Exeevo vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Exeevo and Scratchpad as CRM Category solutions.

Exeevo: Omnipresence by Exeevo enhances productivity and streamlines operations in life sciences. It delivers a superior customer experience for these organizations.

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 Exeevo vs. Scratchpad draws on 1239 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Exeevo supports CRM for sales and event management, Omnichannel CRM for pharma sales, Omnichannel customer engagement for pharma, Sales and customer engagement management, etc.

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

Exeevo covers Customer engagement, Sales management, Compliance management, Sales enablement, etc.

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

Top use cases: Exeevo vs Scratchpad

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

Exeevo	Scratchpad

Top Capabilities: Exeevo vs Scratchpad

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

Exeevo

Shared

Scratchpad

Exeevo only

Scratchpad only

Deployed Market Segments: Exeevo vs Scratchpad

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

Exeevo 100%

Scratchpad 100%

Exeevo and Scratchpad: Best activities based on customer satisfaction

Activities: Exeevo vs Scratchpad

Discover and compare top business activities, Q&A, and peer reviews for Exeevo vs Scratchpad to help find the right fit for your needs.

Exeevo Scratchpad

engagement management
engaging and following up
lead analytics
sending & publishing communications
communication management
forecasting
pipeline management
opportunity management

Exeevo in Action: Unique Activities

What makes Exeevo ideal for Engagement Management?

Omnipresence offers an all-in-one platform for managing customer engagement. It combines advanced analytics and artificial intelligence with omnichannel capabilities. This technology streamlines customer interactions throughout the entire journey.

"...Indegene and Microsoft extend their industry-disrupting alliance to provide even more choices for life sciences organizations looking to transform customer engagement...." Omnipresence

Scratchpad in Action: Unique Activities

What Are the key features of Scratchpad 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 ease of use and ability to update my forecast in 2-5 minutes...." Peer review by James S., Account Executive, Twilio

What benefits does Scratchpad offer for 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.

"...Easy to use and could customize it to fit my workflow...." Peer review by Jonathan R., Enterprise AE - Acquisitions, Pluralsight

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.

"...10/10 WOULD RECOMMEND to ANYONE who manages pipeline, contacts, leads or accounts as part of a sales organization...." Peer review by Zack H., Business Development Director, Security Innovation

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.