Overview: PlanPlus Online and Scratchpad as CRM Category solutions.

PlanPlus Online streamlines relationship and contact management for enterprises, emphasizing security and data integration. Mostly used by large enterprises, it's well-suited for management consulting and financial services. Scratchpad excels in sales workflow and pipeline management, favored by computer software and IT industries. It supports onboarding and compliance, proving useful for enterprises seeking to enhance forecasting and analytics. Choose PlanPlus Online for contact-centric processes or Scratchpad for detailed forecasting and sales workflows.

PlanPlus Online: PlanPlus Online is a productivity software system for leaders to plan, execute, and achieve goals. It helps users discover their mission, get organized, and use an online calendar and planner.

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.

PlanPlus Online and Scratchpad: Best activities based on customer satisfaction

Key Capabilities Supported

PlanPlus Online focuses on collaboration, contact list management, and engagement, proving useful for teams emphasizing relationship building and follow-ups. read more →

Scratchpad supports forecasting, pipeline, and workflow management, ideal for sales teams focused on efficient opportunity and lead handling. read more →

Business Goals

PlanPlus Online aims to enhance customer relationships, which aligns with businesses seeking to boost sales and improve communication. read more →

Scratchpad facilitates scaling best practices and increasing ROI, attractive to firms looking to refine processes and optimize revenue streams. read more →

Core Features

PlanPlus Online offers custom reports, analytics, and data import/export, catering to users requiring high-level data integration and security. read more →

Scratchpad is equipped with advanced training and compliance options, alongside robust data import/export and custom reporting. read more →

Vendor Support

PlanPlus Online provides 24/7 support via chat, email, and phone, suited to enterprises needing constant assistance across various channels. read more →

Scratchpad includes training and onboarding support, with comprehensive 24/7 service to aid users targeting extensive help and guidance. read more →

Segments and Industries

PlanPlus Online is predominantly used by large enterprises and industries such as management consulting and financial services, highlighting its business-centric approach. read more →

Scratchpad primarily serves the computer software and IT sectors, with a significant presence in large enterprises. read more →

Operational Alignment

PlanPlus Online integrates smoothly into workflows of companies focused on enhancing customer interactions and data management. read more →

Scratchpad aligns well with organizations that emphasize agile sales operations and require detailed forecasting capabilities. read more →

lightning

Applying your context and needs changes the comparison

Business Setting

Popular in Industry

  • Management Consulting (16.0%)

  • Financial Services (15.0%)

  • Real Estate (14.0%)

  • Computer Software (49.0%)

  • Information Technology And Services (18.0%)

  • Financial Services (11.0%)

Popular in Segments

  • SMB and MidMarket (80.0%)

  • Enterprise (20.0%)

  • SMB and MidMarket (79.0%)

  • Enterprise (21.0%)


PlanPlus Online in Action: Unique Use Cases

How efficiently Does PlanPlus Online manage your Collaboration?

Why is PlanPlus Online the best choice for Contact List Management?

What solutions does PlanPlus Online provide for Relationship Management?

What Are the key features of PlanPlus Online for Coaching?


Scratchpad in Action: Unique Use Cases

How does Scratchpad facilitate Forecasting?

How efficiently Does Scratchpad manage your Workflow Management?

What benefits does Scratchpad offer for Pipeline Management?

How does Scratchpad address your Engagement Management Challenges?

What solutions does Scratchpad provide for Training & Onboarding?

News

Latest PlanPlus Online news

Product Enhancements Release Notes February 2026

PlanPlus Online released version 5.72 on February 5, 2026, featuring goal-based task creation, UI consistency improvements, enhanced task delegation, and better filtering in views and reports. Usability updates include labeled dropdowns, improved task alignment, and syncing fixes.

08/02/2026 - source