Sherpany

Review of Sherpany Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Sherpany

Sherpany is a meeting management solution that helps organizations streamline their meeting processes, improve collaboration, and enhance decision-making. The platform caters to large and midsize companies across various industries, including banking, insurance, and healthcare. Sherpany's key features include streamlined meeting creation, secure document management, and improved collaboration. The platform also provides easy and secure management and distribution of meeting materials, designed to simplify compliance management. Sherpany's smart agenda features and commenting capabilities enable teams to collaborate and align before the meeting, keeping discussions focused on critical topics. The platform offers enhanced decision-making and execution capabilities. It provides a holistic view of projects, from initial ideas to implementation, allowing users to track progress and make timely decisions. Sherpany also integrates with tools such as Microsoft Office 365 and video conferencing solutions, ensuring a seamless and efficient workflow.

Sherpany Screenshots

Sherpany Features

Features of Sherpany
Access Controls/Permissions
Agenda Management
Calendar Management
Committee Management
Document Management
Electronic Signature
Meeting Notes
Member Directory
Polls/Voting
Self Service Portal

Sherpany Integrations

Microsoft Outlook logo
Microsoft Outlook
Microsoft Teams logo
Microsoft Teams
Google Calendar logo
Google Calendar

Customer Reviews

See why people love Sherpany

5 Star
70%
4 Star
20%
3 Star
0%
2 Star
0%
1 Star
10%
Mike P.

Mike P.

Verified User

201-500 employees

Used weekly for less than 12 months
Dec 22, 2025

I use the platform for the board of directors of my company.

Verified reviewer

What they liked
  • The platform is simple to take in hand
  • She is very stable
  • Confidentiality is absolute
  • The Sherpany team is very efficient and friendly
Room for improvement

In my opinion, it misses an integrated messaging system to communicate with all the members of the board

Gemma H.

Verified User

Investment Banking · 201-500 employees

Used daily for less than 12 months
Dec 22, 2025

Sherpany review

I've been a really happy user of Sherpany, and my Account Manager has been super helpful in getting me set up and answering all my questions.

What they liked
  • I like the ability to have all meetings in one place and to be able to toggle between meetings quickly and easily
  • Have the agenda and minutes in one place reduces my admin time
Room for improvement

There are a couple of improvements to the meeting minutes(i) I find the formatting quite "clunky" and it doesn't look as professional as if the narrative had been typed in Word (ii) I would like the ability to print meeting minutes before I publish to the audience

Why they chose it

"Sherpany was felt to be more of a European product and less focused on the UK. The European support centre was also a strong benefit."

Roger L.

Verified User

Investment Banking · 51-200 employees

Used weekly for less than 12 months
Dec 22, 2025

Not worth it

Verified reviewer

What they liked
  • Not much
  • The design looks ok at the beginning
Room for improvement
  • Too complicated and expensive
  • No training given

Eric H.

Verified User

Banking · 1001-5000 employees

Used weekly for less than 6 months
Dec 22, 2025

Go Sherpany

Useful in board meetings. One place to go: Sherpany.

What they liked
  • Completeness
  • Consistency of the approach
Room for improvement

Annotations and navigation between documents and meetings are not easy enough to cope with the strong pressure of meetings

Tis P.

Verified User

Electrical/ Electronic Manufacturing · 10000+ employees

Used monthly for more than 2 years
Dec 22, 2025

Outdated review

Verified reviewer

What they liked

The practical handling of a large number of meetings; pieces of advice received from time to time as chairman of a meeting

Room for improvement
  • Cannot remember any more as I have not used it for the last three years

William B.

Verified User

Packaging and Containers · 1001-5000 employees

Used weekly for less than 12 months
May 28, 2026

Sherpany

We introduced Sherpany because we were starting to have more board documents provided to non-executive directors or advisors outside our IT system and wanted a secure and controlled format for sharing this type of sensitive information. We have found it has been popular with our executive directors, particularly those that are mobile across business locations or travel often, to cut down paper and have instant access to past meetings. We have rolled out the application within our business from the main board to subsidiary boards and executive management teams for the same reason. In general the product has been easily adopted with minimal training, which is if anything over provided.

What they liked
  • The product is easy/ intuitive to use for the administrator - both to add users and to compile the meetings and board papers
  • We found this a significant improvement over the leading product in the UK/ Ireland public company market
  • From a user perspective it is very easy to use with minimal training and my non-executives who are users of Diligent etc have found it easy to adopt
  • From an executive perspective the most useful features of the application are to have instant access to a past meetings in one place
  • The ability to create within the one board portal different user groups and document security levels is helpful and allows for greater participation in the wider organisation
  • I found the security offering to be better and the software performance to be more robust than other modern applications of similar ease of use/ flexibility
Room for improvement
  • The software has few deficiencies compared to the rival software in the market
  • The inability to manually rotate individual image pages within the user application is sometimes frustrating
Why they chose it

"Both the product and value proposition was superior"

Marjolein B.

Verified User

Packaging and Containers · 5001-10000 employees

Used monthly for more than 2 years
May 28, 2026

xx

Very happy customer

What they liked
  • Excellent support 24/7 and they really follow up and very user-friendly
Room for improvement

Last minute changes are tricky as if you delete a document after publishing the participants will lose the notes they made

Verified Professional

Fund-Raising · 11-50 employees

Used daily for less than 2 years
May 28, 2026

Meetings made easy

Fund-Raising

What they liked
  • I used the software in a previous job and I really miss the simplicity with which meetings could be organised
  • Sharing the files through the app would reduce the number of emails that had to be sent and would give the possibility to have all the relevant documents in one safe place when needed
  • It also helped to have shorter and more efficient meetings
Room for improvement
  • I don't have anything to report, the team is always working on improving the app

Karel L.

Verified User

Management Consulting · 11-50 employees

Used daily for less than 12 months
May 28, 2026

Sherpany allows me to implement faster

It has been a good experience. The implementation and onboarding were easy and everyone adapted quickly. The tool is intuitive and helps to reinforce good meeting behaviours. Customer service is really excellent on the few occasions I needed it.

What they liked
  • The platform provides us with structure and meeting discipline
  • As a result decisions are made faster, discussions are more focused and we implement better
  • The tasks and decisions feature is amazing
  • It allows me to see all the decisions that came out of a meeting, what are the next tasks and who is responsible
  • This way we keep our focus and execute our projects much faster
Room for improvement
  • So far there is nothing to report
  • The app has great performance
Why they chose it

"Was most intuitive, multiplatform solution and ease of implementation"

Stefan S.

Verified User

Hospital & Health Care · 201-500 employees

Used daily for less than 2 years
May 28, 2026

KSM-view

in general perfect tool to work in Sessions without paper, very flexibel, you can use it everywhere and you have all of your important docs with you ..... just great ....

What they liked

intuitive user interface, self explanatory, almost zero training, new user can start immediately

Room for improvement

not enough possibilities in the "Library" for creating folders, filters or other options to create "hierarchies"

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(0/5 Stars)

Decision Context

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