Connect CRM to your cloud storage, save storage cost and keep documents in business context
Add security, restrict download, integrate e-signatures, payments, live chat and more…
Get real time insights on document views, downloads, time spent per page and more file engagement metrics…
Use file related trigger and actions in your CRM workflows to streamline processes
Share proposals as secure links from any CRM record. Replace easily with two-way sync. Track pagewise analytics to score & anticipate leads better.
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.Learn more
SOC-2 Type II and ISO 27001 certified, GDPR compliant
Encryption of data at rest and in transit
Automated threat detection and response
This is the best document solution out there that works with HubSpot. This company has thought about everything when putting this solution together. I am in love with how easy it is to use and how great the analytics are. Anyone looking to share documents through HubSpot should use this.
HubSpot is great but there was no way to send files and track them to my clients. Cloudfiles works for a recruitment business and has become an essential part of my recruitment process. Clients can read CVs instead of attachments as Cloudfiles links which solves many problems.
CloudFile was something I tried on a whim after being frustrated with the default files offering from HubSpot. Specifically, I was annoyed that we couldn't tie content views of PDF to specific customers. We started using CloudFiles for the HubSpot tracking but have found a ton of value in the analytics side of the content offering.
After years of trying to get HubSpot to get the documents tool to do what it should be doing, I ran into Cloudfiles and it is perfect for what we need in the sales process. The team are super reactive when it comes to features and updates and it continues to evolve as time goes on. Stoked to be using it everyday! Thank you!
We are thrilled with this solution. I owned an ERP software company in the past where most of our customers were exposed to MicrosSoft SharePoint and I often think what a crazy value proposition CloudFiles offers vs SharePoint. I wish I had CloudPoint back then.