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What is BoardPro?

BoardPro offers board management software for small enterprise, small cap and nonprofit organizations. With it, users can create agendas, build board packs, record minutes, send actions and store files.

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Recent Reviews

TrustRadius Insights

BoardPro is a centralized platform that has proven to be invaluable for numerous development teams. Users have reported that the real-time …
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Product Details

What is BoardPro?

BoardPro offers board management software for small enterprise, small cap and nonprofit organizations. With it, users can create agendas, build board packs, record minutes, send actions and store files.

BoardPro Features

  • Supported: Agenda Builder
  • Supported: Board Pack Builder
  • Supported: Meeting Minutes
  • Supported: Action List
  • Supported: Voting
  • Supported: Meeting Document Search
  • Supported: Secure Document Repository
  • Supported: Interest Register
  • Supported: BoardPro Notes
  • Supported: Decision Register
  • Supported: Flying Minutes
  • Supported: Between Meeting Reports
  • Supported: Chat Support

BoardPro Screenshots

Screenshot of Meeting Agenda FeatureScreenshot of Voting FeatureScreenshot of My Meetings Feature

BoardPro Video

A selection of BoardPro clients talking about how BoardPro helps their business.

BoardPro Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesGlobal
Supported LanguagesEnglish

BoardPro Customer Size Distribution

Small Businesses (1-50 employees)65%
Mid-Size Companies (51-500 employees)35%
Enterprises (more than 500 employees)0%
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

BoardPro is a centralized platform that has proven to be invaluable for numerous development teams. Users have reported that the real-time usage of BoardPro greatly enhances collaboration and task execution across multiple teams. With the ability to differentiate and classify documentation, BoardPro effectively organizes and centralizes useful information for different teams. This has resulted in improved communication and productivity among team members.

Notably, BoardPro is widely used by 3 Boards and 2 sub-committees across various organizations. Users have found that it offers fundamental functions for managing busy meeting schedules and keeping board members engaged between meetings. Some of these key functions include setting agendas, distributing board packs, updating papers online, annotating papers, writing well-structured minutes, distributing and approving minutes, making decisions between scheduled meetings, maintaining an Interests Register and Decisions Register, searching previous meeting documents, and providing action reminders.

In addition to its use in managing meetings, BoardPro also serves as a control panel for managing projects. It allows users to easily access all project details without wasting time searching through emails or local repositories. This centralized approach ensures that everyone is working with the latest version of documents while efficiently tracking corrections or integrations made by team members. Furthermore, every document in BoardPro is linked to an event in the agenda, simplifying document sharing with meeting participants.

BoardPro has received positive feedback from a variety of organizations. A small not-for-profit organization reported that its board members find BoardPro easy to navigate and use. They appreciate being able to access board papers ahead of meetings and easily follow the board pack during meetings. By uploading required documents before meetings and sending out board packs in advance, BoardPro helps create streamlined board meetings while eliminating the problem of disorganization. It provides a centralized space for recording and allocating tasks and actions to different board members.

Overall, BoardPro has proven to be highly effective in improving collaboration, streamlining meeting management, organizing documentation, and facilitating task allocation among teams and board members. It has gained popularity for coordinating and delivering board papers, committee meetings, and ad-hoc meetings. Users have found it to be a reliable and user-friendly platform that enhances productivity and ensures efficient communication within organizations.

Intuitive and Easy to Use: Reviewers have consistently praised the product for its exceptional intuitiveness and ease of use. Many users have found it simple to navigate through the platform, making it adaptable to multiple needs.

Time-Saving Agenda Setting and Minutes Writing: Users appreciate the built-in structure offered by the product, which simplifies agenda-setting and writing minutes. This feature has been highlighted by several reviewers as a major time-saving aspect, allowing for efficient compilation and distribution of board packs, as well as easy updates to papers.

Central Repository for Governance Documents: The central repository provided by the product has been highly regarded by users, particularly external directors. It serves as a valuable tool for storing all governance documents in one place. Additionally, recent updates to the Board paper annotation feature have made it an extremely powerful tool that enhances document management capabilities.

Inconvenient offline functionality: Some users have mentioned that the software requires a stable internet connection to work offline, which can be inconvenient if the connection is not stable. This limitation has been noted by multiple reviewers, indicating that it may impact user experience in certain situations.

Lack of private chats during meetings: Several reviewers have expressed their desire for the ability to make private chats during meetings, suggesting that this feature is currently not available.

Limited customization options for keeping minutes: Multiple users have stated that the software does not allow them to use their own system for keeping minutes. This implies a lack of flexibility and customization options regarding minute-taking methods, which may restrict some users' preferred workflows.

Users highly recommend trying the free trial of BoardPro and speaking directly with representatives. They believe that this is a great way to get a feel for the platform and understand its capabilities before making a commitment. Additionally, users suggest taking advantage of BoardPro's user-friendly interface and cost-effective pricing. They find it to be a comprehensive and logical platform for board and committee meeting management, making it easier for organizations to increase efficiency in meetings and overall management. Lastly, users recommend using BoardPro as a tool for collaboration and effective dissemination of information in meetings. They also appreciate how the platform eliminates the need for paper-based board reporting, reducing administrative tasks and allowing more time for important decision-making processes. Overall, users highly recommend trying BoardPro for small organizations and the not-for-profit sector. It is praised for its simplicity, prompt customer service, secure access, and hassle-free organization that can decrease carbon footprint.


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Score 9 out of 10
Vetted Review
Verified User
When using BoardPro, the first considerable advantage is the fact of having all the necessary and useful elements in one place. This particularity has improved and enhanced the ease of communication and integration of the multiple development teams for projects and events in the organization. In addition, the use in real time has favored the cooperation of the work in planning and execution of tasks, together with the differentiation of documentation, making it an excellent tool for classifying useful information for the different teams.
  • Exceptionally Intuitive.
  • Easy to use.
  • Collaborative and offline.
  • Organization and tools adaptable to multiple needs.
  • The ability to work offline.
  • It need a good internet connectivity.
  • Integration of automation elements.
  • The ability to make private chats during meetings.
The best scenarios for the use of BoardPro are highlighted when there is planning, development, coordination, execution and monitoring of projects and activities, in addition to being an information panel for all the members of the different teams of the organization, it provides the ability to hold meetings, an integrating element that stands out from other software. The management of the boards is exceptionally intuitive and easy to use, in addition to simplifying its content in a way that is easy to understand for all people, granting continuity and consistency to the work or works to be developed. An area of opportunity where it could be developed in a better way is offline work, since it will not be possible for your team members to work in this way.
francesca turra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
For our organization, I'm a Project Manager and there are a lot of projects that I have to manage, in different areas and with different team members. With BoardPro I use an unique platform to manage all the projects also when I have to communicate with people outside the company. BoardPro is like a control panel (a board) where you can show all the details for every project without waste time or searching mails and documents in outlook or in your local repository. You are sure that the document you are working on is the last version and, when there are corrections or integrations you know when they were done and who did them. Moreover, every document is linked with an event in the agenda, so it makes easy to share the documents with all the people who participated in a meeting. In my experience the more relevant benefits are: a cleaner way to manage projects; avoiding waste of time to search and re-create the meetings (and also the ideas, the notes and the decisions that were taken) and give to the team members a space in which they can collaborate as a team.
  • Different boards for every projects in an unique platform
  • A common space in which team members can participate in a project, using resources as documents and minutes and can annotate them in the personal local space
  • For every project there are the details of every single meeting; and for every meeting you can easily look all the notes and the minutes taken
  • development of an Android app (at the moment available only on the Apple store)
  • a section for the Q&A answer for users at the beginning level
  • upload also excel format documents
BoardPro has potential when you have to manage different projects or, for the same project, different tasks. This because in my opinion, the main advantage is having in a unique board all the details for every single project without switch from outlook, to word, to one not or to local repository or so on. Moreover, when you have to manage different project often the subjects are different but the way to manage is quite similar (for instance, in the case of the "Agile method") and with BoardPro you can create some standard templates that you can re-use in different tasks. Less appropriate when you have to manage a simple task, with few people (groups of three/four people) to coordinate, because even if Board Pro can be use, you can have same results also with other instruments (basically only with outlook and its function of meetings and emails)
Score 9 out of 10
Vetted Review
Verified User
Coordinating and delivery of monthly board papers, as well as regular committee, and ad-hoc meetings.
  • Enabling fast uploading and changing of documents.
  • User friendly and simple to understand.
  • Great storage for documents.
  • Doesn't let us use our own system for keeping minutes.
  • Creates an agenda when I already have one.
Overall excellent platform and great value for money. Also love the free Governance webinars BoardPro coordinates.
Score 10 out of 10
Vetted Review
Verified User
BoardPro is being used by our board of directors for a small not-for-profit organisation. We have a very diverse board, across the age spectrum and all members utilise BoardPro and find it easy to navigate and use. We are able to access board papers ahead of meetings and follow the board pack during meetings.
  • Creation of board pack
  • Recording minutes
  • Action items from minutes
  • Flying minutes
  • Creation of agenda
  • Send meeting invites
  • Include a feature where all information is displayed on one page. For example my finance and risk subcommittee and assests and investments subcommittee material and information is on the same page as the main board material and information.
  • I am not sure if this feature is already available but BoardPro integration in Outlook email or Gmail and other services.
  • The above suggestion will allow the invites saved on emails to update automatically.
BoardPro is the pre-eminent tool to be used for board of directors. BoardPro is well suited for not-for-profit organisations or any board that is looking for a tool that is simple to use and effective. COVID19 has meant that we have no face-to-face meetings and a lot of decisions are required within a short time-frame due to the changing landscape because of COVID19. The flying minute feature has allowed us to make decisions quickly and efficiently.
Brad Guthrie | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
As General Manager and Board Member I am the main user of board pro in the organisation.

I use it to create streamlined board meetings each Quarter. I upload any required docs (as does our CFO) before board meetings and send out board packs before meetings so everyone has time to read through and be prepared for each board meeting.

It removes the problem of not being organised for board meetings.

Plus it is a place where all tasks and actions are recorded and allocated to different board members.
  • Ability to upload documents
  • Ability to create a Board Pack - which can be sent out via the software to board members
  • A place to record minutes during the board meeting
  • Ability to upload large excel spreadsheets.
I can log in at any time and add agenda items to the next meeting.

I can assign actions during board meetings and these are sent out to different board members after the board meeting to follow up - automated.

I don't have to redo minutes and send out - it is all done during the meeting.
Score 10 out of 10
Vetted Review
Verified User
It is being used by 3 Boards and 2 sub-committees across the group. The following functions offered by BoardPro are now considered fundamental to keeping on top of the group's busy meeting schedule and keeping Board members in touch and engaged between meetings: setting agendas, distributing Board packs, updating papers online, ability to annotate papers, writing well-structured minutes, distribution and approval of minutes, Flying Minutes for decisions between scheduled Board meetings, Interests Register, Decisions Register, ability to search previous meetings' documents, actions and action reminders, and more. All this is even more essential as we have moved to working online so much more during COVID-19.
  • Agenda-setting and writing minutes is very easy with the built-in structure offered
  • Compiling and distributing Board packs with BoardPro takes a fraction of the time it used to - and updates to papers are so much easier
  • Ability to hold all governance documents in one central repository is useful for external Directors
  • Directors find the Board paper annotation feature very useful. New updates to this have made it an extremely powerful tool.
  • Flying Minutes feature is very useful for obtaining formal decisions between meetings and then automatically adding them to the next set of minutes.
  • The ability for Directors to update their own interests in the Interests Register is efficient and puts the responsibility on them to ensure this is up to date - this is automatically included in each Board pack.
  • The actions feature is fantastic - allocating a person responsible and an action deadline which then is followed up by BoardPro email reminders keeps people on tasks and allows the Chair to stay on top of actions as they are reported in the Board packs each meeting.
  • One feature which I believe is being worked on is the ability to allocate an action to more than one Board member, so everyone gets a reminder if it's a group action.
  • BoardPro are incredibly responsive to feedback and have continually enhanced their product over the years I've been using it and will no doubt continue to do so.
I am using BoardPro in two other organisations - one of which is a national NGO and the other a small charity. Without BoardPro, servicing so many Boards and sub-committees efficiently would be nearly impossible. I have recently implemented BoardPro in the small charity to help it on its journey developing its governance and growing its service. This has been welcomed by the Board. The structure provided within BoardPro is excellent and they offer discounted rates for Not-for-Profits. I see it as being suitable for all organisations.
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