NewOrg vs. Scratchpad: Comparing Best CRM Solutions 2026
Overview: NewOrg and Scratchpad as CRM Category solutions.
NewOrg:
NewOrg Management System empowers staff and improves organizational workflows. It offers an approach to managing data beyond just software solutions.
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.
NewOrg and Scratchpad: Best activities based on customer satisfaction
Applying your context and needs changes the comparison
NewOrg in Action: Unique Use Cases
How efficiently Does NewOrg manage your Campaign Management?
The program helps organizations create and manage programs, track activity sign-ups, and manage communications. nUsers can also manage fundraising activities and create development campaigns.nThe program offers detailed data capture and tracking functionality to inform reports.
"...NewOrg Development Management & Fundraising program offers a free trial to see if the program is the right fit for your organization...."
Peer review by User
Scratchpad in Action: Unique Use Cases
What makes Scratchpad ideal 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.
"...I also find Scratchpad valuable for quickly updating Salesforce opportunities ahead of my upcoming forecast meetings...."
Peer review from Computer Software
How does Scratchpad facilitate 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.
What benefits does Scratchpad offer 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.
What Are the key features of Scratchpad 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.
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.
NewOrg Management System to Launch Its Biggest Update Ever, Reshaping How Nonprofits Manage Data
NewOrg Management System is launching its largest platform update on August 1, 2026, introducing eight new capabilities. These include AI tools for automating documentation and data entry, a Microsoft Entra Single Sign-On integration, and a new payment option. The update aims to streamline operations for nonprofits, enhancing data management and reducing administrative tasks.