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Average Ratings 26 Ratings

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support

Description

Utilizing a comprehensive integrated application allows you to oversee numerous aspects such as contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, and procurement, among others. By consolidating information and files with selective access rights for each user, your team can significantly boost productivity, while specialized applications facilitate specific tasks, such as conducting mass mailings, and enable seamless project coordination with both internal and external stakeholders. Furthermore, your organization can preserve valuable knowledge and experience by documenting essential business processes in templates, which can be continuously refined and updated through iterative use. The flexibility of our system means that all your business data can be tailored to fit your unique data model—whether in terms of the number, type, or names of fields—without needing any programming, as customization is achieved through user-friendly form creation. This adaptability ensures that your business can respond promptly to changing needs and maintain efficient operations.

Description

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings. Upgrade your board meetings with OnBoard today!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft Word No 
Zoom No 

Integrations

Google Drive Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
Zoom Yes 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Pricing Details

OnBoard transforms outdated, cumbersome board meeting processes, enabling boards to focus on strategy and high-level decision-making. Trusted by over 6,000 boards, OnBoard enhances governance with its user-friendly, secure, and efficient solutions. Explore OnBoard with a free, non-commitment trial and experience how it streamlines board operations. Contact us for detailed pricing information and discover why OnBoard is the preferred choice for modern, effective board management.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Calvi Systems

Founded

2007

Country

Spain

Website

www.exxpertapps.com

Vendor Details

Company Name

OnBoard

Founded

2003

Country

United States

Website

www.onboardmeetings.com/learn-more-board-portal

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History No 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Campaign Management

Channel Management No 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging No 
Contact Management Yes 
Content Management No 
Document Management Yes 
Project Management Yes 
Real Time Editing No 
Task Management Yes 
Version Control No 
Video Conferencing No 

Conference

Abstract Management No 
Attendee Management Yes 
Badge Management Yes 
Catering Management No 
Client Management Yes 
Registration Management Yes 
Social Promotion No 
Space / Room Setup No 
Speaker Management Yes 
Sponsorship Management No 
Surveys & Feedback Yes 
Ticketing Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Email Marketing

A/B Testing No 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns No 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails No 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Event Management

Attendee Management Yes 
Badge Management Yes 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback Yes 
Ticketing Yes 
Volunteer Management No 
Weddings / Parties No 

Internal Communications

App Integration No 
Blogs No 
Chat/Messaging Yes 
Email Management Yes 
Employee Directory Yes 
Event Calendar Yes 
Newsletter Management Yes 
Photo Gallery Yes 
Social Sharing No 
Survey Management Yes 
Telephony No 
Video Chat No 
Voice Chat No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration Yes 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

Landing Page

A/B Testing No 
Analytics No 
Drag & Drop Yes 
Form Creation Yes 
Real Time Editing Yes 
Responsive Yes 
SEO Management No 
Templates Yes 

Meeting

Action Item Tracking Yes 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings Yes 
Internal Meetings Yes 
Invitation Management Yes 
Legislative Meetings No 
Materials Management Yes 
Meeting Feedback No 
Meeting Preparation Tools Yes 
Meeting Room Booking Yes 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management No 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management No 

Task Management

Collaboration No 
Create Subtasks Yes 
Gamification No 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics Yes 
Spreadsheet View No 
Task Board View Yes 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View Yes 

Product Features

Board Management

Agenda Time Management Yes 
Approval Process Management Yes 
Board Assessment Yes 
Calendar Management Yes 
Collaboration Yes 
D&O Questionnaires Yes 
Document Management Yes 
Electronic Signature Yes 
For Nonprofits Yes 
Member Directory Yes 
Minutes Management Yes 
Polls / Voting Yes 
Role-Based Permissions Yes 
Roles and Terms Yes 
Single Sign On Yes 
Skills Tracking Yes 

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Conference

Abstract Management No 
Attendee Management Yes 
Badge Management No 
Catering Management No 
Client Management No 
Registration Management Yes 
Social Promotion No 
Space / Room Setup No 
Speaker Management Yes 
Sponsorship Management No 
Surveys & Feedback Yes 
Ticketing No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization Yes 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Internal Communications

App Integration Yes 
Blogs No 
Chat/Messaging Yes 
Email Management No 
Employee Directory Yes 
Event Calendar Yes 
Newsletter Management No 
Photo Gallery No 
Social Sharing No 
Survey Management Yes 
Telephony No 
Video Chat Yes 
Voice Chat Yes 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Meeting

Action Item Tracking Yes 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings Yes 
Internal Meetings Yes 
Invitation Management Yes 
Legislative Meetings Yes 
Materials Management Yes 
Meeting Feedback Yes 
Meeting Preparation Tools Yes 
Meeting Room Booking No 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management Yes 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Alternatives

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