Make Salesforce Your Single Source of Truth

Integrate key documents with customers, leads, and opportunities.

M-⁠Files for Salesforce allows you to manage your documents in the same view as your customer and other business data providing one view for all relevant information.

M-Files for Salesforce Elevates User Experience, So Every Task Runs Seamlessly

Improve accuracy and reduce wasted time for your sales team by putting all their daily tasks in one place − including the ability to create, store, find and manage documents.

How Does M-Files for Salesforce Work?

With M-Files, sales and service teams can organize and manage customer-related documents such as proposals, contracts, and sales collateral – then tag them to related records, such as Accounts, Opportunities, Contacts or Leads in Salesforce.