Scratchpad and Synergita, 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.

Synergita: Synergita offers performance management software to replace annual appraisals with frequent check-ins. Teams are empowered through regular performance analysis.

This comparison report of Scratchpad vs. Synergita is based on a specific set of business needs and context. The comparison uses 2118 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Scratchpad and Synergita

Scratchpad, PlanPlus Online, Coevera, etc., belong to a category of solutions that help CRM, whereas Synergita, ActivTrak™, Teramind, etc., 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.

Synergita focuses on Engagement Management, Performance Management, Loyalty Management, Customer Feedback 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 Synergita: Best activities based on customer satisfaction


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 also find Scratchpad valuable for quickly updating Salesforce opportunities ahead of my upcoming forecast meetings...." Peer review from Computer Software
How efficiently Does Scratchpad manage your 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 streamlines many workflows, by bringing my notes, multiple reports, and tabs into one easy-to-use page...." Peer review from Construction
What makes Scratchpad ideal 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.
"...-Capture all meeting notes, synced with the calendar and sfdc oppys & contacts -Manage pipeline and keep up to date inline in seconds vs opening up a million tabs -Persistent search across the browser allows me to use a hotkey to search and access sfdc, gmail, calendar, call notes, etc from ANYWHERE..." Peer review by Danny B., Senior Sales Director, Blue Lava
How does Scratchpad facilitate 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

Synergita in Action: Unique Activities

What makes Synergita ideal for Engagement Management?
Synergita is a software that helps organizations manage employee performance and engagement. nIt provides tools for setting goals, tracking progress, providing feedback, and conducting surveys. nThe software aims to improve employee development and create a positive work environment.
"...Employee engagement is the best quality in it...." Peer review by Manali V
What benefits does Synergita offer for Performance Management?
Synergita is a software program designed to manage employee performance. It allows organizations to track employee progress, provide feedback, and improve overall performance. Synergita offers a wide range of features, including goal setting, 360-degree feedback, and training recommendations. It may have limited features for basic performance management needs.
"...It offers greater flexibility to the HR and the line Managers to track performance and provide feedback...." Peer review by Dinesh Kumaran, Head of HR, Aspire Systems
How can Synergita enhance your Loyalty Management process?
Synergita provides a platform for recognizing and rewarding employees. nThis platform allows organizations to design unique reward programs and incentivize desired behaviors. nThese programs can be used to promote employee engagement, development, and retention.
"...Highly customizable and so easier for us to digitize our existing appraisal process as-is, reward program feature is a big hit with our employees...." Peer review by Deepa Rajagopal
What Are the key features of Synergita for Customer Feedback Management?
Synergita provides a platform for managing employee performance and engagement. It offers features such as goal setting, continuous feedback, and 360-degree feedback surveys. Synergita does not offer reporting capabilities to analyze data.
"...Users can manage employee talent information, set goals, track and monitor progress, manage competency and performance, do 360-degree feedback surveys, recommend training for employees, do employee engagement surveys, peer recognition, etc...." Peer review
How can Synergita enhance your Collaboration process?
Synergita fosters collaboration by encouraging continuous feedback and communication. The platform enables managers and employees to work together to achieve goals and improve performance. Synergita's emphasis on collaboration leads to better engagement, improved productivity, and a stronger company culture.
"...Continuous feedback functionality allows team members to receive feedback and appreciation at anytime, and helps increase collaboration between managers and employees...." Peer review

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



social media management


customer feedback management


sales review & feedback


performance management


loyalty management


identify skill gaps


courses & assessment

identify skill gaps


motivation management


rating and review management


knowledge management


sales incentive management


advocacy management


Top Goals

Goals Achieved

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more
  • Improve efficiency

  • Establish thought leadership

  • Improve visibility

  • Improve internal communications

  • Grow market share

  • Scale best practices

  • See 3 more

Business Setting

Scratchpad peer evidence is 79% SMB and Mid-Market. Synergita peer evidence is 78% Enterprise.

Scratchpad Synergita
Peer score 4.9 4.4
Peer insights 1140 978
Top industries
Computer Software 49.0%
Information Technology And Services 18.0%
Financial Services 11.0%
Information Technology And Services 43.0%
Automotive 23.0%
Manufacturing 9.0%
SMB and Mid-Market 79.0% 22.0%
Enterprise 21.0% 78.0%