# CloudFiles Industries

> From finance to real estate, healthcare to technology — CloudFiles empowers industries to manage, share, and automate documents within Salesforce and HubSpot.

## CloudFiles for every industry

From finance to real estate, healthcare to technology, CloudFiles empowers industries to manage, share, and automate documents effortlessly within Salesforce & HubSpot. Whether you need secure storage, streamlined approvals, document automation, or AI-powered processing, CloudFiles is your all-in-one solution.

[Talk to a document expert](https://meet.cloudfiles.io/?utm_content=cf-industries-hero)

*Loved and trusted across industries*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

## Tailored solutions for your CRM

- **For Salesforce** — Automate industry-specific workflows — from loan processing in banking to KYC verification in finance, HIPAA compliance in healthcare, and real estate contract management, all within Salesforce. [Learn more](/salesforce/industries/)
- **For HubSpot** — Streamline sales, marketing, and service workflows with automated proposals, contract tracking, and secure document sharing — all within HubSpot. [Learn more](/hubspot/industries/)

*Why CloudFiles*

## Why CloudFiles for *your* industry?

Industry-tailored solutions to generate, manage, share, and automate documents — for banking, real estate, healthcare, and beyond.

- **#1 in Document Management** — Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
- **Generate docs 50% faster** — Save 50% time on quote and proposal generation with customisable, on-brand templates.
- **Make your docs useful with AI** — Reduce manual data entry by 80% & process your docs 4× faster using AI.
- **4.9 stars on AppExchange** — Used by sales, service & marketing professionals from all over the world.
- **24/7 support. Easy onboarding** — Support is instant when needed & calming when things look dire.
- **Compliance you can count on** — Commitment to data privacy and security embedded in every part of our business & code.

*Security & compliance*

## Stay industry compliant

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

*Explore by industry*

## One solution for every industry, built for your CRM

From startups to enterprises, our document solutions streamline workflows, save time, and drive growth.

- **Financial Services** — Automate KYC and loan document collection. Share files securely. Track client engagement directly from the CRM. Purpose-built for financial-services compliance. [Learn more](/salesforce/industries/financial-services/)
- **Healthcare & Life Sciences** — Manage patient data, automate claims, maintain HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%. [Learn more](/salesforce/industries/healthcare/)
- **Technology & IT** — Manage documentation, automate spec and contract workflows, track engagement — all within the CRM your team already uses. [Learn more](/salesforce/industries/technology-and-it/)
- **Real Estate & Construction** — Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration. [Learn more](/salesforce/industries/real-estate-and-construction/)
- **Public Sector** — Automate regulatory filings, manage sensitive data, and generate incident reports in seconds — built to meet federal and defense compliance standards. [Learn more](/salesforce/industries/public-sector/)
- **Manufacturing** — Automate the creation of BOM folders, share spec sheets and CAD files securely, and track vendor compliance — all from your CRM. [Learn more](/salesforce/industries/manufacturing/)

***Explore* all industries:** Agriculture & Mining, Automotive, Communications, Consumer Goods, Education, Energy, Real Estate, Financial Services, Government, Healthcare, High Tech, Horizontal Product, Manufacturing, Media, Nonprofit, Professional Services, Public Sector, Retail, Travel & Hospitality

## CloudFiles is a game-changer for every industry

But don’t just take it from us.

> "CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended." — **Jeremy Ahoyo, Atlante**

> "CloudFiles’ SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend." — **Adam Ady, Anteriad**

> "Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration." — **Alexander Brownbridge, LendInvest**

> "Great app that saves storage! CloudFiles seamlessly moves files to SharePoint and automates workflows—support was hands-on and made setup easy." — **Eric Praud, Activ8 Solar Energies**

> "Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management." — **Jeroen Naafs, National Taiwan University**

> "CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!" — **Vishal Talpallikar, Aviva**

> "Using CloudFiles’ SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!" — **Ed Pashkin, Rainforest Alliance**

> "Great app! Seamless integration with Salesforce and responsive support. CloudFiles has been a game-changer for our document management" — **Lorie Jone, Fidelis Wealth Advisors**

> "CloudFiles’ SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses." — **Latha Davuluri, W. R. Grace & Co.**

## One click away from smarter docs

Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a demo](https://meet.cloudfiles.io/?utm_content=cf-industries-footer)
