Overview: Close CRM and Scratchpad as CRM Category solutions.

Close CRM excels in engagement and sales call management, ideal for large enterprises wanting robust integrations and round-the-clock support. Scratchpad focuses on forecasting and pipeline management, catering to enterprises in software sectors, highlighting ease of onboarding and workflow management.

Close CRM: Close CRM accelerates sales with integrated calling, two-way email sync, powerful search, and custom reporting. Inside Sales Software Product Tour showcases these features.

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.

Close CRM and Scratchpad: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Close CRM is adept at engagement and sales call management, making it suited for teams prioritizing communication and follow-up processes. read more →

Scratchpad emphasizes forecasting and pipeline management, benefiting businesses focused on managing opportunities and forecasting outcomes. read more →

Business Goals

With Close CRM, businesses can increase sales and nurture customer relationships, aligning with organizations aiming for growth and enhanced internal communication. read more →

Scratchpad supports scaling best practices and improving ROI, aligning with firms intent on efficient product launches and customer acquisition. read more →

Core Features

Close CRM offers integrations and custom reports, critical for users needing extensive data import and analytics capabilities. read more →

Scratchpad provides robust data import and export along with custom reporting, accompanied by features like training and onboarding. read more →

Vendor Support

Close CRM stands out with comprehensive 24/7 support and accessible phone support, reflecting its focus on continuous user assistance. read more →

Scratchpad offers 24/7 support, complemented by onboarding and training, making it suitable for users requiring consistent guidance. read more →

Segments and Industries

Close CRM is predominantly used by large enterprises in computer software and IT services, indicating its scalability and relevance in tech-heavy industries. read more →

Scratchpad serves enterprises and the financial sector, showing its strength in supporting varied software and technology clients. read more →

Operational Alignment

Close CRM integrates well into large-scale operations, ideal for businesses seeking substantial integration and communication channels. read more →

Scratchpad fits enterprises focused on workflow management and ease of operation, suitable for environments needing effective pipeline oversight. read more →

lightning

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Close CRM in Action: Unique Use Cases

What Are the key features of Close CRM for Engagement Management?

How does Close CRM address your Sales Call Management Challenges?

How does Close CRM facilitate Communication Management?

Why is Close CRM the best choice for Lead Management?


Scratchpad in Action: Unique Use Cases

What benefits does Scratchpad offer for Forecasting?

What solutions does Scratchpad provide for Workflow Management?

How does Scratchpad address your Pipeline Management Challenges?

What makes Scratchpad ideal for Training & Onboarding?

Business Setting

Close CRM

Scratchpad