M-Files adds state-of-the-art document management capabilities to Salesforce CRM! Customer-related documents, such as proposals, presentations, contracts, purchase orders and emails, are a key part of customer relationship management. M-Files for Salesforce CRM enables you to easily tag (or attach) documents to Salesforce CRM objects such as accounts, leads, contacts and opportunities. Once tagged, it's then simple and fast to locate any important customer-related document directly from the Salesforce CRM user interface, or with the instantly familiar Windows Explorer interface of M-Files without having to launch the Salesforce CRM.

M-Files for Salesforce CRM is available in both cloud and on-premise configurations, and it is easy to setup and configure without requiring a major implementation project or a significant investment of time and IT resources.