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.
Contract Management
Manage contracts by creating a contract from a template and multiple documents, through the commenting rounds, to approval and storage.
Opportunity Management
Use automated workflows to generate proposal documents with pre-fill data and drive your opportunities through Salesforce faster.
Document Management
Give your employees the familiarity of their daily tools. Manage your documents in all connected archives directly from the Salesforce user interface.
How Does M-Files for Salesforce Work?
M-Files helps organizations reduce business risk and ensure compliance.
Try M-Files Free for 30 Days!
Explore the GenAI capabilities of M-Files Aino, enhance collaboration with colleagues, automate workflows, and unlock endless possibilities.
