Salesforce CRM vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Salesforce CRM and Scratchpad as CRM Category solutions.

In the CRM landscape, Salesforce CRM and Scratchpad cater to distinct business needs. Salesforce CRM excels in customization and robust integration, serving large enterprises with powerful analytics and 24/7 support. Scratchpad, although smaller in scale, provides efficient pipeline and workflow management, particularly benefiting smaller enterprises in the tech sector. Each solution offers unique advantages tailored to different operational scales and industry specifics, from comprehensive engagement strategies to streamlined sales processes.

Salesforce CRM: Salesforce is a unified Customer Relationship Management (CRM) platform. It helps businesses manage customer relationships and streamline processes.

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.

Top use cases: Salesforce CRM vs Scratchpad

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

Salesforce CRM
Scratchpad
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Salesforce CRM Scratchpad

Top Capabilities: Salesforce CRM vs Scratchpad

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

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Salesforce CRM only
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Deployed Market Segments: Salesforce CRM vs Scratchpad

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

Salesforce CRM 100%
Scratchpad 100%
Salesforce CRM Scratchpad
Key Capabilities Supported Salesforce CRM supports key activities like engagement management and sales document management. It helps users in communication management and tracking leads efficiently. → Scratchpad focuses on forecasting and pipeline management. It aids users in engagement and workflow management. →
Business Goals Salesforce CRM enables users to enhance customer relationships and acquire new customers. It also supports driving increased sales and revenue. → Scratchpad helps scale best practices and aids in launching new products. It also supports users in enhancing customer relationships. →
Core Features Key features of Salesforce CRM include powerful analytics, AI capabilities, and robust data integration. Custom reports and security features are notable. → Scratchpad offers useful training & onboarding and solid data import functionality. Compliance and easy data export are standout features. →
Vendor Support Vendor support for Salesforce CRM includes 24/7 availability, with options for email, chat, and phone support meeting varied customer needs. → Scratchpad provides 24/7 support along with training & onboarding, supplemented by chat and phone support for seamless assistance. →
Segments and Industries Salesforce CRM is widely used by enterprises and large businesses in the software and financial sectors. It's also prevalent in IT and services. → Scratchpad mainly serves computer software firms and IT services. It caters to enterprises of various sizes, with a focus on smaller enterprises. →
Operational Alignment Salesforce CRM integrates well into large-scale operations, ideal for complex workflows and enterprise environments. → Scratchpad aligns with smaller-scale operations, offering simplicity in managing pipelines and sales processes efficiently. →
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Applying your context and needs changes the comparison

Salesforce CRM and Scratchpad: Best activities based on customer satisfaction

Salesforce CRM in Action: Unique Activities

Why is Salesforce CRM the best choice for Engagement Management?
Salesforce helps businesses manage customer interactions and track customer journeys. It enables collaboration among sales teams and provides powerful analytics to gain insights. Despite its benefits, Salesforce requires significant investment and may need additional products for comprehensive functionality.
"...Now I can store my leads, set follow ups, take notes, and send emails through one platform...." Peer review by Emily A., Account Manager
What makes Salesforce CRM ideal for Contact List Management?
Salesforce CRM is a powerful tool for managing contacts, organizing customer information, and tracking interactions. It allows users to create new contacts, merge accounts, and generate custom reports. Some users may find limitations in the system's ability to transfer contact information from external sources.
"...Com makes it manageable to prospect, interact with and record the history of every potential target contact/organization...." Peer review by A.J. C., Director of Sales, Computer Software
What makes Salesforce CRM ideal for Communication Management?
Salesforce CRM provides tools to manage customer interactions, including sending emails, logging calls, and scheduling meetings. nIt also offers features to track communication, store information, and analyze data.nSalesforce CRM’s communication management capabilities are limited by its inability to track delivered messages consistently.
"...SalesForce is a great tool to manage your customer contacts, send emails and follow-up on your possible customers...." Peer review from Entertainment
What makes Salesforce CRM ideal for Sales Document Management?
Salesforce CRM allows businesses to manage documents related to sales activities, such as proposals and contracts. It can track customer interactions and manage lead information, which helps businesses to generate reports and make informed decisions. Salesforce CRM has limitations, as it does not include email and proposal templates.
"...We also use it to push customer/account information to our quoting tool Quosal...." Peer review by Mike Markham, Director of Business Technology Solutions, Commenco, Inc.
Why is Salesforce CRM the best choice for Lead Tracking?
Salesforce CRM helps businesses track leads, opportunities, and sales progress. It allows users to create reports and dashboards to monitor key metrics, and integrates with other systems to manage customer interactions and track revenue. However, its complexity can make it difficult to use and requires extensive training.
"...I have fun creating customized dashboards that help our company track growth, lead status, etc...." Peer review by Jami T., Coordinator, Real Estate

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.
"...I'm always prepared for forecast calls and it takes me 1/4 the time as it used to...." Peer review by Ben S., Enterprise Account Executive
Why is Scratchpad the best choice 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.
"...I love the ability to handle all of my tasks and call notes in one simple to use workflow...." Peer review from Computer Software
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 is how I manage my pipeline...." Peer review by Luis S., Account Executive
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.
"...Their product teams are also great at onboarding/working to customize flows that work for you...." Peer review from Telecommunications

News

Latest Salesforce CRM news

Salesforce aims to be your enterprise AI harness, touts AIforce

Salesforce introduces AIforce, an enterprise AI harness designed to integrate data and workflows with AI agents without additional integrations. AIforce aims to unify Salesforce's platform layers, including data, applications, and semantics, enhancing enterprise transformation. The platform features zero data retention and packaged agents for industry-specific tasks.

25/08/2026 - source