CloudFiles for Every Industry
From finance to real estate, healthcare to technology, CloudFiles empowers industries to manage, share, and automate documents effortlessly within Salesforce & HubSpot. Whether you need secure storage, streamlined approvals, document automation, or AI-powered processing, CloudFiles is your all-in-one solution.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Tailored Solutions for your CRM
For Salesforce
Automate industry-specific workflows—from loan processing in banking to KYC verification in finance, HIPAA compliance in healthcare, and real estate contract management - all wihin Salesforce. Explore Real Use-Cases & Case Studies
For HubSpot
Streamline sales, marketing, and service workflows with automated proposals, contract tracking, and secure document sharing. Enhance deal closures, improve collaboration, and track engagement—all within HubSpot.
Why CloudFiles for Your Industry?
Industry-Tailored Solutions to Generate, Manage, Share, and Automate Documents for Banking, Real Estate, Healthcare, and Beyond.
Compliance You Can Count On
Our commitment to data privacy and security is embedded in every part of our business & our code.
#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.
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Stay Industry compliant.
Always.
Certified, verified, and tailored for industry needs. Our security and compliance controls meet stringent standards like HIPAA for healthcare and SOC 2 for finance. Independently audited, we ensure your data stays protected while you focus on what matters most.
One Solution for Every Industry, Built for Your CRM
From startups to enterprises, our document solutions streamline workflows, save time, and drive growth. Discover how CloudFiles empowers industries to manage, share, and generate documents effortlessly
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.
Construction & Real Estate
Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.
Public Sector
Automate regulatory filings, manage sensitive data, or generate incident reports in seconds. Be compliant with federal, defense standards & more.
Manufacturing
Automate workflows, track supply chains, & manage compliance. Securely share technical specs & speed up approvals for efficient operations.
CloudFiles is a game-changer for every Industry
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
"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/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."
Adam Ady
Anteriad
"Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration."
Alexander Brownbridge
LendInvest
"Great app that saves storage! CloudFiles seamlessly moves files to SharePoint and automates workflows—support was hands-on and made setup easy."
Eric Praud
Activ8 Solar Energies
"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, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"
Vishal Talpallikar
Aviva
"Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"
Ed Pashkin
Rainforest Alliance
"Great app! Seamless integration with Salesforce and responsive support. CloudFiles has been a game-changer for our document management"
Lorie Jone
Fidelis Wealth Advisors
"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.
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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