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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

Experience a smart platform designed to optimize collaborative efforts for the best outcomes. Work efficiently in a secure environment where you can seamlessly share files directly from your case management system with both internal and external stakeholders. You have full control over permissions, determining who has access to specific documents. Say goodbye to overflowing inboxes filled with lengthy discussions about files; instead, you can easily pose questions and engage in discussions without leaving the platform. Initiate collaborations effortlessly from your familiar JOIN environment, ensuring smooth interactions with various parties. Maintain oversight of your data, remaining constantly informed about shared files, and have the option to withdraw from a collaboration when necessary. Our step-by-step guidance ensures a smooth user experience, eliminating the chances of errors. With an integrated connection to our case management system, file sharing and withdrawal become straightforward processes, and the entire history of collaborations is meticulously tracked. JOIN Collaboration effectively establishes a connection between your case management system and the collaborative features offered by Office 365, enhancing your workflow. By bringing these tools together, you create an efficient network for productivity and communication.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon S3 No 
Dropbox No 
Google Drive No 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft OneDrive No 
Microsoft PowerPoint Yes 
Microsoft SharePoint No 
Microsoft Word Yes 
Salesforce No 

Integrations

Amazon S3 Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft 365 No 
Microsoft Excel No 
Microsoft OneDrive Yes 
Microsoft PowerPoint No 
Microsoft SharePoint Yes 
Microsoft Word No 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Decos

Founded

1987

Country

Netherlands

Website

decos.com/en/zorg/procesmanagement

Vendor Details

Company Name

Ceptes

Founded

2010

Country

India

Website

xfilespro.com

Product Features

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 

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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