CloudFiles

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218 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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3
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Edilyn A.
EA
Edilyn A.
Affiliate AD Ops ExecutiveSmall-Business (50 or fewer emp.)
04/14/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Convenient and Effortless to Use

I can access my files anytime, on any device—whether it’s a laptop, phone, or tablet.
Abdulla K.
AK
Abdulla K.
Ticket ReservationAirlines/AviationSmall-Business (50 or fewer emp.)
04/14/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Secure and Efficient Cloud Storage

CloudFiles are its intuitive interface, secure file sharing, and powerful automation within CRM platforms like HubSpot
Tizoc Z.
TZ
Tizoc Z.
Support and Service CoordinatorSmall-Business (50 or fewer emp.)
04/01/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Secure Auto-Save Eases Anxiety, Speed Needs Improvement

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.

About

Contact

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

Social

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