MoxiEngage vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: MoxiEngage and Scratchpad as CRM Category solutions.

Top use cases: MoxiEngage vs Scratchpad

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

MoxiEngage Scratchpad

Top Capabilities: MoxiEngage vs Scratchpad

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

MoxiEngage
Shared
Scratchpad
MoxiEngage only
Scratchpad only

Deployed Market Segments: MoxiEngage vs Scratchpad

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

MoxiEngage 100%
Scratchpad 100%

MoxiEngage: Moxiengage is a CRM solution by MoxiWorks designed for real estate. It keeps tasks on track, updates information, and provides insights to enhance productivity.

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.

lightning

Applying your context and needs changes the comparison

Business Setting

Popular in Industry

  • Real Estate (100.0%)

  • Computer Software (49.0%)

  • Information Technology And Services (18.0%)

  • Financial Services (11.0%)

Popular in Segments

  • SMB and MidMarket (100.0%)

  • Enterprise (0.0%)

  • SMB and MidMarket (79.0%)

  • Enterprise (21.0%)

MoxiEngage and Scratchpad: Best activities based on customer satisfaction

MoxiEngage in Action: Unique Activities

How can MoxiEngage enhance your Workflow Management process?
MoxiEngage is a CRM solution that assists with lead nurturing and workflow management. It simplifies agent workflows through valuable integrations, streamlining processes and maximizing efficiency. MoxiEngage leverages property data and encourages long-term lead nurturing, aligning with the specific needs of real estate agents.
"...MoxiEngage was built for real estate agents, so it aligns with an agent s workflow, leverages property data, and encourages long-term lead nurturing...." MoxiEngage
What benefits does MoxiEngage offer for Generation Of New Leads?
The system integrates leads from various sources, including brokerage websites, lead providers, partner networks, and existing databases. It then guides agents through relationship-building steps to convert leads into clients. This process aims to increase profitability and future business growth.
"...Leads to CRM Leads generated by Paradym property sites and Paradym Live Chat are automatically synced with the MoxiWorks CRM, MoxiEngage. ..." Paradym Completes Integration with MoxiWorks

Scratchpad in Action: Unique Activities

How does Scratchpad facilitate 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.
"...easy to use and update my salesforce pipeline, makes forecasting quicker to do...." Peer review from Telecommunications
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 has made my task and pipeline management much more efficient...." Peer review by Alan C.
What makes Scratchpad ideal 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.
"...Scratchpad makes it 10x faster to update your pipeline which means your reps are more likely to fill in critical details on an SF Record and follow-up consistently with prospects/customers...." Peer review by Mark R.
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.
"...Additionally my CSM Olivia was super helpful with onboarding and helping me learn a new tool...." Peer review by Michael J., Senior Account Executive

News

Latest MoxiEngage news

MoxiWorks and Cloze Integrate to Give Agents One Source of Truth for Client Contacts and Activity

MoxiWorks has integrated its RISE platform with Cloze, enabling seamless contact and activity synchronization for real estate agents. This integration eliminates duplicate data entry, allowing agents to utilize RISE's campaigns and automations efficiently. The collaboration reflects MoxiWorks' strategy to expand RISE's ecosystem, enhancing productivity for agents across multiple markets.

11/08/2026 - source