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Average Ratings 26 Ratings

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ease
features
design
support

Description

In today's fiercely competitive marketplace, it is essential for your company to harness every software tool available to enhance productivity without incurring unnecessary expenses or disrupting staff time with complex and costly applications that fail to meet your needs. The professionals at Crystal Bay Solutions bring a wealth of diverse industry experience, spanning various roles from junior operational personnel to high-level executive management and board positions, which allows them to significantly impact the design and success of your new solution while ensuring your satisfaction. Unlike conventional developers, who often assume you have a solid understanding of your software requirements, effective workflow optimization and successful migration to superior database solutions increasingly necessitate developers equipped with more than just traditional software development skills. With our comprehensive expertise, we can provide tailored solutions that not only meet your immediate needs but also position your organization for future growth and efficiency. By partnering with us, you will benefit from a collaborative approach that prioritizes your unique challenges and objectives.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Crystal Bay Solutions

Founded

2004

Country

United States

Website

www.crystalbaysolutions.com

Vendor Details

Company Name

OnBoard

Founded

2003

Country

United States

Website

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

Product Features

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Product Features

Board Management

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

Collaboration

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

Conference

Abstract Management
Attendee Management
Badge Management
Catering Management
Client Management
Registration Management
Social Promotion
Space / Room Setup
Speaker Management
Sponsorship Management
Surveys & Feedback
Ticketing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

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

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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