XfilesProCeptes
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Related Products
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About
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.
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About
Choose amongst different external file storage options to integrate with your internal Salesforce CRM: both cloud storage platforms (SharePoint, Amazon S3, Google Drive, OneDrive & Dropbox) & on-premises systems (SMB, SFTP & Network Drive). Struggling with your Salesforce file management complexities? XfilesPro's persuasive features will make your file management experience seamless and uncomplicated. Collaborate with external storage systems like SharePoint, AWS S3, Google Drive, OneDrive, Dropbox, SMB, SFTP & Network Drive. XfilesPro facilitates easy collaboration between internal Salesforce & external users and ensures files are managed centrally but available to everyone to view, edit & share. XfilesPro brings more capabilities to the table for community users with seamless Salesforce community portal integration. XfilesPro supports Mass Download, Mass Delete & Mass Sharing functionalities for both the List and Bi-Sync component users.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations that need a document collection platform
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Audience
Companies and users who want a file storage and collaboration solution for Salesforce that allows users to upload files to any external Cloud
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Free Trial
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Pricing
$0.99 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFile Request Pro
Founded: 2019
United States
filerequestpro.com
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Company InformationCeptes
Founded: 2010
India
xfilespro.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Amazon S3
Salesforce
Squarespace
Weebly
Wix
WordPress
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Integrations
Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Amazon S3
Salesforce
Squarespace
Weebly
Wix
WordPress
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