Audyense
CloudFiles
Legal & Compliance · www.cloudfiles.io
Overview
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.
The problem CloudFiles solves
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.
Decision context
Use these points to test whether the product fits your operation, not just whether it has a long feature list.
- Published starting price: Custom pricing. Confirm user, usage, and feature limits for the plan you would actually buy.
- Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
- Verified integrations include Salesforce, HubSpot, SharePoint, Google Drive, AWS S3, OneDrive. Validate sync direction and plan limits for the connections that matter.
- This record was last checked on 7/31/2026; pricing and features can change.
How to evaluate CloudFiles
A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.
Workflow fit
The record describes it as a fit for 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. Check that this context matches the volume, roles, and processes your team needs it to support.
Pilot questions
- Can CloudFiles complete the critical workflow without manual work outside the product?
- Do the recorded connections (Salesforce, HubSpot, SharePoint, Google Drive) support the sync direction, permissions, and volume we need?
- What user, usage, storage, support, or security limits appear after the headline starting price?
Evidence and freshness
This record was checked on 7/31/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.
Best for
- 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
Not a fit if
- 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
Why it’s listed
- 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
Pricing
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
Features
Integrations
Security & compliance
Pros & cons
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
Cons
- 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
What we found
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.
Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.
User reviews
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