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CloudFiles

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225 reviews
  • 1 profiles
  • 10 categories
Average star rating
4.5
#1 in 1 categories
Grid® leader
Serving customers since
2021
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CloudFiles Reviews

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Profile Name
Star Rating
158
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3
1
0
Jenny C.
JC
Jenny C.
05/25/2026
Validated Reviewer
Review source: G2 invite

Secure Cloud File Storage with Easy Multi-User Access

cloud files keep them securely stored in one area and allows access for multiple people
Ishan S.
IS
Ishan S.
05/22/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Managing Educational Files and Cloud Documents Became More Organized and Structured

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.
Zeeshan S.
ZS
Zeeshan S.
05/13/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Seamless HubSpot Integration with Top-Notch Automation

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.

About

Contact

Phone:
+1 510-457-0105
HQ Location:
Fremont, US

Social

@cloudfilesapp

CloudFiles — All-in-one document platform for your CRM

CloudFiles is an all-in-one document operations platform built for Salesforce and HubSpot. It helps organizations manage, generate, process, share, and automate documents directly from their CRM — connecting Salesforce and HubSpot to SharePoint, Google Drive, OneDrive, Box, Dropbox, and Amazon S3 while keeping files organized, searchable, and secure without duplicating them in the CRM. AI-powered document processing and generation, secure external sharing, and workflow automation remove manual document work for teams in financial services, healthcare, insurance, legal, real estate, and other document-intensive industries. CloudFiles supports SOC 2, HIPAA, GDPR, and ISO 27001 aligned practices, with data residency across the US, EU, UK, and AU. For more information, visit cloudfiles.io.

Details

Year Founded
2021
Ownership
Venture-backed
Website
cloudfiles.io