Currently used by hundreds of leading organizations worldwide, ConvergePoint’s Policy Management Software is the premium solution for organizations striving for compliance, transparency, and operational efficiency in policy management.

The policy solution installs on your Microsoft 365 SharePoint instance and is designed to streamline and enhance every stage of the policy lifecycle, from creation to compliance tracking. The ConvergePoint policy management software is a powerful, feature-rich tool built to seamlessly leverage and maximize the capabilities of your Microsoft 365 SharePoint infrastructure.

While there may be other basic tools on the market that are built on Microsoft 365, they fall short compared to the robust features and exceptional service ConvergePoint provides.

From day one, our white-glove treatment ensures a seamless customer journey. You'll benefit from a dedicated Implementation Specialist during onboarding, a responsive support team for any questions, and a committed Customer Success Manager focused on helping you maximize the value of the software every step of the way.

Enterprise-Level Features of ConvergePoint Policy Management Software

• Policy Creation and Automation: The software automates every stage of policy creation, ensuring that documents move through drafting, revision, approval, and publishing efficiently. This robust workflow automation minimizes manual errors and enhances compliance.

• Workflow Customization: Users can customize workflows according to organizational needs, assigning roles, setting alerts, and defining policy expiration dates. This flexibility ensures that organizations can adapt workflows to complex multi-departmental structures.
• Document Version Control and Predefined Content Library Integration: Advanced document tracking and the integration of a centralized clause library maintain consistency and compliance, helping users easily access and apply pre-approved clauses.
• eSignature: eSignature integration for Policy Management streamlines the approval process by allowing policies to be signed digitally using DocuSign or Adobe Sign. This seamless feature ensures faster approvals, enhanced compliance, and a fully traceable record—all within your Microsoft 365 SharePoint environment.
  
  
  

• Seamless Microsoft Office Integration: We integrate with the Microsoft Office tools you use on a daily basis. Microsoft Word, Excel, PowerPoint, OneDrive, Outlook, Active Directory, and more.

• Word and Outlook Add-Ins: The ConvergePoint Word Plugin integrates AI capabilities, assisting in policy drafting and clause comparisons directly within Microsoft Word®. The Outlook AddIn simplifies policy distribution, ensuring immediate communication from compliance teams to relevant stakeholders.
• AI-Powered Features: From document summaries to Teams integration, ConvergePoint’s AI tools enhance productivity by streamlining information delivery and access.
  
  

• Centralized Policy Library and Compliance Tracking: Policies are organized in a centralized, easily accessible policy library. Advanced search functionalities and compliance tracking tools ensure employees can access and acknowledge the most current policies, meeting regulatory requirements.
• Quizzes and Certification Tracking: Targeted compliance quizzes ensure employees understand and adhere to policies, providing a comprehensive compliance tracking solution that supports enterprise-wide transparency.

• Advanced Reporting and Customization: ConvergePoint offers dynamic dashboards and customizable reports, enabling compliance teams to visualize and monitor adherence metrics, generating actionable insights for leadership.

• Audit Trails: ConvergePoint’s audit trail provides a detailed record of all actions taken during workflows, including who was involved at each step. This comprehensive log is readily available to support internal or external audits and ensures compliance with regulatory requirements. 
• Custom Permissions: Enterprises can tailor workflows for specific compliance needs while maintaining data security through an advanced granular permission grid that controls workflow and document access at every level.

• Global and Multi-Language Support: With support for 25 languages, ConvergePoint’s platform caters to multinational organizations. AI-powered translation ensures that all employees, regardless of location, experience a localized and user-friendly interface.

• Integration and Automation: The platform supports seamless automation across over 5,000 applications, including Salesforce, Google Drive, and Slack, ensuring real-time updates and policy distribution throughout the enterprise’s digital ecosystem.

• Retention Policies: ConvergePoint’s retention settings ensure that all data and documents remain securely within your organization’s Microsoft 365 SharePoint environment, adhering to your configured retention settings. 
  
  
  
  

• Premium Implementation and Support: ConvergePoint provides a dedicated implementation specialist to assist during deployment and a dedicated customer success manager to ensure the best outcome from the software. We also offer unlimited email and web support, phone support, access to extensive training resources and software update management tools

Team of Customer Success Managers, Implementation Specialists, and Technical Support Specialists.

Our dedicated team of Customer Success Managers, Implementation Specialists, and Technical Support Specialists are here to ensure your success at every stage. From seamless onboarding to ongoing support, our Implementation Specialists guide you through setup and integration, while our Customer Success Managers focus on maximizing the value of your software. Our Technical Support Specialists are always available to address any technical questions, ensuring your experience with ConvergePoint is smooth, efficient, and successful.

G2 Reviews from our customers