# Sherpany Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Sherpany Software - reviews, pricing plans, popular comparisons to other Board Management products and more. Source: https://www.capterra.com/p/173419/Sherpany --- # Sherpany Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sherpany ## What is Sherpany? Sherpany is the leading Swiss meeting management solution, designed to meet the unique needs of Board, Board Committee, and Executive meetings. Trusted by Europe’s top companies, Sherpany boosts meeting productivity by 45%, streamlining the entire process — from meeting preparation to the distribution of digitally signed meeting minutes and action items. We prioritise security and compliance, with a robust FINMA-approved and ISO270001-certified solution that centralises and ensures appropriate access controls of your data. ## What is Sherpany used for? [Board Management](https://www.capterra.com/board-management-software/)[Meeting](https://www.capterra.com/meeting-software/)[Virtual Data Room](https://www.capterra.com/virtual-data-room-software/) Top alternative Featured Overall rating Based on 80 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% Starting price €36 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Sherpany?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.sherpany.com/en/&name=Sherpany) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Sherpany 4.6 (80) VS. [4.7 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting Price €36 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (80) Ease Of Use 4.6 (821) Value For Money 4.2 (52) Value For Money 4.6 (636) Customer Service 4.8 (71) Customer Service 4.8 (613) ## Sherpany alternatives [4.7 (338)](https://www.capterra.com/p/149069/Diligent-Boards/reviews/) Starting price Contact vendor for pricing [4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month [4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/) Starting price Contact vendor for pricing Highest Rated [4.8 (79)](https://www.capterra.com/p/201025/Easy-Board/reviews/) Starting price $49.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/173419/Sherpany/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions 3.8 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Minutes Management 4.0 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. Calendar Management 4.0 (5) 0.00% of 5 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar Document Management 3.6 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Meeting Management 4.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation Approval Process Control 3.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Manage the process of evaluating documents or requests submitted for approval Sherpany 83 features An @mention is a way to tag or notify a specific person about a message/post Define levels of authorization for access to specific files or systems Track the status of discussed/agreed tasks Track and document all activities across devices, networks, and other systems Access event or meeting agenda online Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Highlight content and/or make notations about parts of content Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Assign issues and tasks based on availability or required skills Manage attendance for classes, shifts, meetings, or events Process of managing, tracking, and communicating with individuals who are registered to attend an event Ability to make voice calls within the system Verify the identity of users/devices to enable secure access Data is backed up automatically to prevent data loss Group collaboration to solve ideas in a productive and concentrated manner. Upload multiple documents at once Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Facilitate virtual conferences that connect multiple people remotely Schedule date and time for callbacks/follow-up calls or reminders Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Manage a group of members established for coordinating plans, programs, or other initiatives Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Custom greetings/messages for incoming callers Pre-designed layouts that can be customized to match preferences and requirements Protect sensitive data for digital privacy Manage and store data in a database Online forums/groups where users can ask questions, share ideas, best practices, etc. Assign categories, labels, tags, or attributes to documents for organization, search and storage Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Reminders sent via email Plan an event's time and location Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Move files across different systems or networks Software specialized for non-profit organizations Search for specific words or phrases within a document or database Compliant with HIPAA, which sets standards for sensitive patient data protection Make international audio and/or video calls Manage the process of planning and scheduling meetings, including agenda creation Create and share notes/annotations taken during meetings Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing Comprehensive list that contains information and details of all the members associated with a particular organization or group Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc. Access software remotely via mobile devices Request two or more credentials to prove user's identity before granting access to systems Enable custom polls/voting to facilitate decision-making or increase engagement Arrange tasks based on the level of priority or urgency Tools to facilitate the production of information and promote efficiency Reporting on how each user, task or process has advanced since its initiation Preview and make real-time changes in the web content Notifications that are delivered to users as soon as an event occurs Record live video calls to play later Timed notification for any upcoming task, deadline, appointment, or activity Access work applications remotely, for when working away from the office and/or traveling Provide support to your customers and employees remotely over a shared network Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Secure online viewing of sensitive documents Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Gauge satisfaction and receive information for improvement and success Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation Presenter can see and hear participants and vice versa. Presenter can see and hear participants and vice versa Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Connect with meeting participants remotely over video Add a digital mark to show ownership of an image, video, document, etc. Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (80) 4.4 Based on 80 reviews ## Pricing Value for money 4.2 (52) Free Trial [View pricing plan details](https://www.capterra.com/p/173419/Sherpany/pricing/) Enterprise €36.00 Per User,Per Month It includes: - 100+ users - Unlimited rooms - Integrated meeting culture improvement - Embedded video calling - Easy integration with favorite collaboration tool - Secure and compliant with your industry standards Value for money 4.2 (52) 4.2 Based on 52 reviews ## Integrations [ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (71) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (71) 4.8 Based on 71 reviews ## User reviews Overall rating 4.6 Based on 80 reviews Filter by rating 5(55) 4(23) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent EH Eric H. Independent non executive director Banking ### "Go Sherpany" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 7, 2024 Useful in board meetings. One place to go: Sherpany. Pros Completeness. Consistency of the approach. Cons Annotations and navigation between documents and meetings are not easy enough to cope with the strong pressure of meetings. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 13, 2024 Dear Eric, thank you for providing your review! We truly value your input and are committed to working towards meeting your needs. TP Tis P. Former member of the Board Electrical/Electronic Manufacturing ### "Outdated review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 4, 2024 Pros The practical handling of a large number of meetings; pieces of advice received from time to time as chairman of a meeting Cons Cannot remember any more as I have not used it for the last three years Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MN Markus N. BR Utilities ### "Weiter so" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 3, 2023 Sehr vit Pros Cooles Tool / intuitiv / gute UX - 2FA mit futurae sehr gut Cons Doks werden ueberschrieben wenn neue eingeliefert werden Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KB Kurt B. CEO Financial Services ### "Gutes Produkt" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 3, 2023 Pros strukturiertes Arbeiten wird vorausgesetzt Cons teilweise einschränkend. wünsche mir mehr Freiheit beim Protokollieren Reasons for choosing Sherpany mehr User in de Organisation Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VK Viola K. Direktionsassistentin / VR-Sekretärin Real Estate ### "Boardtool" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 9, 2023 Pros Effiziente Sitzungsvorbereitung und Dokumentensharing Cons Protokollfunktion inkl. Darstellung. / Auch Darstellungsmöglichkeiten in den Benachrichtigungen sind nicht optimal. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 13, 2023 Dear Viola, thank you for your feedback! We appreciate your input and have already submitted it for product improvements. We look forward to serving you better in the future. Best regards, Sherpany team. RL Roger L. CFO Investment Banking ### "Not worth it" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 October 12, 2022 Pros Not much. The design looks ok at the beginning. Cons Too complicated and expensive. No training given. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 20, 2022 Dear Mr. Roger L., Thank you for your feedback. We are sorry that the experience did not meet your expectations. We would like to ask you for an opportunity to change this in the near future. If this is possible for you, we would kindly ask you to contact us at csm@sherpany.com, so that we can schedule a conversation to have a better understanding of your comments and define how we can address the points mentioned. Best regards, The Sherpany team GV Guenter v. Chairman Chemicals ### "Meeting optimized and organized " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 3, 2022 Pros Meeting organization and finding of contents Cons Repeated signs of unread contents after new access Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JF Juerg F. VR Mechanical or Industrial Engineering ### "Xxxx" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 8, 2022 Overall very positive experience Pros Ease of handling -saving of notes Easy reference to library Cons There is really nothing at this point in time which could make the tool for my personal use more effective Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NS nicoletta S. segreteria societaria Financial Services ### "Easy to use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 18, 2022 the board members like the sistem because it's easy to use and they're free to consult the agenda everywhere at any time. Pros it's very easy to use, it permits to create and manage board meeting also for people who are not so able to use internet and technologic devices. Cons It has to improve the quality and type of document you can use and upload. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Microsoft is a close system Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SP Sixtine P. lawyer Consumer Goods ### "Outils facilitateur, ergonomique et sécurisé avec une équipe support formidable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 15, 2022 Pros L'équipe support est remarquable, disponible et à l'écoute. L'outils évolue sans cesse pour s'adapter aux changements et s'améliorer pour satisfaire ses utilisateurs. L'outils offre un panel de fonctionnalités important. Le design est très agréable et facile d'utilisation. Cons L'outils peut parfois nécessiter un temps d'adaptation pour ceux qui aiment encore utiliser des supports papiers. Sherpany offre un nombre important de fonctionnalités, malheureusement certaines sont parfois inutilisées car incompatibles avec le formalisme juridique requis. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/173419/Sherpany/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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