Sansan vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: Sansan and Scratchpad as CRM Category solutions.

Sansan: Sansan features a business card-based contact network to uncover hidden opportunities and integrate with Salesforce. Efficiency is increased and deals are facilitated.

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.

This comparison of Sansan vs. Scratchpad draws on 1267 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Sansan supports Sales contact management, Business card digitization and management, Contact and business card data centralization, Sales activity and project management, etc.

Scratchpad supports Automating Salesforce CRM updates, Salesforce CRM automation for sales teams, Sales process automation and standardization, Sales admin automation and reduction, etc.

Sansan covers Customer engagement, Contact management, Contact data management, Sales operations, etc.

Scratchpad covers Sales automation, Sales process management, Sales process automation, CRM data management, etc.

Top use cases: Sansan vs Scratchpad

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

Sansan Scratchpad

Top Capabilities: Sansan vs Scratchpad

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

Sansan
Shared
Scratchpad
Sansan only
Scratchpad only

Deployed Market Segments: Sansan vs Scratchpad

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

Sansan 100%
Scratchpad 100%

Sansan and Scratchpad: Best activities based on customer satisfaction

Sansan in Action: Unique Activities

How efficiently Does Sansan manage your Contact List Management?
Sansan is a contact management system for businesses and teams that helps organize and share contacts. It uses business cards to create a central database of contacts for the company. This system streamlines the management of contacts, helping businesses track communications, sales progress, and opportunities.
"...Sansan is a popular cloud-based contact management system/CRM for companies and teams...." Peer review from Sansan
How efficiently Does Sansan manage your Relationship Management?
Sansan assists in managing business relationships, including colleagues and customers. The platform creates a contact network by using business cards. Sansan helps manage and share connections while building new ones.
"...Business card and relationship management with customer...." Peer review by Consultant

Scratchpad in Action: Unique Activities

How efficiently Does Scratchpad manage your 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
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.
"...It connects to Salesforce and provides an interface where sales professionals can keep all their notes, process workflows, spreadsheets, and tasks...." Peer review
How can Scratchpad enhance your Pipeline Management process?
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 makes it so easy to create Opps, maintain Pipeline and manage contacts and leads, never want to switch back...." Peer review by Frank B., Senior Account Executive, Aviatrix
How does Scratchpad facilitate 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.
"...I am on the web -EVERY customer is treated like a VIP and a design partner -Super super super responsive, thoughtful, and engaged support, product and sales teams...." Peer review by Danny B., Senior Sales Director, Blue Lava
What solutions does Scratchpad provide 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.
"...The support is amazing, the team leads training, and the new features that are launching are always relevant!..." Peer review by Ben B., Sales Enablement

News

Latest Sansan news

Sansan achieves a record-high adjusted operating profit; revises full ...

Sansan reported a record-high adjusted operating profit for Q3 FY2025, driven by a 26.1% YoY increase in net sales and significant growth in its Bill One solution. The company revised its full-year earnings forecast upward, anticipating a 25% YoY increase in net sales and a 143% rise in adjusted operating profit. Sansan is enhancing its AI capabilities across its solutions to strengthen its revenue base and competitive advantage.

16/04/2026 - source