Board Manager vs. OnBoard

OnBoard is the strongest product on this list and we are not going to pretend otherwise. It has a genuine roles and terms module, a real skills matrix, and diversity reporting. The question is not whether OnBoard is good. It's whether a small nonprofit can reach those features, given they sit behind higher tiers, paid add-ons, quote-only pricing, and a three-year commitment for the advertised nonprofit discount.

Last verified . We link our sources at the bottom of this page.

At a glance

A tilde (~) means the capability exists but with real caveats. The note explains what they are.

CapabilityBoard ManagerOnBoard
Roster and terms
Member roster with contact detailsYesYes
Term start and end dates with term limitsOnBoard's Roles & Terms module is genuinely good. It requires the Premium tier or above and is unavailable on Essentials.YesYes
Alerts before a term expiresOnBoard flags roles ending within 180 days and notifies on approaching expiry. Board Manager sends a coordinator digest at 180, 90, and 60 days.YesYes
Officer positions with their own term datesYesYes
Meetings and committees
Agenda builder and board booksOnBoard's core strength, with drag-and-drop building and annotations. Board Manager stores board documents but does not compile books.PartialYes
Minutes builderRequires OnBoard Premium or above.NoYes
Voting and approvalsRequires OnBoard Premium or above.NoYes
CommitteesYesYes
Meeting RSVPs and attendance per memberYesYes
Native iOS and Android appsNoYes
Compliance and onboarding
Conflict of interest signingOnBoard's D&O Questionnaires cover COI and disclosure forms. It's a paid add-on at Essentials and Premium, included only at Ultimate.YesYes
Electronic signatureIncluded at OnBoard Premium and above.YesYes
Per-member onboarding checklistsOnBoard Ultimate includes director training content, which is not the same as a tracked per-member checklist.YesNo
Recruitment
Board candidate pipeline with stagesOnBoard's Roles & Terms surfaces succession gaps, but there is no candidate record, stage, or status tracking.YesNo
Public recommendation formYesNo
Skills and diversity matrix in the productOnBoard's skills matrix is real: self-assessment, a members-by-skills grid, and a radar chart. It is a paid add-on at both Essentials and Premium, included only at Ultimate.YesYes
Access and cost
Board members access without creating an accountOnBoard members verify by emailed code and then create a password. That's account setup, not passwordless login.YesNo
Pricing published publiclyYesNo
Start without talking to salesYesNo
Free plan (not a trial)OnBoard offers a trial by request; the length isn't published.YesNo

The honest take

These are different tools for different situations. Here is when each one is the right answer.

Pick OnBoard if

  • You need a serious board book and agenda workflow, and you have the budget for it
  • You want term tracking, a skills matrix, and diversity reporting from one vendor and can afford the tiers that include them
  • Native mobile apps and SSO are requirements for your directors
  • You want the most established product, since OnBoard has by far the deepest independent review history here
  • A three-year commitment for the nonprofit discount is acceptable to your organization

Pick Board Manager if

  • You are actively recruiting board members and want a real candidate pipeline
  • You want structured onboarding checklists tracked per member
  • You need board members to participate without ever creating a password
  • You want to see a price and start today rather than book a demo
  • A three-year commitment isn't something your board would approve

What each one costs

Where a vendor does not publish pricing, we say so rather than guessing at a number.

Board Manager
$0 or $19 / month

Published pricing. No demo required, no card to start.

  • Starter: free forever, for boards up to 25 members and candidates
  • Engage: $19/month for unlimited members, compliance signing, and onboarding checklists
  • 500 emails/month on Starter, 2,500 on Engage
  • No setup fee, no annual commitment, no sales call
OnBoard
Quote only

Three tiers (Essentials, Premium, and Ultimate) with no published prices. A demo is required to get a number.

  • No published pricing for any tier
  • TechSoup lists a 50% nonprofit discount on subscriptions of three years or more
  • Skills Tracking, SSO, D&O Questionnaires, and AI features are paid add-ons below Ultimate
  • Roles & Terms and Diversity Reporting are unavailable on the Essentials tier
  • Free trial available by request; length not published

Moving from OnBoard

Most boards do this in an afternoon. Nothing is deleted on the other side, so you can keep it open while you check the data.

  1. 1Export your member and committee lists from OnBoard.
  2. 2Import members at /members/import: names, emails, roles, and term dates come across in one pass.
  3. 3Recreate your skill definitions, then have members update their own skills from their portal link.
  4. 4Rebuild your committee structure and assign members.
  5. 5Send your conflict of interest document once to establish a signing baseline.

Common questions

Does OnBoard track board member terms?

Yes, and well. Their Roles & Terms module centralizes director roles, term limits, and tenure, flags roles ending within 180 days, and sends notifications as terms approach expiry. It requires the Premium tier or above, and it isn't available on Essentials.

Does OnBoard have a board skills matrix?

Yes, a real one. Directors self-assess against skill categories you define, and results compile into a matrix and radar chart. The catch is packaging: Skills Tracking is a paid add-on at both Essentials and Premium, and is only included at the Ultimate tier.

So why would we pick Board Manager?

Three reasons, and they're narrow ones. OnBoard has no board candidate pipeline, meaning no candidate records, stages, or statuses. It has no per-member onboarding checklists. And every board member has to create a password-backed account. If none of those matter to you and you have the budget, OnBoard is an excellent product.

How much does OnBoard cost?

They don't publish it, and we won't guess. There are competitor sites circulating specific OnBoard quotes; those are published by rival vendors and contradict each other, so we don't repeat them. The one primary-source figure we can point to is TechSoup's listing of a 50% nonprofit discount on subscriptions of three years or more.

Which product has better reviews?

OnBoard, clearly and by a wide margin, at 4.7 on Capterra across more than 1,000 reviews, with support rated 4.84. Board Manager is a much newer product with nothing like that track record. The most common criticisms of OnBoard on Capterra are limited page customization and cost relative to features.

Can board members log in without a password?

No. OnBoard's invitation flow sends a verification code that you use to create a password, so it isn't a magic link. Board Manager board members never create an account at all.

Try it before you decide.

The free plan covers boards up to 25 people and is not a trial. Set up your roster, see whether it fits, and switch back if it doesn't.

Start free, no card needed

Sources

Claims about OnBoard on this page were verified against the following, last checked September 2, 2026. Pricing and features change, so if you spot something out of date, tell us and we'll fix it.