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.

Learn More