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Sherpany Meeting Management software

Secure meeting management software for boards and executive leadership teams

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Sherpany Meeting Management software Overview

  • Updated March 6, 2026

Sherpany is a Swiss meeting management software designed for boards, executive teams, and committees in mid-sized to large organisations. It supports the full meeting lifecycle, from preparation and agenda building to decision tracking and task execution.

With strong security, compliance certifications, and integrations, Sherpany helps leadership teams reduce preparation time, improve collaboration, and make faster, more structured decisions.

Key Features

  • Agenda Builder: Create structured agendas quickly, reduce trivial topics, and keep discussions focused.
  • Document Management: Centralise sensitive meeting documents in a secure, encrypted digital vault.
  • Meeting Minutes: Draft, edit, and approve minutes immediately after meetings without delays.
  • Tasks & Decisions: Track decisions, assign responsibilities, and monitor execution progress in one place.
  • Voting & Circular Resolutions: Enable secure voting and decision-making before or during meetings.
  • Security & Compliance: GDPR and FINMA compliance with ISO 27001 certification and granular access controls.

Price

Plan Price Featured
Board Custom Quote (Monthly fee based on users and requirements) Up to 20 users in one room, Secure board document vault, Voting and agenda approval workflows
Executive Custom Quote (Monthly fee based on users and requirements) 20+ users across up to 5 rooms, Centralised meeting preparation and follow-up, Task and decision tracking
Enterprise Custom Quote (Monthly fee based on users and requirements) 100+ users with unlimited rooms, Enterprise-grade security and compliance, Advanced integrations and 24/7 support

Price details: https://www.sherpany.com/en/solution/pricing/

Pros

Competitor

Pros
Diligent Boards Sherpany is often considered easier to use than Diligent, with a cleaner interface that reduces onboarding time for executives. It also offers strong European data residency and Swiss-based security standards, which appeal to regulated organisations seeking high compliance without the complexity and higher enterprise pricing commonly associated with Diligent.
BoardEffect Compared to BoardEffect, Sherpany provides a more modern user experience and stronger focus on executive as well as board meetings. Its task and decision tracking is better integrated into daily workflows, making it more suitable for leadership teams that want execution visibility, not just board documentation.
Microsoft Teams Unlike Microsoft Teams, Sherpany is purpose-built for formal meetings and governance. It offers structured agendas, voting, and audit-ready minutes, which Teams lacks. This makes Sherpany a better choice for boards and executives that need compliance, confidentiality, and disciplined meeting processes rather than general communication.
Zoom Sherpany goes beyond video conferencing by managing the entire meeting lifecycle. While Zoom focuses on live calls, Sherpany supports preparation, documentation, decisions, and follow-up tasks, making it more valuable for leadership teams that want to reduce meeting time and improve outcomes.
Miro Compared to Miro, which excels at brainstorming, Sherpany is stronger in governance, security, and structured decision-making. It is better suited for confidential board and executive meetings where compliance, controlled access, and formal records are required rather than visual collaboration.

Cons

Competitor

Cons
Diligent Boards Compared to Diligent, Sherpany may feel less comprehensive for very large multinational boards that require extensive governance reporting and highly specialised compliance modules. Organisations already deeply embedded in Diligent’s ecosystem may also find migration effort and feature parity a challenge.
BoardEffect BoardEffect can be more affordable for smaller non-profits, whereas Sherpany’s pricing is custom and typically aimed at mid-sized to large enterprises. This can make Sherpany less accessible for organisations with limited budgets or simpler board meeting needs.
Microsoft Teams Teams is included in many Microsoft 365 subscriptions, making it cheaper and more familiar for employees. Sherpany requires a separate contract and onboarding, which may feel like overhead for organisations that rely mostly on informal meetings rather than structured executive governance.
Zoom Zoom is quicker to adopt for ad-hoc or external meetings. Sherpany is not a video conferencing tool, so it must be combined with Zoom or similar platforms, adding complexity for teams that want a single tool for both meetings and documentation.
Miro Miro offers far greater flexibility for creative workshops and visual collaboration. Sherpany’s structured approach can feel rigid for teams that prioritise ideation over formal agendas, approvals, and compliance-driven meeting processes.

Verified Customer Reviews

  • Software Advice Review (Rating: 4.6/5): Sherpany keeps all meetings in one place and lets users toggle between meetings quickly and easily, which one reviewer highlighted as a major convenience for staying organized.
  • Capterra Review (Rating: 4.6/5): Opinions range widely: one CFO called Sherpany “not worth it,” criticized it as too complicated and expensive, and pointed out that no training was given, while another user praised the “ease of handling,” the ability to save notes, and easy reference to the library. A chairman valued the meeting organization and content search but noted repeated signs of unread contents after new access and said notification display options were not optimal.
  • featuredcustomers.com Review: Executives report strong results with Sherpany, including one chairman who called the experience “excellent” and a CEO who refuses to accept meetings without a Sherpany set-up. A president even estimated that preparation time for meetings dropped by almost 50% after adopting the software.