Scratchpad and JOOPY, An In-Depth Comparison 2026

Comparison Summary

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.

JOOPY: Joopy, Incentives Solutions offers a leading SPM platform that aids organizations in growing their bottom line. Sales operations are simplified through actionable business insights.

This comparison report of Scratchpad vs. JOOPY is based on a specific set of business needs and context. The comparison uses 1193 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Scratchpad and JOOPY

Scratchpad, PlanPlus Online, Pipeliner CRM, etc., belong to a category of solutions that help CRM, whereas JOOPY belong to a category of solutions that help Sales Performance Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Scratchpad covers Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.

JOOPY focuses on Collaboration with Mobile, Performance Management, Workflow Management, Engagement Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.

Scratchpad and JOOPY: Best activities based on customer satisfaction


Scratchpad in Action: Unique Activities

What solutions does Scratchpad provide 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 went from managing a pipeline for hours at the beginning of the month to under 30 minutes to submit forecasts...." Peer review by Cody L., Channel Business Manager, Milestone Systems
How can Scratchpad optimize your Workflow Management Workflow?
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
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.
"...AEs and SDRs get a super intuitive tool for their note-taking and pipeline management...." Peer review by Abhishek K., Senior Account Executive
What benefits does Scratchpad offer 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.
"...I have 1 tab open on a lead I need to follow up on...." Peer review from Accounting
How efficiently Does Scratchpad manage your 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.
"...Also, I want to shout out the AE & onboarding specialist I worked with, Sam Brewer!..." Peer review from Computer Software

Top Processes

Customer evidence for the processes each product supports. Click Read Reviews to open peer feedback.

Evidences indicate better relative satisfaction



workflow management


pipeline management


engagement management

engaging and following up

engaging with scheduling & cadence


training & onboarding


opportunity management



helpdesk management


contact list management

creating contact list





sales document management

contract management


account management




segmentation and targeting


business development


conversion management



promotion management


discount management


communication management

sending & publishing communications


customer case management


sales call management

meeting management


performance management


Top Goals

Goals Achieved

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more
  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Improve ROI

  • Scale best practices

  • See 3 more

Business Setting

Scratchpad JOOPY
Peer score 4.9 4.0
Peer insights 1140 53
Top industries
Computer Software 49.0%
Information Technology And Services 18.0%
Financial Services 11.0%
SMB and Mid-Market 79.0% 0.0%
Enterprise 21.0% 0.0%