ConnectWise Manage and Scratchpad, An In-Depth Comparison 2026

Comparison Summary

ConnectWise Manage: ConnectWise-Manage offers MSPs powerful PSA software with integrated help desk, sales, marketing, and billing tools. A free trial is available to maximize revenue predictability.

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 report of ConnectWise Manage vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 7102 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing ConnectWise Manage and Scratchpad

ConnectWise Manage, SolarWinds Service Desk, Teamsupport, etc., belong to a category of solutions that help Help Desk, whereas Scratchpad, PlanPlus Online, Pipeliner CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

ConnectWise Manage covers Helpdesk Management, Sales Document Management, Workflow Management, Engagement Management with Phone Calls, etc.

Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

ConnectWise Manage and Scratchpad: Best activities based on customer satisfaction


ConnectWise Manage in Action: Unique Activities

What Are the key features of ConnectWise Manage for Helpdesk Management?
ConnectWise Manage effectively handles helpdesk requests by allowing users to track, manage, and report on them. The software also offers flexible communication options, enabling users to interact with the system in various ways. ConnectWise Manage provides a comprehensive suite of tools for helpdesk management, but some users may find the interface to be challenging.
"...Storing company and contact information, tracking time to projects, and using it as a service help desk...." Peer review by User
What solutions does ConnectWise Manage provide for Sales Document Management?
ConnectWise Manage allows businesses to manage customer contracts, automate invoices, and store documents in a central location. The platform facilitates the management of client interactions, projects, billing, and agreements. Some functions, such as the cloud console for synchronizing Office 365 licenses, may not consistently perform as expected.
"...ConnectWise tracking allows us to develop and adhere to Service Level Agreements with our outsourced clients...." Peer review by Lewis W., Sr. Project Manager, Computer Software
How does ConnectWise Manage address your Engagement Management Challenges?
ConnectWise Manage helps businesses efficiently manage customer interactions, including scheduling, tracking, and following up on appointments. It also facilitates sales tracking, customer service agreements, and automated invoicing. The software's limitations include a lack of comprehensive client communication for projects.
"...I love being able to have a single login to a very powerful system that allows me to manage employees, manage clients, interact with contacts and companies, provide accounting and record keeping...." Peer review by Carson Hagan, ITILv3, Director Managed Services, LightWire, Inc
How does ConnectWise Manage address your Contact List Management Challenges?
ConnectWise Manage enables users to manage and track contact information, company details, and service history. This software facilitates quick access to client information, enhancing customer care and business operations. nHowever, the system lacks the ability to import large contact lists efficiently.
"...We use ConnectWise (CW) to create and manage tickets, opportunities, sales orders, purchase orders, receiving, and contact management...." Peer review by Kim Hikichi, President, Core Information Technologies ltd.

Scratchpad in Action: Unique Activities

What makes Scratchpad ideal for Forecasting?
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.
"...I'm always prepared for forecast calls and it takes me 1/4 the time as it used to...." Peer review by Ben S., Enterprise Account Executive
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.
"...I love the ability to handle all of my tasks and call notes in one simple to use workflow...." Peer review from Computer Software
How does Scratchpad address your Pipeline Management Challenges?
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.
"...Pipeline management and being able to stay organized!..." Peer review by David J., Strategic Account Executive
How efficiently Does Scratchpad manage your 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.
"...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

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction


sales document management

contract management

proposal & quote management


helpdesk management



engagement management

engaging and following up


contact list management

creating contact list


communication management

tracking & monitoring communications

sending & publishing communications


training & onboarding


billing and invoice management



opportunity management


knowledge management

creating knowledge base


campaign management

campaign analytics

campaign monitoring



products & pricelist management


lead qualification

lead qualification: technographic



social media management

social media analytics

engaging on social media

scheduling post to social media



customer feedback management

measuring customer satisfaction


advocacy management


account management


rating and review management


business development


competitive intelligence





sales call management


pipeline management


revenue cycle management


relationship management



generation of new leads



calendar management



promotion management


loyalty management

identify target customers




follower management


discount management



lifetime value management


conversion management


community building




segmentation and targeting


customer case management


Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Establish thought leadership

  • Improve digital and social presence

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Improve visibility

  • See 10 more
  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Business Setting

ConnectWise Manage Scratchpad
Peer score 4.1 4.9
Peer insights 5962 1140
Top industries
Information Technology And Services 67.0%
Computer & Network Security 11.0%
Wholesale 7.0%
Computer Software 49.0%
Information Technology And Services 18.0%
Financial Services 11.0%
SMB and Mid-Market 93.0% 79.0%
Enterprise 7.0% 21.0%
Pricing ConnectWise Manage

News

Latest ConnectWise Manage news

ConnectWise opens Australian data centre for x360Recover

ConnectWise has launched an Australian data centre for its x360Recover service, enhancing data residency and disaster recovery for APAC partners. The facility supports cloud, hybrid, and on-premises environments, offering SOC 2 Type II certification. New features include automated backup integrity testing and integration with ConnectWise SIEM, aimed at improving operational resilience and compliance for managed service providers and IT teams.

25/08/2026 - source