ConvergePoint Policy Management Pricing, Features, Reviews & Comparison of Alternatives

ConvergePoint Policy Management

SharePoint-based policy management platform for employees

5.0/5 (2 reviews)

ConvergePoint Policy Management overview

Manage the entire policy and procedures management lifecycle with an easy to use App on your existing Microsoft SharePoint 2016, 2013 and Office 365. Use the policy management software to incorporate best practices with document drafting, reviewing & redlining, approvals, publishing, roles-based central document repository access, attestations, renewals, search, reporting, real-time dashboards & much more.

ConvergePoint offers a rules based workflow engine that facilitates structured processes for drafting, review, approval and automated publishing with revision control, full audit trailing and real-time dashboard status tracking. Employee attestation of policies and procedures can be adminstered easily and monitored for compliance. Ad hoc search, reporting and exportable analytics are available to drill deeper into the process while email notifications ensure that policy managers are prompted on progress.

Our current customers include Fortune 500, enterprise, midsize and small companies with at least 150 employees. Customers include Hospitals, Healthcare Facilities, Medical Devices, Insurance, Non Profits, Large & Small Banks, Financial Services, Retail, Manufacturers, Transportation and Gov Agencies.

We currently serve customers across all industries in the US, Canada, UK & Australia.


Pricing options
Value for money
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Business size



United States, Australia, Canada, United Kingdom

Supported languages

ConvergePoint  Policy Management Software - Policies and Procedures Management

ConvergePoint Policy Management reviews


Very good
Value for money
Ease of use
Customer support
Sarah W

Policy and Procedure Full Lifecycle On SharePoint

Reviewed 2016-02-05
Review Source: Capterra

We have been using this product for the last 3 years. The product and the support is fantastic. We use SharePoint and so this was a great fit. They have some great features in the product including creation of policies, review, approval, renewal alerts, audit trails. Most of the process is automated and is very easy to use. Their training and certification module is what we use to get sign off for our code of conduct. It has made our lives so much more easier at my company. Highly recommended!

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Sharif Farghaly

Great document control interface

Used daily for less than 6 months
Reviewed 2018-09-14
Review Source: Capterra

Well-documented version control and ease of use

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ConvergePoint Policy Management pricing

Pricing options
View Pricing Plans

Request a product demo to receive full pricing details.

ConvergePoint Policy Management features

Activity Dashboard
Automatic Notifications
Workflow Management

API (189 other apps)
Accounting Integration (129 other apps)
Accounting Management (125 other apps)
Billing & Invoicing (131 other apps)
Compliance Management (90 other apps)
Customizable Reporting (101 other apps)
Data Import/Export (110 other apps)
Electronic Payments (117 other apps)
Expense Tracking (123 other apps)
Financial Analysis (88 other apps)
Invoice Management (178 other apps)
Invoice Processing (105 other apps)
Multi-Currency (110 other apps)
Real Time Data (112 other apps)
Receiving (95 other apps)
Reporting & Statistics (145 other apps)
Third Party Integration (117 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
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Additional information for ConvergePoint Policy Management

Key features of ConvergePoint Policy Management

  • Ensure compliance with full audit trails
  • Built on the Microsoft SharePoint platform
  • Office 365 integration with free Policy Management Add-in
  • Best practices library
  • Content management
  • Real time dashboards for policy status and employee progress
  • Send notifications & alerts on new policy announcements
  • Knowledge capture
  • Policy creation wizard
  • Policy training provisions & tracking of progress
  • Read & acknowledge
  • Quizzes
  • Quizzes for testing employee policy knowledge
  • Ensure all follow the very latest document versions
  • Choose which people must draft, review & approve policy
  • Custom workflows for policy review & approval
  • Access & find up-to-date policies & procedures
  • Restrict policy documents to only those who need access
  • Find approved policies & procedures with search tools
  • Exportable reporting & analytics options
View All Features


ConvergePoint provides a scalable SharePoint-based solution for companies of all sizes, supporting the need for compliance over rapidly changing corporate policy.

Use the system’s three modules for policy creation, review and approval with templates, workflows, audit trails and dashboard-based policy status review.

Policy Distribution module delivers relevant policy to the right employee with automatic publishing, expiration, viewing permissions and advanced search options.

An Automated Acknowledgement module notifies employees on new policy through Microsoft Active Directory, while quizzes can be assigned to check and report on employee progress.

ConvergePoint integrates into existing Office 365 environments with its Policy Management Software Add-In, freely available on the Microsoft Office 365 Store.