Steerlab

What do you like best about the product?

Our RFPs include detailed questions about clinical protocols, credentialing, and data security. Steerlab pulls responses directly from our verified documents instead of guessing, and that distinction matters a lot in healthcare. Our compliance and clinical teams can now review everything in one place, rather than getting stuck in endless email threads.

What do you dislike about the product?

The pre-built templates for HIPAA and security questionnaires feel a bit limited. The newer prayer formats also still require some manual setup the first time you use them. It’s a one-time cost, but a deeper, more complete template library would make the product more helpful overall.

What problems is the product solving and how is that benefiting you?

We used to pull compliance, clinical, and IT security input into the same document at different times, always hoping nothing slipped through the cracks. Now everyone reviews the same version, and every answer can be traced back to its source. Our proposal timelines are shorter, and I feel confident in what we’re submitting.

What do you like best about the product?

Construction bids come with a lot of paperwork technical specs, safety certifications, past project references, the works. What I like most is that Steerlab keeps all of that organized and easy to find. I used to spend my mornings digging through old project folders tryin to find the right safety record or certification number. Now I just search for it and it is there in seconds, pulled from documents we have already used before. The team picked it up fast too. Nobody needed a manual or a training class. We jsut started using it.

What do you dislike about the product?

Some of our bid papers come in a variety of formats, especially older scanned PDFs, mostly from government clients. Those still need some manual cleanup before they import correctly. It doesn’t happen often, but when it does, it slows me down. I’ve heard they’re working on better handling for scanned papers, so I’m hopeful this improves soon.

What problems is the product solving and how is that benefiting you?

Our bid process lived across shared drives, email attachments, and one very tired spreadsheets that tracked deadlines. Things got missed. A bid would go out with an outdated safety certificate or someone would submit the wrong version of a document because three people had been editing it separately. That does not happen anymore. Everything lives in one place, the right version is always the version everyone sees, and we have actually increased the number of bids we submit each quarter because the process does not eat up nearly as much time. For a small team like ours, that extra capacity is huge.

What do you like best about the product?

I wasn’t sure about trying another tool at first, but Steerlab was easy to get started with. There wasn’t any major setup required, and my team picked it up quickly. I also appreciate that it only uses our own content, which makes the answers feel accurate and trustworthy.

What do you dislike about the product?

I’d like more visibility into how the content library is being used. It would be really helpful to see which answers are used most often and which ones aren’t being used at all, so it’s clearer what’s working and what’s being ignored.

What problems is the product solving and how is that benefiting you?

Steerlab saves a lot of time for our senior team. Previously, even a simple questionnaire could end up involving several experienced people. Now, junior staff can handle most of the work, and senior team members only step in when they’re actually needed.

What do you like best about the product?

The search finds the right answer fast from our own content, not something made up. Our reps use it during live deals and it saves them a lot of time. Assigning sections and tracking progress is simple too. The team picked it up quickly with no real training needed.

What do you dislike about the product?

The Slack approval workflow feels a bit limited. I still have to go back into the app to actually take action. The Chrome extension also doesn’t cover one portal we use regularly. They’re relatively small issues, and it sounds like both are already being worked on.

What problems is the product solving and how is that benefiting you?

We used to skip RFPs because the team didn't have time. Now we respond to almost everything. The AI handles the repetitive work and the team focuses on what matters. Response quality is up and turnaround time is down. Big difference for a sales team our size.

What do you like best about the product?

Honestly, the biggest thing for me is the peace of mind. Now, when I send a proposal out, I know exactly what’s in it and where it came from. The answers are pulled from our own documents, not something the AI made up, and if it can’t find a solid match, it simply says no. That level of transparency is exactly what our team needed, and it’s made the entire review process feel a lot calmer and more controlled.

What do you dislike about the product?

For some of the more specific regulatory forms we use, there isn’t a ready-made template, so you have to do a bit of setup yourself the first time. It’s only a one-time effort per document type, but a broader template library would remove that extra step. Overall, it’s a small issue.

What problems is the product solving and how is that benefiting you?

We used to waste so much time just trying to get everyone on the same page emails going back and forth, multiple versions of the same document, and people stuck waiting on other people. The actual writing was the easy part. Now everything happens in one place, the right people are already looped in, and the final document goes out clean, with sources attached. Our proposals take a fraction of the time they used to, and we haven’t had to trade quality for speed. In this industry, that matters a lot.

What do you like best about the product?

In IT services sales, the RFP volume can be relentless security questionnaires, technical proposals, vendor assessments, all landing at the same time. What I like most about Steerlab is that it actually keeps up. It pulls relevant answers from our own verified content, not generic filler, and the quality is good enough that most responses need only a light edit before they're ready. The interface is clean and the team got comfortable with it fast. No lengthy rollout, no resistance from the team just people using it because it genuinely makes their day easier.

What do you dislike about the product?

When exporting with structured templates, the formatting sometimes shifts slightly, which ends up costing me a few extra minutes to fix before I can send it out.

What problems is the product solving and how is that benefiting you?

Proposal work was killing us. We were spending hours just chasing people down, collecting answers from all over the place, and somehow things still didn’t match up half the time. Meanwhile, real deals were getting pushed to the back burner. Steerlab fixed that. Now everything lives in one place, the right people get looped in without us having to constantly bug them, and we’re moving a lot faster. The team can finally focus on selling again, which is all we ever wanted.

What do you like best about the product?

The content library has genuinely changed how we put together operational proposals and respond to detailed service inquiries. What used to require digging through old project files to track down the right answer now takes only a few seconds. The platform is straightforward, so getting the team up to speed wasn’t an ordeal; people simply picked it up and got on with their work. Since switching, our proposal turnaround time has dropped by about half, and we noticed the difference pretty quickly.

What do you dislike about the product?

After a few months of use, I’m still happy with how it performs day to day. The main thing I’d like to see is stronger native integration with some of the smaller consumer service CRMs we use. It’s a minor gap rather than a real issue the platform runs reliably, and the support team is quick to respond whenever you flag something. Overall, I’d expect the integrations to improve as the product continues to grow.

What problems is the product solving and how is that benefiting you?

Every proposal and client questionnaire used to go through a slow, manual review process checking, verifying, and reformatting everything. It added up to a lot of hours across the team each week. Steerlab has sped that up without compromising accuracy, which was our biggest concern going in. The time we’ve gained back has gone into work that actually moves the business forward, and the return has been clear almost from the start.

What do you like best about the product?

Steerlab helps us keep our proposal work organized and moving quickly. The AI support is genuinely helpful for drafting responses, surfacing relevant past content, and keeping the language more consistent across different bids. Overall, it has made collaboration easier and cut down on a lot of repetitive manual work.

What do you dislike about the product?

Some advanced options could be easier to navigate, especially when working under tight deadlines. A few more integration choices and better reporting would make it even stronger for larger proposal teams.

What problems is the product solving and how is that benefiting you?

Before Steerlab, proposal writing took to much time because we had to search for old answers and rebuild content from scratch. Now we can reuse strong material, respond faster, and spend more time improving the quality of each proposal instead of starting over every time.

What do you like best about the product?

I love Steerlab because it makes the whole RFP process much easier for me. The interface is clean and simple to use, and I find the AI part of Steerlab especially helpful. Getting it set up wasn’t hard at all. Overall, Steerlab saves our team a lot of time, helps us respond faster, and lets us do it in a more consistent way.

What do you dislike about the product?

A few of the more advanced features aren’t immediately obvious. You do find them eventually, but a bit more signposting early on would really help. Some integrations also feel like they could be smoother, and the reporting side still has room to grow. More flexibility there would make it easier to track things in a way that matches how our team actually works.

What problems is the product solving and how is that benefiting you?

Using Steerlab has really helped us solve a problem. Before we started using it, we spent too much time writing responses by hand, and the whole thing felt like a process. Now everything is faster and more organized, and it’s also a lot less stressful for our team. Steerlab has genuinely made a difference for us. We use Steerlab to make the RFP process easier, and it works really well.

What do you like best about the product?

Steerlab’s visual playbook builder, along with its AI suggestions, helped our small fintech run personalized retention campaigns quickly. The drag-and-drop journey editor, plus the preview and testing tools, reduced our build time from days to hours. Integrations with Segment and BigQuery were straightforward, and the onboarding team supported us in launching our first playbook within two weeks.

What do you dislike about the product?

Some of the more advanced options are buried a bit too deep in the menus, and a few regional banking connectors we rely on are still missing. The reporting is useful overall, but exporting dashboards to share with executives remains a manual step. Clearer pricing guidance around event volume would also make budgeting easier.

What problems is the product solving and how is that benefiting you?

We used to stitch together SQL queries and guess which campaigns would move the metrics. Now we can build multi-step flows quickly, target AI-recommended cohorts, and see measurable wins for example, a 12% lift in trial-to-paid conversions on our early campaigns. That combination of speed and clearer attribution has made it much easier to prioritize growth work.