Act! vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Act! and Scratchpad as CRM Category solutions.

Act!: Act! offers integrated CRM and marketing automation to enhance lead conversion and customer engagement. Users can market efficiently and build lasting customer relationships.

Scratchpad: Scratchpad, the AI-powered workspace for sales teams, eliminates stale spreadsheets and process struggles. Loved by sales teams with 1,400 reviews and a 4.8-star rating on G2.

This comparison of Act! vs. Scratchpad draws on 5352 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Act! supports Sales process automation, Customer relationship management, Sales activity tracking and reporting, Sales opportunity management, etc.

Scratchpad supports Automating Salesforce CRM updates, Salesforce CRM automation for sales teams, Sales process automation and standardization, Sales admin automation and reduction, etc.

Evidence shows that both products are used for Sales automation, Sales process management, Sales process automation.

Act! also covers Customer relationship management, Customer engagement, Sales management, Marketing automation, etc.

Scratchpad also covers CRM data management, Sales pipeline management, CRM data quality, Sales execution, etc.

Top use cases: Act! vs Scratchpad

Use cases tied to Act! and Scratchpad from verified data sources. Click any use case for supporting evidences.

Act! Scratchpad

Top Capabilities: Act! vs Scratchpad

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

Act!
Shared
Scratchpad
Shared by both · Topics
Act! only
Scratchpad only

Deployed Market Segments: Act! vs Scratchpad

Share of peer evidence by company size for Act! and Scratchpad. Each product segments add up to 100%. Click any segment for supporting evidence.

Act! 100%
Scratchpad 100%

Act! and Scratchpad: Best activities based on customer satisfaction

Act! in Action: Unique Activities

What benefits does Act! offer for Contact List Management?
Act assists in organizing contacts, scheduling interactions, and tracking communication history. It facilitates managing customer information and maintaining current contact lists. Act's capabilities are limited by the fact that some users have found it less effective than previous versions.
"...I don't use this product "once a day" - I use it all day, when I'm at my desk, contacting my clients...." Peer review by Jan, Jan Leder Music
Why is Act! the best choice for Engagement Management?
Act Engagement Management helps users track customer interactions, schedule follow-up appointments, and create personalized notes. It simplifies the process of managing customer relationships, saving time and enhancing engagement. Act Engagement Management does not offer support for the creation of to-do lists or quotes.
"...The sales team is able to effectively communicate where customer interaction is at during a sales process that requires multiple people to interact...." Peer review by Gabe C, Information Technology Manager, Information Technology and Services
How can Act! optimize your Communication Management Workflow?
Act Communication Management helps users manage interactions with clients and colleagues. It offers features such as email tracking, call logging, and appointment scheduling. Act Communication Management has limitations in areas such as mobile device integration and reporting capabilities.
"...Tracking email campaigns...." Peer review by Wayne D
What benefits does Act! offer for Sales Document Management?
The system assists in managing sales documents, such as quotes, contracts, and invoices. It allows for easy tracking of customer information and business activities. It has limited customization for quotes, which necessitates the use of additional products.
"...I also use it to integrate with QuoteWerks. which I use for creating all of my quote...." Peer review by User
How does Act! facilitate Lead Tracking?
ACT! is a robust tool for tracking sales opportunities. It allows users to record prospect information, manage calendars, and track lead sources and status changes. While ACT! provides many helpful features, it can sometimes require extra steps to track opportunities.
"...There are so many different customizable fields for you to use to track customers and prospects...." Peer review by Dave, Brown Dog Studios, Inc

Scratchpad in Action: Unique Activities

How can Scratchpad enhance your Forecasting process?
Scratchpad streamlines sales forecasting by simplifying pipeline management and opportunity updates. This tool allows for efficient adjustments to forecasts, saving time and improving accuracy. As a result, sales teams experience increased productivity and a cleaner CRM system.
"...With scratchpad, I can easily see my 1/4 forecast and update it in minutes...." Peer review from Internet
What benefits does Scratchpad offer for Workflow Management?
Scratchpad helps users manage their workflows by providing a central location for notes, tasks, spreadsheets, and processes. Users can customize the platform to fit their specific needs and easily integrate it with existing systems like Salesforce. While Scratchpad offers a comprehensive workflow management solution, it currently lacks the ability to send emails directly through Salesloft.
"...It connects to Salesforce and provides an interface where sales professionals can keep all their notes, process workflows, spreadsheets, and tasks...." Peer review
What benefits does Scratchpad offer for Pipeline Management?
Scratchpad helps sales professionals manage their pipelines efficiently. nIt streamlines tasks and notes, centralizing information and improving forecasting accuracy. nThis leads to better pipeline visibility for management and saves time for sales teams.
"...Love being able to update and manage my pipeline without having to click to multiple different pages or constantly refresh SFDC...." Peer review by Michael J., Senior Account Executive
How can Scratchpad enhance your Training & Onboarding process?
Scratchpad offers a comprehensive onboarding experience that is tailored to the user's needs. The onboarding process is designed to help new users quickly learn how to use the platform effectively. Scratchpad's customer success team is dedicated to assisting users throughout the onboarding process.
"...This has been a great experience working with their team to learn the product and share feedback that they are implementing right away...." Peer review by Shane J., Strategic Account Executive, Smartsheet

News

Latest Act! news

Act! Named a 2026 CRMmys Finalist for Best CRM for Small Business

Act! has been named a finalist in the 2026 CRMmys Awards for Best CRM for Small Business. This recognition highlights Act!'s commitment to providing CRM solutions tailored for small and midsized businesses, evaluated by an independent practitioner panel. The award reflects Act!'s performance against current standards and its longstanding focus on empowering SMBs.

22/06/2026 - source