Buildout vs. Scratchpad: Comparing Best CRM Solutions 2026
Overview: Buildout and Scratchpad as CRM Category solutions.
Buildout:
Buildout is a full-lifecycle CRE broker empowerment platform uniquely positioned to power broker success. Commercial real estate software enables CRE brokers to thrive.
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.
Buildout and Scratchpad: Best activities based on customer satisfaction
Applying your context and needs changes the comparison
Business Setting
Popular in Industry
Real Estate
(53.0%)
Media Production
(26.0%)
Marketing And Advertising
(19.0%)
Computer Software
(49.0%)
Information Technology And Services
(18.0%)
Financial Services
(11.0%)
Popular in Segments
SMB and MidMarket
(87.0%)
Enterprise
(13.0%)
SMB and MidMarket
(79.0%)
Enterprise
(21.0%)
Buildout in Action: Unique Use Cases
Why is Buildout the best choice for Sales Document Management?
Buildout Sales Document Management streamlines the creation and distribution of marketing materials. nThis platform simplifies the process of creating and updating marketing materials, such as proposals and offering memorandums.nIt allows users to share documents with prospects and owners through property websites and track prospect activity.
How does Buildout address your Collaboration Challenges?
Buildout promotes collaboration in the commercial real estate industry by facilitating communication and information sharing among brokers, marketers, and back-office teams. This platform allows for efficient document collaboration and task delegation through customizable templates, fostering streamlined workflows. A limitation of this system is that it lacks features for real-time collaboration, requiring scheduled meetings for live communication.
"...Collaboration and integration driving the future
David and Brendan also discussed how cross-platform collaboration and integration are driving the future of CRE tech.
..."
Cooperation is the New Paradigm of CRE Tech
What solutions does Buildout provide for Generation Of New Leads?
Buildout offers tools to generate new leads through various methods. These include tracking website activity, mobile app lead generation, email marketing, and listing exposure on a platform. Furthermore, it integrates with CRMs to manage leads and provides tools for document sharing and lead qualification.
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.
"...Users of Scratchpad are much more likely to have good SF hygene, improving the organization's ability to forecast business accurately and plan accordingly...."
Peer review by Janet C., VP Strategic Accounts
How efficiently Does Scratchpad manage your 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.
What Are the key features of Scratchpad 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.
How does Scratchpad facilitate Engagement Management?
Scratchpad enhances the Salesforce experience by simplifying opportunity creation, pipeline management, and task scheduling. It provides real-time updates across accounts and opportunities, increasing efficiency and enabling timely follow-ups. nWhile Scratchpad streamlines the Salesforce experience, it might require some effort to fully transition from Salesforce.
What solutions does Scratchpad provide for Training & Onboarding?
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.
Buildout Launches CRM, Completing the Industry's First AI-Powered End ...
Buildout has launched Buildout CRM, completing its AI-powered end-to-end deal engine for commercial real estate brokerages. This new CRM integration into the Buildout Suite allows brokerages to manage the entire deal lifecycle within a unified system, enhancing operational efficiency and reducing manual tasks through AI automation.
