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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

Description

When considering external file storage alternatives to integrate with your Salesforce CRM, one can explore a variety of solutions, including cloud-based services such as SharePoint, Amazon S3, Google Drive, OneDrive, and Dropbox, as well as on-premises options like SMB, SFTP, and Network Drive. If you're finding it challenging to manage files within Salesforce, XfilesPro offers a range of compelling features designed to enhance your file management process, making it more straightforward and efficient. This tool allows for seamless collaboration with external storage systems, ensuring that files are easily accessible for viewing, editing, and sharing among internal Salesforce users and external collaborators alike. Moreover, XfilesPro empowers community users by integrating smoothly with Salesforce community portals, which increases overall engagement and productivity. Additionally, it supports functionalities such as Mass Download, Mass Delete, and Mass Sharing, benefiting both List and Bi-Sync component users, thus streamlining large-scale file operations. With XfilesPro, you can simplify your file management and improve the efficiency of your collaborative efforts across various platforms.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Amazon S3 No 
Salesforce No 
Squarespace Yes 
Weebly Yes 
Wix Yes 
WordPress Yes 
Zapier Yes 

Integrations

Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Amazon S3 Yes 
Salesforce Yes 
Squarespace No 
Weebly No 
Wix No 
WordPress No 
Zapier No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$0.99 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

File Request Pro

Founded

2019

Country

United States

Website

filerequestpro.com

Vendor Details

Company Name

Ceptes

Founded

2010

Country

India

Website

xfilespro.com

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Product Features

Cloud Storage

Access Control No 
Archiving & Retention No 
Backup No 
Data Migration No 
Data Synchronization No 
Encryption No 
File Sharing No 
Version Control No 

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

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