Loopio Review

Loopio OUR SCORE 80%
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our score 80%
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  1. What is Loopio
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Loopio?

Loopio is an easy-to-use and simple automation software solution that streamlines how teams coming from various industries handle information, contents, and documents and respond to different types of requests submitted by their potential customers or clients. It serves, therefore, as a knowledge and requisition management system that makes it simple for salespersons, marketers, subject matter experts, and proposal management staff to organize and manage all the information, contents, and documents they need as they work with their co-workers and potential customers or clients on matters related to requests for information, proposals, questionnaire responses.

Product Quality Score

Features
8.0
Ease of use
8.1
Customer support
7.9
Value for money
8.0
8
TOTAL SCORE

Loopio features

Main features of Loopio are:

  • Library
  • Content Splitting
  • Response Templates
  • Automation
  • Project Canvas
  • Collaboration
  • Single Sign-On

Loopio Benefits

Benefits

The main benefits of Loopio are it organizes all request-related information, contents, and documents in secure libraries, applies tags to information and contents to streamline the process of preparing and delivering responses to clients’ requests, automates the execution of RFP tasks, and ensures that contents are accurate and up-to-date. Here are more details on how Loopio can automate and simplify your knowledge and request management processes:

Store, Organize, And Manage Information, Contents, And Documents In A Library

Loopio simplifies and streamlines the process of handling information, contents, and documents required for information,  proposal, or questionnaire response requests through the aid of a library which is built into its system. Users can store, organize, and manage all the information, contents, and documents they need within this library so they won’t have a hard time responding to the requests submitted by their potential customers or clients.

Automated Classification Of Request-Related Information And Contents

In this library;  information, contents, and documents are automatically classified using various tags that users can set up and apply. So whenever they are searching for specific pieces of information, contents, or documents, all they need to do is enter the tags associated with whatever they are looking for;  and then they can already access the information, contents, or documents they need immediately.

Set Up Multiple Libraries And Control Access To Each Library

Loopio’s built-in library of information, contents, and documents is very flexible because it can be split into multiple sub-libraries. This capability is very useful when users have to store, organize, and manage large volumes of information, contents, and documents. They can also set up and apply different levels of access to each sub-library they are putting up, enabling them to specify who are allowed to access, view, or change the information, contents, and documents contained in each sub-library.

An Automated Engine That Can Surface The Best Responses To Similar Questions

The knowledge and requisition management software solution comes with an engine that automates key tasks related to handling information, proposal, or questionnaire response requests. For example, if users are getting the same questions from various potential customers or clients; they can actually provide consistent responses and answers without the need to do any search at all. This is because the engine can automatically surface the best responses and answers to similar questions, preventing users from repeating the answers that they have already provided before.

Automatically Assign RFP Tasks To Team Members

Users can also take advantage of Loopio’s engine to delegate tasks associated with handling requests for proposal to specific team members in an automated manner. This means the entire team can find out which ones are in charge of accepting proposal requests, preparing contents or documents for those requests, and delivering RFP responses. Notifications can be sent out to team members as well  to remind them of the tasks they need to perform or to keep them alerted and updated in case they have to do some follow-ups.

Review And Approve Information And Contents

Teams must ensure that they are able to deliver the most accurate and up-to-date information, contents, and documents being requested by clients. Because of this. Loopio provides users with the ability to create a workflow in which all information, contents, and documents need to go through an approval process first before they are included in responses sent out to clients. Here, review and approval tasks can be performed by subject matter experts who can verify if the information, contents, or documents are clean, sufficient, and accurate;  or not.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

Loopio Integrations

The following Loopio integrations are currently offered by the vendor:

  • Salesforce.com

Customer Support

Phone
Online

Pricing Plans

Loopio pricing is available in the following plans:

Free trial
Quote-based Plan
Contact vendor
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