Scratchpad vs. Teamwork CRM: Comparing Best CRM Solutions 2026

Overview: Scratchpad and Teamwork CRM as CRM Category solutions.

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.

Teamwork CRM: Teamwork-crm is an all-in-one platform for client work operations, offering best-in-class project management and performance reporting. Resources are managed, time tracked, workflows streamlined, and profitability maximized.

This comparison of Scratchpad vs. Teamwork CRM draws on 1205 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

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

Teamwork CRM supports Project management for client work, Customer support ticket management, Project management for client delivery, Project management for marketing teams, etc.

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

Teamwork CRM covers Project management, Client collaboration, Customer support, Collaboration, etc.

Top use cases: Scratchpad vs Teamwork CRM

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

Scratchpad Teamwork CRM

Top Capabilities: Scratchpad vs Teamwork CRM

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

Scratchpad
Shared
Teamwork CRM
Scratchpad only
Teamwork CRM only

Deployed Market Segments: Scratchpad vs Teamwork CRM

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

Scratchpad 100%
Teamwork CRM 100%

Scratchpad and Teamwork CRM: Best activities based on customer satisfaction


Scratchpad in Action: Unique Activities

How can Scratchpad enhance your Forecasting process?
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.
"...It also enables me greater insight and ultimately accuracy into forecasting by providing more of an Xcel feel...." Peer review by Tarun M., Account Executive
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.
"...Ease of use and how it can be accessed at all points in my workflow...." Peer review by Yael S., BDR, Karat
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.
"...so I can be sure to follow up in a timely fashion, and lets me update opportunities in seconds...." Peer review by Caroline K., Account Executive, Productboard
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.
"...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

Teamwork CRM in Action: Unique Activities

How can Teamwork CRM enhance your Pipeline Management process?
Teamwork CRM assists in managing sales pipelines. The tool allows users to organize and prioritize deals to expedite closing. Teamwork CRM provides features for reporting on crucial metrics to enhance overall sales performance.
"...Teamwork CRM: sales CRM software that helps you develop your sales process and manage your pipeline. ..." Improve your Sales Processes & Company Growth with Teamwork CRM

Integrations

Ecosystem partners each product commonly connects with.

News

Latest Teamwork CRM news

How ChatGPT works with Teamwork.com via the MCP connector

Teamwork.com has launched an MCP connector that integrates ChatGPT directly with its platform. This allows users to query project data, tasks, and resources without developer involvement. The integration supports real-time data access, enhancing project management efficiency for professional services teams. Teamwork.com ensures data security with SOC 2 Type 2 certification, maintaining privacy while enabling seamless AI-powered project management.

08/05/2026 - source