CloudFiles is a Salesforce-native document management and automation platform for enterprise teams, with a companion app for HubSpot. Teams manage, generate, process, share and automate documents directly on CRM records, while files stay in their own storage.

Built for enterprise teams in regulated, document-heavy industries: financial services and insurance, healthcare and life sciences, the public sector and manufacturing.

CloudFiles connects Salesforce and HubSpot with SharePoint, OneDrive, Google Drive, Dropbox, Amazon S3 and other enterprise storage, with structured document organization and secure access across teams.

With CloudFiles, teams can:
• Manage files and folders directly inside Salesforce and HubSpot
• Generate agreements, proposals, onboarding forms and financial documents from CRM data
• Extract and process document data with AI
• Share documents securely with external users and build datarooms
• Automate document-heavy processes such as client onboarding, KYC, loan processing, document verification and intake
• Build CRM-native automations with Salesforce Flow, Apex, widgets and custom actions

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR, with a public Trust Portal and DPA. Data residency is supported in the US, EU, UK and Australia. Files stay in customers' own storage and are never used to train AI models.

Documentation

Enterprise Software

Software

CloudFiles

Vishesh Singhal

Adarsh Reddy

Mark D.

Ankit Gupta

Siddharth Garg

This department focuses on the development and enhancement of products through engineering expertise.

Product Engineering

This department specializes in designing and implementing Salesforce-based solutions for various business needs.

Salesforce Solutions

The leadership team at CloudFiles has a history of working in various engineering and software development roles at different companies. They have also interned at various organizations, such as the Tamil Nadu e-Governance Agency, and have completed their education from prestigious institutes, such as the Birla Institute of Technology and Science.

Leadership Team

This department provides strategic oversight and direction for the organization's operations and growth.

Executive Leadership

This department manages employee relations, recruitment, and organizational development.

Human Resources

This department focuses on managing and maximizing investments through various funding strategies.

CloudFiles

Org chart

Teams

Product Engineering

Salesforce Solutions

Leadership Team

Executive Leadership

Human Resources

Investment Management

Offices

CloudFiles

Org chart

Teams

Product Engineering

Salesforce Solutions

Leadership Team

Executive Leadership

Human Resources

Investment Management

Offices

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