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Loopio vs HeyIris (2026): Features, Reviews, Limitations, and Alternatives

Loopio vs HeyIris compared on AI, pricing, support, and G2 ratings, plus who each fits and the AI-native alternative.

If you are shortlisting RFP software, Loopio and HeyIris show up on opposite ends of the market. Loopio is an established content-library platform with years of reviews behind it. HeyIris is a newer, AI-first tool built to draft responses fast. One is proven and process-heavy; the other is quick but still needs improvement.

The manual load is real: According to Salesforce, reps spend less than half their week actually selling, with the rest going to admin, research, and internal work- the same effort RFP response adds. The less of that work a tool leaves behind, the better.

So the real question is not just which is better, Loopio or HeyIris, but whether a library you maintain by hand still makes sense, or whether an AI-native platform that stays current on its own is the better fit.

Last reviewed: October 2026. This comparison is based on vendor-published materials, verified G2 and Capterra reviews, and third-party procurement data. Pricing is reported and may not match current rates; confirm with each vendor.

TL;DR

  • Choose Loopio for ease of use, top-rated support in the category, a content library, and a fast rollout for a focused team.
  • Choose HeyIris for AI-first drafting, quick setup, and per-seat pricing with unlimited collaborators, if you can accept lighter enterprise controls and a short track record.
  • Loopio is a legacy content library with AI added on, and HeyIris is AI-first but still building out governance. If you want AI agents and automatic content governance, an AI-native platform like Inventive AI is the third option to weigh.

Loopio comparison with HeyIris at a glance

DimensionLoopioHeyIris (Iris)
Overview
Best forEnterprise and mid-market teams that want a mature, well-supported response libraryLean, fast-moving teams that want AI-first drafting with quick setup
AI architectureLibrary-based, AI added on topAI-first; draft-then-review (reviewer checks the cited source)
G2 rating4.6/5 (813 reviews)4.9/5 (76 reviews)
Product: AI and response quality
AI approachSurfaces existing responses from the content libraryGenerates full first-draft responses from connected knowledge sources, each cited to its source
Product: content governance and security
Automated content governanceManual; your team maintains the libraryManual knowledge management
Conflict detectionNot availableAvailable; checks for conflicting and duplicate content
SecuritySOC 2 Type II, ISO 27001, SSOSOC 2 Type II, SSO/SAML, GDPR (full report under NDA; SCIM unconfirmed)
Usage: ease of use, implementation, integrations, and cost
Ease of useCapable, but takes time to learnSimple, fast to learn
ImplementationWeeks to months (structured rollout and content-library setup)Weeks; easier onboarding, so teams adopt it faster
IntegrationsSalesforce, HubSpot, Slack, Teams, 80+ content sourcesSalesforce, HubSpot, Slack, Teams, Google Drive, SharePoint, Confluence, Notion, Highspot, Seismic, Gong, Vanta, Drata; plus MCP to ChatGPT, Claude, and Gemini
PricingTier- and user-based, quote-only; median $24,209/yr per VendrPer-seat, quote-only; unlimited collaborators and unlimited RFx, DDQ, and security questionnaire credits
Fact to know

McKinsey estimates generative AI could automate activities that absorb 60 to 70 percent of employees' time, and RFP response is exactly that kind of repeatable, information-heavy work.

If you’re looking for better alternatives to RFP software, read our guide on: 15 Best RFP Software in 2026: Features, Prices and Reviews

What is Loopio and how does it work? 

How Loopio and HeyIris each work

Loopio is an RFP and response management platform founded in Toronto in 2014. Teams use it to respond to RFPs, security questionnaires, and due diligence questionnaires from a central content library. Its Magic AI responds to incoming questions, and project features like milestone tracking and SME assignment keep a response moving. Loopio is known for a clean interface and strong customer support, which is why focused teams formalizing their process often start here.

What is HeyIris and how does it work? 

HeyIris is an AI-first response tool that drafts answers to RFPs, security questionnaires, and DDQs from your past responses and connected knowledge. It markets deterministic AI, generating full first drafts rather than only responding to library matches, and adds task assignment, compliance checks, and audit trails. It is quick to adopt and priced per active seat with unlimited collaborators, which fits lean sales, pre-sales, and proposal teams that want to start fast.

Inventive AI: the AI-native alternative

Inventive AI: agents draft, your team approves

Inventive AI is AI RFP response software built the other way around. Instead of a content library your team maintains, it connects to your live sources, so there is nothing to curate or keep current. Where Loopio responses from a static library and HeyIris drafts from past responses, Inventive AI drafts full, source-cited responses tailored to the deal, flags outdated or conflicting content and sends only what needs judgment to a human. Less upkeep, fewer accuracy checks, and responses that fit the opportunity, not a generic library. 

Teams that switched report concrete results. One customer, Insider, lifted its win rate from 30 percent to 50 percent and cut a 100-question RFP from four or five hours to twenty or thirty minutes after moving to AI-native RFP software.

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HeyIris vs Loopio: features, limitations, and reviews

Loopio vs HeyIris: strengths and limitations

Loopio and HeyIris solve the same problem from different starting points: Loopio from a content library, HeyIris from AI-first drafting. Here is how each one looks up close, with verified ratings and real reviews.

Loopio best features

•  Centralized content library with stacks, categories, and tags

•  Magic AI for one-click answer response from approved content

•  Milestone tracking and SME assignment for project management

•  Content analytics for library health and completion tracking

•  Portal-based response capability and a Chrome extension for filling questionnaires inside client portals

Loopio limitations

•  AI drafts responses from a content library rather than generating context-aware drafts, so responses often need manual rewriting.

•  No conflict detection, so contradictory or outdated answers across the library go unnoticed unless a person catches them.

•  No competitive intelligence, so nothing in the platform helps research competitors or shape win themes.

•  No deal-specific personalization, so every buyer draws from the same global library regardless of the opportunity.

•  No inline source citations, so tracing a response back to its origin means a manual lookup.

•  User-based pricing penalizes teams that need to loop in many occasional SMEs.

•  Manual library upkeep is required and gets harder without a dedicated owner, a common reason teams start looking elsewhere.

Loopio pricing

•  Tier and user-based subscription; Loopio does not publish list pricing.

•  Vendr transaction data puts the median annual contract near $24,200, with most deals from about $11,800 to $59,300.

•  Mid-market deployments of 10 to 25 users typically fall in the $30,000 to $60,000 range.

Loopio ratings and reviews

•  G2: 4.6/5 (813 reviews)

•  Capterra: 4.6/5

•  TrustRadius: 8/10

What are real users saying about Loopio?

A G2 reviewer says:

What are real users saying about Loopio?

A Verified User in Financial Services (mid-market) rates Loopio 4/5. Collaboration and SME assignment are strong, but the AI needs heavy review before responses are client-ready, especially on technical questions. Outdated and duplicate content piles up and makes answer selection unreliable, and content governance and library cleanup need better automation. 

Verified User in Financial Services, Mid-Market, 4/5 on G2 

Also Read: Loopio vs Inventive AI: Better RFP Software?

HeyIris best features

•  Deterministic AI that drafts full first responses from your connected knowledge

•  AI qualification to score opportunity fit before you commit time

•  Task assignment and unlimited collaborators on every seat

•  Compliance checks and audit trails on responses

•  Flags "not enough info" instead of guessing, which reviewers value on sensitive data

HeyIris limitations

•  The AI aggregates several past responses into one instead of picking the single most relevant, so drafts need editing.

•  Responses can read robotically and need custom instructions to match a buyer-ready tone.

•  Enterprise controls and governance are lighter, which shows on high-volume, audited questionnaire work.

•  Application integrations are limited, so some CRM, storage, or collaboration connections need manual work.

•  No conflict detection, so contradictory entries are caught by people, not the system.

•  With 73 G2 reviews, it has a short track record at enterprise scale.

HeyIris pricing

•  Per active seat, quote-only; HeyIris does not publish list pricing.

•  Each seat includes unlimited collaborators and unlimited RFP, DDQ, and security questionnaire credits.

•  No reliable third-party dollar figure exists yet, because the product is new.

HeyIris ratings and reviews

•  G2: 4.9/5 (73 reviews)

•  Capterra: not widely rated yet

•  TrustRadius: not widely rated yet

What are real users saying about HeyIris?

What are real users saying about HeyIris?

What are real users saying about HeyIris?

A Verified User in Hospital & Health Care (enterprise) rates Iris 4.5/5. It does not fabricate and flags "not enough info," and setup was easy. But responses sometimes sound robotic and need custom instructions, and it aggregates several past responses instead of picking the single relevant one. 

— Verified User in Hospital & Health Care, Enterprise, 4.5/5 on G2 

Also Read: HeyIris vs Inventive AI: A Head-to-Head Comparison

Inventive AI agents draft the full response from your connected sources, flag outdated or conflicting answers automatically, and cite every source.

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HeyIris vs Loopio: AI-native feature comparison

Loopio vs HeyIris: AI capabilities

Here is a closer look at the AI capabilities proposal and security teams screen for, from end-to-end AI agents to content governance.

AI agents for end-to-end automation

  • Loopio: No end-to-end agent. Magic AI surfaces and responds with matching answers, but a person drafts, routes, and finalizes each response.
  • HeyIris: Partial. Its AI generates full first drafts across RFPs, DDQs, and security questionnaires, but intake, routing, approvals, and formatting stay manual, so no full pass runs unattended.

Go/no-go and bid qualification

  • Loopio: Available as a paid add-on. It scores opportunity fit and lets you weigh named competitors to support the qualification call.
  • HeyIris: Included. AI qualification scores an incoming opportunity against fit so teams can decide to pursue or pass before investing time.

Automatic response analyzer

  • Loopio: No full-response analyzer. Quality control is manual, answer by answer, through SME review.
  • HeyIris: Partial. Compliance checks validate responses, but there is no single pass across the whole document for contradictions and tone.

Automatic content governance

  • Loopio: Partial. Response Intelligence detects duplicates, cleans content, and enriches metadata, but upkeep is still a manual job.
  • HeyIris: Limited. Governance is lighter, and reviewers call its enterprise controls underdeveloped.

Integrations

  • Loopio: Connects to Salesforce and HubSpot for CRM, Slack and Teams for collaboration, and 80+ content sources, plus a Chrome extension for portals.
  • HeyIris: Strong on identity with SSO, SAML, and SCIM, but reviewers flag its application integration list as limited.

Analytics

  • Loopio: Reporting on library health, proposal performance, and completion times, aimed at keeping a focused team on track.
  • HeyIris: Reporting details are not publicly documented; confirm available dashboards with the vendor.

User interface

  • Loopio: Reviewers consistently call the interface clean and intuitive and easy to train new people on, one of its most praised traits.
  • HeyIris: Also rated highly for ease of use, with a clean interface a new user can pick up in a day.

Two capabilities neither platform fully delivers are agent-driven end-to-end automation and automatic content governance with conflict detection, which is exactly where AI-native platforms are pulling ahead. 

Why AI-native RFP software is the future, and where Loopio and HeyIris fit

Loopio and HeyIris vs AI-native RFP software

The real difference is architecture, and it decides how much work stays on your team.

Capability Loopio HeyIris Inventive AI
Architecture Legacy content library with AI added on AI-first drafting layer AI-native, agent-driven
Where responses come from A static library you maintain Your past responses, knowledge sources Live connected sources, no library to curate
Drafting Draft responses from the library Generates full drafts, but aggregates past responses Generates full, source-cited drafts tailored to the deal
Content governance Manual upkeep to keep the knowledge sources updated Lighter, manual upkeep to keep the knowledge sources updated Automatic, via the Content Governance Agent
Conflict detection No No Yes, flagged before submission
Deal-specific personalization No, one global library No, drawn from past responses Yes, per deal and buyer
Source citations No inline citations Limited Citations on every response
Who runs the process Team members, AI assists Team members, AI drafts AI agents, humans approve

Still choosing between a library tool and an AI tool?

See AI-native on your own RFP, where customers lifted win rates to 50 percent.

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Frequently Asked Questions

What is HeyIris, and is it the same as Iris?

HeyIris is an AI-first RFP and security questionnaire response tool; Iris is the name of its AI. It drafts full first responses from your connected knowledge rather than only responding from library matches.

Which is easier to use, Loopio or HeyIris?

Both are rated highly for ease of use on G2. Loopio is praised for a clean interface that is easy to train people on, and HeyIris is praised for how fast a new user can start drafting. Neither carries a steep learning curve.

Which has better AI, Loopio or HeyIris?

HeyIris has the more capable drafting AI: it generates full first responses, while Loopio's Magic AI responses from your library. The trade-off is that HeyIris drafts can aggregate several past responses and need editing, and neither tool detects conflicts across the library.

How much do Loopio and HeyIris cost?

Both are quote-based with no public list pricing. Loopio is tier- and user-based; third-party data puts the median annual contract near $24,200, with mid-market deals from about $30,000 to $60,000. HeyIris is per active seat with unlimited collaborators, and no reliable third-party figure exists yet.

Which is better for enterprise versus a smaller team?

Loopio fits focused and mid-market teams that want structure and support without heavy configuration. HeyIris fits lean teams that want speed. For large, heavily audited enterprise programs, both have gaps in governance and controls that an enterprise buyer should test against their compliance needs.

How do I migrate from Loopio or HeyIris to another tool?

Your response library is exportable from both platforms, so you keep your approved content. AI-native tools can import it or connect to your live sources directly, so you are not locked into a library you maintain by hand.

Is there an AI-native alternative to Loopio and HeyIris?

Yes. AI-native platforms like Inventive AI take a different approach: AI agents draft from your connected sources, cite every response, flag conflicts automatically, and keep content current, with humans approving the output. It is the option to weigh whether you want the workflow automated, not just the drafting.

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ABOUT THE AUTHOR
REVIEWED BY

Somya Nahar

Somya Nahar is a Senior Content Writer with 5+ years across tech, SaaS, and finance. She writes about AI and RFPs for the people doing the work, the proposal managers, sales teams, and writers who deal with tight deadlines and long questionnaires, and want practical ways to make that easier.

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ABOUT THE AUTHOR
REVIEWED BY

Gaurav Nemade

After witnessing the gap between generic AI models and the high precision required for business proposals, Gaurav co-founded Inventive AI to bring true intelligence to the RFP process. An IIT Roorkee graduate with deep expertise in building Large Language Models (LLMs), he focuses on ensuring product teams spend less time on repetitive technical questionnaires and more time on innovation.

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