CloudFiles
Secure, automated document platform for CRM & business workflows
1200+ users
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Overview
CloudFiles consolidates external storage and streamlines document workflows by integrating with major drives (e.g., Google Drive, SharePoint, AWS S3) and CRMs, allowing secure sharing, tracking, and automation. The platform offers Document AI to extract and process data, document generation tools, and robust management features. It enhances security with configurable link settings and compliance with industry standards. CloudFiles helps teams increase productivity, reduce manual tasks, and deliver insights into viewer engagement.
Who It's For
Sales Teams, Marketing Teams, Service Teams, CRM Administrators, IT/Operations Leaders
Key Strengths
Secure file sharingCRM‑native automationDocument AI processingDeep analytics & tracking
Primary Use Cases
Secure file sharing & tracking
CRM document automation
Document generation and templating
Consolidated content library & sync
Analytics & engagement insights
Technical Specifications
Supported AI Models
Proprietary AI/OCR
Deployment Methods
Cloud
Supported Languages
English
Security & Compliance
SOC2
HIPAA
ISO27001
GDPR
Company Information
Location
India, USA
Company Size
11-50 employees