# Convene Reviews
**Vendor:** Azeus Systems  
**Category:** [Board Management Software](https://www.g2.com/categories/board-management)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 393
## About Convene
OUT NOW: Upgrade to Convene 9.0 Today Convene is a board management software designed to facilitate seamless and efficient meetings for organizations of all sizes. Developed by Azeus, a CMMI Level 5 company, Convene addresses the complexities of board meetings by providing a comprehensive platform that enhances communication, engagement, and overall productivity throughout the meeting lifecycle—from preparation to follow-up. This software is particularly beneficial for a diverse range of users, including FTSE 100 companies, Fortune 500 firms, banks, healthcare organizations, non-profits, and government entities. Convene caters to the needs of executives, board directors, and administrative staff who require a reliable tool to manage their board processes effectively. The software is designed to streamline various aspects of board management, making it an essential resource for any organization looking to improve its governance practices. Convene offers a full suite of features that support users in organizing meetings, building agendas, and facilitating discussions. The platform allows for easy voting on resolutions, tracking of action items, and secure signing of documents, ensuring that all necessary tasks are completed efficiently. The latest upgrade introduces innovative functionalities that further enhance the user experience, making it easier for boards and their teams to collaborate and make informed decisions. One of the standout aspects of Convene is its commitment to security and user privacy. The software employs advanced security measures to protect sensitive information, ensuring that users can conduct their meetings with confidence. Additionally, the intuitive interface allows for a smooth onboarding process, enabling users to quickly adapt to the platform and maximize its capabilities. By choosing Convene, organizations can expect to see improved engagement among board members, streamlined workflows, and enhanced overall meeting efficiency. The software not only simplifies the logistics of board meetings but also fosters a culture of transparency and accountability, making it a valuable asset for any organization aiming to elevate its governance standards.



## Convene Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Convene, enhancing their productivity with intuitive interface and efficient tools. (123 reviews)
- Users appreciate the **intuitive document management** features of Convene that streamline meeting preparation and collaboration. (68 reviews)
- Users praise the **robust agenda management tools** of Convene, enhancing meeting efficiency and governance simplicity. (67 reviews)
- Users appreciate the **intuitive interface and comprehensive features** of Convene, enhancing productivity and collaboration effortlessly. (60 reviews)
- Users find the **efficient meeting management** of Convene invaluable for scheduling and collaborative planning. (60 reviews)
- Security (45 reviews)
- Meeting Minutes (36 reviews)
- Board Management (35 reviews)
- Document Sharing (35 reviews)
- Customer Support (32 reviews)

**What users dislike:**

- Users find Convene to be **expensive for small businesses** , suggesting a need for more affordable pricing options. (16 reviews)
- Users face **connectivity issues** with Convene during board meetings, affecting functionality and overall experience. (14 reviews)
- Users face significant **integration issues** with Convene, lacking support for essential applications like Google Calendar. (10 reviews)
- Users desire more **customization options** in Convene, specifically for survey formats and agenda items. (8 reviews)
- Users find **limited functionality** in Convene, particularly during board meetings and basic tasks, leading to a frustrating experience. (7 reviews)
- Users experience **slow performance** , especially with low network connections, causing glitches and delays in functionality. (7 reviews)
- Users find the **learning curve challenging** , requiring substantial training for board members to adapt effectively. (6 reviews)
- Update Issues (6 reviews)
- Users find the **Board Management** feature clunky and outdated, wishing for a more streamlined and modern interface. (5 reviews)
- Limited Features (5 reviews)

## Convene Reviews
  ### 1. Convene Streamlines Secure Board Approvals with Centralized, Easy-to-Find Documents

**Rating:** 4.5/5.0 stars

**Reviewed by:** Allison W. | Billing Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 09, 2026

**What do you like best about Convene?**

Convene makes communication accessible while still providing advanced features in a professional, secure environment. It worka across compatible operating systems and customer service is one of its biggest strenghts. I can easily create board approvals and keep everything properly archieved, which makes the overall experinec feel modern and much more seamless for collaboration. Having everything centralized really matters to me, especially since all documenta are stored in one place and are easy to find and acess when needed. The integration and management tools are also straightforward. Convene’s syncing function and board software management arr simple to naviagte, helping me keep meetings and materials organized without any unncessary hassle.

**What do you dislike about Convene?**

Convene technical performance digital incorpated provides reliable board managent with smooth, consistent performance, which makes collaborating on documents much easier. I’ve also found thier support team to be helpful and responsive whenever I’ve needed assiatance.

**What problems is Convene solving and how is that benefiting you?**

Convene has helped me conenct with my team more consistently, which makes it easier for us to keep our work documents and publised schedules up to date. As a reault, our performance feels more streamlined and our collaboration runs more smoothly . It also brings shared files together in one place, supports meetings preparation and cuts down the time we spend getting the board ready. It provides excellent collaboration features.

  ### 2. Organized, Centralized Meeting Management with a Clean, User-Friendly Interface

**Rating:** 4.5/5.0 stars

**Reviewed by:** James M. | Board Admin, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 26, 2026

**What do you like best about Convene?**

What i liked about convene was how organized and centralised the meeting management process became. During the time we used it, agendas , meeting schedules, approvals, and board documents were all accessible from one playform, which made preparation and collaboration much easier.
The interface is clean and user friendly, features like secure document sharing, meeting scheduling and agenda management helped reduce a lot of manual coordination.

**What do you dislike about Convene?**

One area where Convene could improve is customisation flexibility. A few templates, reporting options and workflow configuration settings felt a limited. I haven't run into any major issues though and its been fit for for us we use it every day in our office.

**What problems is Convene solving and how is that benefiting you?**

Before convene, meeting coordination relied heavily on emails, shared folders, and seperate scheduling tools,which often created confusion around updated documents and approvals.
Convene helped centralize everything into one secure platform, making meetings easier to organize and collaboration more structured.

  ### 3. Convene Keeps Meeting Schedules and Agendas Perfectly Organized

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marcin M. | Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2026

**What do you like best about Convene?**

We like how Convene keeps all meetings information organizes and the meeting page clearly shows the schedule, type, and agenda within the convene software. It also includes useful options such as scheduling the next meetings, drafting minutes, and exporting or sending meeting details, which makes managing meetings much easier without having to use multiple tools. Conevene registration process is easy and it offers subscription plans with great value.

**What do you dislike about Convene?**

Convene works well overall, but some things like time zone or venue details still need to be entered manully. It would be better if a few of these fields were more automated or if the tool offered smarter when settings up meetings.

**What problems is Convene solving and how is that benefiting you?**

Convene helps our compnay coordinate and manage meeting related tasks in a more efficient, professional way, all within the Convene platform. Rather than juggling schedules, agendas, and participants across multiple tools, we can be handled everything form a single dashboard. This saves time keeps details in convene software, and makes meetings prepartion much easier for our team.

  ### 4. Convene i: Clean, Easy Navigation That Keeps Board Documents Perfectly Organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marina M. | Board Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 05, 2026

**What do you like best about Convene?**

Convene keeps all board related documents neatly organized in conene platform. It makes it simple, fast, and straightforward to build agendas and share files with board members. I also find the dashboard interface clean ans easy to navigate, which genuinely matters when you’re working with busy leadership teams and don’t want to waste time figuring out where everything is or how to use tool.

**What do you dislike about Convene?**

I havn’t experienced any problems, and everything has been working the way it should. Still, I feel the customization options for reports and templates are a limited and could be expanded. With a small more flexibility in those areas, the platform would be even stronger overall.

**What problems is Convene solving and how is that benefiting you?**

Convene helps solves the challenge of managing board meeting information across multiple system by bringing everything into one secure place. We can keep agendas, meetings notes, and shared files together, which makes it much easier to find what we need. Overall,It has clearly improved the efficiency of our meeting preparation and follow up.

  ### 5. Streamlines Meetings but Needs User-Friendly Enhancements

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jaison P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 18, 2026

**What do you like best about Convene?**

I like how Convene handles critical information securely and in an organized way, which is super important in my role dealing with sensitive financial data. The centralized platform makes it easy to access the latest data and securely share financial documents, all while keeping track of action items. I also appreciate the structured meeting flow where agendas, reports, and action items are all in one place, making discussions more focused and ensuring nothing gets missed. This makes managing collections more efficiently and staying aligned with teams easier.

**What do you dislike about Convene?**

One area where Convene could improve is user experience and navigation. While the platform is feature-rich, it can sometimes feel a bit complex for new users, and finding specific documents or features may take extra time initially. Another point is customization and flexibility; having more options to tailor dashboards, notifications, or workflows based on individual or team needs would make it even more efficient for daily use. Also, occasional performance lags with large files or reports can slow things down slightly, especially when dealing with heavy financial documents. Improving speed and responsiveness in such cases would enhance the overall experience.

**What problems is Convene solving and how is that benefiting you?**

Convene streamlines the meeting process by securing financial documents and tracking action points, which solves challenges with report management and coordination, making decision-making faster and the collections process more organized.

  ### 6. Efficient Meeting Management with Secure Document Handling

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nerika R. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 13, 2026

**What do you like best about Convene?**

I like the structured way Convene manages meetings and important documents in one secure place. As the Chief Managing Director at Cilantro Hotels, having quick access to agendas, reports, and discussion points before meetings helps leadership teams stay well prepared. Another aspect that stands out is the ease of collaboration. Board members and senior managers can review documents, share feedback, and stay aligned on discussions without relying on multiple emails or physical files. Additionally, Convene is particularly good at secure document sharing and providing easy access to meeting materials. This is important for handling sensitive reports and strategic documents safely, offering a reliable environment for our needs.

**What do you dislike about Convene?**

One area where Convene could improve is interface navigation, especially when managing multiple meeting documents or updating agendas. Sometimes it takes a few extra steps to find certain settings. It also would be helpful to have more flexible reporting and better integration with other management systems, so meeting outcomes and action items can be tracked more easily across teams.

**What problems is Convene solving and how is that benefiting you?**

I use Convene to manage board meetings, share documents securely, and streamline decision-making among leadership. It centralizes agendas and reports, improving communication, ensuring everyone is prepared, and reducing the need for physical paperwork.

  ### 7. Streamlines Board Meetings and Makes it Easy to Distribute Compiled Board Packets

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alessandra Z. | Chief Administrative Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 01, 2026

**What do you like best about Convene?**

I am very pleased with how easily I can create the agendas and board members can quickly access the board packets during board meetings. Customer support has been exceptional and it is the best tool we have used so far for managing board meetings.

**What do you dislike about Convene?**

There is nothing with the software that I dislike it is able to do most of what I need for board management.

**What problems is Convene solving and how is that benefiting you?**

It has saved so much time preparing for meetings and sending updates and it gives board members a secure portal to view board materials from any device and I also utilize it for voting on resolutions.

  ### 8. Fast, Effective Board Meeting Management with Easy Agenda Access

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kenny B. | Senior Technology manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 27, 2026

**What do you like best about Convene?**

Convene makes it easy run board and shareholder meetings by giving everyone fast access to the agenda and other key respources. The setup is fast and capable, which makes it an effective tool for what we need.

**What do you dislike about Convene?**

I have’t rin into any issues or had any complaints so far. The tools feel fair and work reliably and they’ve helped make board meetings management faster, smoother and easier to handle overall.

**What problems is Convene solving and how is that benefiting you?**

Convene tool makes it easy to build a strong archieve for board meetings. It has also made it simpler and more seamless for our committee to mange and access board meetings information.

  ### 9. Very Good Tool That is Exceptional in Organizing Board Resources and Coordinating Meetings

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fernando R. | Administrative Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 07, 2026

**What do you like best about Convene?**

It is incredibly user-friendly and by far the most comprehensive board management tool I have ever used. Being able to quickly construct a board book, make changes to minutes, and control the access of individual documents makes the tool a hands-down choice for us.

**What do you dislike about Convene?**

Probably the only thing that can be improved is the ability to add placeholder names to the files uploaded and also making notes within documents.

**What problems is Convene solving and how is that benefiting you?**

It is facilitating easy management of the board meetings as well as ease of access to board-related materials for our board members. It has greatly reduced the time spent producing board packs and been very useful in scheduling meetings.

  ### 10. Convene Streamlines Board Meetings with Easy Navigation and Accessible Documents

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jessica R. | Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 26, 2026

**What do you like best about Convene?**

Convene is also very effective managing board activities. Board meetings feel more streamlined for members and the interfacw and integration are easy to navigate. Its straightforward to retrieve and pull up documents and the tool keeps knowledge and information readily accessible. I also find the acrollable approvals and resolutions especially helpful.

**What do you dislike about Convene?**

I don’t have any reason to dislike it. Sometimes it feels really fully featured and theres nothing i can complain about.

**What problems is Convene solving and how is that benefiting you?**

Conveneis a great tool for managing board meetings dates and reports. Its makes everything easier to organize and work with and it helps me stay efficent.

  ### 11. A very useful and easy to use tool for our board meetings.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jake E. | Financial Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 29, 2024

**What do you like best about Convene?**

I like the new AI feature that was introduced by Convene as it makes our meeting management work very easy. Now, it has become much more easier to document our meetings using the AI powered automated meeting documentation feature. They has also been advancement on the security features which has helped us to keep our meeting data and information safeguarded against the modern security threats. Convene has also introduced much easier to work with voting and polling features that allows us to vote anonymously and remotely.

**What do you dislike about Convene?**

So far we are yet to come across any major setbacks with Convene. It has been an incredible experience and we have had excellent support from the support team who are always there to provide any assistance that we need.

**What problems is Convene solving and how is that benefiting you?**

We are using Convene to run our board meetings and it has helped us to improve and streamline our meetings. It has given us a secure space for our board meetings and we find it so easy to meet and hold our board discussions privately. Convene makes it easy for us to prepare for our board meetings by giving us excellent meeting agenda tools for drafting the issues we need to discuss. With Convene we are able to do all activities we need to during board meetings like voting and signing documents all virtually without the need to meet at a physical venue.

  ### 12. Highly Functional for Board Meeting Management and Very Quick to Create Board Packets for Directors

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adrienne M. | Administrative Assistant, Executive Administration, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 30, 2026

**What do you like best about Convene?**

The ability to have all of our Board meeting materials and agenda creation in one place makes it the right platform for our Board management needs and I like that it provides Board members with timely meeting reminders.

**What do you dislike about Convene?**

Nothing that I like least about the platform and I have had a great experience thus far so no cons to mention.

**What problems is Convene solving and how is that benefiting you?**

It creates very well organized Board books that can be easily accessed by Board members and it allows us to schedule meetings which makes conducting meetings easy and has streamlined Board communications.

  ### 13. Exceptional for Quick Agenda Building and Efficient Planning of Board Meetings

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donna M. | Executive Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2026

**What do you like best about Convene?**

Creating the agenda is quick and the ability to simply drag and drop content has made it easy to build the board book. I like that their customer support is always there to help us and answer any questions or concerns that we might have.

**What do you dislike about Convene?**

This tool works well for our board meeting management and no issues or challenges experienced using it.

**What problems is Convene solving and how is that benefiting you?**

It has made it easy for our board members to respond to documents, concerns and upcoming meetings and it has also makes planning for board meetings faster and more efficient.

  ### 14. Highly Efficient for Board Meeting Preparation, Communication and Gathering Approvals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alison K. | Executive Assistant to C-Suite, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 07, 2026

**What do you like best about Convene?**

I appreciate the ease of creating minutes, the ability to administer board member profiles on the dashboard, and the ease of uploading documents for the board. It is very efficient as it is well structured and designed for usage by users of all levels.

**What do you dislike about Convene?**

So far so good I have been using the tool for 3 years now and I don’t have anything I dislike about it.

**What problems is Convene solving and how is that benefiting you?**

It certainly helped make the board management process more consistent and easier to administer. Structuring the agenda is quick and board members can easily find the information they need both prior to and during each meeting.

  ### 15. Convenient, Secure and Much Easier to Use Supporting Improved Board Meeting Efficiency

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brittany A. | Board Member, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Convene?**

Very easy to use this platform to plan board meetings, share documents, conduct surveys, votes, etc. It makes it easy to add things to the Agenda as they occur and the board book is handy feature and has proved to be greatly beneficial for every board member when following the meeting.

**What do you dislike about Convene?**

The platform continuous to function very well without any challenges and I haven’t run into any issues using it.

**What problems is Convene solving and how is that benefiting you?**

The platform allows me to access a large number of organized board meeting materials securely so need for encrypted PDFs and consistently supports streamlined communication with other board members.

  ### 16. Secure Board Meetings with Frictionless Voting and Easy Agenda Distribution to Members

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sophia T. | Corporate Governance Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 26, 2026

**What do you like best about Convene?**

It’s a very easy platform for the board to use and access the board book, meeting arrangements and many other documents. The voting function is also easy to use and it increases member participation in decision making because the voting is frictionless.

**What do you dislike about Convene?**

I cannot think of anything negative in my experience the tool has become vital to being able to hold board meetings effectively and securely.

**What problems is Convene solving and how is that benefiting you?**

It provides a centralized repository for all board meeting schedules and documents and it greatly reduces the time needed to prepare for our board meetings.

  ### 17. Streamlined Meeting Management and Easy Communication With the Board In Regards to Resolutions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Damaris G. | Corporate Governance Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 13, 2026

**What do you like best about Convene?**

This platform makes it easy to set up a board meeting, the agenda is super easy to build and its great to have all the board documents saved on the platform, easy to update and accessible at any time.

**What do you dislike about Convene?**

I have not encountered any cons with it and its amazing that we always have successful board meetings because of this platform.

**What problems is Convene solving and how is that benefiting you?**

We have been able to organize and execute board meetings and it provides easy access to documents, meetings and agendas so it is very functional in keeping the board members well-informed and well-prepared for their discussion.

  ### 18. Robust Platform with Exceptional Meeting Tools

**Rating:** 5.0/5.0 stars

**Reviewed by:** Roli S. | Technical Professional, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 02, 2026

**What do you like best about Convene?**

I like using Convene for board members meetings because it provides customized rooms or shared workspaces for recurring meetings. It gives a smooth experience for sharing info with other members easily during meetings. The high-resolution audio/video quality is great, and it's also very secure and robust. I appreciate the large user community and superb customer support, along with excellent sales service. I particularly like being able to quickly reserve spaces, seamless onboarding, and the workplace analytics it offers. Setting it up was easy too.

**What do you dislike about Convene?**

I occasionally face disconnectivity issues with internet bandwidth. I think that having offline capabilities might help resolve these issues.

**What problems is Convene solving and how is that benefiting you?**

I use Convene for board members meetings. It solves coordination issues, streamlines events, improves decision-making, and provides a superior workplace experience with secure, robust features, and high-res audio/video quality.

  ### 19. Reliable Board Meeting Platform with a Secure Environment for The Board to Execute Key Decisions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Philip B. | Board Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 30, 2026

**What do you like best about Convene?**

It is very easy to use and has an excellent way to organize board materials and the available templates are super helpful for creating minutes and constructing an agenda to share with Board members.

**What do you dislike about Convene?**

I don’t think there are improvements to recommend at this time the functionality of the platform is great.

**What problems is Convene solving and how is that benefiting you?**

This is a great platform that keeps our Board meetings organized and ensures Board members are informed and it has become even more useful in providing a secure environment for the Board to execute key decisions.

  ### 20. Easy Board Minutes Access and Fantastic Meeting Management with Quick Document Uploads

**Rating:** 5.0/5.0 stars

**Reviewed by:** Patricia D. | Board Governance Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2026

**What do you like best about Convene?**

This platform is easy for all board members to login, locate the meeting, and view the board book. My favorite is that scheduling meetings is easy to do and the quick document upload makes the meetings more manageable.

**What do you dislike about Convene?**

I wish that I could edit the profile of a user without having to delete them and re-add them if their email changes.

**What problems is Convene solving and how is that benefiting you?**

The platform makes it easy for board members to access meeting information wherever they are without having to take a binder with them and it has made communication between the members a lot easier.

  ### 21. Delivers Efficient Board Agendas, Meeting Packs and Board Meeting Schedules That are Easy to Access

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kateryna G. | Administrative Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 25, 2026

**What do you like best about Convene?**

The preparation of meeting packs and sharing agendas is a much smoother streamlined process and I like that I can publish meeting schedules for all board members to access. The efficiencies in terms of time and effort in board management are massive.

**What do you dislike about Convene?**

The tool has no issues when it comes to board management process and the support team is always happy to help and responds quickly.

**What problems is Convene solving and how is that benefiting you?**

It strengthened and brought time efficiencies to board meeting process and the voting accelerates approvals for urgent matters while maintaining a complete governance trail.

  ### 22. Easy to Distribute Agendas and Write Minutes Making it Easier to Conduct Consistent Board Meetings

**Rating:** 5.0/5.0 stars

**Reviewed by:** Annie G. | Chairman of The Board, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Convene?**

It’s great at distributing the meeting materials ahead of our Board meeting and I like that the interface provides me with great clarity towards attendance, voting history and accountability tracking. With Convene I can push updates to all of the Board members instantly instead of sending different versions.

**What do you dislike about Convene?**

The overall experience has been great, support has been very helpful since implementation and we have not run into problems with the tool.

**What problems is Convene solving and how is that benefiting you?**

It makes it easy to schedule Board meetings, organize documentation, track votes, and produce minutes which helps us have productive Board meetings by keeping us organized and prepared.

  ### 23. Provides a Professional Agenda Builder and Collaborative Workspace for Efficient Board Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Silvina P. | Board Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Convene?**

The agenda builder allowed me to create meetings books using the drag and drop simplicity and the ability to simultaneously share meeting materials with directors keeps our board ready and prepared before each meeting.

**What do you dislike about Convene?**

We have had to do very little training with board members and the support team was able to jump right in to help so no major cons to mention.

**What problems is Convene solving and how is that benefiting you?**

The quick agenda creation and easy to access resource center brings great efficiency into how the board conducts meetings thus ensuring great productivity and makes it super convenient for me to share minutes with the board.

  ### 24. Excellent Functionality in Building Board Packs, Signature Collection and Shared Document Repository

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rachel F. | Senior Company Secretary, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 11, 2026

**What do you like best about Convene?**

From my perspective as the Senior Company Secretary, the tool does a great job of consolidating multiple documents into one meeting book and it provides a streamlined interface to organize board meetings, create board packs, and obtain signatures when necessary.

**What do you dislike about Convene?**

I haven’t found anything that I do not like about this tool and they haven’t let us down so we hope to continue this partnership.

**What problems is Convene solving and how is that benefiting you?**

The tool has enabled board members to navigate through board meetings more fluidly and it provides a central, shared, document repository accessible to our board members for upcoming and past meetings.

  ### 25. Streamlined, User-Friendly Board Portal with a Very Effective Minutes Builder and Smooth File Upload

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jacinta A. | Investor Relations Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 21, 2026

**What do you like best about Convene?**

Very user-friendly with a streamlined dashboard that houses all board materials in one place with an easy interface for the board to navigate and obtain whatever they need. The meeting minutes builder makes it so much easier to write minutes than fumbling with templates and paper notes as before. The drag and drop feature to pull in documents ensures ease of organization and sharing of documents with board members.

**What do you dislike about Convene?**

I haven’t found anything I don’t like the tool has really performed how we needed it to and the team has been incredibly supportive in every stage so far.

**What problems is Convene solving and how is that benefiting you?**

It has been a very helpful way to keep board materials in one place which is incredibly important when dealing with busy executives. The ability to meet and view agendas in Convene has been very beneficial to our organization and it offered a very effective process for us to incorporate our e-voting needs.

  ### 26. Fantastic Board Tool with Quick Meeting Scheduling and Easy to Follow Trail of Board Discussions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Malvin L. | Executive Director of Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 25, 2026

**What do you like best about Convene?**

The ability to schedule meetings and keep all board documents and board packs in one place makes it a fantastic tool for board management and I like that the team behind it is very knowledgeable and highly responsive.

**What do you dislike about Convene?**

There is nothing in particular that I dislike about the tool it is the best board management tool we use and I have no hesitation in recommending it.

**What problems is Convene solving and how is that benefiting you?**

Streamlined board meetings increased decision speed and the secure document sharing ensures sensitive documents like vendor contracts are distributed with proper controls.

  ### 27. Great and Reliable Tool That Streamlines Board Meetings and Centralizes Agenda Building

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephen H. | Executive Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2026

**What do you like best about Convene?**

It is very user friendly and helps keep board meetings streamlined and I like the ability to build the agenda and attach the documentation which helps the members find the meeting information in one place without having to scroll through an entire book.

**What do you dislike about Convene?**

The tool is fairly self-explanatory and we have not experienced any significant issues since the core functionalities are great.

**What problems is Convene solving and how is that benefiting you?**

Centralized location for all board documents, quick agenda creation and it’s been a great way to communicate events, meeting dates and any changes with the board members.

  ### 28. Secure and Quick Board Collaboration with Flexible Voting and Structured Minutes Archive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aaron T. | Chief Executive Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 24, 2026

**What do you like best about Convene?**

It provides us with an easy to access dashboard for Board members to discuss agenda items, collaborate and access company reports in a safe and secure way. The voting function provides great flexibility when casting votes on decisions, policy approvals and resolutions.

**What do you dislike about Convene?**

There are no board management features that are missing in this platform so there has been no issue for me.

**What problems is Convene solving and how is that benefiting you?**

It helps with uploading the Board book, strategy memos and financial reports for upcoming meetings and I am able to circulate resolutions for urgent approvals.

  ### 29. Very Handy in Board Meeting Preparation and Distribution of Board Packets and Other Documents

**Rating:** 5.0/5.0 stars

**Reviewed by:** Isabelle J. | Director of Executive Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 30, 2026

**What do you like best about Convene?**

The features I like the most are the Resources feature that provides a place to keep board documents for future reference and the Vote function that allows Directors to cast votes directly from their devices during board meetings.

**What do you dislike about Convene?**

Very happy with my experience with this tool, customer service has been good and we haven’t had any significant problem.

**What problems is Convene solving and how is that benefiting you?**

It vastly improved the efficiency of organizing board meetings and keeping board resources in one centralized location and helped us move away from paper board packets.

  ### 30. Intuitive Board Platform Suitable for Conducting Successful Meetings and Approval Sessions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ayush N. | Sr. Manager, Officer of the CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2026

**What do you like best about Convene?**

It offers a secure and intuitive platform for board management, streamlining meeting preparation and document sharing. The approvals is another feature that I really like a lot and use on a regular basis which is a great way to get board involvement in quick decisions.

**What do you dislike about Convene?**

Nothing that I can think of at this time so far it’s the best board management platform I have come across.

**What problems is Convene solving and how is that benefiting you?**

Our board meetings are easier to organize and run much smoother because our board members can access the agenda and packs so much so much more efficiently.

  ### 31. Efficient Board Meeting Preparation with Smooth Drag-and-Drop Agenda Creation and Easy Voting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sebastian A. | CFO, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Convene?**

Very efficient tool for our board management and the most amazing feature for me is the drag and drop capability when reorganizing the agenda sections and the easy with which I can conduct voting to get opinions from board members.

**What do you dislike about Convene?**

I do not have any issue with this tool it is simple to use and great for board management and member collaboration.

**What problems is Convene solving and how is that benefiting you?**

Preparation of board meetings is more efficient and its easy to create an agenda and add documents which helped us become almost completely paperless and keeps us much more organized.

  ### 32. Transformed Board Meetings with Easy Linking of Agendas and Briefing Documents

**Rating:** 5.0/5.0 stars

**Reviewed by:** Teressa E. | Director, Legal Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 11, 2026

**What do you like best about Convene?**

The immediate linkage between agenda items and associated briefing documents allows great flexibility in structuring Board meetings and has transformed the way in which committee members participate in meetings and supports quick documenting of meeting decisions.

**What do you dislike about Convene?**

There are no specific issues it is an excellent tool with significant savings in terms of time and cost in the administration of Board meetings.

**What problems is Convene solving and how is that benefiting you?**

The tool allows Board members to easily collaborate, discuss and approve specified papers in advance of meetings, allowing more time at the meeting for strategic discussion on the more important items.

  ### 33. Efficient and Fantastic Board Management with Easy Collaboration and Excellent Board Book Feature

**Rating:** 5.0/5.0 stars

**Reviewed by:** Zoe A. | Board Member, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 13, 2026

**What do you like best about Convene?**

It has been an excellent way to streamline Board management, keeps sensitive documents secure and makes it easy to communicate with other Board members and get approval for resolutions.

**What do you dislike about Convene?**

When sending out requests to review information I wish it would send members a reminder before the request expires so time can be extended if needed.

**What problems is Convene solving and how is that benefiting you?**

It has significantly cut down the time spent producing Board meeting materials and increased our Board accountability within the organization by providing quick access to meeting minutes, attendance tracking and having all information in one place.

  ### 34. Great Tool for Our Board That Streamlines Decision Making and Supports Easy Resolution Approvals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Prescilla J. | Executive Assistant to the Board of Directors, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2026

**What do you like best about Convene?**

Very reliable for circulating agenda packs and board materials for meetings to the board members and it provides an effective decision recording process and the ability to efficiently monitor approvals on resolutions.

**What do you dislike about Convene?**

I have nothing negative to mention about this platform since it is fully featured and there is nothing not to like.

**What problems is Convene solving and how is that benefiting you?**

Board meeting efficiency increased and the board pack collation replaces printing and emailing multiple PDFs which ensures the organization gains a transparent record of governance and the board meets its duties efficiently.

  ### 35. Powerful Tool for Easy Board Book Building and Seamless Meeting Document Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Faheem Z. | Executive Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Convene?**

Building the board book is easy and I like that it makes preparing and organizing the meeting documents simple. It is easy to update meeting materials and this way everyone has access to all of the same updated documentation during the meeting.

**What do you dislike about Convene?**

There isn’t a function that I dislike about Convene it is a very useful board management tool that works seamlessly.

**What problems is Convene solving and how is that benefiting you?**

Convene has made communicating and sharing information with the board a streamlined process and its great for distributing all of our board meeting materials so that every board member can easily access.

  ### 36. Great tool for our board that makes meeting and agenda preparation so much simpler and efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Henry D. | Managing Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2026

**What do you like best about Convene?**

With its intuitive interface and the features intuitively laid out, the tool provides a centralized platform for managing board meetings, communications, voting, and it allows uploading multiple file types without the need to render all files to pdf. From the first sales interactions through the customer feedback meetings, I have only had excellent experiences with the Convene team.

**What do you dislike about Convene?**

The only area that could be improved is analytics to allow us to dig deeper into member input and overall activity within the platform for a given period of time.

**What problems is Convene solving and how is that benefiting you?**

Very helpful in managing the agenda, writing minutes as well as participating in decisions related to them is done properly. I appreciate the speed at which I am able to link Board meeting materials from the organization to them the board members through this platform and having all of our meetings available in one place has been fantastic.

  ### 37. Easy Board Book Compilation Streamlining Board Management and Decision Making

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica K. | Senior Company Secretary, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 26, 2026

**What do you like best about Convene?**

I appreciate that the tool allows me to quickly post information about Board meetings, upload Board materials right away and what I find most useful is the ability to compile the Board book from multiple documents.

**What do you dislike about Convene?**

The tool fits the needs of our Board perfectly and has created a more streamlined Board management process without any problems.

**What problems is Convene solving and how is that benefiting you?**

It made it easy to create Board meetings, modify agendas and Board document security level is much higher than before which has professionalized the Board meeting experience.

  ### 38. Robust and Even More Efficient for Board Management with a Good Document Repository Facility

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laura D. | Executive Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 24, 2026

**What do you like best about Convene?**

The platform has been designed with great reliability in terms of board meeting management and record keeping and it is a very useful tool for scheduling meetings and sharing the agendas with board members.

**What do you dislike about Convene?**

Customer support is very good and the platform is very reliable so nothing to mention as a dislike right now.

**What problems is Convene solving and how is that benefiting you?**

The platform enables me to build and circulate the agenda and collect reports from different departments and assemble them into a single board pack which leads to better board discussions.

  ### 39. Efficient Way to Create Board Books and Upload Meeting Materials for Access by Board Members

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bernadette F. | Director, Corporate Compliance, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 07, 2026

**What do you like best about Convene?**

The agenda building and minutes creation tools are very easy to use and once you use them you won’t go back to creating these documents in word. It is also very easy to create board books and keep them updated across all board members to ensure the most recent pack is available to everyone.

**What do you dislike about Convene?**

No technical issues faced with the different functionalities that are available and customer support is very responsive.

**What problems is Convene solving and how is that benefiting you?**

To date this platform has proven to be reliable for Board management streamlining corporate document sharing, meeting preparation, and governance processes.

  ### 40. Great Platform to Prepare Board Meetings and Nice Portal to Store All Meeting Documents

**Rating:** 5.0/5.0 stars

**Reviewed by:** Celestine M. | Administrative Assistant to Business Affairs, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Convene?**

I really like the ease with which I can create a meeting and agenda, and add documents necessary for the Board meetings enabling Board members to access all information ahead of time so that they can better prepare for the meeting.

**What do you dislike about Convene?**

For us it is great as it is and we have not run into any technical issues thus far.

**What problems is Convene solving and how is that benefiting you?**

The platform has streamlined our Board meeting preparation process by providing a great way for me to prepare and circulate Board packets and keeps an archive of all documents discussed during meetings.

  ### 41. Well Structured and Convenient Tool for Seamless Board Meetings and Easy Minutes Building

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonathan M. | Manager, Board Administration &amp; Governance, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 26, 2026

**What do you like best about Convene?**

The tool provided the much needed structure to organize board meetings and has been very beneficial in providing centralized location where our board members can view past decisions, strategic discussions and organization general documents.

**What do you dislike about Convene?**

It has stayed pretty consistent in providing great end user experience and it meets our needs so nothing to complain about.

**What problems is Convene solving and how is that benefiting you?**

The platform allows me to prepare agendas, distribute board packs and securely store governance documents which improves board meeting efficiency ultimately helping execute organizational strategy more effectively.

  ### 42. Quick Meeting Scheduling and Board Books Creation in One Easy to Use Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Beverly B. | Executive Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 11, 2026

**What do you like best about Convene?**

My favorite features is the ease if scheduling meetings and I like that all the documents for each Board meeting can be easily uploaded and linked to the agenda and then the platform automatically compiles it into a Board book.

**What do you dislike about Convene?**

We are extremely happy with our decision to use this platform and we have not experienced any major issues.

**What problems is Convene solving and how is that benefiting you?**

It helps provide the Board members with an agenda and all the Board materials online during meetings so that we no longer have to create binders with all the materials.

  ### 43. The Platform is Excellent for Board Meeting Planning and Easy Agenda Access

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason W. | Board Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2026

**What do you like best about Convene?**

It is very practical for enhancing the while board governance experience from running meetings to member discussion forums and secure document storage. It is so easy to create agenda items and the collaboration space is great for messaging between the board members.

**What do you dislike about Convene?**

We have not encountered any significant drawbacks and the customer support is very quick to respond to any queries.

**What problems is Convene solving and how is that benefiting you?**

It certainly speeds up the planning of board meetings and provides board members with a secure way to message and share documents.

  ### 44. Fast Board Book Viewer and Efficient Communication Tool Improving Meeting Preparation Considerably

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erin G. | Senior Legal Affairs Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 16, 2026

**What do you like best about Convene?**

The Board Book viewer is great on the platform and I can scroll through pages that load quickly and I like the ease with which I can send messages out to Board members, access Board announcements and share documents securely.

**What do you dislike about Convene?**

So far I don’t have any complaints about the features I have used it was even easier to use than I could have imagined.

**What problems is Convene solving and how is that benefiting you?**

Board members are receiving and reviewing documents in a timely manner and it allowed streamlined efficiency of notifications, calendars, agendas and votes/approvals.

  ### 45. Conducting Highly Interactive Board Meetings and Consistently Sharing Agenda Items with Convene

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alexander R. | Corporate Affairs Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 22, 2026

**What do you like best about Convene?**

Convene puts everything in one place for ease of use and my favorite feature is Minutes, they can be created from the agenda and as I am taking minutes there are buttons to help with formatting. I appreciate its sync and annotation features as they have been a great helping hand in boosting Board engagement. Also, it offers fully running mobile applications for iOS and Android to allow members to participate in Board meetings from anywhere.

**What do you dislike about Convene?**

Better customization of some report templates, but other than that, it has all the great features to manage Board meetings more reliably.

**What problems is Convene solving and how is that benefiting you?**

Convene simplifies the process of creating agendas, sharing information, approvals and archiving. It supports sending out Board packets to Board members and voting on different items between meetings. It promotes quick decision making and participation by organizing and disseminating agendas and Board notes digitally.

  ### 46. Better and More Streamlined Board Management Platform That Simplifies Board Books Creation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yasmin L. | Board Governance Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2026

**What do you like best about Convene?**

The tool makes it easy to prepare Board meetings and putting together our Board books is straightforward making it easy for Board members to retrieve Board meeting materials and minutes.

**What do you dislike about Convene?**

I haven’t really found anything I don’t like about this tool it has many board management features that work effectively.

**What problems is Convene solving and how is that benefiting you?**

This tool has allowed our Board to have a much more effective way to communicate and enables us to keep Board notes and resolutions in one place bringing clarity to corporate governance matters.

  ### 47. Very Functional Platform for Board Materials, Meeting Management and Voting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelsey S. | Executive Administrative Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 21, 2026

**What do you like best about Convene?**

The whole platform is functional and keeps Board materials all in one place attached to the meeting agenda and also provides a Resources section that is easy to access.

**What do you dislike about Convene?**

The platform has been a great solution to use for Board management so I have no cons to list.

**What problems is Convene solving and how is that benefiting you?**

It makes it so convenient to keep all Board documents and meeting schedules in one place and it allows Board members to do their document signing through the platform as well as surveys and votes.

  ### 48. Professional Templates for Minute Creation and Easy Board Materials Upload Streamline Board Meetings

**Rating:** 5.0/5.0 stars

**Reviewed by:** Margot C. | Executive Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 13, 2026

**What do you like best about Convene?**

I like that it provides professional templates for minutes creation and I also like the easy upload of Board materials in advance of meeting and the archival of Board reports to ensure efficiency during meetings.

**What do you dislike about Convene?**

I haven’t found any downside yet managing the Board meetings and communications became so easy with this platform.

**What problems is Convene solving and how is that benefiting you?**

It allows me to house all documents in one place for Board members and it has good functions for managing meeting agendas making it easy to prepare for Board meetings and support quick collaboration.

  ### 49. Thorough Board Meeting Management with Easy Minutes Building and Board Packs Distribution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deanna B. | Assistant Company Secretary, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 24, 2026

**What do you like best about Convene?**

It’s Board meeting management and minutes building process allows me to be extremely thorough with our Board management and the Board members like being able to annotate and keep notes on minutes and other documents.

**What do you dislike about Convene?**

At the moment I can’t really pinpoint anything that I dislike the tool has greatly enhanced the experience of our Board management.

**What problems is Convene solving and how is that benefiting you?**

The tool helps compile and distribute Board books, schedule meetings with RSVP tracking and allows me to maintain a searchable repository of Board resolutions.

  ### 50. Central Location for Board Meeting Management, Secure Document Sharing and Approvals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rekha Y. | Administrative Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2026

**What do you like best about Convene?**

It has been a great platform for our board meetings allowing members to easily access board agendas, minutes and sign, approve and obtain needed materials for board meetings in one place.

**What do you dislike about Convene?**

I have not come across any cons in my use thus far and our board members are pleased with the platform and its ease of use.

**What problems is Convene solving and how is that benefiting you?**

It serves as a great archive for board materials that are always accessible, offers efficient board communication and makes it easy to build agendas and board meeting books.


## Convene Discussions
  - [What are the main features of Convene, and what is it used for?](https://www.g2.com/discussions/what-are-the-main-features-of-convene-and-what-is-it-used-for) - 1 comment, 1 upvote
  - [Why sometimes it takes so much time than normally converting files to PDF format?](https://www.g2.com/discussions/why-sometimes-it-takes-so-much-time-than-normally-converting-files-to-pdf-format) - 1 comment, 1 upvote
  - [What is best way to migrate the older documents to Azeus Cloud?](https://www.g2.com/discussions/what-is-best-way-to-migrate-the-older-documents-to-azeus-cloud) - 1 comment, 1 upvote
  - [Is a board portal an app or a separate software?](https://www.g2.com/discussions/is-a-board-portal-an-app-or-a-separate-software) - 1 comment, 1 upvote

- [View Convene pricing details and edition comparison](https://www.g2.com/products/azeus-systems-convene/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-06+15%3A11%3A44+-0500&secure%5Bsession_id%5D=c1c2f0cf-256a-4247-bcc4-8d0a39417ef0&secure%5Btoken%5D=02a6534e216a9ebbc439c2101f978d8c2a2085331ea927b46b6b0f200a0964c2&format=llm_user)
## Convene Integrations
  - [Docusign](https://www.g2.com/products/docusign/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)

## Convene Features
**Meeting Management**
- Scheduling
- Agenda builder
- Meeting Minutes
- Document Management
- Voting
- Polls and Questionnaires
- Task Manager

**Pre-Meeting Tools**
- Templates
- Scheduling
- Agenda

**Board Tools**
- E-Signatures
- Permissioning
- Annotations and Notes
- Video Conferencing Integration
- Meeting Archives
- Single Sign On (SSO)
- Skills Tracking
- Board Assessments
- Roles & Terms
- D&O Questionnaires
- Storage & File Sharing Integration
- Email Integration
- E-Signature Integration

**Meeting Tools**
- Minutes
- Notes
- Digital Workspace
- File Sharing

**Generative AI - Board Management**
- AI Text Summarization

**Post-Meeting Tools**
- Task Delegation
- Participant Email
- Meeting Analytics

**Agentic AI - Board Management**
- Autonomous Task Execution
- Cross-system Integration
- Natural Language Interaction

**Agentic AI - Meeting Management**
- Autonomous Task Execution
- Cross-system Integration
- Proactive Assistance

## Top Convene Alternatives
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