DealCloud vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: DealCloud and Scratchpad as CRM Category solutions.

DealCloud and Scratchpad are both CRM solutions but serve distinct customer needs. DealCloud excels in industries like Financial Services and Banking, focusing on capabilities such as relationship and deal management. It offers strong analytics and integration features and suits large enterprises. Conversely, Scratchpad emphasizes forecasting and pipeline management, appealing to software and IT services companies. Its strengths lie in training and onboarding, supporting a wide array of customer sizes.

DealCloud: Dealcloud, Intapp | Intelligence Applied offers AI-powered software solutions designed for professionals. Their tools enhance productivity and decision-making processes.

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.

Top use cases: DealCloud vs Scratchpad

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

DealCloud Scratchpad

Top Capabilities: DealCloud vs Scratchpad

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

DealCloud
Shared
Scratchpad
DealCloud only
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Deployed Market Segments: DealCloud vs Scratchpad

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

DealCloud 100%
Scratchpad 100%
DealCloud Scratchpad
Key Capabilities Supported DealCloud supports relationship and deal management, alongside discount and promotion management. This fits the needs of users who focus on maintaining and enhancing client interactions. → Scratchpad prioritizes forecasting and pipeline management. It suits users needing engagement management and effective follow-ups in their operations. →
Business Goals DealCloud assists users aiming to scale best practices and grow their market share. It's ideal for enhancing customer relationships and improving visibility. → Scratchpad helps users increase sales and revenue, focusing on ROI improvement. It supports launching new products and acquiring customers. →
Core Features DealCloud offers robust analytics and integration capabilities. It provides custom reports useful for compliance and privacy-conscious sectors. → Scratchpad excels in training and onboarding, while offering strong integration and custom reporting features to suit diverse user needs. →
Vendor Support DealCloud provides 24/7 support, with a focus on large enterprises that rely on comprehensive support systems. → Scratchpad offers varied support, including training and onboarding along with 24/7 availability, appealing to enterprises of different sizes. →
Segments and Industries DealCloud predominantly serves large enterprises in Financial Services and Banking. It's tailored to sectors that demand detailed relationship management. → Scratchpad caters to enterprises across Computer Software and IT services. It is suitable for businesses that require efficient forecasting and pipeline management. →
Operational Alignment DealCloud integrates well with workflows involving relationship management and complex deal processes. It's designed for high operational scales in financial sectors. → Scratchpad aligns with teams focusing on sales forecasting and opportunity management. It's flexible for both mid-market and large enterprises. →
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Applying your context and needs changes the comparison

DealCloud and Scratchpad: Best activities based on customer satisfaction

DealCloud in Action: Unique Activities

What solutions does DealCloud provide for Relationship Management?
Dealcloud enables users to effectively manage relationships and transactions. nThe platform centralizes data and provides flexibility in data management.nDealcloud is specifically designed to meet the needs of investment professionals.
"...After several months of evaluating numerous technology solutions to replace our investment and relationship management systems, DealCloud emerged as the clear winner...." Testimonial by Christopher Faucher, Constitution Captial Partners
What makes DealCloud ideal for Deal Management?
Dealcloud assists organizations in managing deal processes and relationships. The platform streamlines deal execution by facilitating communication, monitoring interactions, and managing deal flow. Dealcloud enables efficient tracking of deals and coordination among deal teams.
"...Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great...." Peer review by Verified Reviewer, Financial Services
Why is DealCloud the best choice for Promotion Management?
DealCloud is a software platform that streamlines deal processes and relationships in private capital markets. The platform helps firms manage their deal pipelines, coordinate deal teams, and monitor interactions with contacts. It provides tools for managing deals, relationships, and data across the entire deal lifecycle.
"...It's a true end-to-end solution that solves the major issues with managing deal execution...." Testimonial by Roger Johnson, BRGCA
How does DealCloud facilitate Discount Management?
DealCloud assists organizations in managing their deal execution processes effectively. It streamlines deal flow management and improves efficiency by facilitating contact interaction monitoring. The platform offers comprehensive deal management functionalities for sourcing, origination, and relationship management across the deal lifecycle.
"...It is a great service if you are not already using a deal management system...." Peer review by User
How can DealCloud enhance your International Marketing process?
DealCloud's international marketing capabilities enable clients to access essential data. This data integration streamlines access to vital information. The partnership aims to enhance deal, relationship, and firm management activities.
"How Gerald Edelman created a single source of truth by leveraging DealCloud’s technology." https://www.dealcloud.com/2020/07/23/case-study-gerald-edelman/

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.
"...The time saved each month managing a forecast and pipeline is cut by 75% or more by using Scratchpad...." Peer review by Cody L., Channel Business Manager
How can Scratchpad enhance your Workflow Management process?
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.
"...You can access your SFDC without ever having to switch screens, allowing you to maintain a consistent workflow...." Peer review by Derek W., Senior Account Executive
How efficiently Does Scratchpad manage your 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.
"...CRMs are generally tedious work and Scratchpad is a game-changer for pipeline & opportunity management...." Peer review by Corey A.
How can Scratchpad optimize your Engagement Management Workflow?
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.
"...I am on the web -EVERY customer is treated like a VIP and a design partner -Super super super responsive, thoughtful, and engaged support, product and sales teams...." Peer review by Danny B., Senior Sales Director, Blue Lava
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.
"...The team is great and very helpful with onboarding, support and best practices...." Peer review by Jon L., Account Executive, Twilio

News

Latest DealCloud news

Intapp perks up after partnering with OpenAI to integrate legal expertise into GPT Enterprise

Intapp has partnered with OpenAI to integrate its legal expertise into GPT Enterprise. This collaboration allows Intapp's AI coworker, Celeste, to function as a plug-in for ChatGPT, enhancing legal industry solutions.

16/09/2026 - source