ConvergePoint Contract Management Software Overview

ConvergePoint's Policy and Contract Management Software leverages Microsoft 365 SharePoint Online to streamline regulatory compliance processes. This solution is tailored for organizations needing efficient policy and procedure management. It integrates seamlessly with existing Microsoft 365 environments, offering a familiar interface and robust functionality. Users can manage contracts and policies with precision, reducing the risk of non-compliance. The software supports incident management and conflict of interest disclosures, providing a comprehensive compliance framework. A notable feature is its ability to extend Microsoft 365 capabilities, making it a strategic choice for enterprises focused on regulatory adherence.

Use Cases

Customers recommend Contract Management, Digital Signature, Workflow Management, as the business use cases that they have been most satisfied with while using ConvergePoint Contract Management Software.

Other use cases:

  • Obligation Management
  • Renewal Management
  • Collaboration
  • Playbook Creation
  • Subscription Management
  • Offer Management
  • Training & Onboarding
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Business Priorities

Scale Best Practices and Improve Stakeholder Relations are the most popular business priorities that customers and associates have achieved using ConvergePoint Contract Management Software.

Other priorities:

  • Improve Visibility
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ConvergePoint Contract Management Software Use-Cases and Business Priorities: Customer Satisfaction Data

ConvergePoint Contract Management Software's features include Dashboard, and Auto Renewal. and ConvergePoint Contract Management Software support capabilities include 24/7 Support, AI Powered, Email Support, etc. also ConvergePoint Contract Management Software analytics capabilities include Custom Reports, and Analytics.

Reviews

"...This allows us to run other forms/documents through the workflow and have them attached to the primary contract document...." Peer review by Karen P., Business Analyst, Construction

ConvergePoint Contract Management Software, belong to a category of solutions that help Contract Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

ConvergePoint Contract Management Software streamlines the entire contract lifecycle on Microsoft SharePoint and Office 365. It includes creation, approval, and storage functionalities.

Popular Business Setting

for ConvergePoint Contract Management Software

Top Industries

  • Construction
  • Hospital & Health Care

Popular in

  • Enterprise
  • Large Enterprise

ConvergePoint Contract Management Software is popular in Construction, and Hospital & Health Care, and is widely used by Enterprise, and Large Enterprise,

ConvergePoint Contract Management Software Customer wins, Customer success stories, Case studies

How can ConvergePoint Contract Management Software optimize your Contract Management Workflow?

What solutions does ConvergePoint Contract Management Software provide for Workflow Management?

What Are the key features of ConvergePoint Contract Management Software for Obligation Management?

What makes ConvergePoint Contract Management Software ideal for Renewal Management?

53 buyers and buying teams have used Cuspera to assess how well ConvergePoint Contract Management Software solved their Contract Management needs. Cuspera uses 292 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Contract Management needs.

 

Wisconsin-Based Managed Healthcare Company Chooses ConvergePoint

A Wisconsin-based managed healthcare company has adopted ConvergePoint's Office 365 Policy Management Add-In to enhance its policy management lifecycle. This addition highlights ConvergePoint's growi...ng client base and its role as a leading compliance management software provider on the Microsoft SharePoint platform.

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Leading Educational Institution Choose ConvergePoint's Software

ConvergePoint announced that a California-based non-profit educational institution has chosen its Policy Management Software. This addition expands ConvergePoint's client base, which spans various se...ctors including finance, healthcare, and government. The software, built on Microsoft SharePoint, aims to streamline policy and procedure lifecycles.

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Helicopter Services Company Partners with ConvergePoint

ConvergePoint has added a leading helicopter services company to its client roster, providing them with contract management software to streamline their contract workflow.

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A prominent mental health services provider in California - Hospital & Health Care

ConvergePoint’s Incident Management Software helped a leading mental health provider in California fix problems with manual incident reporting. The provider struggled with tracking and analyzing data... across many locations. The software centralized reporting and automated workflows. This led to better data accuracy, faster reporting, and improved audit readiness. Real-time dashboards gave the team more visibility and control.

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A renewable energy agency in Australia - Energy And Utilities

ConvergePoint’s Conflict of Interest Management Software helped a renewable energy agency in Australia fix manual and fragmented COI processes. The agency used the software to automate COI declaratio...ns and centralize forms. This reduced manual errors and made audits easier. The agency saw better compliance and more efficient workflows. The solution also allowed for future growth.

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A leading provider of mental health services and programs in California - Hospital & Health Care

ConvergePoint’s Incident Management Software helped a leading mental health provider in California fix their outdated, paper-based incident reporting. The software gave them one platform for all site...s, with custom forms and automated workflows. They could now track trends, spot issues, and take action faster. Real-time dashboards and reports improved safety and compliance. Digital records made audits and compliance checks easy. The new system saved time and made reporting consistent everywhere.

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5 Tips on How to Evaluate Renewing Contracts

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Peers used ConvergePoint Contract Management Software for contract management and digital signature

ConvergePoint Contract Management Software Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.88/5 ★

Read Reviews (27)
Analytics

4.22/5 ★

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.88/5 ★

Read Reviews (27)
Analytics

4.22/5 ★

Read Reviews (4)

Software Failure Risk Guidance

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for ConvergePoint Contract Management Software

Overall Risk Meter

Low Medium High

Top Failure Risks for ConvergePoint Contract Management Software

Ideagen ConvergePoint, Inc. News

Product

ConvergePoint Launches Updated Conflict of Interest Software

ConvergePoint has launched its Conflict of Interest Disclosure Software, enhancing its compliance management offerings on Microsoft SharePoint. This software automates conflict of interest management, offering features like automated notifications, custom form fields, and centralized audit logs. It aims to improve transparency and compliance for organizations across various sectors.

M&A

Ideagen heads to Texas for second acquisition of the year - TheBusinessDesk.com

Ideagen has acquired ConvergePoint, a Texas-based provider of policy and contract management software for Microsoft 365. This marks Ideagen's second acquisition in 2025. The deal expands Ideagens compliance and case management offerings, giving ConvergePoint customers access to Ideagens broader solutions portfolio. ConvergePoint serves clients such as Samsung, Paysafe, KeyBank, and Ameren.

M&A

Ideagen Acquires ConvergePoint to Strengthen Compliance and Policy Management Capability - Bakersfield.com

Ideagen, a global software leader, has acquired ConvergePoint to enhance its compliance and policy management capabilities. This acquisition aims to bolster Ideagen's offerings in regulated and high-compliance industries.

Product

ConvergePoint Unveils Latest Version of Incident Management Software on Microsoft 365 SharePoint

ConvergePoint has launched the latest version of its Incident Management Software on Microsoft 365 SharePoint.

Ideagen ConvergePoint, Inc. Profile

Company Name

Ideagen ConvergePoint, Inc.

HQ Location

1810 Snake River Rd, Katy, Texas 77449, US

Employees

11-50

Social

Financials

PRIVATE