All-in-One Document Platform for your CRM
Take Control of Your Documents—Streamline, Automate, and Secure Every Workflow in Salesforce & HubSpot with One Powerful Platform
Trusted by Leaders, Loved by Teams!
From startups to industry giants, CloudFiles powers document workflows for companies that demand the best.
Built for Your CRM
For Salesforce
Automate everything from document generation to AI-powered data processing. Create, manage, and track documents directly within Salesforce—seamlessly integrated for maximum efficiency
For HubSpot
Seamlessly integrate document management into HubSpot. Keep your documents organized, accessible, and aligned with your customer workflows.
Choose Your Power !
Products that Do Everything with Your Documents
Document Management
Organize, Share, and Control Your Documents in One Click
Document Generation
Create, Automate, and Sign Documents with Ease
Document AI
Transform Documents into data with the Power of AI
Why CloudFiles?
We are a pure product company with a singular focus on improving business document processes
#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Generate Docs 50% Faster
Save 50% time on quote and proposal generation with customisable, on-brand templates
Make Your Docs Useful with AI
Reduce manual data entry by 80% & process your docs 4X faster using AI
4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support, Smooth Onboarding
Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.
Compliance You Can Count On
Our commitment to data privacy and security is embedded in every part of our business & our code.
Used across industries
CloudFiles streamlines & automates document workflows, boosting efficiency while saving time and money.
Financial Services
Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.
Healthcare & Life Sciences
Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
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Stay compliant & secure. Always !
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against many stringent standards.
Transforming Documents is a game-changer
But don't just take it from us...
"CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."
Jeremy Ahoyo
Atlante
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"
Irwin Mencias
Mālama Solar
"Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"
Mark Salib
BDA Partners
"Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration."
Alexander Brownbridge
LendInvest
"Very flexible app that allows for customization without limiting you to specific use cases. Great fit for diverse business workflows. Love it!"
William Hughes
Artisan Strategic Advisors, Inc.
"Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management."
Jeroen Naafs
National Taiwan University
"CloudFiles is an excellent tool for centralized document storage. Easy to set up, with responsive support throughout the process. Highly recommended"
Debra Mangiafridda
Polymedco Inc.
"Great app! Seamless integration with Salesforce and responsive support. CloudFiles has been a game-changer for our document management"
Lorie Jone
Fidelis Wealth Advisors
Book Your Personalized Demo
You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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