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Description

Efficiently arrange, distribute, and work together on files and folders alongside your entire team. Automatically eliminate duplicates and reduce unnecessary clutter. Locate any item ten times quicker using our visual file management system. Engage in discussions, tag your colleagues, and comment directly within Playbook. Streamline and share resources with both your organization and the broader community. Experience a clean, orderly, and structured environment for everyone in the company. Discover the next evolution of file and folder management. Give Playbook a try on your own, and then invite your entire team to join in. Embrace a collaborative workspace that enhances productivity and organization for all.

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

Dropbox Yes 
Google Drive Yes 
Amazon S3 No 
Discord Yes 
Figma Yes 
Microsoft OneDrive No 
Microsoft SharePoint No 
Salesforce No 
Slack Yes 
Zapier Yes 

Integrations

Dropbox Yes 
Google Drive Yes 
Amazon S3 Yes 
Discord No 
Figma No 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Salesforce Yes 
Slack No 
Zapier No 

Pricing Details

$12 per month
Free Trial No 
Free Version Yes 

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

Playbook.com

Founded

2020

Country

United States

Website

www.playbook.com

Vendor Details

Company Name

Ceptes

Founded

2010

Country

India

Website

xfilespro.com

Product Features

Cloud Storage

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

Collaboration

Brainstorming Yes 
Calendar Management No 
Chat / Messaging Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Project Management No 
Real Time Editing No 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Content Collaboration

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

Creative Management

Billing & Invoicing No 
Client Management No 
Collaboration Yes 
File Sharing Yes 
Project Management No 
Task Management Yes 
Time Tracking No 

Digital Asset Management

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

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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