CloudFiles is an all-in-one document operations platform for Salesforce and HubSpot that helps organizations manage, generate, process, share, and automate documents directly from their CRM.
Built for document-intensive business processes, CloudFiles combines document management, AI-powered document processing, document generation, secure sharing, external storage integrations, and workflow automation into a single platform.
Organizations use CloudFiles to connect Salesforce and HubSpot with SharePoint, Google Drive, OneDrive, Dropbox, Amazon S3, and other enterprise storage platforms while maintaining structured document organization, centralized visibility, and secure access across teams.
With CloudFiles, teams can:
• Manage files and folders directly inside Salesforce and HubSpot
• Automate document generation for agreements, proposals, onboarding forms, financial documents, and client communications
• Extract and process data from documents using AI
• Build secure datarooms and external document-sharing workflows
• Automate document-heavy processes like client onboarding, loan processing, document verification, intake forms, and operational workflows
• Configure CRM-native automations using flows, widgets, and custom actions
CloudFiles helps organizations reduce manual work, centralize document operations, streamline document-heavy workflows, and improve productivity without leaving Salesforce or HubSpot.
CloudFiles supports enterprise security and compliance requirements with SOC 2, HIPAA, GDPR, and ISO 27001 aligned practices. Data residency is supported across the US, EU, UK, and AU, while files remain securely stored within customers’ external storage platforms and are never used to train AI models.
Trusted by teams across financial services, healthcare, insurance, legal, real estate, technology, and professional services, CloudFiles enables businesses to modernize document workflows with enterprise-grade security, flexible storage integrations, and AI-powered automation.
Average Rating: 4.5/5.0
Total Reviews: 224
How Do G2 Users Rate CloudFiles?
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Ease of Admin: 9.0/10 (Category avg: 8.9/10)
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Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.1/10)
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Ease of Use: 9.1/10 (Category avg: 9.0/10)
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Ease of Setup: 8.9/10 (Category avg: 8.8/10)
Who Is the Company Behind CloudFiles?
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Seller: CloudFiles
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Year Founded: 2021
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HQ Location: Fremont, US
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Twitter: @cloudfilesapp
54 Twitter followers
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LinkedIn® Page: www.linkedin.com
26 employees on LinkedIn®
Who Uses This Product?
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Who Uses This: Manager
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Top Industries: Information Technology and Services, Computer Software
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Company Size: 44% Small, 29% Medium
What Do G2 Reviewers Say About CloudFiles?
AI-generated summary from verified user reviews
Pros
- Users appreciate the ease of use of CloudFiles, highlighting its simple setup and seamless file sharing experience.
- Users value the efficient data storage of CloudFiles, enjoying seamless access and smooth integration across multiple cloud services.
- Users appreciate the easy access to their files from anywhere with an internet connection, enhancing convenience and mobility.
- Users value the security of their files with CloudFiles, trusting it for safe and compliant storage solutions.
- Users appreciate the easy and secure file sharing capabilities of CloudFiles, ensuring reliable access from anywhere.
Cons
- Users frequently experience slow loading times with CloudFiles, impacting their efficiency and workflow significantly.
- Users feel that limited customization restricts their ability to organize files effectively for complex projects.
- Users find the training required for CloudFiles challenging, especially for new members navigating its many features.
- Users find the internet dependence of CloudFiles frustrating, as it hinders access to files without a stable connection.
What Are G2 Users Discussing About CloudFiles?