EspoCRM vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: EspoCRM and Scratchpad as CRM Category solutions.

EspoCRM: EspoCRM features sales automation including converting leads to opportunities, accounts, and contacts. Opportunities track potential sales, accounts serve as central B2B records, and contacts link to multiple accounts.

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 EspoCRM vs. Scratchpad draws on 1522 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

EspoCRM supports Audience and sponsor data management, Customer communication management, Integration of multiple data platforms, Order and process tracking, etc.

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

EspoCRM covers Customer engagement, Customer relationship management, Workflow management, Data integration.

Scratchpad covers Sales automation, Sales process management, Sales process automation, CRM data management, etc.

Top use cases: EspoCRM vs Scratchpad

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

EspoCRM	Scratchpad

Top Capabilities: EspoCRM vs Scratchpad

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

EspoCRM

Shared

Scratchpad

EspoCRM only

Scratchpad only

Deployed Market Segments: EspoCRM vs Scratchpad

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

EspoCRM 100%

Scratchpad 100%

EspoCRM and Scratchpad: Best activities based on customer satisfaction

EspoCRM in Action: Unique Activities

How efficiently Does EspoCRM manage your Rating And Review Management?

The software facilitates user reviews and ratings. It offers a demo feature for users to evaluate the system before committing to it. The software lacks detailed information on the rating and review management capabilities.

"...Review, Rate and View Demo of EspoCRM here: http://www.softaculous.com/apps/erp/EspoCRM..." Updated EspoCRM to 5.5.3

Scratchpad in Action: Unique Activities

How does Scratchpad facilitate 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.

"...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 address your Workflow Management Challenges?

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.

"...The team at Scratchpad is also accommodating and worked with me to create a custom workflow for entering visit reports into my company's Salesforce records...." Peer review by Justin G., Area Sale Manager

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.

"...As a lifelong sales professional, I've struggled with staying on top of Salesforce pipeline management namely because of the click heavy, clunky, and crowded user interface...." Peer review by Tarun M., Account Executive, TouchBistro

How efficiently Does Scratchpad manage your 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.

"...Scratchpad makes it 10x faster to update your pipeline which means your reps are more likely to fill in critical details on an SF Record and follow-up consistently with prospects/customers...." Peer review by Mark R.

What Are the key features of Scratchpad 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.

"...The team is great and very helpful with onboarding, support and best practices...." Peer review by Jon L., Account Executive, Twilio

Integrations

Ecosystem partners each product commonly connects with.

EspoCRM

News

Latest EspoCRM news

Building a custom customer portal in EspoCRM without writing a line of code

EspoCRM introduces a no-code solution for building custom customer portals. This feature allows businesses to configure portals for customer interactions, enabling users to access CRM data, manage records, and communicate efficiently. The setup involves defining portal roles, configuring settings, and adding users, enhancing customer service without coding expertise.

08/05/2026 - source