Playbook

Playbook

Playbook.com
XfilesPro

XfilesPro

Ceptes
+
+

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About

Playbook is an AI-native digital asset management (DAM) platform for creative teams, agencies, and brand teams. Store, organize, search, and collaborate on photos, videos, design files, and brand assets — all in one place. Key features: AI-powered auto-tagging and Smart Search (find assets by natural language, color, or visual similarity), boards and collections for visual organization, review and approval workflows, branded client delivery portals, and a brand portal for sharing guidelines and assets externally. Includes SDK, API, and MCP server for custom integrations. Free plan includes 100GB and up to 300 assets. Teams and above get 5TB+ storage. Built for teams of 5–200 who've outgrown Google Drive or Dropbox but find enterprise DAMs like Bynder or Brandfolder too complex and expensive.

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Teams that want need a visual-first cloud storage and collaboration platform

Audience

Companies and users who want a file storage and collaboration solution for Salesforce that allows users to upload files to any external Cloud

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version Supported
Free Trial Not Supported

Pricing

$0.99 per user per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • We moved to Playbook from Air.inc after dealing with frequent partial outages, rising costs, and a platform that felt increasingly resistant to feature requests and improvements. The difference in value has been substantial. Playbook offers an incredible balance of functionality, stability, and affordability, especially for companies managing large amounts of creative and marketing assets like we do at Outdoor Living Today. One of the biggest strengths of Playbook has been the responsiveness of the team. Since we joined, the platform has continued to evolve with meaningful updates and new features. While there were a few things Air previously offered that Playbook initially lacked, the Playbook team has been highly receptive to feedback, quick to answer questions, and willing to implement feature requests. Another major positive for us has been team collaboration. The platform is fluid, easy to work within, and for the most part it simply works — which is exactly what you want from a DAM platform. Our team uses it every single day internally, and we also rely on it heavily with external partners. Aside from some UI challenges, the overall collaboration experience has been smooth and dependable for a small-to-medium-sized team like ours. For us, the priorities are stability, value, and responsiveness to customer concerns — and Playbook has delivered on all three.

Cons

  • The biggest area for improvement is the UI/UX. At times the interface can feel a bit cluttered, and some workflows could be simplified further. Certain actions, like stacking items or downloading assets, can occasionally become messy or unintuitive — for example, downloads sometimes pull every version of an asset rather than the specific one intended. To their credit, the UI has already improved noticeably since we started using the platform, and it’s clear the team is actively refining it. We have also encountered the occasional bug, but in our experience these issues were addressed quickly and resulted more in minor delays than any meaningful operational impact.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Playbook.com
Founded: 2020
United States
www.playbook.com

Company Information

Ceptes
Founded: 2010
India
xfilespro.com

Alternatives

Air

Air

Air.inc

Alternatives

altaFlow

altaFlow

airSlate
Starchive

Starchive

Digital ReLab
Smart Storage

Smart Storage

Winfomi Technologies
Brandfolder

Brandfolder

Smartsheet
Cyberduck

Cyberduck

Iterate
RaiDrive

RaiDrive

OpenBoxLab Inc.

Categories

Categories

Cloud Storage Supported

Cloud Storage Features

Access Control Supported
Archiving & Retention Supported
Backup Not Supported
Data Migration Supported
Data Synchronization Supported
Encryption Not Supported
File Sharing Supported
Version Control Supported

Content Collaboration Features

Client Portal Supported
Cloud Storage Supported
Digital Asset Management Supported
Document Creation / Editing Not Supported
Document Management Supported
Electronic Signature Not Supported
Feedback Management Supported
File Sharing Supported
Messaging / Discussion Supported
Real-Time / Interactive Editing Supported
Roles / Permissions Supported
Search Supported
Version Control Supported
Video / Image Editing Supported
Workflow / Approval Process Supported

Collaboration Features

Brainstorming Supported
Calendar Management Not Supported
Chat / Messaging Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Project Management Not Supported
Real Time Editing Not Supported
Task Management Supported
Version Control Supported
Video Conferencing Not Supported

Creative Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Collaboration Supported
File Sharing Supported
Project Management Not Supported
Task Management Supported
Time Tracking Not Supported

Digital Asset Management Features

Asset Categorization Supported
Asset Library Supported
Asset Sharing Supported
Brand Control Supported
Customizable Branding Supported
File Conversion Supported
Metadata Management Supported
Mobile App Supported
Reporting/Analytics Supported
Search Within Document Supported
Search/Filter Supported
Version Control Supported
Watermarking Supported
Workflow Management Supported

Integrations

Dropbox Supported
Google Drive Supported
Amazon S3 Not Supported
Discord Supported
Figma Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Not Supported
Salesforce Not Supported
Slack Supported
Zapier Supported

Integrations

Dropbox Supported
Google Drive Supported
Amazon S3 Supported
Discord Not Supported
Figma Not Supported
Microsoft OneDrive Supported
Microsoft SharePoint Supported
Salesforce Supported
Slack Not Supported
Zapier Not Supported
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