HubSpot-Driven Solutions Built to Fit Every Industry

From empowering marketing teams to approve campaigns 2x faster, to helping real estate close deals seamlessly, and enabling healthcare to streamline client onboarding — our HubSpot-powered solutions redefine document workflows for industries that thrive on collaboration and efficiency

industries-graphic-HubSpot

Loved and trusted

by companies across industries — from finance, real estate to healthcare.

  • a
  • a
  • a
  • Warner Brothers discovery
  • a
  • a
  • a
  • a
  • a
  • a
  • a
  • a

Why CloudFiles for Your Industry?

Purpose-built solutions to manage,share and analyze documents tailored for Banking, Real Estate, Healthcare, and more.
cup

#1 in HubSpot Doc Management

The only solution that automates file sharing, syncs seamlessly with external storage, & tracks engagement—all directly within HubSpot.

star

Loved by Hundreds of Teams Globally

Rated 4.8 on the HubSpot Marketplace, helping sales, marketing, and service teams thrive.

shield

Security That Meets Industry Standards

From HIPAA in healthcare to financial data security, CloudFiles ensures compliance across every industry.

support

24/7 Support. Easy Onboarding

Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.

compliance

Compliance You Can Count On

Our commitment to data privacy and security is embedded in every part of our business & our code.

compliance

Stay Industry Compliant

Certified, verified, and tailored for industry needs. Our security and compliance controls meet stringent standards like HIPAA for healthcare and SOC 2 for finance. Independently audited, we ensure your data stays protected while you focus on what matters most.

Every Industry, Every Need, One Solution

From startups to enterprises, our document solutions streamline workflows, save time, and drive growth. Discover how CloudFiles empowers industries to manage, share, and generate documents effortlessly
fin

Financial Services

Automate KYC and loan document collection, share files securely, and track client engagement, right from CRM. Built for financial services compliance.
Banking
Insurance
Wealth
Assets
Learn more ->
health

Healthcare & Life Sciences

Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Providers
Payers
Pharma
MedTech
Learn more ->
tech

Technology & IT

Manage documentation, automate spec and contract workflows, and track engagement, all within the CRM using CloudFiles.
Software
Hardware
Cloud
ITSM
Learn more ->
Public Sector

Public Sector

Automate regulatory filings, manage sensitive data, or generate incident reports in seconds. Be compliant with federal, defense standards & more.
Federal
State
Defense
Aerospace
Learn more ->
Energy & Utility

Energy & Utility

Automate safety audits, streamline compliance reporting, and securely manage renewable energy proposals. Organize operational blueprints and track maintenance schedules for distribution and generation processes.
Generation
Distribution
Renewables
Oil & Gas
Water
Non Profit

Non-Profit

Simplify grants, automate reports, and manage volunteer data. Enhance relief efforts and fundraising while meeting compliance standards.
Environment
Housing
Social
Relief
Learn more ->
Manufacturing

Manufacturing

Automate the creation of BOM folders, share spec sheets & CAD files securely, and track vendor compliance all from HubSpot with CloudFiles.
Machinery
Automotive
Chemicals
More
Learn more ->
Construction & Real Estate

Construction & Real Estate

Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.
Engineering
Real Estate
Services
Learn more ->
Media

Media

Streamline approvals, manage workflows, and track contracts. Secure creative assets and collaborate effectively with customizable solutions.
Advertising
Publishing
Digital
Learn more ->

CloudFiles is a game-changer for HubSpot

But don’t just take it from us.

Hubspot app marketplace

4.8/5

g2-logo

4.8/5

Capterra

4.5/5

  • lykapetfood_logo

    "CloudFiles was live in our HubSpot workflows instantly. Easy to use, solved all file-sharing issues, and the personalized support made onboarding effortless. Highly recommend!"

    Goldman, L

    Lauren Goldman

    Lyka

  • Taxolution Advisory LLC

    "Best HubSpot-SharePoint integration! CloudFiles automates file management seamlessly. Super responsive team, fast bug fixes, and smooth workflow automation. Tried others—this is by far the best!"

    Rosenwasser, R.

    Ron Rosenwasser

    Taxolution Advisory LLC

  • thehereteam_logo

    "CloudFiles revolutionized our file sharing with partners and investors! Eliminated access issues, seamless integration with HubSpot, and powerful engagement analytics."

    Carolyn Treviño Jenkins

    Carolyn Treviño Jenkins

    We Are Here

  • HubSpot_Logo

    "Best document tool for HubSpot! Easy to use, great analytics, and password-protected sharing. CloudFiles simplifies document management and tracking effortlessly."

    Chris Moore

    Chris Moore

    HubSpot

  • D&S Car Wash Supply

    "CloudFiles delivers precise file tracking! HubSpot integration helps us capture views, and the insights we get are invaluable for understanding audience engagement."

    Ken Underhill

    Ken Underhill

    D&S Car Wash Supply

  • Neighbourhood

    "CloudFiles is perfect for sales! Finally, a document control tool that works flawlessly in HubSpot. The ability to turn off downloads is a game-changer!"

    Trav White

    Trav White

    Neighbourhood

  • architecturesocial_logo

    "Essential for recruiters! CloudFiles transforms CV sharing in HubSpot with trackable links instead of attachments, making client interactions seamless and efficient. A game-changer for recruitment!"

    Stephen Drew

    Stephen Drew

    Architecture Social

  • trion_properties_logo

    "CloudFiles makes content gating seamless! Easy-to-use multiple URLs for tracking, deep HubSpot integration, and a super responsive support team make it a must-have tool!"

    Frank Bocchino

    Frank Bocchino

    Trion properties

  • tenet_tech_logo

    "CloudFiles is the best document tool for HubSpot! It’s intuitive, provides deep viewing analytics, and outperforms HubSpot's native file tools with precise tracking."

    John Wu

    John Wu

    Tenet Technologies

  • Book a demo.svg

    Book Your Personalized Demo

    Book Your Personalized Demo NOW. Trusted by leaders across industries, CloudFiles streamlines workflows, automates document management, and saves hours weekly while ensuring compliance

    Book a Demo