# Cloudfiles

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/cloudfiles
- **Dataset:** https://optimly.ai/brand/cloudfiles.json
- **Markdown:** https://optimly.ai/brand/cloudfiles/llms.txt
- **Official website:** https://cloudfiles.io
- **Slug:** cloudfiles
- **Categories:** ai-machine-learning, collaboration-productivity, finance-accounting-software

## Overview

- **Tagline:** Cloudfiles offers a single platform for document management, AI, and generation, replacing multiple disconnected tools. It keeps files in customers' existing external storage (e.g., SharePoint, S3) without re-hosting or consuming CRM storage, provides enterprise-grade security and compliance (SOC 2, ISO 27001, HIPAA, GDPR), and enables advanced document workflow automation within CRM.
Source: Brand's website (https://cloudfiles.io) · 2026-10-04

- **Description:** Cloudfiles is a complete document platform for Salesforce and HubSpot, enabling users to manage every file on the record without using CRM storage. It allows generation of documents from live CRM data, extraction of data with AI, and automation of document workflows.
Source: Brand's website (https://cloudfiles.io) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Document Management (connecting external storage like SharePoint
  - S3
  - Google Drive to CRM)
  - Document AI (extracting data from documents into CRM fields)
  - and Document Generation (creating on-brand documents from live CRM data).
Source: Brand's website (https://cloudfiles.io) · 2026-10-04

- **Pricing:** Not specified, likely subscription-based.
Source: Brand's website (https://cloudfiles.io) · 2026-10-04

## Audience

- **Target industry:** Enterprise Salesforce and HubSpot teams across various industries including Financial Services, Healthcare & Life Sciences, Technology & IT, Government, Manufacturing, and Professional Services, aiming to optimize document workflows, reduce CRM storage costs, and enhance compliance.
Source: Brand's website (https://cloudfiles.io) · 2026-10-04

Page last updated 2026-10-17.