    • Monitoring
    • Offline Access
    • Permission Management
    • SSL Security
    • Search Functionality
    • Secure Data Storage
    • Single Sign On
    • Survey Management
    • Version Control
    • Voting

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    Reviews

    Overall rating

    4,7 /5
    (134)
    Value for Money
    4,5/5
    Features
    4,4/5
    Ease of Use
    4,6/5
    Customer Support
    4,8/5

    Already have BoardBookit?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 134
    Randy W.
    Overall rating
    • Industry: Music
    • Company size: 11-50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Organize Board Communications & Power-Up Board Meetings

    Reviewed on 2020/06/18

    Fabulous company; you can always get someone on the phone and speak directly to a product manager...

    Fabulous company; you can always get someone on the phone and speak directly to a product manager who can resolve your issues. They are responsive, friendly, professional, and quick.

    Pros

    Boardbookit has really helped me to centralize my board communication, our documents (financial statements, board packets, reports), attendance taking, poll taking, and more. You are able to easily assign user permissions, organize users into committees, assemble multiple documents into a printable PDF, and more. I especially like that you can deactivate users without deleting them—ideal if your organization has board members that rotate-off when termed-out, but return the subsequent year. The mobile app on iOS is fantastic; even better than the website itself. Our board is always ready and prepared when they come to meetings, thanks to BoardBookit!

    Cons

    I've encountered a few bugs, but every time I write to Boardbookit about them, they correct them or find me a workaround. I don't have any complaints about the software at all.

    Darlene S.
    Overall rating
    • Industry: Leisure, Travel & Tourism
    • Company size: 501-1 000 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Feature-Rich, Best in Class

    Reviewed on 2020/06/24

    Excellent, absolutely excellent. The sales process was terrific, onboarding was phenomenal, ongoing...

    Excellent, absolutely excellent. The sales process was terrific, onboarding was phenomenal, ongoing training and support are top-notch, and feature development is continuous. The BoardBookit portal itself is exactly what our Board members and the Board liaison needed, easy to use and feature-rich. The price point is also excellent for our organization, with BoardBookit, onboarding, support, and training included in the annual subscription price. Excellent tool, excellent company.

    Pros

    BoardBookit has top-notch, US-based support 24x7 for admin users and Board Member/end users. All support calls by our organization have been handled excellently.

    Training sessions are provided by BBi professionals directly to end users, anytime, anywhere.

    BoardBookit is a women-owned, women-led company whose sole focus is on meeting the needs of Board managers and Board members.

    The BBi end-user interface is accessible via computer, tablet, or mobile device; our Board members find it easy to access and intuitive to use.

    Our Board Liaison is able to set up, configure, and administrate BBi without assistance from internal IT support. This is an AMAZING testament to BBi's ease of use and excellent product design.

    Cons

    BoardBookit is always adding and developing features and functionality, their product road map is full of great enhancements. The reporting and survey features are relatively new to BoardBookit, which we are happy to have available. Both surveys and reporting deserve more robust functionality, which I believe is already on the BBi road map.

    Kathy A.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 51-200 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 5.0 /10

    Review

    Reviewed on 2020/06/26

    Fine - don't have anything to compare to because this is the first time I am part of a Board.

    Fine - don't have anything to compare to because this is the first time I am part of a Board.

    Pros

    A common place to store all board documents

    Cons

    Not sure, this is the first type of board software I have used.

    Response from BoardBookit

    Kathy,

    Thank you for leaving us a review! I'm glad you've been able to use the board portal for document storage and sharing. If you have any questions about how you could improve your use of the portal, please don't hesitate to reach out to our support team! We want to make sure that you are having a great experience with BoardBookit.

    Thanks again!

    Verified Reviewer
    Overall rating
    • Industry: Real Estate
    • Company size: 51-200 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Working well for a 12-member board

    Reviewed on 2019/09/30

    Pros

    Keeps everything in one place, securely. I particularly like that, e.g. access to committee meeting agendas or related documents are automatically restricted to committee members. BoardBookit has good functions for managing meeting agendas, and new ones like votes, polls, and tasks have been added since we started using the product.

    Cons

    There are two functions I would like to see added or adjusted. One is that there is no way to post a link individually or in a group, e.g. to share relevant articles with board members, or to link to a shared Google doc or drive. Links must be added to a document and then posted.

    The second is that for ease of management, ability to write notes on, etc., all uploaded/posted documents including Excel files are converted to pdf format. But sometimes I want to securely share other types of files with the board, e.g. financials in a spreadsheet to be manipulated by other committee or board members.

    Response from BoardBookit

    HI!

    Thank you for reviewing BoardBookit. It is wonderful to hear that you enjoy the agenda, votes, polls, and task functionality! The ability to embed URL's into BoardBookit is on our roadmap, expect to see it in the future. I will be sure to pass your other request on to our team.

    Thanks again!

    Heather C.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Game Changer

    Reviewed on 2020/06/17

    We had looked at different options - password protected portal on website (too cumbersome to keep...

    We had looked at different options - password protected portal on website (too cumbersome to keep updated); Google docs (cumbersome, and not easy to manage); Boardable - cost/features were limited

    Pros

    Given the remote nature of my board members, this tool has proved indispensable! They receive alerts, notices, access to all documents and meeting schedules from any device. Storage of historical documents has saved me so much time in not having to respond to one-off requests. Easy to use/learn.

    Cons

    I would like to be able to have tracking in emails sent/opened; ability to edit offline votes; tasks are cumbersome to enter/manage; esignatures are very limiting -ie: I need one approval, and could be any one of three signers, but requiring all three to sign is cumbersome.

    Showing 5 reviews of 134 Read all reviews

    BoardBookit FAQs

    Below are some frequently asked questions for BoardBookit.

    BoardBookit offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    BoardBookit offers the following features:

    • Access control
    • Activity dashboard
    • Approval process control
    • Archiving & retention
    • Attendance management
    • Automatic backup
    • Collaboration tools
    • Compliance management
    • Content filtering
    • Content library
    • Content repository
    • Custom fields
    • Data import/export
    • Digital Signature
    • Document distribution
    • Document publishing
    • Document storage
    • Drag & drop interface
    • Electronic signature capture
    • Event scheduling
    • Filtered views
    • Meeting management
    • Member directory
    • Minutes management
    • Offline access
    • Permission management
    • Polls / voting
    • Search functionality
    • Security & encryption
    • Single sign on
    • Version management

    BoardBookit has the following typical customers:

    Large Enterprises, Mid Size Business

    BoardBookit supports the following languages:

    English

    BoardBookit supports the following devices:

    Android, iPhone, iPad

    We do not have any information about what integrations BoardBookit has

    BoardBookit offers the following support options:

    Phone Support, Online Support

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