Pipedrive vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Pipedrive and Scratchpad as CRM Category solutions.

Pipedrive dominates the CRM space by offering a robust suite designed to facilitate engagement management and lead tracking, tailored for large enterprises. Scratchpad, while smaller in scale, offers specialized features in forecasting and pipeline management useful for mid-market businesses. Each product uniquely targets sales growth, with Pipedrive enhancing customer relationships and Scratchpad streamlining workflow processes. Their diverse customer bases across industries highlight their adaptability, yet each maintains a distinct niche in CRM solutions.

Top use cases: Pipedrive vs Scratchpad

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

Pipedrive Scratchpad

Top Capabilities: Pipedrive vs Scratchpad

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

Pipedrive
Shared
Scratchpad
Shared by both · Topics
Pipedrive only
Scratchpad only

Deployed Industries: Pipedrive vs Scratchpad

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

Pipedrive
Shared
Scratchpad
Shared by both · Industries
Pipedrive only

Deployed Market Segments: Pipedrive vs Scratchpad

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

Pipedrive 100%
Scratchpad 100%

Pipedrive: Pipedrive is rated as the #1 user-friendly CRM tool. A 14-day free trial is offered to help grow your business and gain qualified leads.

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.

Key Capabilities Supported

Pipedrive aids engagement management and lead tracking, key to scaling sales operations. →

Scratchpad excels in forecasting and workflow management, optimizing sales pipelines. →

Business Goals

Pipedrive targets increasing sales and revenue, pivotal for enhancing customer relationships. →

Scratchpad strives for ROI improvement and launching new products, catering to strategic expansion. →

Core Features

Pipedrive boasts custom reports and seamless data import, supporting complex analytics needs. →

Scratchpad offers training & onboarding, with strong data import capabilities, for ease of use. →

Vendor Support

Pipedrive provides 24/7 email and phone support, highlighting strong customer service focus. →

Scratchpad offers training & onboarding and 24/7 support, enhancing user self-sufficiency. →

Segments and Industries

Pipedrive dominates in large enterprises, with a solid presence in software and advertising. →

Scratchpad caters to mid-markets, prominent in computer software and financial services. →

Operational Alignment

Pipedrive suits large-scale operations with complex sales environments. →

Scratchpad aligns with streamlined workflows, fitting mid-size business needs. →

lightning

Applying your context and needs changes the comparison

Pipedrive and Scratchpad: Best activities based on customer satisfaction

Pipedrive in Action: Unique Activities

How efficiently Does Pipedrive manage your Engagement Management?
Pipedrive Engagement Management facilitates consistent client interaction by enabling users to schedule follow-ups, track opportunities, and manage communication. It streamlines activities with automatic reminders and customizable task management. However, Pipedrive's lack of a dedicated address or contact book limits account management beyond closed deals.
"...Every customer action/interaction is recorded, providing tremendous insights into purchase (or non-purchase) patterns...." Peer review by Jackie Bassett, CEO, Sealed Speed
What solutions does Pipedrive provide for Lead Tracking?
Pipedrive facilitates tracking leads through their progression into deals, from initial contact to successful closure. The system enables users to easily manage and monitor leads, enhancing sales efficiency. However, Pipedrive lacks the capability to track leads geographically.
"...Over very useful, your team uses pipedrive to track leads through to quotes and then along the project delivery phase. ...." Peer review by Everett S., Manager, Accounting
How does Pipedrive address your Lead Management Challenges?
Pipedrive facilitates efficient management of sales prospects, enabling users to track, organize, and forecast sales leads. It provides a structured approach to lead management, enhancing organization and automating tasks. Pipedrive's capabilities might be insufficient for businesses requiring advanced features beyond basic lead management.
"...The search is fast, and adding new entries - leads, organizations, deals - is quick and easy...." Peer review by Verified Reviewer, Marketing and Advertising
How can Pipedrive optimize your Sales Document Management Workflow?
Pipedrive enables organizations to track and manage sales documents, including proposals, contracts, and quotes, in a centralized location. It provides features for tracking interactions with customers and managing sales pipelines. Pipedrive's functionality is limited by the lack of an open API and the inability to send quotes directly through the application.
"...Thanks to its daily use through emails, calls and offers, we get a great collection of data as well as ratriating proposals, customer appointments among many other advantages...." Peer review by Willy S, Communication
How can Pipedrive optimize your Communication Management Workflow?
Pipedrive provides email tracking and management features. It enables users to send personalized emails and monitor engagement levels. The platform offers integration with email services for streamlined communication. nPipedrive does not allow sending emails to multiple contacts simultaneously.
"...Due to integration with call tracking service now we track it all from the first contact to payment. . ...." Peer review by Dmitry G., Business Development Manager, Information Technology and Services

Scratchpad in Action: Unique Activities

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.
"...ScratchPad makes it so easy to update close dates, forecast categories, next steps and more all from a single view...." Peer review by Aileen C., Strategic Account Executive
What Are the key features of Scratchpad 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.
"...Easy to use and could customize it to fit my workflow...." Peer review by Jonathan R., Enterprise AE - Acquisitions, Pluralsight
How can Scratchpad optimize your Pipeline Management Workflow?
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.
"...It is infinitely easier to manage pipeline and review pipeline for my reps...." Peer review by Administrator
What makes Scratchpad ideal 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.
"...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 Pipedrive news

Pipedrive MCP Connector is Now Available in Claude's Official Marketplace

Pipedrive's Model Context Protocol (MCP) Connector is now available in Claude's official marketplace, allowing seamless integration for sales teams. Within a month, over 6% of Pipedrive's paying customers have adopted the connector, highlighting its rapid uptake and utility in streamlining CRM processes.

17/08/2026 - source