Board meetings shouldn’t waste your time.
If you’re researching BoardPro, you’re probably tired of the admin hassle—chasing agendas, compiling board packs, and tracking actions that slip through the cracks.
Here’s the real pain: so much valuable time disappears into manual admin instead of focusing on the real decisions your board needs to make.
BoardPro offers a smarter way forward, streamlining meeting preparation, document management, and follow-up so you can put governance on autopilot. I’ve dug into how BoardPro’s cloud-based tools cut through busywork and eliminate the loose ends that bog down your board’s momentum.
In this review, I’ll break down how BoardPro helps your board reclaim precious hours while boosting accountability and transparency at every stage.
You’ll see in this BoardPro review how it stacks up against competitors, what’s unique in their features, pricing clarity, and if it fits your board’s unique needs.
By the end, you’ll know the features you need to simplify your board’s workflow—and decide if BoardPro’s actually the answer.
Let’s get started.
Quick Summary
- BoardPro is a cloud-based governance platform that helps your team streamline board meeting preparation, management, and follow-up.
- Best for small to medium-sized enterprises and nonprofits needing simple, efficient board administration.
- You’ll appreciate its intuitive interface and strong customer support that reduce board administration time by up to 75%.
- BoardPro offers transparent flat-rate plans starting at $165 per board per month with a 30-day free trial and no credit card needed.
BoardPro Overview
BoardPro’s mission is to simplify complex board administration for organizations that need a straightforward, effective solution. Based in Auckland, New Zealand, they’ve been tackling this specific challenge since 2015.
What really stands out to me is their deliberate focus. They cater specifically for SMEs and nonprofits, organizations that are often frustrated by the high cost and feature bloat you find in platforms built for large enterprises.
As you’ll learn through this BoardPro review, their recent product updates have significantly refined the core meeting workflow. This makes tasks like minute-taking and action tracking feel remarkably intuitive.
Unlike enterprise-focused competitors like Diligent or OnBoard, BoardPro feels designed for usability over complexity. You get the distinct impression it was built by people who intimately understand the administrative pains of running effective board meetings.
They work with thousands of small businesses and nonprofit boards across the globe. These are typically organizations that need an efficient, affordable way to organize meetings and improve governance without a steep learning curve.
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From what I’ve observed, their strategy is centered on intelligent automation for board preparation and post-meeting follow-up. This directly supports leaner boards that might lack dedicated administrative staff but still require full accountability.
Now, let’s explore their core features.
BoardPro Features
Still bogged down by board meeting logistics?
BoardPro features are designed to streamline the entire board meeting process, saving you significant time and effort. Here are the five main BoardPro features that simplify governance for your organization.
1. Meeting Management
Does meeting preparation eat up too much of your time?
Manually creating agendas and preparing for meetings can be incredibly time-consuming. This often leads to last-minute rushes and inaccuracies.
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BoardPro’s Meeting Management feature offers drag-and-drop agenda building and automatic sequence updates, streamlining your prep. From my testing, taking minutes directly against agenda items during the meeting is a huge time-saver. This feature captures notes, actions, and votes, ensuring nothing is missed.
This means you can finally have more structured and productive meetings without the administrative headache.
2. Board Pack Builder
Tired of compiling board packs manually?
Collating all your meeting documents into a comprehensive board pack can be a tedious and error-prone process. Updates often mean redoing everything.
What I love about BoardPro is its Board Pack Builder, which automatically collates all agenda items and documents. Here’s the thing – if you make a last-minute change, the pack automatically rebuilds itself instantly. This feature ensures everyone always has the most current information.
The result is your team can save a significant fraction of time previously spent on manual compilation and distribution.
3. Document Management & Secure Storage
Is your sensitive board information scattered and insecure?
Keeping crucial board documents organized and secure across various platforms is a major challenge. This raises concerns about data integrity and accessibility.
BoardPro offers unlimited, secure cloud storage for all your board documents with robust security protocols and encryption. From my testing, the centralized repository makes accessing information incredibly easy for board members. This feature helps ensure that all important information is always available and protected.
This means you get peace of mind knowing all your critical governance documents are in one safe, accessible place.
4. Action & Decision Tracking
Do action items from meetings often fall through the cracks?
Without a clear system, follow-up on decisions and assigned tasks can easily get lost. This results in accountability issues and delayed progress.
BoardPro’s Action & Decision Tracking helps you assign tasks to specific individuals with automated reminders. This is where BoardPro shines, as the decision register keeps a clear record of all formal decisions. This feature maintains accountability and ensures tasks are completed efficiently.
So as an administrator, you can ensure that agreed-upon actions are consistently followed up and closed out.
5. Collaboration Tools & Annotations
Struggling with fragmented board member communication?
Poor collaboration tools can hinder effective discussion and engagement among board members outside of meetings. This often leads to missed insights.
BoardPro includes discussion forums, messaging, and a key feature: private annotations on board papers. What you get instead is board members making their own notes directly within the platform, accessible during meetings. This feature facilitates better preparation and more engaged contributions.
This means your board can stay more connected and contribute effectively, leading to more informed decision-making.
Pros & Cons
- ✅ Streamlines meeting preparation and execution for significant time savings.
- ✅ Centralized, secure document management for all board-related materials.
- ✅ Intuitive user interface makes it easy for all board members to adopt.
- ⚠️ Basic voting tools may not support complex or advanced voting requirements.
- ⚠️ Limited options for backing up data to client-specific systems.
- ⚠️ Some users desire more customizable action item numbering.
These BoardPro features work together to create a complete governance management system that truly simplifies board administration.
BoardPro Pricing
Confused about what BoardPro pricing entails?
BoardPro pricing is refreshingly transparent with flat-rate tiers and unlimited users, making it easy to budget predictably for your board management needs.
Plan | Price & Features |
---|---|
Essentials | $165/board/month ($1,650 annually) • Unlimited users & storage • Board packs & minutes • Action & decision registers • Multi-factor authentication |
Premium | $275/board/month ($2,750 annually) • Everything in Essentials • Board pack annotations & voting • Electronic signatures • Between-meeting reports • 2-hour priority support |
Ultimate | $440/board/month ($4,400 annually) • Everything in Premium • Dedicated training & CSR • Data recovery events • 1-hour priority support • 50% Masterclass discount |
1. Value Assessment
Great pricing transparency here.
From my cost analysis, BoardPro’s flat-rate per-board pricing is a significant advantage, especially for SMEs and nonprofits with multiple users. What impressed me is how they include unlimited users and storage in every plan, meaning your costs won’t unexpectedly skyrocket with team growth.
This approach ensures your budget remains predictable, offering clear value without hidden per-user fees.
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2. Trial/Demo Options
Smart evaluation approach available.
BoardPro offers a generous 30-day free trial that requires no credit card, letting you fully explore features like the agenda builder and board pack creation. What I found valuable is how this extensive trial period allows thorough evaluation of its fit for your specific governance needs, without commitment.
This lets you validate ROI and user adoption before spending money, reducing the risk of expensive software mistakes.
3. Plan Comparison
Choosing the right tier matters.
The Essentials plan covers core board operations effectively, but the Premium tier significantly enhances collaboration with annotations and e-signatures. What stands out is how the Ultimate plan adds dedicated support and training for organizations needing white-glove service and deeper engagement.
This tiered approach helps you match BoardPro pricing to actual usage requirements rather than overpaying for unused capabilities.
My Take: BoardPro’s pricing strategy focuses on transparent, scalable value, making it ideal for SMEs and nonprofits seeking predictable board management costs with comprehensive features.
The overall BoardPro pricing reflects transparent value without hidden surprises.
BoardPro Reviews
What do real customers think?
This customer reviews section analyzes real user feedback for BoardPro, providing balanced insights into what actual customers think about the software. My analysis of BoardPro reviews helps you understand real-world user experiences.
1. Overall User Satisfaction
Users seem highly satisfied.
From my review analysis, BoardPro maintains exceptionally strong ratings, averaging 4.8 out of 5 on G2. What I found in user feedback is how users consistently praise its intuitive interface and ease of adoption, contributing to widespread positive sentiment.
This indicates you can expect a very positive experience with BoardPro’s usability.
2. Common Praise Points
The ease of use consistently delights.
Users frequently highlight how BoardPro streamlines meeting processes, saving significant time, especially on board pack compilation. From the reviews I analyzed, BoardPro’s excellent customer support is a standout, with users appreciating access to “a real person ready to assist.”
This means your administrative tasks will become more efficient, and help is always available.
3. Frequent Complaints
Some minor feature gaps exist.
While largely positive, a few reviews mention limitations in voting capabilities and the lack of a client system backup. What stands out in customer feedback is how specific requests for action item numbering improvements occasionally appear, but these are minor.
These issues are generally not deal-breakers, more like suggestions for minor enhancements.
What Customers Say
- Positive: “BoardPro streamlines the process of planning, running and following up on meetings making them more structured and productive.” (User Review)
- Constructive: “The voting capabilities are relatively basic and do not support more advanced tools like anonymous or weighted voting.” (User Review)
- Bottom Line: “The user interface of BoardPro is such that the software is easy to navigate and use, it is intuitive and such a delight to use.” (User Review)
Overall, BoardPro reviews reveal high user satisfaction with practical, minor suggestions for future development.
Best BoardPro Alternatives
Which board software is truly right for you?
The best BoardPro alternatives include several strong options, each better suited for different organizational sizes, budget considerations, and specific governance requirements.
1. OnBoard
Are you a large enterprise seeking advanced AI?
OnBoard excels for larger organizations (1,000+ employees) needing AI-powered agenda building and sophisticated minute taking for complex governance. From my competitive analysis, OnBoard offers more robust AI features, though it presents a steeper learning curve than BoardPro.
Choose OnBoard if your organization is a large enterprise requiring advanced AI tools and extensive integrations.
2. Diligent Boards
Is premium security and executive-grade performance essential?
Diligent Boards is a premium, enterprise-grade solution ideal for large corporations with substantial budgets and complex governance needs. What I found comparing options is that Diligent Boards provides the most extensive security features, though its pricing is significantly higher than BoardPro.
Consider this alternative if you’re a large corporation requiring top-tier security and are willing to invest a premium.
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3. Azeus Convene
Prioritizing advanced document and e-signature capabilities?
Azeus Convene is a strong alternative often chosen by medium to large enterprises prioritizing advanced document management, meeting archives, and e-signatures. Alternative-wise, Convene excels in comprehensive document management, though BoardPro offers quicker ROI and transparent pricing.
Choose Convene if advanced document and e-signature functionalities are your priority for a medium to large enterprise.
4. BoardEffect
Is director engagement and overall board performance a key focus?
BoardEffect focuses on enhancing productivity and involvement for board directors, particularly for organizations aiming to elevate overall performance. From my analysis, BoardEffect emphasizes comprehensive director engagement, though BoardPro is often praised for easier setup and cost-effectiveness.
Choose BoardEffect if you are a larger organization emphasizing director engagement and performance with a comprehensive portal.
Quick Decision Guide
- Choose BoardPro: User-friendly, cost-effective for SMBs and nonprofits
- Choose OnBoard: Large enterprise needing AI and extensive integrations
- Choose Diligent Boards: Premium security for large corporate governance
- Choose Azeus Convene: Advanced document and e-signature needs for enterprises
The best BoardPro alternatives depend on your specific business size, budget, and feature priorities, not just a list.
BoardPro Setup
How complex is BoardPro implementation?
BoardPro setup is remarkably straightforward for a governance platform, often allowing organizations to become active users very quickly. This BoardPro review section will outline what to expect.
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1. Setup Complexity & Timeline
Expect a quick and intuitive setup.
BoardPro’s cloud-based nature means you avoid lengthy software installations, and 32% of organizations are actively using it within a day. What I found about deployment is that its design prioritizes rapid implementation, making it ideal for businesses seeking quick wins without extensive project timelines.
You’ll want to prepare for initial account configuration and migrating existing board documents, which BoardPro’s onboarding can guide you through.
2. Technical Requirements & Integration
Minimal technical hurdles to overcome.
Your technical setup involves accessing BoardPro via a web application on any device, with minimal infrastructure demands. From my implementation analysis, integration with video conferencing tools is seamless, allowing for a cohesive virtual meeting environment without complex IT overhauls.
Plan for standard internet access and consider any desired integrations with Zoom, Google Meets, or MS Teams, which are straightforward.
3. Training & Change Management
User adoption is a significant strength.
BoardPro’s intuitive interface and comprehensive training resources ensure a low learning curve for both administrators and board members. From my analysis, the ease of use significantly reduces training needs, fostering quick and widespread adoption across your organization with minimal resistance.
Invest time in exploring the provided tutorials and webinars, as these resources are highly effective in familiarizing your team with the platform.
4. Support & Success Factors
Exceptional support aids successful deployment.
BoardPro’s 24/7 live chat support with real people, boasting an 80% response rate within two minutes, is crucial for smooth implementation. What I found about deployment is that this responsive support is a critical success factor, ensuring immediate assistance if you encounter any issues during setup or ongoing use.
Plan to leverage their dedicated support and extensive documentation for any questions, as their assistance streamlines the entire implementation journey.
Implementation Checklist
- Timeline: Days to a few weeks for full adoption
- Team Size: Administrator or office manager plus board members
- Budget: Primarily software cost; minimal setup fees
- Technical: Web browser access; optional video conferencing integration
- Success Factor: Leveraging BoardPro’s responsive customer support
Overall, BoardPro setup is designed for efficiency, ensuring a smooth and quick transition to a more streamlined board meeting process.
Bottom Line
Is BoardPro right for your organization?
This BoardPro review reveals a strong contender for streamlining board governance, offering a clear path to improved efficiency for specific business profiles.
1. Who This Works Best For
SMEs and nonprofits prioritizing governance efficiency.
BoardPro is ideal for organizations with 2 to 500 people, particularly board administrators, CEOs, and board members seeking to simplify meeting processes. What I found about target users is that you’ll find significant time savings if you’re battling extensive regulatory oversight or time-consuming manual board administration.
You’ll succeed if your primary goal is to enhance productivity, accountability, and transparency in board operations without complex enterprise features.
2. Overall Strengths
Unmatched ease of use and significant time savings.
The software excels in streamlining meeting preparation, centralizing document management, and providing exceptional customer support, saving administrators up to 75% of their time. From my comprehensive analysis, BoardPro significantly simplifies compiling and distributing board packs, making updates effortless while centralizing all critical documents securely.
These strengths translate into smoother board meetings and empower your team to focus on strategic decision-making rather than administrative burdens.
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3. Key Limitations
Basic voting features and limited external system backup.
While robust, BoardPro’s voting capabilities are basic, lacking advanced options like anonymous or weighted voting, which might be a concern for some larger organizations. Based on this review, the absence of a client system backup option could be a critical consideration if your business requires redundant data storage outside the platform.
These limitations are generally manageable for most SMEs and non-profits, but could be deal-breakers if your governance requires highly specialized or complex functionalities.
4. Final Recommendation
BoardPro is highly recommended for its target audience.
You should choose BoardPro if your SME or nonprofit needs an intuitive, user-friendly solution to drastically cut down on board administration time and improve governance. From my analysis, this solution provides clear value and rapid ROI for organizations seeking to simplify their board operations effectively and affordably.
My confidence level is high for organizations prioritizing efficiency and ease of use over highly specialized, enterprise-level features.
Bottom Line
- Verdict: Recommended
- Best For: Small to medium-sized enterprises (SMEs) and nonprofits
- Business Size: Organizations with 2 to 500 employees/members
- Biggest Strength: Streamlined meeting processes and significant time savings
- Main Concern: Basic voting capabilities and lack of external system backup
- Next Step: Explore the demo to see its impact on your board workflow
This BoardPro review confirms strong value for board governance needs, making it a reliable choice for your organization’s administrative efficiency.