edge CRM vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: edge CRM and Scratchpad as CRM Category solutions.

edge CRM: Edge CRM is a globally awarded platform designed for all businesses. A free trial is available to experience this powerful, salesperson-focused CRM.

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 edge CRM vs. Scratchpad draws on 1340 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

edge CRM supports Sales performance monitoring, Sales pipeline management, Sales team performance tracking.

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

Top use cases: edge CRM vs Scratchpad

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

edge CRM Scratchpad

Deployed Market Segments: edge CRM vs Scratchpad

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

edge CRM 100%
Scratchpad 100%

edge CRM and Scratchpad: Best activities based on customer satisfaction

edge CRM in Action: Unique Activities

How does edge CRM facilitate Engagement Management?
This system helps teams track customer engagement. It uses data to personalize customer interactions and provide insights to improve customer relationships. It also provides tools to help manage customer retention.
"...It lets management teams receive alerts on customer engagement scores and manage customer retention action plans if there is less engagement from active customers...." Peer review

Scratchpad in Action: Unique Activities

How can Scratchpad optimize your Forecasting Workflow?
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.
"...ScratchPad makes it so easy to update close dates, forecast categories, next steps and more all from a single view...." Peer review by Aileen C., Strategic Account Executive
How does Scratchpad facilitate 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.
"...Their product teams are also great at onboarding/working to customize flows that work for you...." Peer review from Telecommunications
How can Scratchpad optimize your Pipeline Management Workflow?
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 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.
"...I also think it's incredibly important to note how incredible Scratchpad's team is, from sales to onboarding, product, development, marketing, implementation...." Peer review by Tarun M., Account Executive