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Average Ratings 0 Ratings

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features
design
support

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Description

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

Description

Realm serves as an advanced knowledge and workflow platform powered by AI, tailored specifically for revenue teams to facilitate immediate access to organizational knowledge, automate the process of RFPs and questionnaires, and develop custom AI agents that manage various tasks in sales, support, and product workflows. By integrating with existing tools like Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, Realm enhances productivity by providing answers, automating responses, and coordinating tasks through a single, cohesive interface. Its notable features include a comprehensive searchable knowledge base, a real-time “Assistant” chat for instant answers, and “RFP AI” for streamlining the automation of RFIs, RFQs, and security questionnaires. Additionally, users can create tailored “Agents” for tasks such as meeting preparations, deal reviews, deal-desk assistance, or resolution of support tickets. Realm also prioritizes secure enterprise architecture with features like single-tenant deployment, data encryption both at rest and in transit, strict permissions enforcement, and routine penetration testing to ensure data security and compliance. With its focus on security and efficiency, Realm is positioned as an essential tool for revenue teams aiming to optimize their workflows and enhance collaboration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
HubSpot CRM Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Salesforce Yes 
Slack Yes 
Azure DevOps No 
Confluence No 
Freshservice No 
Google Docs No 
Google Sheets No 
Jira Service Management No 
Microsoft 365 Yes 
Microsoft OneDrive No 
Notion No 
Okta Yes 
Seismic Yes 
Skilljar No 
Slab No 
Zendesk No 

Integrations

Google Drive Yes 
HubSpot CRM Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Salesforce Yes 
Slack Yes 
Azure DevOps Yes 
Confluence Yes 
Freshservice Yes 
Google Docs Yes 
Google Sheets Yes 
Jira Service Management Yes 
Microsoft 365 No 
Microsoft OneDrive Yes 
Notion Yes 
Okta No 
Seismic No 
Skilljar Yes 
Slab Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Loopio

Founded

2014

Country

Canada

Website

www.loopio.com

Vendor Details

Company Name

Realm

Country

Finland

Website

www.withrealm.com

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management Yes 
Requirements Management No 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

RFQ

Product Features

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

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