Loopio vs Salesforce
Which one do AI engines recommend, and how do they differ on price, fit and features?
The short answer
Salesforce is the stronger AI pick in Proposals & Contracts: it has a visibility score of 29.9 versus 6 for Loopio, and ranks ahead in 43% of the answers that name both.
Choose Loopio if…
- AI answers describe it more positively (46% vs 21% positive)
- You need SOC 2 Type II or GDPR compliant or CCPA compliant coverage
- Centralized reusable content management for RFPs
- Strong for high-volume RFP and security questionnaire responses
Choose Salesforce if…
- You want the brand AI engines rank higher (29.9 vs 6)
- You need ISO 27001:2022 or ISO 27017 or ISO 27018 or SOC 1 or SOC 2 or SOC 3 or HITRUST coverage
- You prefer a larger, established vendor (5,000+ employees)
- Powerful reporting, automation and customisation
AI visibility side by side
Latest weekly run · Nov 2
| Metric | Loopio | Salesforce |
|---|---|---|
| Visibility score | 6% | 29.9% |
| Change vs last week | New | New |
| Rank in Proposals & Contracts | #15 | #3 |
| Share of voice | 2.2% | 7.3% |
| Mentions this run | 12 | 37 |
| Positive in AI answers | 46% | 21% |
The stronger value in each row is marked with a ✓.
Visibility score trend
Weekly runs over the last 60 days
Loopio 0pp · Salesforce 0pp over 0 weekly runs.
Engine by engine
Salesforce leads on 3 of 3 engines
Head to head in AI answers
7 engine answers name both brands
| Prompt | Engine | Loopio | Salesforce |
|---|---|---|---|
| What are the best Proposals & Contracts tools in 2026? | Perplexity | #8 | #11 |
| Top proposal and contract tool options for B2B SaaS companies | Perplexity | #11 | #14 |
| Best proposal and contract tool for enterprise | AI Mode | #4 | #2 |
| Best proposal and contract tool for enterprise | Perplexity | #7 | #2 |
| Alternatives to the most popular proposal and contract tool | Perplexity | #11 | #7 |
| Who makes the most used proposal and contract tool? | AI Mode | #4 | #7 |
| Is Agiloft a good proposal and contract tool? | ChatGPT | #5 | #7 |
Features, pricing & fit
| Dimension | Loopio | Salesforce |
|---|---|---|
| Pricing model | Flat tiers | — |
| Entry price | Contact sales | — |
| Free plan | No | — |
| Deployment | Cloud-delivered, hosted on Amazon Web Services | Cloud (SaaS) |
| Compliance | SOC 2 Type II, GDPR compliant, CCPA compliant | ISO 27001:2022, ISO 27017, ISO 27018, SOC 1, SOC 2, SOC 3, HITRUST |
| Support | Onboarding Manager training and setup, Ongoing Customer Success guidance, On-demand learning hub, Phone, email and in-app support | Phone, Trailblazer Community, Success Plans, Trailhead training |
| Founded | 2014 | 1999 |
| Headquarters | Toronto, Canada | San Francisco, California |
| Employees | 201–500 | 5,000+ |
| Funding | Strategic investment from Sumeru Equity Partners | — |
| Best for | Proposal and bid managers, sales teams, pre-sales, IT and InfoSec, investor relations and marketing teams that answer RFPs, DDQs and security questionnaires. | Businesses from small companies to large enterprises wanting sales, service, marketing and commerce on one CRM platform |
Plans side by side
Salesforce
Pricing not available.
Pros and cons
Themes from the AI answers that mention each brand
Loopio
- Centralized reusable content management for RFPs
- Strong for high-volume RFP and security questionnaire responses
- Recognized as a leading enterprise RFP response tool
Salesforce
- Powerful reporting, automation and customisation
- Market leader and gold standard CRM
- Deep ecosystem and strong CRM integrations
- Built for large enterprises and scaling
- Free trial to test its features
- Requires a dedicated administrator to manage
- High enterprise pricing
- Heavy, slow implementation that suits large budgets
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 100%·next run
Cite as: SlateIndex, “Loopio vs Salesforce”, https://slateindex.ai/compare/loopio-vs-salesforce, data of Nov 2, 2026. Licence: CC BY 4.0.