Seamless Collaboration
Complex Collaboration, Made Easy
Streamline collaboration from start to finish with smart automation, a connected tech stack, and centralized feedback.
Smart Assignments, Zero Friction
Competitive Answers, Full Accountability
Streamline handoffs, track submissions, and centralize feedback to ensure every step of the process is clear and auditable.
Automate Reminders, Focus Contributions
Keep contributors on track with automated nudges and smart assignments to ensure they only focus on questions they’re assigned.
Meet SMEs Directly Where They Work
Eliminate context switching and meet busy SMEs where they are—in Slack, in Teams, and more.
How Loopio Works
Collaborate, Review, and Approve in One Hub
Seamless Integrations
Connect to Loopio, Anywhere You Work
- Integrate your cloud storage, identity providers, and collaboration tools to seamlessly fuse your daily workflows with Loopio.
- Connect Loopio with CRMs like Salesforce, HubSpot, and Microsoft Dynamics 365 to ensure integration across your revenue engine.
- Seamlessly deliver approved Loopio projects to digital sales rooms in Highspot or Seismic, to close deals quicker.
“Loopio has streamlined our entire process and allowed for maximum collaboration across the entire company.”
Jack W. – Bid Manager, Mid-Market Organization
Business Units
Benefit From Flexible, Enterprise-Grade Controls
- Customize your team’s Business Units to boost collaboration (without the confusion) across departments and geographies.
- Use flexible permissions to suit your team structure and workflows. Define granular user roles and permissions for effective teamwork.
- Stay compliant by assigning the right level of access to the right person, operating with comprehensive governance guardrails.
“Loopio makes collaboration with our SMEs straightforward and efficient. All of our SMEs love using Loopio, and it is very easy to train new ones on the program.”
Bethany J. – Proposal Coordinator, Enterprise Organization
Microsoft Workflows
Lean on Copilot for Verified Answers
- Refresh your answers in the moment. Create library content directly from Copilot Chat and MS Teams.
- Tap into vetted Loopio content when drafting docs in Word, preparing a deck in PowerPoint, or responding in Teams.
- Customize your proposal tech stack. Build custom agents using Copilot Studio to fit Loopio into your unique workflows.
“Loopio centralizes our content, automates answers with trusted AI, and makes collaboration seamless.”
Lisa B. – Bid Team Manager, Mid-Market Organization
Recommended Experts
The Right SMEs, Always at Your Fingertips
- Assign the right expert instantly. Lean on AI-powered, automated recommendations for SMEs based on past proposal contributions.
- Multi-step workflows automatically route content through all relevant teams for answering, reviewing, and final validation.
Loopio AI
Collaborative Workflows, Powered by Response Intelligence
Response Intelligence is Loopio’s purpose-built AI technology. Built on over a decade of response data and insights, Response Intelligence proactively recommends the best experts in your organization to keep projects moving forward, so your team can always deliver the strongest answers and stand out from the competition, every time.
Real Stories, Winning Results
“We’ve grown very reliant on Loopio’s efficiencies. I don’t see how we could go back to manual processes.”
Julie McCoy
Sr. Director, Proposal Management
200%
Increase in RFP efficiency
130+
Internal users
“My team just loves the AI functionality. This has really helped get people excited all over again about using Loopio.”
Kerry Colvett
VP of Sales Enablement
50%
Faster RFP turnaround
90%
Faster questionnaire turnaround
“With Loopio, our global team can be confident they are producing accurate and consistent RFPs.”
Valerie Mammales
Global Proposal Development Leader
1000+
RFPs submitted annually
250+
Global users (and growing)
“Loopio has been the secret sauce for our team, allowing us to reimagine the way that we work. We can be more focused on each client as we respond with more speed and accuracy.”
Jamie Sharp
Principal Proposal Manager and RFP Team Lead
400+
RFPs submitted annually
30%
Increase in automation
“Using Loopio is like having a Solutions Engineer at your fingertips.”
Bao Huy Lam
Manager, Competitive Engagement
50%
Reduced Turnaround Time
500+
Global users
