Overview: Insightly CRM and Scratchpad as CRM Category solutions.
Insightly CRM and Scratchpad, both CRM solutions, offer distinct capabilities across a range of customer needs. Insightly CRM excels in comprehensive contact and engagement management, aiding large enterprises with a strong focus on customer acquisition and relationship optimization. Scratchpad emphasizes streamlined forecasting and pipeline management, serving niche markets in the tech sphere with effective sales and ROI improvements. Each product presents unique features and support options, tailored to their primary user segments.
Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.
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.
Insightly CRM and Scratchpad: Best Use cases based on the customer satisfaction data
Key Capabilities Supported
Insightly CRM supports contact list and engagement management, emphasizing workflow and lead tracking. read more →
Scratchpad offers capabilities in forecasting and pipeline management to enhance engagement. read more →
Business Goals
Insightly CRM helps in enhancing customer relationships and acquiring new customers efficiently. read more →
Scratchpad aims to scale best practices and increase sales and revenue effectively. read more →
Core Features
Insightly CRM stands out with its robust integration and custom reporting features for large-scale operations. read more →
Scratchpad provides notable features like training and onboarding, alongside efficient data import services. read more →
Vendor Support
Insightly CRM offers extensive 24/7 support and phone assistance, catering to continual customer engagement. read more →
Scratchpad includes training and onboarding as a key support service, with available 24/7 help for users. read more →
Segments and Industries
Insightly CRM predominantly serves large enterprises across industries like IT services and financial services. read more →
Scratchpad caters to the enterprise and large enterprise sectors, focused on the computer software industry. read more →
Operational Alignment
Insightly CRM fits seamlessly into extensive enterprise operations, aligning with large-scale company demands. read more →
Scratchpad is well-suited for technology-driven environments, aligning with specific operational needs in the tech industry. read more →
Applying your context and needs changes the comparison
Failure Risk Guidance?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
Insightly CRM in Action: Unique Use Cases
How can Insightly CRM optimize your Contact List Management Workflow?
Why is Insightly CRM the best choice for Engagement Management?
What benefits does Insightly CRM offer for Lead Tracking?
What makes Insightly CRM ideal for Communication Management?
Scratchpad in Action: Unique Use Cases
How can Scratchpad enhance your Forecasting process?
What makes Scratchpad ideal for Workflow Management?
What solutions does Scratchpad provide for Pipeline Management?
How does Scratchpad facilitate Training & Onboarding?
Alternatives
News
Latest Insightly CRM News
Crest Rock-backed Unbounce merges with CRM software provider Insightly - PE Hub
Based in Vancouver, British Columbia, Unbounce is a provider of landing page creation and optimization software.
