Guidewire vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Guidewire and Scratchpad as CRM Category solutions.

Guidewire: Guidewire-digital applications enhance user experiences across marketing, sales, service, and claims. Deploying with Guidewire InsurancePlatform boosts customer centricity, agility, and profitability.

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 Guidewire vs. Scratchpad draws on 1432 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Guidewire supports Core insurance system modernization, Cloud migration for insurance operations, Claims management automation, Policy administration modernization, etc.

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

Guidewire covers Claims management, Policy administration, Customer engagement, Cloud migration, etc.

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

Top use cases: Guidewire vs Scratchpad

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

Guidewire Scratchpad

Top Capabilities: Guidewire vs Scratchpad

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

Guidewire
Shared
Scratchpad
Guidewire only
Scratchpad only

Deployed Market Segments: Guidewire vs Scratchpad

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

Guidewire 100%
Scratchpad 100%

Guidewire and Scratchpad: Best activities based on customer satisfaction

Guidewire in Action: Unique Activities

How does Guidewire address your Engagement Management Challenges?
Guidewire Digital Engagement Management helps insurance companies interact with customers and partners through various channels. It offers a unified platform for core insurance functions, digital experiences, data, and analytics. The platform assists insurers in increasing market reach by engaging prospects in new ways.
"...Producer Engaged for Salesforce...." Peer review by Agency
How can Guidewire enhance your Competitive Intelligence process?
Guidewire Digital provides business intelligence capabilities. These capabilities help insurance companies to make better decisions. This information can help them improve their business performance and compete with other companies in the industry.
"...Equip your teams to make better decisions and solve problems quickly, pivot on market change, and improve performance against your peers with Business Intelligence . ..." Analytics
How does Guidewire address your Generation Of New Leads Challenges?
Guidewire Digital helps insurance companies discover new opportunities and launch new insurance products quickly. It provides tools to analyze data, find potential customers, and engage them in new ways. This helps insurers adapt to market changes and grow their business.
"...Increase market reach by engaging prospects in new, interactive ways. ..." Risk Insights

Scratchpad in Action: Unique Activities

How does Scratchpad address your Forecasting Challenges?
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.
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.
"...I first was hooked when I saw the task workflow in Scratchpad since using the native tasks in Salesforce was never as smooth as I wanted...." Peer review by Alan C.
What Are the key features of Scratchpad 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.
"...Data cleanliness, Pipeline Management, Workflow Management, Forecasting...." Peer review by Trey K.
What benefits does Scratchpad offer 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.
"...Their product teams are also great at onboarding/working to customize flows that work for you...." Peer review from Telecommunications

News

Latest Guidewire news

GUIDEWIRE TO ANNOUNCE FOURTH QUARTER & FISCAL YEAR 2026 FINANCIAL RESULTS ON SEPTEMBER 3, 2026

Guidewire will announce its fourth quarter and fiscal year 2026 financial results on September 3, 2026. The company will host an audio webcast to discuss the results.

19/08/2026 - source