ConvergePoint Contract Management Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

Today's intricate business challenges require collaborative efforts from dedicated teams. To assist you and your team in mastering the art of effective collaboration, we have developed a comprehensive online guide. When you establish a collaborative environment for discussion and decision-making, the potential for success expands exponentially. Microsoft Teams consolidates all necessary resources into a unified workspace, allowing seamless communication through chat, virtual meetings, file sharing, and integration with various business applications. Enhance your team's synchronization with features like group chat, online meetings, calling, and web conferencing. Engage in collaborative document editing using integrated Microsoft 365 (formerly Office 365) tools such as Word, Excel, PowerPoint, and SharePoint. You can also incorporate your preferred Microsoft applications and third-party services to facilitate continuous business progress. Teams offers robust end-to-end security, comprehensive administrative control, and ensures compliance—all backed by Microsoft 365’s capabilities. Designed to accommodate various types of groups, Teams provides a free version with no commitments, as well as an option to access it within a superior suite of productivity tools. Embrace the power of teamwork and unlock new opportunities for innovation and growth.

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Microsoft Word, part of the Microsoft 365 suite, combines decades of trusted word processing innovation with the latest advancements in AI-powered writing assistance. With Copilot, users can instantly generate outlines, summarize long documents, or refine tone and structure through conversational prompts. The intelligent Editor tool enhances writing by checking grammar, clarity, conciseness, and inclusiveness, helping you communicate more effectively. Word’s cloud-first design allows seamless collaboration, enabling multiple people to edit, comment, and share feedback in real time across devices. Integrated OneDrive storage keeps all your files secure and accessible from anywhere, while Microsoft Defender protects your work from cyber threats. Word also supports rich formatting, dictation, voice commands, and thousands of professional templates to help users create standout documents. Available through Microsoft 365 Personal, Family, and Premium plans, users can unlock advanced features, including Copilot refinements and AI-generated content. Whether you’re a student, professional, or enterprise team, Word offers the tools to write better, faster, and smarter.

Microsoft SharePoint empowers organizations to securely create, manage, and share content across teams with built-in AI intelligence and collaboration tools. It serves as a central hub for communication, document management, and process automation—enhanced by Copilot for rapid site creation and SharePoint agents that answer questions, summarize data, and provide actionable insights. Users can easily design modern intranet sites using templates, flexible layouts, and drag-and-drop elements tailored to their brand identity. With advanced management controls, IT administrators maintain strict data governance, identity management, and compliance across departments. Integrated with Teams, OneDrive, Outlook, and Power BI, SharePoint ensures a connected workflow where content and people align effortlessly. Its AI-driven knowledge discovery transforms passive files into searchable, intelligent resources that drive decision-making. The platform also supports immersive media, dynamic dashboards, and multilingual content to enhance internal communication. Whether for small businesses or global enterprises, SharePoint is the foundation for a unified, secure, and AI-ready digital workplace.

eSignatures have become accessible to all users. Dropbox Sign, previously known as HelloSign, offers an incredibly straightforward and secure method for obtaining signatures on documents. When using Dropbox Sign, the time it takes to sign contracts is reduced by an average of 80% compared to conventional paper contracts, while still maintaining their legal validity. The platform includes integrated reminders and advanced signing options that greatly enhance the rates of document completion. You can also customize the signing experience to reflect your brand, incorporating your company’s logo, colors, and tailored messaging. Frequently used documents can be saved as reusable templates, which not only accelerates the signing process but also simplifies data entry. Dropbox Sign enhances security compared to traditional pen-and-paper methods, featuring a court-admissible audit trail that ensures all actions are monitored and time-stamped. Additionally, account administrators can oversee document permissions and adjust team settings from a centralized dashboard, which helps to maintain organization and security. By using Dropbox Sign, businesses can achieve a more efficient signing process while also reinforcing their brand identity.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.