Goalplan and Scratchpad, An In-Depth Comparison 2026

Comparison Summary

Goalplan: Goalplan is the leading tool for enhancing team collaboration and efficiency. Book a demo to learn more and crush your goals together.

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 report of Goalplan vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1567 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Goalplan and Scratchpad

Goalplan belong to a category of solutions that help Sales Performance Management, whereas Scratchpad belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Goalplan covers Engagement Management, Follower Management, Coaching with Chat, Performance Management, etc.

Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

"The roll-out of Goalplan to our frontliners and sales management has been a game-changer for us. We have gained both speed and control that increases our productivity and saves us time. Time that we can spend on performing our sales activities inste...ad. " - Shefali Sharma

"Before I would spend at least an hour before our weekly pipeline meetings to make updates on deals. This would mean opening up almost every opp to update next steps, dates, notes, etc. Now I will do a lot of this more ad-hoc because it's so simple t...o do in Scratchpad and I only spend about 10 minutes to make the same weekly updates I was doing before. " - Erik Long

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Goalplan and Scratchpad: Best activities based on customer satisfaction

Activities: Goalplan vs Scratchpad

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

Goalplan Scratchpad

engaging and following up
engagement management
follower management
coaching
performance management
forecasting
pipeline management
opportunity management

Goalplan in Action: Unique Activities

How can Goalplan optimize your Follower Management Workflow?

Goalplan assists direct selling organizations with monthly plans, activities, and follow-up for their sales force and consultants. nThe platform uses real-time tracking to monitor activity progress. nThis allows organizations to manage activities in a list view or on a map view.

"...Goalplan saves me valuable time when actively coaching and following-up my team leaders work...." Retail solution

What benefits does Goalplan offer for Coaching?

Goalplan Coaching provides a platform for managing various aspects of organizational operations, including coaching, training, and sales competitions. The platform assists with setting goals, conducting performance reviews, and communicating with teams. It also facilitates clear messaging and helps streamline the coaching process.

"...Easily and effectively manage KPIs, Budgets, Coaching, Training, Sales Competitions, Well-being and more throughout your entire organization...." Peer review from Goalplan

What benefits does Goalplan offer for Performance Management?

Goalplan is a digital tool that helps businesses manage their sales performance. It provides tools to track, manage, and enable sales performance. Goalplan's platform is designed to help organizations across industries.

"...Goalplan's cloud-based platform technology solves large sales organizations' issues with Sales Performance Management...." Bank solution

Scratchpad in Action: Unique Activities

Why is Scratchpad the best choice 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.

"...Data cleanliness, Pipeline Management, Workflow Management, Forecasting...." Peer review by Trey K.

How can Scratchpad optimize your Workflow Management Workflow?

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.

"...It streamlines many workflows, by bringing my notes, multiple reports, and tabs into one easy-to-use page...." Peer review from Construction

How does Scratchpad facilitate 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 is how I manage my pipeline...." Peer review by Luis S., Account Executive

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.

"...I have 1 tab open on a lead I need to follow up on...." Peer review from Accounting

How does Scratchpad address your Training & Onboarding Challenges?

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.

"...This has been a great experience working with their team to learn the product and share feedback that they are implementing right away...." Peer review by Shane J., Strategic Account Executive, Smartsheet

Goalplan

Scratchpad

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction

engagement management

Read Reviews (56)

Read Reviews (25)

engaging and following up

Read Reviews (56)

Read Reviews (22)

follower management

	Goalplan	Scratchpad
Peer score	4.0	4.9
Peer insights	427	1140
Top industries	Consumer Goods 80.0% Consumer Electronics 14.0% Retail 5.0%	Computer Software 49.0% Information Technology And Services 18.0% Financial Services 11.0%
SMB and Mid-Market	80.0%	79.0%
Enterprise	20.0%	21.0%

Goalplan and Scratchpad, An In-Depth Comparison 2026

Introducing Goalplan and Scratchpad

Goalplan and Scratchpad: Best activities based on customer satisfaction

Goalplan in Action: Unique Activities

Scratchpad in Action: Unique Activities

Top Processes

Top Goals

IT and Other Capabilities

Data

Support

Others

Business Setting

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