BoardBookit

BoardBookit

by BoardBookit

Who Uses BoardBookit?

BoardBookit works with customers across all industries in organizations of varying sizes in both the private and public sector.

What Is BoardBookit?

BoardBookit is a modern board portal software built to be the trusted technology partner for mid to large-size organizations and corporations in meeting modern governance challenges. Offering unmatched ROI, user-experience focused design and premium support, BoardBookit is the answer to complex governance. BoardBookit's superior approach such as unlimited user model and free account migration services make it the governance tool corporations need to help mitigate risk and ensure board engagement

BoardBookit Details

BoardBookit

http://boardbookit.com/

Founded 2012

BoardBookit Pricing Overview

BoardBookit does not have a free version but does offer a free trial. See additional pricing details for BoardBookit below.

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

BoardBookit Features

Board Management Software
Access Controls/Permissions
Approval Process Control
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

BoardBookit Reviews

Showing 5 of 112 reviews

Overall
4.8/5
Ease of Use
4.7/5
Customer Service
4.8/5
Features
4.5/5
Value for Money
4.5/5
Greg K.
Advisor
Entertainment, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 9/05/2019

"Easy to Learn and Use"

Comments: We don't have paid staff to help administer board activities to managing board activities would be very burdensome to board members to handle such work. Our board is all volunteers to it's important we make it easy for them. And Board Bookit helps us to achieve that goal.

Pros: Non-profit boards often have members who are reluctant to let go of the old ways - namely paper. The greatest thing about BoardBookit is that it's so, so easy to learn and use. Our less digitally-savvy board members picked it up so quickly and, initially reluctant, now love it. The 24/7 customer care is also great.

Cons: I'm struggling to think of anything. Every new release brings new useful features, so if pressed to come up with some negatives, I suppose bringing out new features faster.

Vendor Response

by BoardBookit on 10/05/2019

Hi Greg, Thank you for your positive review! It's great to hear that BoardBookit made it easier for your board to adopt paperless board meetings and are loving it! We're always working hard to get our newest feature updates out faster, so stay tuned! Thanks again!

  • Reviewer Source 
  • Reviewed on 9/05/2019
Verified Reviewer
Board Director and Governance Committee Chair
Real Estate, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 30/09/2019

"Working well for a 12-member board"

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

Cons: There are two functions I would like to see added or adjusted. One is that there is no way to post a link individually or in a group, e.g. to share relevant articles with board members, or to link to a shared Google doc or drive. Links must be added to a document and then posted. The second is that for ease of management, ability to write notes on, etc., all uploaded/posted documents including Excel files are converted to pdf format. But sometimes I want to securely share other types of files with the board, e.g. financials in a spreadsheet to be manipulated by other committee or board members.

Vendor Response

by BoardBookit on 3/10/2019

HI!

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

Thanks again!

  • Reviewer Source 
  • Reviewed on 30/09/2019
Desirée R.
Business Operations and Partnership Manager
Nonprofit Organisation Management, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    3/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 30/09/2019

"Excellent value for the price"

Comments: This has been an excellent way to streamline our governance operations and keep sensitive documents secure.

Pros: This software does an excellent job at providing a high amount of functionality with an intuitive interface, on both the user-facing end and on the admin-facing end. This is very important because many of our users are late adopters to technology. The designers of the software clearly had a keen understanding of their audience and what their needs are. This software meets our basic needs and at a fair price.

Cons: The software's functionality is, in many ways, "silo-ed." So, for instance, if you upload a document to one area of the board portal, you also have to upload it to every other place you'd like for it to appear. In other words, you can't effectively link to or refer to information stored on different parts of the portal. Also, we have two affiliate companies under an umbrella company -- there's no real way on the portal to delineate this on the portal; it is primarily set up for one sole organization.

Vendor Response

by BoardBookit on 3/10/2019

Hi Desiree!

Thank you so much for taking the time to review BoardBookit. Thank you for the wonderful compliment to our user experience and developers regarding the intuitive interface. I will definitely pass that along. I will also pass along your feedback regarding the silo-ed feel of the portal.

Thanks again!

  • Reviewer Source 
  • Reviewed on 30/09/2019
Alyssa F.
Production Manager
Nonprofit Organisation Management, 13-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    3/5
  • Customer Support
    4/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 8/10/2019

"BoardBookIt"

Pros: This is relatively easy to use and has a lot of storage features that are beneficial. Overall, it is keeping our organization much more simplified and organized.

Cons: I don't like the document storage is exclusively PDF. We need to be able to upload word docs and excel files that can then be edited by other users. So this is super ineffective for us. Also, the calendar does not function well. I wish there was a way for it to be more like Gmail.

Vendor Response

by BoardBookit on 14/10/2019

Hi Alyssa!

Thank you for taking the time out of your day to review BoardBookit. It is so nice to hear that our portal keeps your organization simplified and organized! Also, I will be sure to mention your suggestions to my team about being able to upload documents other than PDF's into the documents section and our calendar function.

Thanks again!

  • Reviewer Source 
  • Reviewed on 8/10/2019
Jacki H.
Executive Assistant/Office Manager
Retail, 501-1,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/09/2019

"My worklife is soooo much easier!"

Comments: The best experience -- right from the beginning -- is the support. If we can't figure it out on email, someone calls and we set up an appointment to get it right.
Everyone has been friendly from the very beginning.

Pros: 1) "Cloning" meetings and agendas
2) Emailing right from the site to our Board members
3) All of our Board members took to the site at the first meeting
4) Presentations are done right from Bookit now instead of working back and forth with Powerpoint and printed materials; we just project Bookit to the screen
5) No more dealing with Adobe; which is not always user friendly with Excel documents

Cons: 1) Agenda formatting; but we have a workaround; I wish there was a way to reduce/increase font size, margins, and the ability to put spacing inbetween agenda items.

Vendor Response

by BoardBookit on 3/10/2019

Hi Jacki!

Thank you for the BoardBookit review. We absolutely love to hear that our Support Team has been able to provide you such good service. It is also great to know that you are enjoying the portal functionality, I will be sure to pass on your agenda formatting suggestions to our team.

Thanks again!

  • Reviewer Source 
  • Reviewed on 30/09/2019