Floify vs. Scratchpad: Comparing Best CRM Solutions 2026
Overview: Floify and Scratchpad as CRM Category solutions.
Floify:
Floify streamlines the loan origination process and enhances borrower experiences. It is the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.
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.
Floify and Scratchpad: Best activities based on customer satisfaction
Applying your context and needs changes the comparison
Business Setting
Popular in Industry
Financial Services
(52.0%)
Real Estate
(30.0%)
Banking
(14.0%)
Computer Software
(49.0%)
Information Technology And Services
(18.0%)
Financial Services
(11.0%)
Popular in Segments
SMB and MidMarket
(82.0%)
Enterprise
(18.0%)
SMB and MidMarket
(79.0%)
Enterprise
(21.0%)
Floify in Action: Unique Use Cases
How does Floify address your Generation Of New Leads Challenges?
Floify helps loan originators generate new leads by offering interactive calculators and lead generation forms. nThese forms can be customized and integrated with partner landing pages to capture prospect information. nFloify automatically sends notifications to designated team members when a new lead is submitted, allowing for quick follow-up.
"...3 Questions Loan Officers ask Realtors to Strengthen Relationships Loan Officer Hub
How to Generate More Mortgage Leads from Referral Partners Floify
..."
8 Tips to Increase Mortgage Referral Business
How does Floify facilitate Helpdesk Management?
The platform offers a help center with resources to assist users. Users may need support from qualified professionals to fully utilize platform capabilities. The help center includes videos and detailed instructions for various platform features.
"Floify helped Journey Home Lending improve their mortgage origination process. The company used Floify to let clients apply online, upload documents securely, and track loan status. Floify also made it easy to communicate with real estate partners and generate lender letters. This freed up time for the team to focus on advising clients. The result was a more efficient and professional workflow for Journey Home Lending."
https://floify.com/success-stories/rod-shuster
Scratchpad in Action: Unique Use Cases
What solutions does Scratchpad provide 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.
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.
Why is Scratchpad the best choice for 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.
"...Scratchpad allows me to edit tasks, ops, manage my pipeline, and do most things quickly and easily...."
Peer review from Computer Software
Why is Scratchpad the best choice for 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.
"...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
What solutions does Scratchpad provide 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.
Floify Head of Customer Experience Sol Klein named to HousingWire's ...
Sol Klein, Head of Customer Experience at Floify, has been named to HousingWire's 2026 Insiders list. This recognition highlights Klein's leadership in transforming Floify's client experience into a proactive advocacy organization.
