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.

Talk to a Document Expert

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

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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.

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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. Easy Onboarding

Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.

Stay Industry compliant.

CloudFiles is independently audited & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.

Trust Portal

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 KYC and loan document collection, share files securely, and track client engagement, right from CRM. Built for financial services compliance.

Banking•

Insurance•

Wealth•

Assets

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Healthcare & Life Sciences

Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.

Providers•

Payers•

Pharma•

MedTech

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Technology & IT

Manage documentation, automate spec and contract workflows, and track engagement, all within the CRM using CloudFiles.

Software•

Hardware•

Cloud•

ITSM

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Construction & Real Estate

Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.

Engineering•

Real Estate•

Services

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Public Sector

Automate regulatory filings, manage sensitive data, or generate incident reports in seconds. Be compliant with federal, defense standards & more.

Federal•

State•

Defense•

Aerospace

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Manufacturing

Automate the creation of BOM folders, share spec sheets & CAD files securely, and track vendor compliance all from HubSpot with CloudFiles.

Machinery•

Automotive•

Chemicals•

Learn more ->

Explore Salesforce Solutions Explore HubSpot Solutions

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 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.