Best Board Management Software for Salesforce

Compare the Top Board Management Software that integrates with Salesforce as of October 2025

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This a list of Board Management software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.

What is Board Management Software for Salesforce?

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 for Salesforce currently available using the table below. This list is updated regularly.

1

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 Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

14 Ratings

Starting Price: $11.00/month/user

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2

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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3

IntelligenceBank

IntelligenceBank

IntelligenceBank is a marketing operations platform that helps enterprise teams streamline digital asset management, marketing workflows, brand governance, and compliance. With features like a secure DAM, customizable approvals, online brand guidelines, dynamic forms, and audit trails, IntelligenceBank enables faster time-to-market while ensuring brand consistency and regulatory compliance. Used by leading organizations in financial services, healthcare, franchising, and government, IntelligenceBank integrates with creative, CMS, and enterprise tools to centralize content, automate processes, and reduce risk across marketing operations.

Starting Price: $567/month

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4

OpenWater

OpenWater

OpenWater is an all-in-one software platform that lets your organization collect and review any type of application and provide for online review. OpenWater is a software platform that helps grow your awards, abstracts, fellowships, grants, and more! The OpenWater Growth Stack has been battle tested and is capable of handling the most demanding application and review processes for awards, grants, scholarships, fellowships, abstracts and more. Provide your audience with an intuitive and engaging virtual conference experience through OpenWater software. Our enterprise grade virtual event software delivers high quality broadcasts at scale. We are a proven partner here to help you grow through a remote conference platform.

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5

Zeck

Zeck

Zeck is software that reimagines the ridiculous board meeting process to drive better decision-making with your board and investors. Zeck creates customizable, interactive board and investor updates that actually work on your phone and make you look way more pro. Zeck is also a catalyst for real engagement so you’ll get way more value out of your board meetings, which is what’s supposed to happen. Zeck is designed to transform board meetings from boring presentations to awesome strategic discussions, lots of bantering, and lively debate. Your team is building their decks in the same obsolete slides they used in middle school. Zeck makes board meeting prep 7,000 times easier. Zeck digitizes voting and auto-generates board minutes. Plus, Zeck invented the pre-vote (we think) to completely eliminate the minutiae from the live board meeting. Which means more time is dedicated to extracting value from the meeting.

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