Best Board Management Software with a Free Trial
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Compare the Top Board Management Software with a Free Trial as of November 2025
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What is Board Management Software with a Free Trial?
Board management software is software that enables organizations to streamline board meetings, communication, and document sharing. It provides secure access to agendas, meeting minutes, and governance materials, ensuring board members stay informed and compliant. Features often include voting tools, task tracking, and real-time collaboration to improve decision-making efficiency. Many solutions offer cloud-based access and mobile compatibility for seamless remote participation. By centralizing board activities, this software enhances transparency, reduces administrative burdens, and improves overall governance. Compare and read user reviews of the best Board Management software with a Free Trial currently available using the table below. This list is updated regularly.
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1
Bordio
Bordio
Bordio is a comprehensive project management software that integrates team management software, task management tools, and a project planning calendar all in one platform. It brings together everything teams need to get their work done, from setting up projects with a project planner and organizing tasks on a kanban board, to collaborating with team members using a task board. The platform provides a clear view of what needs to be done each day with its online calendar, making overwhelming to-do lists a thing of the past. With features for scheduling tasks on specific days and keeping track of progress with color-coded statuses, Bordio keeps teams focused and acts as an effective project tracker and task tracker. You can invite guests like clients or freelancers into projects at no extra cost and work together seamlessly. The inclusion of a team task planner and team tracker ensures that every member’s efforts are synchronized and visible.">
Starting Price: $5.99 per user per month -
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Azeus Convene
Azeus Systems Limited
Convene is an award-winning board management software that enhances the efficiency of meetings, from organizing and distributing board documents to conducting, documenting, and generating actions. Convene’s secure, intuitive, and easy-to-use features make it the choice for listed companies, SMEs, banks, governments, and non-profits in over 100 countries. Developed by Azeus, a Capability Maturity Model Integration (CMMI) level 5 company with more than 30 years of experience in IT development, Convene is a highly flexible product that can be customized to cater to each client’s needs. With SSAE 18- and ISO 27001-certified data centers around the world, Convene ensures that clients' data are protected—alongside multiple internal safeguards and random external penetration tests. Convene can be hosted on-cloud or on-premise, and is available for Windows, Mac OS X, iOS, and Android. -
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OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!
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4
nTask
nTask
nTask is an online project management platform, known for pioneering simplified work management. The platform helps to get more done while meeting all of the quality standards of industries. nTask is extensively customizable, and one of the most affordable in the industry. nTask is designed for all-sized teams and industries. Over 200,000+ companies trust nTask globally for managing campaigns, sprints, product development, inventory, clients, company goals & targets, and much more. nTask enables faster project completion through one platform that enables all team members to work efficiently without shuffling through multiple apps and has all the tools necessary for project management, such as custom fields, financial summary, task management, risk management, issue tracking, Gantt charts, Kanban boards, team collaboration, documents sharing, to-do lists, project planning, resource allocation, time tracking, timesheets module, roles/permissions, and workspace customizationsStarting Price: $3 per user/month -
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BoardSpot
BoardSpot
BoardSpot is designed from the ground up to be everything a board needs to govern their nonprofit as effectively as possible. At every opportunity, we have blended impeccable design with governance best practices to empower nonprofits with the cleanest and simplest set of tools. With BoardSpot, governance is effortless. We offer four plans, each optimized for a specific size of nonprofit. Personalized administrator training is included at all four levels. The Essentials Plan includes all the features a small nonprofit needs to govern effectively. It supports up to 30 members, and includes all of BoardSpot's core features. The Standard Plan is perfect for mid-sized organizations with up to 50 members, and many advanced features. The Professional Plan is designed to help large organizations of up to 150 members and two boards. The Enterprise Plan is the ultimate digital experience including custom API integrations.">
Starting Price: $95 per month -
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Ideagen Huddle
Ideagen
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.Starting Price: $11.00/month/user -
7
ContractZen
ContractZen
Secure governance software with advanced contract management, board meeting management, entity management, e-signature, and virtual data rooms (VDR). Loved by hundreds of customers in over 30 countries, ContractZen is your number one solution for effective corporate governance, due diligence readiness, and peace of mind. • Contract Management: Easy-to-use contract repository with AI-powered search capabilities, and automatic and recurring email reminders. • Board Portal: 100% paperless and securely managed meeting process from assembling the meeting to creating, approving, and e-signing the minutes. • Entity Management: Effortlessly managed corporate records with a clearly visualized organizational structure and extensive search capabilities. • Virtual Data Room: Immediate readiness for due diligence during e.g., M&A and audits with secure file sharing, robust access rights management, and dynamic indexing.Starting Price: $9.50/month/user -
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BoardPAC
BoardPAC
BoardPAC is an award-winning board management solution that is ideal for board directors to review and approve board agendas on the go. Efficient and secure, BoardPAC is offered across devices such as iPads, Windows laptops and desktops, Android tablets and iPhone and Android phones. BoardPAC integrates fully with Zoom, Cisco Webex, Microsoft Teams, Lifesize and a host of other leading video conferencing platforms. BoardPAC features the strictest security and confidentiality standards such as ISO 27001 certification, 256-bit encryption, and secure transmission, and more. BoardPAC offers the benefits of collaboration, quicker decision making, and easy feedback on meeting documents. BoardPAC conforms to GDPR compliance. -
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MyBoardPacket
M29 Technology and Design
Since 2001, thousands of happy customers agree that MyBoardPacket is secure, simple and easy to use. An online board meeting management tool that provides document management, online voting, online discussions, and more. MyBoardPacket.com enables you to deploy a board portal which is so flexible it can also be used as an extranet or intranet solution. MyBoardPacket board portal is so easy to use, your board members can be up and running in minutes without the need for training. And your administrators can easily upload all of the board packet files in just moments for each board meeting. The intuitively easy user interface allows everyone to get up and running in minutes. Contact us today to schedule a quick walk-through with a private live demonstration. MyBoardPacket.com is a practical board portal, that allows businesses of all sizes to securely distribute, organize and share critical board room data. -
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Kore
Kore
Founded in 2016, Kore provides the first secure online infrastructure for private companies looking to raise capital. From issuing securities to shareholder relations and captable management. It's an an All-In-One Platform that streamlines the Capital Raise Process for RegCF, RegA+, and RegD offerings, while fostering lasting investor communications that transcends the raise itself, elevating your investor relationship. Investors, broker-dealers, law firms, accountants and investor acquisition firms all leverage our ecosystem solution. Kore also maintains a large online library of educational content to help companies navigate their capital-raising journey and investors looking to learn more about investment opportunities in the Private Capital Markets.Starting Price: $150 per month -
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Boardable
Boardable
At Boardable, we know boards. That’s why we built the best board management platform on the market. The last thing you need is more tabs to manage during a mission-critical meeting. We’ve been there, we get it. Trusted by thousands of organizations around the globe, our intuitive one-screen experience makes it easy to host meetings, build and share agendas, record minutes, manage and sign documents, assign tasks, vote digitally, and more. We offer knowledgeable service and support from a team of experts. Over 80% of our customer team serve on boards and committees. We’re with you whether it’s your first time or you’re replacing an outdated board management platform. Empower your board to optimize efficiency, simplify communications, and boost engagement — at a fair and flexible price. No surprise add-on costs. Our plans are structured to give you a full board management experience and scale with your growth. Explore Boardable today with a live demo. -
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Our Cat Herder
Our Cat Herder
Does managing your board and meeting administration feel like herding cats? We're here to help you streamline and simplify your board administration. The Our Cat Herder board portal software is a cost-effective solution designed to help you to communicate with board members, share documents, take minutes, make decisions, capture actions, and much more. Rapidly build complete board packs for each meeting with our built-in agenda builder and templating system. Securely distribute board packs to attendees with the click of a button. Capture actions, to-dos, and tasks within meetings using our in-meeting actions. Additionally, board members can create their own actions and to-dos using our action capture tool. Plus, track action progress and updates with action notes. Minutes are a critical part of any meeting. With our minute taker tool, you can easily record minutes, rapidly create the final minute's document as well as send it for signing off.Starting Price: $590 per year -
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Aprio Board Management Software
Aprio Inc.
Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen. Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple. -
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Board Papers
Pervasent
Installed in a SharePoint site collection, the Board Papers board portal lets you quickly set up meetings and create agendas to organize your documents. Agendas and documents are then published to an intuitive book-like app on participants' iPads, laptops, and mobile devices for on and offline access. In the app, board members and meeting attendees mark up documents with pen and highlighter tools, add and share notes, and electronically sign pages. Votes are cast with a single click. Participants come to meetings prepared, and that means shorter, more effective meetings. Board Papers is used by large and small organizations in over 30 countries to deliver electronic board books and meeting packs for all types of meetings. Key benefits of Board Papers: - All of your documents are stored in your Microsoft 365 tenancy, making security and permissions seamless. - Affordable for any sized organization. - Simple book-like app, all tools are just a tap or click away. Directors -
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BoardPaq
BoardPaq
BoardPaq is board management software for small and medium-sized organizations. Cloud-based, BoardPaq enables users to centralize all board documents and information seamlessly. BoardPaq has easy-to-use features such as Board of Directors Cloud Service and Apps for effective member communication and collaboration. BoardPaq also features security and confidentiality of the users' Board materials and deliberations.Starting Price: $99.00/month -
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Beenote
Comnet Technologie
The First Governance Meetings Management Solution for your board, committees, and teams. An all-in-one meeting management tool for more efficient work teams who want to collaborate in all meeting process. Plan, hold and follow your meetings by quickly plan your agenda, have an audio recording of your conversation, follow the team tasks progress, real-time sharing, integration to your corporate agenda (Microsoft, Google, ICS), and share the agenda and minutes with your colleagues. More features: timekeeper, subject/decisions/tasks registry, private meetings, and instant minutes of meeting, IOS and Android app. Beenote helps you change your world, one meeting at a time.Starting Price: $2.67/month/user -
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Groupeasy
Groupeasy
Groupeasy is the Coordination Platform to power connection within your group. Every feature in Groupeasy is thoughtfully designed to solve the common communication, collaboration, and scheduling challenges every group has. We offer powerful group software engineered for maximum ease-of-use, with an intuitive interface that works across all devices. Groupeasy provides a set of tools that is easy to implement and intuitive to use so any group can get started with ease and begin achieving their purpose. Get your group up and running with 3 easy steps. Groupeasy gives members a way to seamlessly connect and coordinate with each other via email, text, or both, while maintaining their privacy. Groupeasy is NOT a social media app. It is subscription-based, and so looks different from other apps for groups. With no advertising, we don't need gimmicks and silliness to keep you scrolling and clicking. We are a chill tool with a different vibe, designed to save everybody time.Starting Price: Free for up to 7 members -
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Surfboard
Surfboard
For one full week every quarter, work piles up, stress spikes, and teams waste countless hours scrambling to prep. As a result, board meetings have become something we get through instead of get the most out of. Surfboard simplifies clunky processes, streamlines workflows, and helps you optimize your time, so you never have to crunch again. Automated workflows and frictionless communication eliminate time-consuming work at every step, so you can spend less time on busy work and more time making valuable business decisions. Presenting updates from three months ago at your quarterly meetings is a huge waste of time. Instead, we’ll auto-generate routine updates throughout the quarter, so you can spend your meeting time doing literally anything else.Starting Price: $149 per month -
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BoardPro
BoardPro Limited
Our mission is to help businesses and nonprofits deliver more impact and value for their organization. We exist to increase boardroom productivity and create better functioning boards. We don't believe good governance processes should be left to the domain of larger companies. We know that all parties in a board/management relationship want to use their time and resources most efficiently and productively. We found that a product that helped with the processes, workflows and guidance to work on the right things was missing from the market. So we developed BoardPro in partnership with some of the best independent directors and most progressive CEOs.Starting Price: $150.00/month -
20
EthosData
EthosData Virtual Data Room
Close your M&A, IPO or fundraising deal faster with EthosData. A simple, secure and quick data room service to simplify your transaction. Using our award-winning service of easy-to-use data rooms and experienced teams of professionals, multiple parties can work on a deal’s confidential information. Our virtual data room has been used by 100,000+ user and we have helped to close $900+ billion deal value. You focus on your deal. We'll focus on your documents.Starting Price: $180/month -
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twelve Directors Portal
Loomion
Loomion is the preferred Board management software provider when utmost security and reliable performance is required. Loomion's twelve Directors Portal complies with highest banking security standards is based on SharePoint technology. Loomion offers the only reliable solution in the market if the customer wants to have an on-premise installation. Furthermore, it is also offered off-premise as SaaS in our privately-owned data centers in Switzerland, Luxembourg and Germany.Starting Price: $50/month/user -
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Cureo
Cureo
All of your organization's vital information, documents, files, archived communications, right at your fingertips. Get hours of your workweek back by making board communications easier than ever. At Cureo, our mission is to perfect the work of teams for nonprofits. Our work life is Cureo. Outside work, our passion is our community. For years, we as individuals have served and engaged as the board of directors and as volunteers. We have experienced the chaos. We have seen the challenges. So we have combined our work life and our passions to make our world, and yours, a little better. Find everything you need, exactly where it’s supposed to be. Cureo puts your files, conversations, meetings, tasks, publishing tools, everything your organization needs, all in one platform. Members can easily access all materials from your website. More affordable than other board portals.Starting Price: $100 per month -
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Process PA
Process PA
Meeting guidance with agenda templates, generated minutes, follow up and automatic notifications. Less Paper. Reduce administration time. Take the guesswork out of managing compliance requirements with members, motions and actions registers always up-to-date plus secure document storage. Continuity for new office bearers. Everything kept in the one place. Access from any device. Always available. From your school P&C and Sporting Club to your trade or professional associations. How smoothly your board runs to it's goals and deadlines is crucial to your organisation. Many public and listed companies have had the benefit of a board portal for secure communication of board papers to directors for years. With transparent affordable pricing and modern easy-to-use software available anywhere see how your board can be always informed.Starting Price: $99 per month -
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Sherpany
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 for your sensitive information. In addition to the web-based Sherpany platform, which is accessible through a web browser, we offer native apps for iOS, Windows, and Android, providing convenient access to our meeting management solution across different devices. Our SaaS-based software, coupled with our meeting education and other complementary services, transforms your company's meeting culture and ensures excellent meetings.Starting Price: EUR €36.00 per month -
25
Sympose
Social Change Media
Sympose the best value solution for paperless meetings. Eliminate paper. Increase productivity. Save money. Tired of posting paper? Tired of endlessly printing and posting meeting papers? Wish there was an easier way to work together between meetings? Spending too much time managing meetings? Sympose: the best value solution for paperless meetings. Affordably priced: pay for the features you only need. Increase meeting productivity: universal access and collaboration tools for board members. Save money: reduce time and costs organizing meetings. Sympose is packed with smart features that enables board members to easily keep track of meeting actions and collaborate with other board members on specific issues or papers. Easy publishing Secure & reliable access. Tablet-friendly. Customizable. Collaboration tools. Online voting. Meeting scheduler. Feature checklist. Sympose has the following list of features as standard. Extra features can be configured upon request.Starting Price: $2000 one-time payment -
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Powell Teams
Powell Software
We connect organizations with employees through Powell 365, a full Digital Workplace made up of: • Powell Intranet for Corporate Communications and Employee Engagement • Powell Teams to enhance Microsoft Teams with governance for IT and improved usage for end-users The sudden adoption of Microsoft Teams by millions has led to a sprawl of teams. Too many teams and a lack of organization can leave users lost in a haze of messages and documents. With Powell teams, take collaboration and governance to the next level and solve these problems with: • An easy-to-use dashboard for improved navigation, visualization, and search to quickly find teams and their relevant information • A catalog of customized team templates for daily scenarios • Governance rules set by the IT and automatically integrated into each team creation process • An easy teams administration interface Save 20 minutes each time you create a new team! Choose the teams template that matches your needs and collaboStarting Price: Powell Teams pricing for 1000 seats is 1,3$ USD / month / user -
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eCIO
eCIO
We help nonprofits manage their boards and committees on a secure online platform allowing their members to meet virtually, share documents securely, and engage their organizations with discussions and polls. eCIO has a simple, flat-fee pricing model: $99 per month for unlimited users, groups, and document storage. No overage fees or contracts. Try it free for 90 days. eCIO also provides low-cost investment management services tailored for nonprofit organizations. From our Needs Assessment Survey, administered to your investment committee, to our personalized, video-based, quarterly portfolio reviews, we keep your organization engaged and up-to-date on the financial health of your investment program. Your dedicated advisor will create an investment strategy that meets the goals and expectations of your organization. Receive personalized portfolio reviews that can be shared with your team members.Starting Price: $99 per month -
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Future Directors
Future Directors
A self-service, secure, cost effective and and no contract board management platform for small to medium business. Manage every aspect of your board meetings in our secure cloud platform. Store all your documents, prepare and share your agendas, compile board packs and digitize your minutes, plus much more. No more disconnected tools, documents buried in emails or disorganized SharePoint folders. Give your team access to the right information, when they need it. With Future Directors Board Portal, you can create, participate and facilitate all your governance needs in the one place. Some of the most severe cyber attacks happen at a board level, stop emailing sensitive information. Use our secure platform to control how you share information and who can see it. Don’t pay for overpriced tools, save money with our easy to use platform. Give company secretaries the tools to be effective. You control who can access company information and who can make changes.Starting Price: $30 per month -
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BoardCloud
Syncrony Digital
BoardCloud is packed with features designed to optimize the scheduling and management of meetings of the board of directors and other committees. It is built on the latest Microsoft .Net Core framework, which delivers the fastest, most secure software-as-a-service board management system available today. Features include: - Drag and drop Agenda Builder - Support for all Microsoft Office documents as well as PDFs and all image formats - Voting for resolutions - Document signatures - Forms such as Directors Interests - Discussions - Multiple board pack revisions - Meeting invites with Teams or Zoom integrationStarting Price: $2400 per year unlimited users -
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BoardEffect
Diligent
Boost efficiency and engagement among board directors, executives and administrators with BoardEffect. A trusted board portal software, BoardEffect is designed to manage board-related information online, while also supporting board directors to improve organizational performance. With BoardEffect, users can easily and securely communicate with board members, share announcements and documents, annonate meeting minutes and more, eliminating the need for using unreliable paper board books.