# Best Board Management Software 2026 | Capterra

> Find the top Board Management software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs.

Source: https://www.capterra.com/board-management-software

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# Best Board Management Software

Last updated on April 15, 2026

How to find the right Board Management Software?

Learn more from our team about Board Management Software pricing features and benefits in our Board Management Buyers Guide

Verified Insights

Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team.  
[Learn more](https://www.capterra.com/our-story/)

## What is board management software and how do I choose the right one?

Researched by: [Ines Bahr](https://www.capterra.com/resources/author/ines-bahr/)and reviewed by: [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/)

Updated on April 15, 2026

[Board management software](https://www.capterra.com/board-management-software/) enables directors to schedule and organize board meetings, track meeting minutes and attendance, and share files and content with other board members. The software offers collaboration and governance tools to help run productive board meetings. 

Senior leadership and executive assistants use board management software. Users include company directors, executives, board chairs, nominations committee chairs, and CEOs. 

Board management software is priced on a per-month basis. Basic plans average $44 per month while advanced systems typically cost around $334 per month.

First-time buyers should consider budget, strategic planning needs, and integrations when evaluating options. To identify the best system for your needs, consult stakeholders on key vendor questions: 

_How does the tool organize meeting materials?_

_Can it document board members’ roles and responsibilities?_

_Does the tool evaluate key metrics like culture, performance, and objectives?_

_How does it facilitate peer feedback?_

For more information consult our [Board Management Buyers Guide](#buyers-guide-content)

[4.7 (3)](https://www.capterra.com/p/198652/iDealsBoard/#reviews)

Ideals Board is a secure board portal that helps boards prepare faster, run more focused meetings, and maintain strong governance. [Learn more about Ideals Board](https://www.capterra.com/p/198652/iDealsBoard/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[4.7 (1055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

[Capterra Shortlist](https://www.capterra.com/board-management-software/shortlist/)

Cut the admin chaos with a board management platform that helps every leader walk in ready to decide. Request an OnBoard Demo today! [Learn more about OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

89% recommend this product

[4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

[Capterra Shortlist](https://www.capterra.com/board-management-software/shortlist/)

BoardEffect, a Diligent brand, enables seamless and secure collaboration among governance leaders for effective board management. [Learn more about BoardEffect](https://www.capterra.com/p/151082/BoardEffect/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[4.7 (339)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/)

[Capterra Shortlist](https://www.capterra.com/board-management-software/shortlist/)

Diligent Boards is the world’s leading board portal. See why 700,000 leaders trust Diligent for to elevate their corporate governance.  [Learn more about Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

92% recommend this product

[4.7 (80)](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/reviews/)

Designed for busy executives, Nasdaq Boardvantage® is an award-winning board portal for optimizing the entire workflow of meetings. [Learn more about Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[4.7 (134)](https://www.capterra.com/p/133609/Convene/reviews/)

[Capterra Shortlist](https://www.capterra.com/board-management-software/shortlist/)

Empower your board with Convene, the ultimate board management software built to fulfill your duties within and beyond the boardroom. [Learn more about Convene](https://www.capterra.com/p/133609/Convene/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

91% recommend this product

[4.8 (80)](https://www.capterra.com/p/201025/Easy-Board/reviews/)

[Capterra Shortlist](https://www.capterra.com/board-management-software/shortlist/)

Awarded #1 in USA for 2025: Easily engage your volunteer board and connect your committees, documents, and meetings all in one place. [Learn more about Easy Board](https://www.capterra.com/p/201025/Easy-Board/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[4.6 (48)](https://www.capterra.com/p/172971/Aprio/reviews/)

Aprio streamlines board meeting preparation and communication by providing an easy-to-use, secure board portal with unmatched service. [Learn more about Aprio](https://www.capterra.com/p/172971/Aprio/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[4.7 (128)](https://www.capterra.com/p/221109/Boardable/reviews/)

Board management software for nonprofits that streamlines meetings, documents, and governance so boards stay aligned and focused.  [Learn more about Boardable](https://www.capterra.com/p/221109/Boardable/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

90% recommend this product

0.0 (0)

CivicPlus Agenda and Meeting Management simplifies agenda, minutes, and public meeting creation and management for municipal clerks. [Learn more about CivicPlus Agenda & Meeting Management](https://www.capterra.com/p/202580/CivicClerk/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## Wrike](https://www.capterra.com/p/76113/Wrike/)

[4.4 (2908)](https://www.capterra.com/p/76113/Wrike/reviews/)

Wrike is a work management platform with powerful file-sharing features, team calendars, shared dashboards, and app integrations. [Learn more about Wrike](https://www.capterra.com/p/76113/Wrike/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## BoardPro](https://www.capterra.com/p/164493/boardPro/)

[4.8 (822)](https://www.capterra.com/p/164493/boardPro/reviews/)

[Capterra Shortlist](https://www.capterra.com/board-management-software/shortlist/)

BoardPro is a board management software that streamlines board meetings, minutes, and document storage for organizations. [Learn more about BoardPro](https://www.capterra.com/p/164493/boardPro/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

98% recommend this product

[## Govenda](https://www.capterra.com/p/155329/BoardBookit/)

[4.7 (166)](https://www.capterra.com/p/155329/BoardBookit/reviews/)

Govenda revolutionizes board governance with unparalleled collaboration and innovation. [Learn more about Govenda](https://www.capterra.com/p/155329/BoardBookit/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

92% recommend this product

[## Ncontracts](https://www.capterra.com/p/233877/Ncontracts/)

[4.6 (155)](https://www.capterra.com/p/233877/Ncontracts/reviews/)

NboardPortal gives your board of directors access to the information to get acclimated quickly and stay informed and engaged. [Learn more about Ncontracts](https://www.capterra.com/p/233877/Ncontracts/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

87% recommend this product

[## BoardPAC](https://www.capterra.com/p/153900/BoardPAC/)

[4.8 (129)](https://www.capterra.com/p/153900/BoardPAC/reviews/)

BoardPAC simplifies board management by providing a secure and centralized platform for collaboration, voting, and real-time comms. [Learn more about BoardPAC](https://www.capterra.com/p/153900/BoardPAC/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

95% recommend this product

[## Knowa](https://www.capterra.com/p/200956/Knowa/)

[4.9 (103)](https://www.capterra.com/p/200956/Knowa/reviews/)

Multi-award-winning platform for smarter board management and governance, combining AI, security, and seamless collaboration. [Learn more about Knowa](https://www.capterra.com/p/200956/Knowa/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

96% recommend this product

[## Dropbox DocSend](https://www.capterra.com/p/136311/DocSend/)

[4.5 (97)](https://www.capterra.com/p/136311/DocSend/reviews/)

DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your documents [Learn more about Dropbox DocSend](https://www.capterra.com/p/136311/DocSend/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## Sherpany](https://www.capterra.com/p/173419/Sherpany/)

[4.6 (80)](https://www.capterra.com/p/173419/Sherpany/reviews/)

Sherpany is the go-to-meeting management solution for board and executive teams, delivering a 45% boost in meeting productivity. [Learn more about Sherpany](https://www.capterra.com/p/173419/Sherpany/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## Decisions](https://www.capterra.com/p/181485/Decisions/)

[4.6 (80)](https://www.capterra.com/p/181485/Decisions/reviews/)

[Capterra Shortlist](https://www.capterra.com/board-management-software/shortlist/)

Decisions is a powerful meeting management solution for users of Microsoft Teams and Office 365. [Learn more about Decisions](https://www.capterra.com/p/181485/Decisions/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## BoardDocs](https://www.capterra.com/p/224307/BoardDocs/)

[4.6 (72)](https://www.capterra.com/p/224307/BoardDocs/reviews/)

BoardDocs simplifies board management for K-12 and colleges, improving document access and meeting efficiency.  [Learn more about BoardDocs](https://www.capterra.com/p/224307/BoardDocs/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## Ideagen Collaboration Portal](https://www.capterra.com/p/79081/Ideagen-Huddle/)

[4.5 (68)](https://www.capterra.com/p/79081/Ideagen-Huddle/reviews/)

Ideagen Huddle replaces the inefficiencies and security risks associated with collating / sharing board materials via email and paper. [Learn more about Ideagen Collaboration Portal](https://www.capterra.com/p/79081/Ideagen-Huddle/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## DiliTrust](https://www.capterra.com/p/205615/DiliTrust-Governance/)

[4.6 (64)](https://www.capterra.com/p/205615/DiliTrust-Governance/reviews/)

A secure, integrated Board Portal for meetings, documents, and decisions–built for modern governance and enterprise-level privacy. [Learn more about DiliTrust](https://www.capterra.com/p/205615/DiliTrust-Governance/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## Process PA](https://www.capterra.com/p/176969/Process-PA/)

[4.2 (63)](https://www.capterra.com/p/176969/Process-PA/#reviews)

Move your board online - The modern easy-to-use governance portal, try now for Associations, Clubs, Not-for-Profits, and Businesses  [Learn more about Process PA](https://www.capterra.com/p/176969/Process-PA/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## Carta](https://www.capterra.com/p/220278/Carta/)

[4.2 (62)](https://www.capterra.com/p/220278/Carta/reviews/)

Carta is an equity management platform for companies, investors, and employees. [Learn more about Carta](https://www.capterra.com/p/220278/Carta/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

[## idgard](https://www.capterra.com/p/206917/idgard/)

[4.6 (61)](https://www.capterra.com/p/206917/idgard/reviews/)

Provider of GDPR-compliant cloud and data room solutions for companies as well as one of the leading secure cloud providers in Europe. [Learn more about idgard](https://www.capterra.com/p/206917/idgard/)

Board Management features reviewers most value

Access Controls/Permissions

Agenda Management

Approval Process Control

Calendar Management

Document Management

For Nonprofits

Meeting Notes

Secure Data Storage

Task Management

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85% of professionals opt for a 30-day trial before the software purchase

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Key Features

All key features

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We have selected the most important and critical features as defined by Capterra user reviews

[Access Controls/Permissions](https://www.capterra.com/board-management-software/features/298-access-controls-permissions/)

[Activity Dashboard](https://www.capterra.com/board-management-software/features/2178-activity-dashboard/)

[Agenda Management](https://www.capterra.com/board-management-software/features/3760-agenda-management/)

[AI Copilot](https://www.capterra.com/board-management-software/features/721-virtual-assistant/)

[Approval Process Control](https://www.capterra.com/board-management-software/features/2287-approval-process-control/)

[Attendance Management](https://www.capterra.com/board-management-software/features/844-attendance-management/)

[Calendar Management](https://www.capterra.com/board-management-software/features/262-calendar-management/)

[Committee Management](https://www.capterra.com/board-management-software/features/525-committee-management/)

[Document Management](https://www.capterra.com/board-management-software/features/2709-document-management/)

[Electronic Signature](https://www.capterra.com/board-management-software/features/296-electronic-signature/)

[For Nonprofits](https://www.capterra.com/board-management-software/features/2197-for-nonprofits/)

[Generative AI](https://www.capterra.com/board-management-software/features/2098-ai-content-creation/)

[Meeting Notes](https://www.capterra.com/board-management-software/features/10-meeting-notes/)

[Member Directory](https://www.capterra.com/board-management-software/features/3248-member-directory/)

[Polls/Voting](https://www.capterra.com/board-management-software/features/3826-polls-voting/)

[Secure Data Storage](https://www.capterra.com/board-management-software/features/3855-secure-data-storage/)

[Self Service Portal](https://www.capterra.com/board-management-software/features/2095-self-service-portal/)

[Task Management](https://www.capterra.com/board-management-software/features/2131-task-management/)

[Third-Party Integrations](https://www.capterra.com/board-management-software/features/682-third-party-integrations/)

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Table of Contents

-   [Essential board management software buying information](#essential-board-management-software-buying-information)
-   [What are the highest rated board management systems?](#what-are-the-highest-rated-board-management-systems)
-   [What are the most reviewed board management systems?](#what-are-the-most-reviewed-board-management-systems)
-   [What is board management software?](#what-is-board-management-software)
-   [Board management software pricing](#board-management-software-pricing)
-   [Board management software features rated by users](#board-management-software-features-rated-by-users)
-   [Top board management software benefits identified by users](#top-board-management-software-benefits-identified-by-users)
-   [Common challenges of board management software identified by users](#common-challenges-of-board-management-software-identified-by-users)
-   [Who uses board management software?](#who-uses-board-management-software)
-   [Common board management software integrations](#common-board-management-software-integrations)
-   [Learn more about board management software can help your business](#learn-more-about-board-management-software-can-help-your-business)

## Essential board management software buying information 

[Board management software](https://www.capterra.com/board-management-software/) enables directors to schedule and organize board meetings, track meeting minutes and attendance, and share files and content with other board members. The software offers collaboration and governance tools to help run productive board meetings. 

Board management software is used by board members, a group that is demographically diverse. It is mainly composed of company directors, executives, board chairs, nominations committee chairs, and CEOs. 

Most board management software solutions on the market are priced on a per-month basis, and a typical entry-level pricing plan is around $44 per month. Premium and advanced system subscriptions typically cost around $334 per month. \[[1](#sources)\]

First-time board management software buyers need to consider their budget, board strategic planning needs, and required integrations with the rest of their tech stack when evaluating their options. We recommend consulting with stakeholders on a list of critical questions to ask potential vendors in order to help evaluate systems, such as:

-   What features are available for organizing and providing meeting materials?
    
-   Is there a feature to document board members’ roles and responsibilities in a central location?
    
-   Is there a feature to evaluate or measure key metrics such as culture, performance, and objectives?
    
-   Is there a feature for board members to provide feedback on their peers?
    

## What are the highest rated board management systems?

Capterra publishes verified reviews from users of board management software to help you pick the right system for your business. Here are the five solutions with the highest average ratings, normalized for number and recency of reviews. \[[2](#sources)\]

-   [BoardPro](https://www.capterra.com/p/164493/boardPro/)
    
-   [Knowa](https://www.capterra.com/p/200956/Knowa/) 
-   [BoardPAC](https://www.capterra.com/p/153900/BoardPAC/)
    
-   [OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)
    
-   [Govenda](https://www.capterra.com/p/155329/BoardBookit/)
    

## What are the most reviewed board management systems?

Capterra publishes verified reviews from users of board management software to help you pick the right system for your business. Here are the 5 solutions with the greatest number of reviews:

-   [Wrike](https://www.capterra.com/p/76113/Wrike/)
    
-   [OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)
    
-   [BoardPro](https://www.capterra.com/p/164493/boardPro/)
    
-   [Diligent Boards](https://www.capterra.com/p/149069/Diligent-Boards/)
    
-   [Govenda](https://www.capterra.com/p/155329/BoardBookit/)
    

## What is board management software?

Board management software is a tool that helps an organization’s board of directors manage their responsibilities of strategic planning and performance reviews. It provides a virtual platform for the board to hold meetings, record minutes, share and review documents, and vote on business affairs.

It also acts as a database for important documents and information the board might need to have handy.

The Capterra board management software category includes 140 software products, and products in this category received 822 user reviews within the past year. \[[2](#sources)\]

## Board management software pricing

Most board management software solutions on the market are priced on a per-month basis, and a typical entry-level pricing plan is around $44 per month. Mid-tier plans are available around $80 per month and high-end plans for $334. Some board management software solutions offer users a discount if they are billed on an annual basis rather than a monthly basis. Many of them offer a free trial version.

-   Entry-level systems generally include basic features such as: meeting management, meeting agenda creation, document management, and presentation preparation.
    
-   Premium or advanced plans usually offer all of the basic plan features, plus more advanced features, including: governance frameworks, advanced security, electronic voting, analytics and reporting, and access controls.
    

## Board management software features rated by users

All software for board management includes collaboration tools, meeting management, and minutes management as core features, which will be mentioned in the next list. Also, we will mention a variety of common features, including access controls/permissions, approval process control, and calendar management.

Based on analysis of our proprietary reviews data from board management software users, the most important features for this type of software are:

### Core board management software features

-   **Meeting management:** Coordinate schedules and organize board meetings. 96% of reviewers rate this feature as critical or highly important.
    
-   **Minutes management:** Record and distribute meeting dates, times, attendees, and agendas. 75% of reviewers rate this feature as critical or highly important.
    
-   **Collaboration tools:** Provide a channel for team members to share media files, communicate and work together.
    

### Common board management software features

-   **Secure data storage:** Securely store data to prevent data loss or breaches. 93% of reviewers rate this feature as critical or highly important.
    
-   **Document management:** Collect, upload, store, track and share all electronic documents in a centralized location for quick access. 90% of reviewers rate this feature as critical or highly important.
    
-   **Access controls/permissions:** Define levels of authorization for access to specific files or systems. 87% of reviewers rate this feature as critical or highly important.
    
-   **Approval process control:** Manage the process of evaluating documents or requests submitted for approval.
    
-   **Calendar management:** Create schedules, organize meetings, prioritize tasks, track deadlines and share these details with others.
    
-   **Meeting notes:** Create and share notes/annotations taken during meetings.
    
-   **Member directory:** Access an online or printable directory list of board members.
    
-   **For nonprofits:** Software specialized for nonprofit organizations.
    
-   **Polls/voting:** Enable custom polls/voting to facilitate decision-making or increase engagement.
    

## Top board management software benefits identified by users

**Allows board chairs to efficiently manage meetings and agendas:** With board management software, board chairs and members can schedule meetings, create agendas, send meeting reminders, upload related meeting documents, and access everything in one place.

”_It has simplified our Board Meeting process. It has allowed our team to easily stay on top of meeting dates, agendas, file attachments, meeting minutes and allocated task reminders._”

–Andrew G., managing director, marketing and advertising

**Improves the communication and collaboration between board members**: With board management software, board chairs and members can streamline the collaboration between them and the rest of the team. Effective communication and responsive teammates are essential for successful project completion. 

_“It has shown the best collaboration technics bringing control and flexibility in goals accomplishment.”_

–Preben M., senior advisor, international trade and development

**Allows board members to easily manage staff**: With board management software, board chairs and members can navigate through the administrative tasks required to effectively manage staff and ensure the board’s goals are met.

_“Great tool for board management, automates lots of processes and empowers each member to manage their own items in an easy to use dashboard.”_ 

–Katy T., executive advisor, civic and social organization

## Common challenges of board management software identified by users

Document upload is the most common challenge for board management software, according to reviews. Users commonly complain about problems with uploading different document types, especially PDF files.  

Communication management is another of the most common challenges of board management software. Users mention difficulties with sharing information and interacting with other board members. 

Many users also encounter difficulties with notifications and reminders. At times, reminders are not properly displayed, irrelevant reminders are received, and they are sent at an inconvenient time.

## Who uses board management software?

Analysis of our extensive board management software reviews highlight the most common use cases:

-   **Sharing documents securely:** Board management software often offers security measures to protect documents shared through the platform so that sensitive data is kept private.
    
-   **Providing access to a centralized board portal:** Board management software usually includes a dedicated portal for board members to communicate, view schedules, access documents, and more.
    
-   **Automating board management processes:** With board management software, board members can automate various day-to-day manual tasks such as meeting follow-ups, reminders, data analysis, agenda building, meeting transcription, and more.
    

Board management software is used by organizations that have a governing board, such as: 

-   Nonprofit organizations
    
-   Corporations
    
-   Healthcare organizations
    
-   Educational institutions
    
-   Government agencies
    

The software is used by the board, which can vary depending on the organization’s specific need, but are mainly composed of: 

-   General counsel and/or corporate secretaries
    
-   Independent directors 
-   Executive director or chief executive officer
    
-   Chair and vice chair 

The chair and vice chair often use the software to create and manage meeting agendas and communicate with the board members and staff. The software can also facilitate decision-making processes by providing a platform for discussions and voting.

Corporate secretaries can use the software to record meetings, manage documents, and send out reminders. 

Conversations with buyers reveal some of the most common kinds of users are from financial services, nonprofit organizations, and education management as well as companies with between 11 to 50 employees.

## Common board management software integrations

Board management software often integrates with tools for communication and collaboration including video conferencing platforms, calendar management tools, document management and storage software, electronic signature tools, survey tools, and email providers. 

Although many board management systems offer things like e-signatures and document storage as native features, some offer this functionality via third-party integrations to allow users to easily fit the platform into their existing tech stack. Others only offer certain functions through integrations, so it’s worth checking with potential vendors which integrations they offer and which features are native within the platform.

## Learn more about board management software can help your business

To help you with your search, we highlight [five key board management software features](https://www.capterra.com/resources/board-management-software-features/) based on the ratings given by verified software users and present the highest-rated products for each feature.

For board management members, CEOs, and business leaders, the quarterly or annual board meeting requires significant prep work. Learn from industry experts [how to optimize your board management meetings](https://www.capterra.com/resources/optimize-board-management-meetings/) and get ready for your next board management meeting.

Sources

1.  **Capterra software pricing data:** Only products with publicly available pricing information and qualified software products within the category, as of the production date, are included in the pricing analysis. [Read the complete methodology](https://www.capterra.com/resources/proprietary-data-research/#software-buyers-guides-methodology).
    
2.  **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. For this report, we analyzed reviews from the past year as of the production date. [Read the complete methodology.](https://www.capterra.com/resources/proprietary-data-research/#software-buyers-guides-methodology)