CloudFiles
At CloudFiles, we’re building the all-in-one document platform for Salesforce and HubSpot teams—designed for more power, less friction, and total control. Manage, share, and automate documents right inside your CRM. Use Document AI to extract, classify, summarize, and process data from any file. Use Document Management to organize and automate folders across SharePoint, Google Drive, Amazon S3, and more. Use Document Generation to create quotes, contracts, and proposals with dynamic templates.
CloudFiles
At CloudFiles, we’re building the all-in-one document platform for Salesforce and HubSpot teams—designed for more power, less friction, and total control. Manage, share, and automate documents right inside your CRM. Use Document AI to extract, classify, summarize, and process data from any file. Use Document Management to organize and automate folders across SharePoint, Google Drive, Amazon S3, and more. Use Document Generation to create quotes, contracts, and proposals with dynamic templates.
TL;DR
Product: Document management, generation, and Document AI integrated with Salesforce and HubSpot
Integrations: Connects Salesforce to SharePoint, Google Drive, Dropbox, OneDrive and others
Founded: 2021
Headquarters: Bangalore, India
Total funding (reported): USD 2,770,000
Company Overview
Problem Domain
Document management and automation for CRM platforms; preserving access to files while avoiding Salesforce storage constraints and meeting data residency/compliance needs.
Founded
2021
Industry
Document management / CRM integrations
Funding Track Record
Convertible Note round reported in January 2023
USD 1,120,000
Seed funding event reported on October 8, 2024
Investor Signal
“Includes angel and early-stage backers (reported investors include BITS Spark Angels and an angel investor listed as Ashish Garg)”