Secure Multi-Channel Communication Built Into Salesforce

cmEngage unifies encrypted email, SMS, online fax, and secure file sharing inside Salesforce. Regulated teams send sensitive information across channels from one CRM while maintaining compliance, full traceability, and audit-ready records for every conversation.

Book a Meeting

Card displaying savings amount of $1,980.00 with a small briefcase icon and a faded bar chart in the background.

Business account balance showing $24,098.00 with a bar chart highlighting $5,052.

Savings dashboard displaying monthly income from mutual funds of $545.00 and investment of $234.78 with progress bars.

Diagram showing Salesforce cmEngage in the center connected to communication methods: Telephony, SMS/MMS, eFax, Mass Communication, Secure Email, and Voicemail.

How cmEngage Cuts Communication Costs and Compliance Risk

Blue hand holding a gold coin with a dollar sign surrounded by four yellow arrows pointing outward in all directions.

Lower Costs

Replace multiple messaging, fax, file-sharing, and notification vendors with one centralized Salesforce communication platform, reducing software sprawl, vendor contracts, and ongoing operational overhead across departments.

Blue gear icon with three orange arrows pointing downward above it.

Faster Communication

Send SMS from Salesforce, exchange secure online faxes, share sensitive files instantly, and streamline borrower, patient, customer, or partner communications without switching between disconnected systems.

Blue eye icon with a dollar sign in the center and three yellow upward arrows above it.

Enhanced Compliance

Support HIPAA, HITRUST, SOC 2, and audit-ready communication workflows with encrypted messaging, secure file sharing, retention controls, and centralized compliance visibility directly inside Salesforce.

Every Channel cmEngage Runs Inside Salesforce

Two blue chat bubbles with three dots inside the front bubble and a yellow checkmark inside a circle on the lower right.

SMS & Fax Hub

Automate and manage SMS, MMS, and fax communication.

Secure Email

Send encrypted, HIPAA-compliant emails and receive threaded replies linked to Salesforce records.

Blue file folder with bidirectional arrows and a yellow padlock symbolizing secure file transfer.

Secure File Transport

Automatically collect, receive, and tag documents securely.

Why Regulated Teams Choose cmEngage for Secure Communication

Bright modern office with wooden floors, white desks, black chairs, large windows, plants, and a whiteboard with sticky notes.

Unified Multi-Channel Engagement

Manage Salesforce SMS, secure online fax, encrypted email, telephony, and voicemail in one connected platform. No silos, no switching apps. A servicing agent can send a payment reminder through SMS, receive signed documents through secure email, and track inbound voicemail activity directly from the same Salesforce customer record.

Modern open office space with white desks, green swivel chairs, multiple computer monitors, and several bottles on the tables.

Improved Response Rates

Send SMS from Salesforce and reach customers on their preferred channels with tracked delivery and read receipts that boost engagement. For example, lenders can automatically text borrowers for missing documents or payment confirmations, improving response times compared to traditional email-only communication.

Two men discussing documents and laptop at a conference table while two women talk in the background in a modern office.

Enterprise-Grade Security and Compliance

Ensure email compliance, end-to-end encryption, and regulatory readiness (HIPAA, PCI, SOC2) while keeping all data protected inside Salesforce. Healthcare, financial services, and legal organizations can securely exchange sensitive records, disclosures, intake forms, and supporting documents without exposing customer data through unsecured systems.

Three colleagues working together in a modern office with one woman holding documents, a man in a wheelchair holding a coffee cup, and another man standing with a laptop.

Cost Savings and Simplification

Reduce vendor contracts and integration maintenance by consolidating SMS, fax, and email tools into one Salesforce-native solution. Many organizations replace multiple standalone communication vendors, reducing IT complexity, eliminating duplicate integrations, and centralizing support and reporting into a single platform.

Four colleagues in an office collaborate around a desk with computers and laptops.

Operational Efficiency

Automate follow-ups, reminders, routing, and alerts to save hours of manual effort per user each week. Teams can trigger automated appointment reminders, overdue payment notifications, underwriting requests, or support escalations based on Salesforce workflow conditions and status changes.

Three professionals working on computers at a white office table with documents and coffee cups.

Complete Visibility and Oversight

Maintain a full audit trail of every message, fax, and email in Salesforce with dashboards, logs, and analytics for complete transparency. Managers and compliance teams can review communication history, delivery activity, response metrics, and user actions across departments without relying on disconnected reporting systems.

Abstract gradient background with concentric curved bands in shades of purple, lavender, white, and black.

Frequently Asked Questions

How can I send SMS from Salesforce, and how to enable two-way messaging?

With our SMS & Fax Hub, you can send and receive SMS directly from Salesforce without switching tools. You can hold real, two-way SMS conversations, track message history inside records, and even automate follow-ups using workflows or templates. It works like a native messaging console, making it easy for teams to manage customer conversations at scale while keeping everything automatically logged.

Is there a way to use secure, encrypted email inside Salesforce for HIPAA or GDPR compliance?

Yes, with Secure Email, all outbound emails from Salesforce are encrypted automatically, without portals, passwords, or extra clicks. It is ideal for organizations that need Salesforce email encryption, HIPAA compliance, or GDPR-friendly communication. Replies flow back into Salesforce threads, so teams get security and convenience without adding complexity.

What is the safest way to share sensitive files from Salesforce, especially for secure file exchange or GDPR-approved transfers?

If you need secure file sharing or GDPR-compliant file transfer, the Secure File Transport solution is built for exactly that. Here’s what it helps with:

- Send or receive files safely without email attachments

- AES-256 + TLS 1.2+ encryption in transit and at rest

- No shared links, portals, PINs, or passwords

- Automatic logging for audit trails

It is a streamlined replacement for risky email attachments or consumer cloud drives.

Does cmEngage support secure file sharing inside Salesforce?

Yes. cmEngage includes secure file-sharing capabilities that allow teams to exchange sensitive documents directly from Salesforce without relying on third-party file transfer platforms. Key capabilities include:

- Secure document delivery and encrypted file access

- Audit-ready activity tracking and download history

- Secure sharing of financial, healthcare, legal, and customer records

- Centralized storage and communication visibility inside Salesforce

For example, lenders can securely collect bank statements and tax forms, while healthcare providers can exchange patient documents without exposing sensitive information through unsecured email attachments.

How does online fax work in Salesforce, and is it reliable for industries that still depend on fax?

Online fax through SMS & Fax Hub works just like sending an email or uploading a file, only everything happens securely inside Salesforce. You can send any file format, receive faxes straight into the right record, and track delivery without paper, hardware, or manual routing. For industries like healthcare, insurance, and government, it removes the pain of physical fax machines while keeping the same level of reliability and compliance that fax-dependent workflows require.

Is cmEngage suitable for HIPAA- and GDPR-compliant encrypted email communication?

Yes. cmEngage is designed to help organizations manage sensitive communication workflows directly within Salesforce using encrypted email delivery, secure authentication controls, audit logging, and centralized communication tracking. Teams in healthcare, lending, insurance, legal, and financial services can securely exchange documents, disclosures, and confidential customer information while maintaining visibility and compliance oversight.

The platform supports workflows aligned with HIPAA, GDPR, PCI, SOC 2, and HITRUST security expectations, helping organizations reduce risks associated with unsecured email systems, disconnected file-sharing tools, and unmanaged communication processes.

How reliable is the online fax functionality in cmEngage?

cmEngage provides enterprise-grade online fax functionality built for organizations that still rely on fax communication for compliance, documentation, and operational workflows. Users can send and receive faxes directly inside Salesforce while maintaining a complete audit trail tied to Accounts, Opportunities, Cases, Loans, or custom objects.

The platform eliminates manual fax machines, disconnected fax vendors, and lost document tracking by centralizing delivery confirmations, status monitoring, inbound routing, and historical fax records in one system. This helps regulated teams improve response times, reduce operational overhead, and maintain consistent communication visibility across departments.

Testimonials

Hear What 400+ Organizations Say About Cloud Maven, Inc

"Our company has used a handful of credit checking products before coming across Credit Checker, and this is by far the most efficient solution for us. It is user friendly, quick, and organizes the information better than we could have asked for. Their client support team takes any questions/issues very seriously and will quickly find a solution for you. We are looking forward to working with their team for many years to come!"

Brianna Maestre

Operations Manager, iAdvanceNow

"Instant and efficient patient verification. Eligibility Checker is definitely a gift to the health care domain. It instantly checks the eligibility of a patient. Insurance verification and managing patients has become much easier now. I highly recommend this app."

Woman with long dark hair wearing a pink top and light jacket standing outdoors in an urban area with buildings and people in the background.

Vaishali Ghai

Salesforce Consultant, Accenture

"Cloud Maven, Inc is one of the absolute best partners I've ever worked with. They are smart, dedicated, innovative, and their software works at scale with great performance. They know Salesforce and custom development best practices. Very impressive, highly recommend!!!!"

Portrait of a man with short brown hair and green eyes wearing a light blue shirt and dark jacket.

Bill Hahn

Sr. Customer Success Architecture, Salesforce

"Great experience and product, Cloud Maven, Inc was a great partner during the entire process. Their support was attentive and helpful, the install was painless and the product works flawlessly. Thanks again Cloud Maven!"

Smiling man with short brown hair wearing a light blue collared shirt.

Mike Patchen

Salesforce.com Consultant

"Cloud Maven, Inc is an outstanding business partner. Their collaborative approach with clients is a real strength. Cloud Maven, Inc and team do a terrific job of understanding business and client requirements and translating them into functional and practical applications. They are expert in Salesforce and Java and are a real asset for our team. They are a pleasure to work with."

Professional middle-aged man with gray hair in suit and striped tie in an office with digital screens.

Jim Byrne

MD, Intercontinental Exchange

"The team at Cloud Maven, Inc was extremely responsive during implementation of our very tight project timeframe. And they knew what we were talking about. When you’re developing on the Salesforce platform, you need a partner who knows both Salesforce and what you are trying to accomplish."

Smiling man with short dark hair wearing a dark suit, white shirt, and striped tie against a plain light background.

James Slocum

Chief Information Officer, OneUnited Bank

"I have been working with Cloud Maven and Team since 2018, we implemented their credit applications as well as used their onshore and offshore resources to complement our internal teams. We are very satisfied with the outcome of the projects that we did with them. The credit checker application saved us hundreds of hours of custom code to integrate credit bureaus into Salesforce."

Man with glasses and beard wearing a suit and tie standing in front of a cityscape background.

Sabetay Palatchi

President, Constructive Finance

"We’ve recently been able to implement the Credit Checker and this is a great feature. It has cut our credit processing time down by probably 75 percent. Cloud Maven has been extremely professional to work with. They’re quick on their responses, very insightful and have walked us through the process. I highly recommend using them."

Ashley Morin

Underwriting Manager, 7-Eleven

"Our biggest challenge prior to getting credit checker was that we simply didn’t have a program in place to be able to run credit, which is a huge decision factor in our industry. With the credit checker, we were able to put a lot of customizations in place so that we can automatically run credit when certain information is in our system. This takes away a lot of manual labor from our processing team and we’re able to work more efficiently."

Lauren Falsetti

Director, Better Rise Capital

"Great solution for us. We can now do all of our credit checks, keep all our information inside of Salesforce. It was a great experience. We got it customized and built to our needs and the tech support is fantastic. We’re very pleased with Cloud Maven. They were able to build a solution for us and the support is fantastic. They’re very responsive and they find a solution for what you need."

Middle-aged man with glasses and a beard sitting in the driver's seat of a car, smiling slightly.

Paul Scheller

IT Director, Burch Oil Co

"The secure email allows us to track every single step of the email process. So we are able to keep track of who’s doing what and what’s being accomplished for ease instead of people having to manually keep track of things. Just knowing that everything is securely and safely being sent as a healthcare organization gives us all a peace of mind."

Smiling woman with shoulder-length brown hair wearing a purple ribbed top against a yellow background.

Sara Hildreth

Development Coordinator, Everyday Miracles

"Prior to lending manager, our challenge was to improve productivity with our submissions and sales team. This product makes the process and submitting applications more streamlined. Our sales productivity has increased and the time it takes to submit has been a lot quicker. Our overall satisfaction with Cloud Maven is a 5/5 especially with the quick response time during implementation from their team."