--- title: CloudFiles Reviews meta\_title: 'CloudFiles Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 228 reviews by the users' company size, role or industry to find out how CloudFiles works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 228 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Content Management url: https://www.g2.com/categories/content-management --- # CloudFiles Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by CloudFiles but has limited features. Are you part of the CloudFiles team? [Upgrade your plan](https://my.g2.com/cloudfiles-cloudfiles/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [CloudFiles](https://www.g2.com/sellers/cloudfiles) Discussions [CloudFiles Community](https://www.g2.com/products/cloudfiles-cloudfiles/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Siddharth Garg Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 18 months [ View More Pricing Information ](https://www.g2.com/products/cloudfiles-cloudfiles/pricing) ## Top-Rated Alternatives [ ![DocSend](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DocSend") DocSend 4.6/5(590) ](https://www.g2.com/products/dropbox-docsend/reviews) [ ![Box](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Box") Box 4.2/5(5,260) ](https://www.g2.com/products/box/reviews) [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,648) ](https://www.g2.com/products/pandadoc/reviews) [ View All Alternatives ](https://www.g2.com/products/cloudfiles-cloudfiles/competitors/alternatives) ## User Insights Average based on 228 real user reviews. Implementation Time 3 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## CloudFiles Integrations (6) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dropbox ](https://www.g2.com/products/dropbox/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Dropbox Paper ](https://www.g2.com/products/dropbox-paper/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HubSpot Marketing Hub ](https://www.g2.com/products/hubspot-marketing-hub/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft OneDrive for Business ](https://www.g2.com/products/microsoft-onedrive-for-business/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Oracle Database ](https://www.g2.com/products/oracle-database/reviews) Show More ![Karl S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karl S.") KS Karl S. Senior Cloud & DevOps Engineer Information Technology and Services Mid-Market (51-1000 emp.) 6/12/2026 "Compliant and Efficient for Secure Document Sharing" 4/5 What do you like best about CloudFiles? Working at OVSoftware GmbH, the built-in security and compliance features are the biggest strengths of CloudFiles. Fine-grained access rules, complete audit logs and expirable sharing links let us fully adhere to GDPR and ISO 27001 rules with no extra add-ons. It connects smoothly to our hybrid cloud infrastructure, gathering all confidential client files in one safe location instead of scattered platforms. The real-time activity tracking also gives our team full transparency over file access, which makes internal and external compliance audits far less stressful. It runs steadily day-to-day and never creates extra hurdles for our regular workflows. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? There are a few areas holding it back for our hybrid IT setup. Native connections to our on-prem storage are quite restricted, so we have to use makeshift methods to sync files across systems. The mobile version is also limited, as it doesn’t include full admin functions, so we can’t adjust permissions remotely. When we reach out to support for GDPR-related configuration issues, response times tend to be slow, which causes setbacks during urgent audit periods. Its advanced reporting is also fairly basic; we always need to export raw data and combine it with other platforms to build the detailed compliance reports our enterprise clients demand. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? We rely on CloudFiles to share and manage confidential business documents in a secure way. It replaces risky email attachments and unregulated file sharing services, while standardizing access management and audit recording to meet local data regulations. It cuts down repetitive manual work for access approval and file tracking, centralizes all client deliverables and eliminates messy data silos. Overall, it makes our daily file workflows more efficient and keeps our business fully compliant for German enterprise projects. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Rimjhim K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rimjhim K.") RK Rimjhim K. Frontend Developer Small-Business (50 or fewer emp.) 5/5/2026 "Effortless File Management, Needs UI Tweaks" 4/5 What do you like best about CloudFiles? I mainly use CloudFiles to store and share files securely with my team, which helps keep everything organized and makes collaboration smoother. I love how simple and reliable it feels in day-to-day use. Uploading, accessing, and sharing files is quick, and I don’t have to worry about whether everything is up to date or secure. I also appreciate how smoothly it integrates with other tools I use, saving time switching between apps. Its performance is consistent, and it handles large files without slowing things down, which makes a big difference in daily work. The setup was easy and didn’t take much time, with clear steps, allowing us to start uploading and sharing files almost right away. We switched from another tool because it was slower and harder to manage files, whereas CloudFiles felt easier to use, and sharing files with the team became much quicker and smoother. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? Sometimes the interface can feel a bit cluttered, especially when managing a lot of files at once. It would also be great to have more advanced search and filtering options to find things faster. The interface could be simpler and less crowded so it's easier to find things quickly. Grouping similar options together and allowing some basics customization would help. Better search and filters like by date and file type, and fewer clicks for common tasks would make it faster and more user-friendly. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles to securely store and share files with my team, keeping everything organized. It solves file management hassles by centralizing data, eliminating lost files or version issues, and enhancing team collaboration speed. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Kassandra W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kassandra W.") KW Kassandra W. Manager Small-Business (50 or fewer emp.) 4/30/2026 "Secure Document Sharing with Easy Setup" 3.5/5 What do you like best about CloudFiles? I use CloudFiles for sharing documents, especially for my businesses, as it helps in organizing and securing important files. I like that it makes sure no one can retrieve or access them without permission, and it makes them easier to view. I find it to be a powerful and efficient tool, providing a simple and low-cost solution. I also appreciate how it offers a bright view of what's going on through its analytic tracking, allowing for creativity. Setting it up was very simple and self-explanatory; even a child could understand it. Overall, it works really well for me, with no significant issues. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? If your Wi-Fi is weakened, then you may have issues. It may run a little slower lag. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? CloudFiles helps me share documents for my businesses securely, ensuring important files are organized and protected. It's simple to set up and lets me easily view files, making it an efficient, low-cost solution. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") GM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 7/5/2026 "Tailored for Small Teams, Perfect for Compliance" 4/5 What do you like best about CloudFiles? I appreciate CloudFiles for its EU-hosted, GDPR-compliant storage, which is essential for our German firm handling sensitive client and employee data. The permission management system is straightforward and user-friendly, allowing me to easily set role-based folder access without complex IT knowledge. It fits our small team budget perfectly by not bundling unnecessary features, letting us pay only for what we need. The stable cross-device sync is invaluable for our hybrid work environment, ensuring our team can reliably access the latest resources. Organizing files is also intuitive with the ability to create nested folder hierarchies by client name, campaign year, and project type. Overall, CloudFiles is tailored to small teams like ours, keeping costs low without sacrificing necessary features. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? CloudFiles’ support resources are heavily English-only, which makes it hard when I need guidance tailored for German businesses. There’s also no automated file version locking, so I have to manually move finalized assets to read-only subfolders, adding extra work. The limited automated folder organization rules mean I have to manually sort files, which is time-consuming. Additionally, the lack of built-in file request links tailored for external clients makes collecting files from clients cumbersome. Plus, there are no native integrations with platforms like Zoho CRM, which means everything has to be done manually. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? CloudFiles simplifies document archiving and file management, eliminating hours of manual file searching and preventing file overwrites with tiered permissions. It ensures EU data compliance, fitting our small team's budget without unnecessary features, and supports hybrid work with reliable file sync. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Asif S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asif S.") AS Asif S. Pharmacist Small-Business (50 or fewer emp.) 2/3/2026 "Free, secure, and easy to use" 4/5 What do you like best about CloudFiles? I find CloudFiles better than other cloud apps and its user interface is also very good. It is free and easy to use. Once a document or file is uploaded, all documents can be easily retrieved by logging into any other device. It is safe and its privacy policy is also good. I do not trust other cloud services, but I trust CloudFiles. Additionally, the setup process was very easy, although the password needs to be made a bit stronger. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? If customer support provides an instant solution quickly, it would be much better. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles to upload my files and documents. It is better than other cloud apps, its UI is good, it is free, and easy to use. I consider it secure, and all documents can be easily accessed on any device. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 inviteAI Translated ![Helena E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Helena E.") HE Helena E. Data Entry Specialist Small-Business (50 or fewer emp.) 5/4/2026 "Secure and Reliable, but Pricey Storage" 4/5 What do you like best about CloudFiles? I use CloudFiles to save files and pictures, and I appreciate how it keeps my files safe and secure for a long time. It's especially beneficial for iPhone users like me as it's easy to use on my iPhone. I also find it hard to lose files with CloudFiles because they are kept safe according to the date I save them, which gives me peace of mind. If someone asks, I would recommend CloudFiles because it is safe. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? I have low space and highly cost to put storage for currency of my country Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles to keep my files and pictures safe and to preserve them over time. It makes it hard to lose files since they're kept safe by the date saved. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Oil & Energy](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Oil & Energy") AO Verified User in Oil & Energy Mid-Market (51-1000 emp.) 3/18/2026 "Quick, Straightforward File Sharing with a Clean, Hassle-Free Setup" 4/5 What do you like best about CloudFiles? The best thing about this platform is that it is very quick and straightforward. We can upload files and also create and share links in an instant with ease. Their interface is very clean and does the work of sharing the file easily. Their initial setup is also hassle-free, which is a good thing compared to the other platforms. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? Their platform sometimes feels quite minimal, though it's simple, but this platform lacks some advanced features, like team collaboration, file versioning, and some deeper integrations as well. For mid-size and larger teams, their workflow structure feels a bit limited as well. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? This platform solves the problem of quick and easy file sharing, specifically in sharing larger files. It helps us in bypassing the email limits and complex cloud setups. We can just upload the file and share the link quickly; it saves us time and lots of effort. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite ![Charli S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charli S.") CS Charli S. Virtual Assistant & Digital Workflow Specialist Information Technology and Services Small-Business (50 or fewer emp.) 1/30/2026 "Effortless Cross-Device Accessibility with CloudFiles" 4/5 What do you like best about CloudFiles? I use CloudFiles to keep my work files backed up and accessible anywhere, which is crucial for me as someone who works remotely. I love the cross-device accessibility that CloudFiles offers because I can switch between my laptop and phone without losing track of anything. The clean and intuitive interface is another big plus; it's simple, uncluttered, and makes it easy to upload, organize, and share documents without any learning curve. The initial setup was also easy and only took a few minutes. Together, these features make CloudFiles feel effortless to use and genuinely supportive of my daily workflow. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? Some features could be more customizable. Custom tags would let me group files across different folders, which is great for multi-step projects. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles to keep my work files backed up and accessible anywhere. It gives me a secure place to store and share documents without worrying about losing them. I love that it keeps my files accessible across devices and has a clean, intuitive interface. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Yuvraj S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yuvraj S.") YS Yuvraj S. Manager Flight Operations Aviation & Aerospace Mid-Market (51-1000 emp.) 6/17/2026 "Comprehensive Data Management with a Learning Curve" 4/5 What do you like best about CloudFiles? I like that CloudFiles provides one platform to save all my data, which helps me organize a large volume of passenger data efficiently. I find the AI-based data extraction really useful. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? I find the complex implementation to be a bit of a challenge. The initial setup is not very easy and requires technical expertise. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles to save and organize a large volume of passenger data. It provides one platform to store all my data and features AI-based data extraction. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Ishita S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ishita S.") IS Ishita S. Student Small-Business (50 or fewer emp.) 4/2/2026 "Easy Link Sharing for Collaboration, but CRM Integrations Need Smoother Setup" 3.5/5 What do you like best about CloudFiles? CloudFiles-style platforms usually make it very easy to share files via links. That’s super useful for: Team collaboration Submitting assignments Sharing large files without email limits Review collected by and hosted on G2.com. What do you dislike about CloudFiles? Integration Issues (Especially with CRM) Some users report that connecting CloudFiles with tools like Salesforce or HubSpot can be confusing or not very smooth. Setup may require extra effort or technical understanding. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? Manual & Repetitive Work Creating contracts, proposals, reports manually Entering the same data again and again Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about CloudFiles? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about CloudFiles ](https://www.g2.com/products/cloudfiles-cloudfiles/discussions/new) GU Guest User What is CloudFiles used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-cloudfiles-used-for) ![Michelle B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle B.") MB Michelle Bowe • Last activity over 4 years ago Na 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/cloudfiles-na) [ View all Discussions ](https://www.g2.com/products/cloudfiles-cloudfiles/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 18 months ### Average Discount 19% [ View More Pricing Information ](https://www.g2.com/products/cloudfiles-cloudfiles/pricing) CloudFiles Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d04cae6334e3c6a6f3a963b6f680c9ce/nextcloud.png "Product Avatar Image") Nextcloud 4.4/5(202) [ Compare Now ](https://www.g2.com/compare/cloudfiles-cloudfiles-vs-nextcloud) ##### Categories on G2 [Document Creation](https://www.g2.com/categories/document-creation)[Workflow Management](https://www.g2.com/categories/workflow-management)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) [Document Creation](https://www.g2.com/categories/document-creation)[Workflow Management](https://www.g2.com/categories/workflow-management)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[E-Signature](https://www.g2.com/categories/e-signature)[Document Generation](https://www.g2.com/categories/document-generation)[Contract Management](https://www.g2.com/categories/contract-management)[Document Management](https://www.g2.com/categories/document-management)[Intelligent Document Processing (IDP)](https://www.g2.com/categories/intelligent-document-processing-idp)[Data Extraction](https://www.g2.com/categories/data-extraction-tools)[Salesforce CRM Document Generation](https://www.g2.com/categories/salesforce-crm-document-generation) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best ERP system for tech startups](https://www.g2.com/discussions/best-erp-system-for-tech-startups)[Is Cvent worth it for event networking and matchmaking?](https://www.g2.com/discussions/is-cvent-worth-it-for-event-networking-and-matchmaking)[Which technology review platforms offer the strongest industry-specific filtering and comparison tools for vertical sector evaluations?](https://www.g2.com/discussions/which-technology-review-platforms-offer-the-strongest-industry-specific-filtering-and-comparison-tools-for-vertical-sector-evaluations) [TinyMCE vs CKEditor vs Froala for embedding a rich text WYSIWYG editor: which do developer teams find easiest to maintain across browser updates?](https://www.g2.com/discussions/tinymce-vs-ckeditor-vs-froala-for-embedding-a-rich-text-wysiwyg-editor-which-do-developer-teams-find-easiest-to-maintain-across-browser-updates)[What are the best spend management software available](https://www.g2.com/discussions/which-is-the-best-spend-management-software-available-in-the-market)[Pros and Cons Details](https://www.g2.com/products/cloudfiles-cloudfiles/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)