Audyense
CloudFiles
Legal y Cumplimiento · www.cloudfiles.io
Resumen
CloudFiles is a document management, generation, and AI platform built natively for Salesforce and HubSpot. It connects CRM records to external storage providers like SharePoint, Google Drive, and AWS S3 so regulated teams -- including legal, compliance, and financial services -- can manage, generate, and extract data from documents without copying sensitive files into the CRM itself.
El problema que resuelve CloudFiles
Regulated teams running Salesforce or HubSpot often end up with contracts, KYC files, and case documents scattered across CRM attachments and disconnected cloud drives, making audit trails and access control hard to enforce. Legal, compliance, and finance staff need a way to generate, store, and track documents from CRM data while keeping the underlying files in compliant, cost-effective storage. CloudFiles addresses this by syncing Salesforce/HubSpot records to SharePoint, Google Drive, or S3 with logging and role-based access, though it stops short of full contract lifecycle management.
Contexto para decidir
Usa estos puntos para comprobar si el producto encaja con tu operación, no solo con la lista de funciones.
- Precio de entrada publicado: Custom pricing. Confirma límites de usuarios, uso y funciones por plan.
- Despliegue: cloud. Comprueba requisitos de seguridad, residencia de datos y acceso para todos los equipos que lo utilizarán.
- Integraciones verificadas: Salesforce, HubSpot, SharePoint, Google Drive, AWS S3, OneDrive. Valida el sentido de sincronización y los límites del plan elegido.
- La ficha se comprobó por última vez el 31/7/2026; los precios y las funciones pueden cambiar.
Cómo evaluar CloudFiles
Una ficha ayuda a crear una lista corta; una prueba con el flujo real del equipo decide si la herramienta encaja. Usa esta lectura junto con los datos estructurados y confirma cualquier cambio con el proveedor.
Encaje de flujo
El registro la considera especialmente adecuada para Legal, compliance, and financial-services teams that need audit-ready document workflows tied to Salesforce or HubSpot records, Enterprise Salesforce orgs looking to offload file storage costs to SharePoint, Google Drive, or S3 without losing CRM-native access, Revenue and operations teams that want to auto-generate contracts, quotes, and proposals from CRM data. Comprueba que ese contexto coincide con el volumen, los roles y los procesos que debe soportar tu equipo.
Preguntas del piloto
- ¿Puede CloudFiles completar el flujo crítico sin trabajo manual fuera de la herramienta?
- ¿Las conexiones registradas (Salesforce, HubSpot, SharePoint, Google Drive) cubren el sentido de sincronización, los permisos y el volumen que necesitamos?
- ¿Qué límites de usuarios, uso, almacenamiento, soporte o seguridad aparecen después del precio inicial?
Evidencia y vigencia
Esta ficha se comprobó el 31/7/2026. La fecha indica cuándo se revisó el registro, no una garantía de que el proveedor no haya cambiado sus condiciones después.
Ideal para
- Legal, compliance, and financial-services teams that need audit-ready document workflows tied to Salesforce or HubSpot records
- Enterprise Salesforce orgs looking to offload file storage costs to SharePoint, Google Drive, or S3 without losing CRM-native access
- Revenue and operations teams that want to auto-generate contracts, quotes, and proposals from CRM data
No encaja si
- Teams needing a standalone, full contract lifecycle management suite with redlining, clause libraries, and renewal analytics
- Organizations not running Salesforce or HubSpot, since CloudFiles is built natively into those two CRMs
Por qué está listada
- Purpose-built for regulated, document-heavy Salesforce and HubSpot orgs, including legal, compliance, and financial services teams
- Keeps sensitive files in compliant external storage (SharePoint, Google Drive, S3) rather than bloating CRM storage, while maintaining audit trails
- Combines document generation, AI-based extraction, and sharing/tracking in one connector instead of stitching together multiple point tools
Precios
Enterprise
Custom pricingOrg-based, custom-quoted plan for companies needing advanced automation, dedicated support, and custom procurement.
- Two-way sync between Salesforce/HubSpot and cloud storage
- Auto-generated folder structures and custom object support
- Role-based access controls and tracked document sharing
- Flow-based automations and Apex customization
- Dedicated account manager and migration/implementation support
- Mobile app access
Funciones
Integraciones
Seguridad y cumplimiento
Pros y contras
Pros
- Intuitive interface that simplifies document management and collaboration inside Salesforce/HubSpot
- Strong secure file-sharing and engagement tracking, including visibility into who viewed shared documents
- Reduces CRM storage costs by keeping files in external, compliant storage while remaining accessible from records
- Responsive, hands-on customer support noted by reviewers
Contras
- Upload speeds can be slow, particularly with larger files
- Pricing structure described by reviewers as somewhat confusing, with plans largely gated behind sales conversations
- No bulk multi-document download in some workflows
- Third-party app integration and search could be more robust
Qué muestra el registro
Reviewers on G2 and Capterra consistently praise ease of use, secure file sharing/tracking, and responsive support, with some noting slower upload speeds on large files and initially confusing pricing.
Resumen y puntuación agregados de plataformas públicas de reseñas. Enlazamos a las reseñas originales en lugar de reproducirlas — lee la fuente antes de decidir.
Reseñas de usuarios
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