Product Avatar Image

CloudFiles

Show rating breakdown
225 reviews
  • 1 profiles
  • 10 categories
Average star rating
4.5
#1 in 1 categories
Grid® leader
Serving customers since
2021
Profile Filters

All Products & Services

Profile Name

Star Rating

158
63
3
1
0

CloudFiles Reviews

Review Filters
Profile Name
Star Rating
158
63
3
1
0
Tizoc Z.
TZ
Tizoc Z.
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.
Anjali T.
AT
Anjali T.
Data Analyst | Advanced Excel | SQL | Python | Power BI Passionate About Turning Data into Actionable Insights Business Intelligence Analyst at Apex group
03/28/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Easy File Sharing and SEasy and Reliable Tool for File Sharingmooth Collaboration with CloudFiles

What I like best about CloudFiles is how easy it is to share and manage files. It simplifies collaboration by allowing quick access to documents and smooth file transfers. The interface is user-friendly, which makes it easy to organize and work with data efficiently.
Akia K.
AK
Akia K.
03/26/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Secure and Fast, But Needs Speed Boost

I use CloudFiles for sharing and viewing files, and I like that it is a secure and fast document viewing platform. I love being able to have multiple viewers manage the same documents, which is really valuable for me. I also appreciate the real-time edits and customization it offers. The initial setup was perfect, and it allows me to view and share files with the option to edit and customize them.

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