--- 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(3,643) ](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. 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IS Ishan S. Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator Hospital & Health Care Small-Business (50 or fewer emp.) 5/21/2026 "Managing Educational Files and Cloud Documents Became More Organized and Structured" 5/5 What do you like best about CloudFiles? What I like most about CloudFiles is that it helps me keep different work related files, educational content, and wellness documents more organized from one place. I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content for social media, so during regular work I handle many PDFs, diet plans, awareness presentations, research notes, patient education materials, and media related files. CloudFiles makes it easier to organize and access everything without confusion between different folders and platforms. Ease of Use feels simple because the interface is clean and folder management is easy to understand during daily work. Ease of Implementation was also smooth because connecting cloud storage services like Google Drive and OneDrive did not take much effort. I use it frequently for storing educational resources, managing clinic related documents, and keeping wellness content properly organized. Search, preview, file sharing, document access, and cloud integration features are very useful because they help me quickly find and manage important files across devices during busy work hours. I also like that files can stay more centralized instead of keeping everything scattered across multiple storage locations. Features related to file organization, cloud integrations, document previews, shared access, and workspace management help make daily workflow more smooth and structured. Overall, CloudFiles has been very practical for managing educational content, wellness documents, research materials, and daily work files in a more organized and professional way. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? when many folders, shared documents, and connected storage sources are open together, sometimes it takes a little extra time to properly organize and locate everything during busy work hours. I also noticed that preview refresh and file syncing can occasionally feel slightly slower while handling larger educational documents and PDFs together. It is not a major problem for my regular work, but I notice it sometimes during heavy document management tasks. Apart from this, the platform works smoothly for managing daily work files and educational content. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? CloudFiles is helping me solve the problem of keeping work documents, educational files, and cloud storage more organized from one place. During regular work I handle many wellness documents, PDFs, diet plans, educational presentations, awareness materials, and research related files, so managing everything across different folders and storage platforms was becoming difficult sometimes. The platform helps centralize files and makes document access, sharing, and organization more smooth during daily work. Features like cloud integrations, folder management, previews, document access, and shared file handling are useful because they help keep educational content and work files properly structured instead of scattered across multiple locations. Another benefit is that accessing files from connected storage platforms feels easier and more organized. It also helps reduce manual searching and saves time while handling educational resources and clinic related documents during busy work hours. Overall, CloudFiles helps make document management and cloud file organization more smooth, centralized, and easier to manage during regular work 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 ![Sumisha J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sumisha J.") SJ Sumisha J. Senior Software Engineer Computer Software Mid-Market (51-1000 emp.) 5/27/2026 "Reliable, Easy-to-Use File Sharing with Smooth Team Sync" 4.5/5 What do you like best about CloudFiles? CloudFiles is a reliable and easy-to-use tool for storing, managing, and securely sharing files across teams. I especially appreciate how smooth the file synchronization is and how accessible everything feels overall. It makes collaboration more efficient and convenient, no matter where I’m working from. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? One area where CloudFiles could improve is overall UI responsiveness, especially when I’m working with large files or bigger folders. I’ve also noticed that some of the more advanced file management and search options feel a bit limited, particularly when I compare them with what other cloud storage platforms offer. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? CloudFiles makes file storage, sharing, and collaboration easier by offering centralized, secure access to documents across teams and devices. For us, this translates into higher productivity, less reliance on local storage, and a smoother, more consistent experience whenever we need to access files and work together. 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 Icon 5/29/2026 Current UserValidated ReviewerSource: G2 invite ![Mor S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mor S.") MS Mor S. Freelancer Small-Business (50 or fewer emp.) 3/26/2026 "Simple and Reliable File Storage for Everyday Work" 5/5 What do you like best about CloudFiles? I use CloudFiles mainly to store and share design files with my team, and it has been very reliable so far. The interface is clean and easy to navigate, even for someone using it for the first time. Uploading and organizing files is straightforward, and I like how quickly I can access my documents from anywhere. One feature I find especially useful is external file sharing. It allows me to send files to colleagues or clients without worrying about broken links or access issues. The setup process was also very simple, so I was able to start using it without any complications. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? One thing I noticed is that it can be a bit difficult to find detailed support or guidance when you have specific questions. It would be helpful if there were more tutorials or faster customer support options available for users who need assistance. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? Before using CloudFiles, I sometimes had issues managing different versions of files and storing them safely. Now, all my files are organized in one place, which makes it much easier to keep track of everything. It also helps me avoid losing important documents, since I can access them anytime from the cloud. This has made my workflow more efficient and reduced the stress of handling multiple files across different devices. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Shantanu B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shantanu B.") SB Shantanu B. Data Science Intern Small-Business (50 or fewer emp.) 4/16/2026 "Effortless Accessibility with Minor Sync Hiccups" 4.5/5 What do you like best about CloudFiles? I like the easy access from anywhere with CloudFiles, which ensures my files are always available across devices even when I'm on the move. The smooth file synchronization is also a big plus, as it automatically keeps my files up to date across all my devices. This feature ensures that I always work on the latest version, benefiting my workflow. Additionally, I appreciate the ease of use from any device, the data backup capability, and that the initial setup was very easy. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? Rarely the sync can be slow especially with larger files or poor internet connectivity. It can be improved with faster and more reliable syncing, especially for larger files and low bandwidth network. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles for easy access and file security, solving storage and device access issues. It keeps my files updated and accessible anywhere, ensuring I work on the latest versions, all while offering data backup. 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 IconValidated ReviewerIncentivizedSource: G2 invite ![Tizoc Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tizoc Z.") TZ Tizoc Z. Support and Service Coordinator Small-Business (50 or fewer emp.) 4/1/2026 "Secure Auto-Save Eases Anxiety, Speed Needs Improvement" 4.5/5 What do you like best about CloudFiles? I use CloudFiles for my work as a case manager, and it's great for sharing and syncing files safely, especially considering HIPAA regulations. I appreciate the privacy and easy accessibility it provides in a secure manner, and it ensures that everything is saved and backed up accordingly. I really like that I don't have to manually save things, which eases a lot of my anxiety. The auto-save feature is particularly valuable for me because it ensures that all information is up to date and accurate, allowing me to track changes. It gives me peace of mind knowing that even if my computer shuts off, my work is saved and client data is secure. The initial setup of CloudFiles was surprisingly easy, and I learned it faster than most other servers. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? Perhaps the speed, when I am using it at home vs at the office. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles for privacy and easy accessibility, ensuring all information is safely backed up. The auto-save feature eases anxiety, allowing me to track changes and safeguard client data, even if my computer shuts off. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Kodam S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kodam S.") KS Kodam S. Operations support asssitant Enterprise (\> 1000 emp.) 3/26/2026 "Simple, Reliable File Access and Sharing from Anywhere" 4.5/5 What do you like best about CloudFiles? From a user point of view, what I like best about CloudFiles is how simple and reliable it is for managing and sharing files. The biggest advantage for me is easy file access from anywhere. I can upload documents once and access them anytime, whether I’m working from home or somewhere else. It removes the need to carry files on a USB or worry about losing data. I also really like how smooth the file sharing is. Sending large files becomes very easy and you just share a link instead of dealing with email size limits. It saves time and makes collaboration much easier. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? One of the main issue is performance and speed. Uploading or downloading large files can sometimes be slow, especially if your internet connection is not great. That can be frustrating when you need quick access. Another downside is limited storage (depending on the plan). You may run out of space faster than expected, and upgrading plans can feel a bit expensive. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? CloudFiles is solving several common problems around file handling, and that makes daily work much easier and more efficient. Problem 1: Scattered files across different tools Before using CloudFiles, documents are usually spread across emails, drives, and different platforms. How it helps: CloudFiles brings everything into one place and connects it with CRM systems like Salesforce or HubSpot, so all documents are easy to find and manage. Problem 2: Difficulty in sharing files securely Sharing files through email or basic links can be risky and hard to control. How it helps: CloudFiles allows secure sharing with features like password protection, access control, and expiry links, so you know your files are safe. Problem 3: Too much manual work (data entry & document handling) Manually creating documents or extracting data from files takes a lot of time. How it helps: It uses automation and AI to generate documents and extract data, reducing manual effort significantly and speeding up processes. Problem 4: No visibility after sharing files Normally, once you send a file, you don’t know if someone viewed it or not. How it helps: CloudFiles provides file analytics and tracking, so you can see engagement and follow up more effectively. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Dibba Kumar T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dibba Kumar T.") DT Dibba Kumar T. Customer Support Officer Mid-Market (51-1000 emp.) 5/2/2026 "Great All-in-One Cloud Storage Integration, but Reliant on Third-Party Services" 5/5 What do you like best about CloudFiles? The best part I like about Cloudfiles is its all-in-one mode for cloud-based storage integration. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? It’s difficult to integrate with a CRM the first time. It depends on third-party platforms for storage support and doesn’t have its own. It’s also costly, which is why small business owners can’t afford it. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? It feels like a bridge between my files and my business. I don’t worry about where my files are, because I know I have cloudfiles. I also feel confident knowing who has access to them.It also optimize my cost for file organisation. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![vinoth k.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "vinoth k.") VK vinoth k. HR Operation Small-Business (50 or fewer emp.) 3/26/2026 "Reliable File Management with Minor Search Limitations" 4.5/5 What do you like best about CloudFiles? I use CloudFiles primarily as a secure and reliable platform for storing, organizing, and sharing files across teams. I like that it helps streamline document management by providing easy access to important files from anywhere. I really like its reliability and performance—uploads and downloads are generally fast. The standout features for me are its easy-to-use interface, which is clean and intuitive, so uploading, organizing, and finding files takes very little effort. The initial setup of CloudFiles was as easy and great to learn. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? One area is advanced search and filtering - it can be limiting when trying to locate specific files. When I search for a keyword, the search results are not granular enough. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles for secure and reliable file storage, organization, and sharing across teams, which solves operational challenges in file management and collaboration by providing easy access to important files from anywhere. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Vertika K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vertika K.") VK Vertika K. Internee Enterprise (\> 1000 emp.) 3/16/2026 "CloudFiles: Versatile, Safe, but Needs UI Tweaks" 5/5 What do you like best about CloudFiles? I use CloudFiles to save my files online safely and share them with others, which helps me save space on my device and effectively save and share files. It's great that it's a one-point sharing and storage device for my workplace online. I love that it lets me download files online and reset them in the settings. It also lets me watch my work in real time and see who is watching or working on my files. Initial setup was easy. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? Sometimes it has a little bugs, maybe I'm the only one who has faced it, but sometimes data gets erased in real-time while typing. The screen user interface can be improved. Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles to save my files online safely and share them, freeing up device space. It helps with storage, file sharing, tracking work, and safely interacting with clients. 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 IconValidated ReviewerSource: Organic ![Zeeshan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zeeshan S.") ZS Zeeshan S. ceo Small-Business (50 or fewer emp.) 5/12/2026 "Seamless HubSpot Integration with Top-Notch Automation" 5/5 What do you like best about CloudFiles? I like CloudFiles for its automation, which efficiently connects different points like Google Drive to our CRM records. This feature is pretty good, as it helps in extracting document information and updating the CRM fields automatically. I also found the initial setup quite easy, thanks to their support team, who helped us a lot. The demo was very good, and our team was trained in the session, which was solid. Review collected by and hosted on G2.com. What do you dislike about CloudFiles? the UI can be improved more with better design Review collected by and hosted on G2.com. What problems is CloudFiles solving and how is that benefiting you? I use CloudFiles with our CRM HubSpot to sort and process external documents. It automates connecting Google Drive to CRM records, extracting document info, and updating CRM fields automatically. Review collected by and hosted on G2.com. Show More Validated 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(201) [ 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 tools for forecasting cloud usage costs](https://www.g2.com/discussions/what-are-the-best-tools-for-forecasting-cloud-usage-costs)[Best sales team training solutions for cloud services](https://www.g2.com/discussions/best-sales-team-training-solutions-for-cloud-services)[Which NLP platforms are rated highest for the easiest setup and configuration for a team getting started?](https://www.g2.com/discussions/which-nlp-platforms-are-rated-highest-for-the-easiest-setup-and-configuration-for-a-team-getting-started) [Which feature management platforms work best for teams managing thousands of flags across multiple environments?](https://www.g2.com/discussions/which-feature-management-platforms-work-best-for-teams-managing-thousands-of-flags-across-multiple-environments)[What is the top-rated PDF editor for enterprise use?](https://www.g2.com/discussions/what-is-the-top-rated-pdf-editor-for-enterprise-use)[Pros and Cons Details](https://www.g2.com/products/cloudfiles-cloudfiles/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)