The startup offers a cloud-based platform that enables secure file sharing and management for businesses through automated file integration, cloud storage, and detailed analytics. By providing enterprise-grade security and control over confidential documents, the platform addresses the need for safe and efficient information exchange in organizations.
Funding
$320K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Businesses often struggle with managing and sharing documents securely and efficiently, especially when using CRM platforms like Salesforce and HubSpot. Integrating external storage solutions and automating document workflows can be complex and time-consuming, leading to data silos and reduced productivity.
Solution
CloudFiles offers a unified document platform that integrates directly with Salesforce and HubSpot, streamlining document management, generation, and AI-powered processing. The platform connects to major storage solutions like SharePoint, Google Drive, and AWS S3, allowing users to organize, share, and automate document workflows without leaving their CRM. CloudFiles provides tools for template building, automated document generation, and AI-driven data extraction, reducing manual data entry and improving overall efficiency. With enterprise-grade security and compliance, CloudFiles ensures that sensitive information is protected while enabling seamless collaboration and document accessibility.
Target Audience
CloudFiles targets sales, marketing, and service teams within businesses using Salesforce and HubSpot, particularly those in regulated industries such as financial services, healthcare, and technology, who require secure, compliant, and efficient document management solutions.
Features
- Seamless integration with Salesforce and HubSpot for centralized document management
- Connectivity to external storage platforms, including SharePoint, Google Drive, AWS S3, OneDrive, Box, and Dropbox
- Automated folder creation, file transfer, and record linking within CRM systems
- Template builder for creating customizable, on-brand document templates
- AI-powered OCR for automated data extraction, classification, and verification from documents
- Algorithmic natural language querying for precise information retrieval from documents
- Support for various file types, including PDFs, images, Excel files, and scanned documents
- Automated file splitting to process large, merged documents into organized files
- Secure data rooms for sharing and receiving files with external parties
- Real-time document analytics, including opens, time spent, downloads, and page-wise engagement