About OnBoard











OnBoard pricing
OnBoard does not have a free version but does offer a free trial.
Alternatives to OnBoard
OnBoard Reviews
Feature rating
All OnBoard Reviews

- Industry: Paper & Forest Products
- Company size: 10,000+ Employees
- Used Weekly for 6-12 months
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Review Source
OnBoard Virtual Boardroom: Goals Align
We selected OnBoard because of the coverage of the many features it has been designed especially for board and team meetings. Fears and risks for security compliance were another issue to be highlighted because most of our production data is considered confidential.
Pros
Using OnBoard‘s interactive process of voting and polling, it is possible to make quick decisions during an online meeting. Scheduling: The use of the AI-powered meeting minutes generator helps provide quick solutions and minimize time wastage by creating accurate minutes.
Cons
In particular, I would like to emphasize that utilization of OnBoard has greatly facilitated organization of virtual team meetings. Having all the documents in one place helps make meetings more effective, as does planning for the meeting and the overall productivity.
- Industry: International Trade & Development
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Secure, reliable and fast. None other like Onboard.
Starting from implementation, Onboard has shown a consistent commendable performance. It makes sense for us and I highly recommend it.
Pros
Onboard has brought revolution in board communication. It securely create and organizes board materials just by a few clicks ensuring full control and better decisions making. The customer support team is wonderful and committed. It is quite easy to take charge of who accesses board information ensuring full confidentiality and data protection. Onboard is easy to customize and simplifies board meetings management.
Cons
Onboard is straight forward and user friendly. It has worked perfectly well for us. Nothing to complain about so far.
- Industry: Nonprofit Organisation Management
- Company size: 2–10 Employees
- Used Monthly for 6-12 months
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Review Source
OnBoard Review: Perspective from a board member
overall it is great to have everything in one place in terms of hosting meetings, documents, minutes and fundraising for our non-profit
Pros
as a board member, this makes hosting our meetings so easy and seamless, love the minutes and voting features
Cons
integrations with Zoom didn't work for some meetings in the beginning but that was rectified

- Industry: Nonprofit Organisation Management
- Company size: 2–10 Employees
- Used Monthly for 1+ year
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Review Source
If it wasn't so bad it could be an ok service...
It seemed like a good idea, but it's not worth the investment for a non-profit. OnBoard cost twice as much as our CRM and project management systems combined. And the board members weren't impressed that we were trying to improve board management in this way. They didn't want to learn a new thing.
OnBoard made cancelling such a hassle that we wish we'd never would have tried it. If not for the crooked cancellation policies I would probably say that it would be a good fit for a corporate board that won't notice an additional $500 to $800 expense per board meeting to make agendas and minutes a bit easier. Given our experience though, I wouldn't recommend to anyone.
Pros
It made it easy to write and distribute agendas and board packets. It also made it easy to write and distribute minutes. Customer service was very responsive.
Cons
Most everything else. The first time we tried to use the Zoom function it didn't work and it made our organization's leadership look incompetent. The voting functions and minutes don't integrate properly.
Most of all, the company has a very high-pressure sales team with some unethical fine print. We signed a contract that clearly stated a one-year term, but the user agreement on the website has hidden autorenewal language. When we indicated that we weren't renewing they sent the balance for 2025 to collections.
Response from OnBoard
Hi Daniel, thank you for taking the time to share your feedback. I'm glad to hear that you found our platform helpful for distributing of agendas, board packets, and minutes and that our customer service team was responsive to your needs!
However, I’m sorry to hear that your overall experience did not meet your expectations. I know it can be frustrating when platform issues affect your organization's operations.
Additionally, our goal is always to provide the best service possible, so we regret that our billing processes have been a source of frustration. We understand these processes can be challenging, and are continually working to improve. If you’d like to provide any additional feedback, please reach out to [email protected].
- Industry: Education Management
- Company size: 201–500 Employees
- Used Weekly for 2+ years
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Review Source
Perfect combination of functionality and price
This platform has allowed us to be more efficient and cut down on the frustration of sharing documents and scheduling meetings for an active and relatively large board. We have 6 board meetings a year with 6 - 8 committee meetings between each meeting. This tool helps to keep our board focused and moving forward.
Pros
Great functionality and support for an affordable price.
Cons
There are several upgradable options and since we are budget-conscious it sometimes feels as though it can be a nickel and diming situation. That being said, I do appreciate the ability to have the platform at a relatively reasonable price point.
Reasons for Switching to OnBoard
It was the perfect combination of function and price point- Industry: Education Management
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
OnBoard - excellent portal for university Board management
Makes it easy to manage all Board communications, creation of agenda and minutes, calendaring, document archiving, retrieval, and distribution -- all leading to enhanced Board efficiency and effectiveness.
Pros
User-friendly; designed to please both the back-end administrator and the front-end (not necessarily tech-savvy) occasional user. Easy upload and management of documents. Comprehensive permissions functionality, from global to document-specific and meeting-specific.
Cons
All events (dinners, retreats, etc.) must be categorized as "meetings." Meetings functionality is excellent for Board and committee meetings, but not flexible for gatherings that are not meetings.
- Industry: Food & Beverages
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Makes all updates available to the board at any time
With OnBoard, we no longer have to worry about board meetings. Updates and attachments are ready early, and it’s great that it has enabled us to document reviews and approvals transparently.
Pros
I loved the ease of gathering updates in one place with OnBoard. It’s great that it allows updates to flow from members, and we can create sections and gather updates for each section independently. I loved how we can review meeting minutes and keep attaching updates on points related to our section and arrange them to be ready before the next meeting. The documentation capabilities are high quality, as well as the chat channel that enables us to answer inquiries and discuss smoothly. The review and approval documentation mechanism with it is excellent and enhances governance within our organization.
Cons
With OnBoard, there are no cons, it keeps updates going and prepares reports and dashboards smoothly.
Response from OnBoard
Hi Sara,
Thanks so much for your review of OnBoard! I am so happy to hear that keeping your updates in one place and the documentation capabilities are 5 star for you - even better to hear that you have found no cons! If anything should change at any point, please reach out to our team - we are here to help and want to continue to improve your Board meeting experience.
- Industry: Logistics & Supply Chain
- Company size: 1,001–5,000 Employees
- Used Weekly for 6-12 months
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Review Source
OnBoard - the perfect portal for all of your board meeting needs!
Overall I am very pleased with the portal and am grateful to have a professional software to use. With my previous employer all agendas and packages needed to be built manually so I recognize the efficiencies that this portal allows.
Pros
I love how easy it is to build board and committee agendas and packages in OnBoard. It's a great place to store and share all relevant information for our board members, giving them easy access to any reference documents they may need, when they need them.
Cons
My only suggestion for improvement to the OnBoard portal is to allow some additional customizations i.e., changes to font style and colour.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Lookin for best sharing files app get this one
Positive experience so far..accessible, accurate and thorough
Pros
With so many app I've used and I will always be frustrated by losing files but with this onboard everything is easy and there are noo frustrations am always happy and up to date, no more losing files,this is one of the best so far
Cons
The writing function is bit of a nightmare because you cant freely annotate and highlight function too..
Response from OnBoard
Thank you for your review of OnBoard! So glad we have helped to ease your frustration. Please let us know if we can help in any way with the writing function mentioned - your CSM and our support team are here for you!
- Industry: Nonprofit Organisation Management
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Board Management Software
Pros
OnBoard provides a place to organize all meetings and documents in one place, which makes it easier to find what you are looking for. It is also great during meetings to have all documents uploaded in one place and easily accessible.
Cons
It would be nice to be alerted when members RSVP their attendance plans to meetings in OnBoard, rather than remembering to login and check attendance plans.
- Industry: Telecommunications
- Company size: 51–200 Employees
- Used Monthly for 1+ year
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Review Source
It's been great!
It's been great!
Pros
Being able to assemble a Board Book and send it out in a secure manner. The minutes within the agenda is a nice feature as well.
Cons
This isn't directly at OnBoard but my Board is a little tech challenged and they don't really seem to get it. They have received training...it's just not taking :)
Alternatives Considered
Diligent BoardsReasons for Switching to OnBoard
Better fit. Better value. The Onboarding and training.- Industry: Banking
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
OnBoard is a must have for meetings in a digital age
Paper, ink, and printer fatigue are the first savings we've enjoyed. Changes to the agenda last minute have been easily to upload where everyone can see it minutes after uploading it. Lastly, the time savings (and paper cuts) staff and the admin have from not having to do paper copies anymore has been considerable and very worthwhile. Security of the app is also great.
Pros
The ability to meet and view agendas in the OnBoard app has been critical to the bank. In the past if staff or Directors were remote, hard copy items had to be mailed at great expense to them and if there were last minute changes, those people didn't have the right documents to review. Now everything is seamlessly in one spot, organized to perfection, easy to access, and easy for the admin to upload new and revised documents so everyone can view the current information. The time savings from having to print everything is enough to pay for the system and devices to access the meetings.
Cons
This has less to do with the software and more to do with some of the features in the app are not easily understood by some older members of the Board that are not used to the technology updates. There really isn't an issue I have that OnBoard hasn't thought of and implemented.
Alternatives Considered
BoardPACReasons for Switching to OnBoard
Mainly because of the features and that it was backed by the ICBA. We've been using OnBoard for 6.5 years now and it just keeps getting better.- Industry: Media Production
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Very Collaborative Product
Customer service worked really well when they presented the demo and answered our every questions and showed everything we needed.
Pros
The real-time notification feature is very unique and has great collaborative tools that serves for every level of employee in the company.
Cons
User interface could be done better and appealing, such as icons and images. Logging in sometimes took time and had to try a few times.
- Industry: Primary/Secondary Education
- Company size: 201–500 Employees
- Used Weekly for 1+ year
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Review Source
Good Board Management Softward
Definitely streamlined communication with the Board of Trustees.
Pros
Most impactful features include: minutes builder, RSVP function, actions, tasks, and meeting book builder.
Cons
The minutes builder could be improved; certain recurring technical glitches.
- Industry: Health, Wellness & Fitness
- Company size: 501–1,000 Employees
- Used Weekly for 1+ year
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Review Source
OnBoard is GREAT
Pros
OnBoard makes it easy to set an agenda and write meeting minutes from the agenda items.
Cons
Setting BOD terms can be challenging sometimes on the system.
- Industry: Automotive
- Company size: 201–500 Employees
- Used Daily for 1-5 months
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Review Source
Manager support software
Pros
The intuitive way that all agenda, topics, assessments and other info are organized in the software cover page.
Cons
Still nothing to report, the software is very capable of all my needs.
- Industry: Consumer Services
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
OnBoard reviews
Pros
OnBoard provides a centralized platform for managing board meetings and communications, making it easier to stay organized. The platform provides a high level of security, ensuring that all confidential board materials are protected.
Cons
OnBoard can be expensive, particularly for smaller organizations.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
Boost Your Team Collaboration with OnBoard
OnBoard has helped my team streamline our meeting agendas, note-taking, and follow-up tasks. Its real-time collaboration feature has been a game changer, reducing the need for endless email threads and multiple versions of documents. While there is a learning curve, the customizable templates and integrations with other tools make OnBoard a central hub for our team's collaboration needs.
Pros
OnBoard's templates are easy to customize, which saves time and allows for consistency. It's easy to add notes, comments and tasks to each item. Its real-time collaboration feature means that my team can work together on the same document at the same time, reducing the need for multiple rounds of edits. OnBoard's integrations with other tools such as Slack and Google Drive make it a central hub for our team's communication and collaboration needs.
Cons
While OnBoard is an excellent tool, the learning curve for new users can be steep. Some of the more advanced features, such as creating custom templates, take time to learn. The tool can also be slow to load when opening larger documents.
- Industry: Banking
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Passageways OnBoard for Credit Union Boards of Directors
We utilize OnBoard for Board, Committee and departmental (Leadership Team) meetings.
Pros
OnBoard is extremely easy for a Board Liaison to utilize to manage Board and Committee meetings. The ability to draft a template and then duplicate for future meetings saves so much time. The Resource area is a great repository of materials for easy and secure access by users.
Cons
The product is extremely easy to use, with the exception of the Minutes Builder, which I struggle with utilizing while I am projecting a meeting in live time.
- Industry: Investment Management
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
OnBoard. Worth the investment
Very very positive. It’s easy to pick up and run with. Extremely secure
Pros
It integrates a lot of features that effectively replaces a number of different systems being used into one.
Cons
Like the help to be on the same URL as the application so I have a seamless login experience.
- Industry: Education Management
- Company size: 1,001–5,000 Employees
- Used Weekly for 1+ year
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Review Source
Great tool for your organization
Exceptional! It is easy to set up, maneuver and the customer support is supreme.
Pros
It is easy on the eyes, you can easily find what you are looking for.
Cons
I can't say that I dislike anything about this software.
- Industry: Civic & Social Organisation
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Assistant's Perspective
I am learning the ins-and-outs of OnBoard, including its limitations. I make suggestions regularly and point out problems when I find them. NB: [SENSITIVE CONTENT] in Customer Service is excellent at his job.
I am pleased with the product and expect to continue to be pleased when useful updates are made.
Pros
I use this more than anyone at the agency and I'm liking it much better than creating meeting books via combining in PDF, then printing the books, then mailing the books.
Cons
We are all so used to the convenient features of formatting software, that I miss (in OnBoard) the ease of moving things around via File Explorer, and I also miss the hotkeys I use constantly in MS Word. Only some of the commonly-used hotkeys are available in OnBoard and others are used differently causing mistakes to be made while working in OnBoard.
- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used for 1+ year
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Review Source
A tool that captures all of the duties and responsibilities for managing the governance of a...
OnBoard has lived up to the way it was first described and has a great suit of features to meet all the needs of Board governance. It is more than just an off the shelf product the personal touch in having OnBoard expert staff coaching organizations in its features in those early days ensures you are getting the most out of the product. that one -to-one interaction really helps personalize how OnBoard can best work for your organization. The ticketing system to address technical issue has also provided timely and effective resolutions.
Pros
Its very intuitive and interacts well with the Zoom virtual platform. It is also kept up to date with evolving features to ensure the end user needs are being met. Onboard can be used on multi devises making it very accessibility.
Cons
It only has the Zoom virtual option, when organizations often use other vrital meeting options such as MS Teams.
- Industry: Nonprofit Organisation Management
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Very Satisfied!
I am very pleased with my overall experience. From the sales side with [SENSITIVE CONTENT HIDDEN] to now working with [SENSITIVE CONTENT HIDDEN]. They have both been tremendously helpful and most always return an email very timely. I found it very user friendly and quick to learn. The training provided has also been excellent. I would highly recommend OnBoard to anyone that may contact me.
Pros
There are several things I like equally with this software. Record retention is very important and this allows us to have everything kept in one secured location so it's easily found and accessible for not only our organization and our board, but also our auditors. I find that creating the agenda and being able to copy agendas is much more efficient than my previous system. I especially like that I can set up the actions ahead of time (if they are known) so they are ready for voting. That has also been a great factor with increasing efficiency. I can't forget the training. I was delighted to learn my board had training available to them and I didn't have to do the take on that role. The last thing I really like are the tasks. This feature keeps me from constantly emailing reminders to board members.
Cons
Just as I had several things I really liked, I have a few things that I don't. I hope to see these implemented in the future.
It's inconvenient that I can't attach more than one action item to a specific section of the agenda. Often times our board will have a motion/action during the meeting that wasn't known ahead of time. This may not be linked to a specific section on their part of the agenda, but rather their overall report. They may not even have subsections. This has created a nuisance and has cost us valuable time. I have to create a subsection then create the action. This has created a longer process than our old way and causes the board to wait on me to add it. So having the ability to add an additional action item to a section would be ideal.
I also don't like I can't sort my action items with the most recent on top. I have to either do a search and hope I'm using the right words, or I have to keep going from page to page.
Lastly, when I set up the meeting as the admin, I don't get the email notification so I can accept the meeting and put it on my calendar. My work around was to download the app on my cell phone and accept it that way. It would be nice to have that feature on my desktop so the meetings go directly to my calendar when I make them visible.
- Industry: Mental Health Care
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
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Review Source
Your Board needs Onboard!
I have nothing but good things to say about Onboard. I feel more organized, more in touch at the meetings because I am not shuffling papers,. I would and have recommended this product to other non-profits in a heartbeat.
Pros
What I like the most is the ease of access to the documents and that fact that I can make comments on these documents that I can save for future reference. I also like the calendar integration and the ease of getting into a meeting right from the software which is so much easier than digging for emails. When I talk to our board secretary who is our administrator, she tells me how much easier it is to use and how much time it saves.
Cons
The one thing I feel that is missing the most the document collaboration. I think that this would be a very useful tool to have included in this package. Other than that there really is nothing to dislike.