# 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:** 226 ## 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 to be **incredibly user-friendly** , with easy setup and seamless integration across devices. (22 reviews) - Users value the **security of their files** with CloudFiles, feeling confident in the platform's protection and compliance. (11 reviews) - Users appreciate the **efficient data storage** of CloudFiles, enhancing their workflow and simplifying document management. (10 reviews) - Users love the **easy access** to their files from anywhere, appreciating its convenience and availability. (10 reviews) - Users appreciate the **easy setup** of CloudFiles, which enhances their overall experience and convenience in file management. (9 reviews) - Users appreciate the **easy and secure file sharing** capabilities of CloudFiles, ensuring reliable access from anywhere. (8 reviews) - Remote Access (7 reviews) - Reliability (6 reviews) - User-Friendly Interface (6 reviews) - Data Management (5 reviews) **What users dislike:** - Users find the **slow loading** times frustrating, impacting their overall experience with CloudFiles during uploads and downloads. (4 reviews) - Users note a **significant training requirement** due to the complex interface and learning curve for advanced features. (4 reviews) - Users feel that **limited customization options** hinder their project management and overall user experience in CloudFiles. (3 reviews) - Users experience **slow performance** with CloudFiles, including lag and long response times during specific actions. (3 reviews) - Users are frustrated with the **slow upload speeds** of CloudFiles, which hinder efficiency and user experience. (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) - Users are dissatisfied with the **limited free storage space** , often requiring them to purchase additional capacity. (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=9§ion=pricing&secure%5Bexpires_at%5D=2026-06-01+07%3A09%3A50+-0500&secure%5Bsession_id%5D=de63af05-ac6f-4b8f-b7e0-e26460db4c79&secure%5Btoken%5D=5ddf1648847d48722bc2b521bb0a2a1d0e341fadf0c904cf21251c0319c86c5e&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 (558 reviews) - [Box](https://www.g2.com/products/box/reviews) - 4.2/5.0 (5,024 reviews) - [LucidLink](https://www.g2.com/products/lucidlink/reviews) - 4.5/5.0 (642 reviews)