CloudFiles Information

The #1 Native Document Platform for Salesforce & HubSpot... CloudFiles is leading, enterprise-grade, all-in-one document platform for CRMs — combining Document AI, Document Management, and Document Generation into a single, secure, deeply integrated solution. From regulated industries to global enterprises, CloudFiles becomes an intelligent layer inside your CRM, automating, organizing, and securing every document interaction without disrupting your workflows or moving your data. 🛠️ DOCUMENT MANAGEMENT Organize, Share & Secure Like Never Before • #1 SharePoint–Salesforce integration on AppExchange, extended to Google Drive, AWS S3, & more. • Keep files in your storage with full SOC 2, HIPAA, GDPR, and ISO compliance. • Manage, share, track, and control documents inside your CRM—without moving data. 🤖 DOCUMENT AI Read, Extract & Act on Data Instantly • The only end-to-end document AI for Salesforce. • Auto-extract, validate, and update records from any file, from KYC to loan applications. • Accelerate approvals, cut errors, and eliminate manual entry—while keeping files in your storage. ✏️ DOCUMENT GENERATION Build, Automate & Deliver in Clicks • The most advanced document generation for Salesforce — no code required. • Create modular templates, automate population from CRM data, and send for e-signature. • Generate contracts, proposals, invoices, or any document. THE CLOUDFILES IMPACT ✦ 2,500+ enterprise customers across 20+ industries ✦ 15M+ documents processed annually with 99.99% uptime. ✦ Proven ROI → 50% faster deal cycles, 25–40% higher operational efficiency ✦ $250K+ - An average annual savings in document management costs. 💡 One platform. One login. Every document workflow — faster, smarter, more secure.