# CloudFiles Reviews **Vendor:** CloudFiles **Category:** [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration) **Average Rating:** 4.5/5.0 **Total Reviews:** 224 ## About CloudFiles 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. ## CloudFiles Pros & Cons **What users like:** - Users find CloudFiles **extremely easy to use** , appreciating its simple UI and efficient document management features. (24 reviews) - Users appreciate the **security of CloudFiles** , feeling confident that their sensitive files remain safe and compliant. (13 reviews) - Users value the **secure and centralized cloud storage** of CloudFiles, enhancing their workflow and collaboration efficiency. (11 reviews) - Users value the **easy access** of CloudFiles, enabling seamless file management from any device, boosting productivity. (10 reviews) - Users find that the **initial setup** of CloudFiles is quick and effortless, enhancing their overall experience. (9 reviews) - Users appreciate the **easy and secure file sharing** capabilities of CloudFiles, ensuring reliable access from anywhere. (8 reviews) - Remote Access (7 reviews) - Easy Upload (6 reviews) - Reliability (6 reviews) - Seamless Integration (6 reviews) **What users dislike:** - Users face **slow loading** times and delays in file transfers, hindering their overall experience with CloudFiles. (4 reviews) - Users experience **slow upload speeds** , leading to frustration during file transfers and reduced overall efficiency. (4 reviews) - Users note the **significant training required** for CloudFiles, especially for new members to adapt to its features. (4 reviews) - Users find **limited customization** in CloudFiles, wishing for options like custom tags and color coding for better organization. (3 reviews) - Users find the **limited free storage space** a downside, often needing to purchase additional space to meet needs. (3 reviews) - Users experience **slow performance** with CloudFiles, especially when managing multiple files across different platforms. (3 reviews) - Users often mention the **slow upload speeds** of CloudFiles, especially for large files, impacting their overall experience. (2 reviews) - Integration Difficulty (2 reviews) - Users find the **internet dependence** of CloudFiles frustrating, as it hinders access to files without a stable connection. (2 reviews) - Lacking Features (2 reviews) ## CloudFiles Discussions - [Na](https://www.g2.com/discussions/cloudfiles-na) - 1 comment, 1 upvote - [Can I use this for self.](https://www.g2.com/discussions/can-i-use-this-for-self) - 2 comments, 1 upvote - [What was the challenges when you just started your journey](https://www.g2.com/discussions/what-was-the-challenges-when-you-just-started-your-journey) - 2 comments, 1 upvote - [upload our photos to the cloud file](https://www.g2.com/discussions/upload-our-photos-to-the-cloud-file) - 2 comments, 1 upvote - [How can we make cloud files more responsive according to our customers.](https://www.g2.com/discussions/how-can-we-make-cloud-files-more-responsive-according-to-our-customers) - 1 comment, 1 upvote - [View CloudFiles pricing details and edition comparison](https://www.g2.com/products/cloudfiles-cloudfiles/reviews?page=6§ion=pricing&secure%5Bexpires_at%5D=2026-05-23+20%3A07%3A11+-0500&secure%5Bsession_id%5D=2afca048-0056-47dc-8c53-daa7910de164&secure%5Btoken%5D=09134c9168a13cb805c0beb6ef5e9593c3350077d5e20951265ed4bf8069c923&format=llm_user) ## CloudFiles Integrations - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Dropbox Paper](https://www.g2.com/products/dropbox-paper/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Oracle Database](https://www.g2.com/products/oracle-database/reviews) ## CloudFiles Features **File Management** - Device Syncing - Web Interface - File Type Support - Search - Mobile Apps **Agentic AI - Cloud Content Collaboration** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Collaboration** - File following - File Sharing - Simultaneously Editing - Change Tracking / Audit Logs **Administration** - User and Role Management - Policies and Controls - Device Management - Storage Limits - Storage Zones - Security **Platform** - Performance and Reliability - Reporting and Auditing - System of Record Integration - APIs ## Top CloudFiles Alternatives - [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) - 4.6/5.0 (559 reviews) - [Box](https://www.g2.com/products/box/reviews) - 4.2/5.0 (5,019 reviews) - [LucidLink](https://www.g2.com/products/lucidlink/reviews) - 4.5/5.0 (639 reviews)