Scratchpad vs. Vertec: Comparing Best CRM Solutions 2026

Overview: Scratchpad and Vertec 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.

Vertec: Vertec offers a CRM and ERP software solution. The product tour explains how it can support businesses.

This comparison of Scratchpad vs. Vertec draws on 1156 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.

Vertec supports Invoicing process automation, Legal case management automation, Mobile time tracking for consultants, Project management and control, etc.

Evidence shows that both products are used for Sales process automation.

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

Vertec also covers Project management, Case management, Customer relationship management, CRM and ERP integration, etc.

Top use cases: Scratchpad vs Vertec

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

Scratchpad Vertec

Top Capabilities: Scratchpad vs Vertec

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

Scratchpad
Shared
Vertec
Shared by both · Topics
Scratchpad only
Vertec only

Deployed Market Segments: Scratchpad vs Vertec

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

Scratchpad 100%
Vertec 100%

Scratchpad and Vertec: Best activities based on customer satisfaction

Scratchpad in Action: Unique Activities

Why is Scratchpad the best choice 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.
"...We now use it for call notes in addition to our forecasting, which has been surprisingly helpful...." Peer review by Megan M., Renewal & Expansion Manager
How can Scratchpad enhance your Workflow Management process?
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.
"...Easy to use and could customize it to fit my workflow...." Peer review by Jonathan R., Enterprise AE - Acquisitions, Pluralsight
How can Scratchpad optimize your Pipeline Management Workflow?
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

News

Latest Vertec news

Nanox and Vertec Scientific Enter Exclusive Sales Reseller Agreement for the Commercialization of Nanox.AI Bone Solution (HealthOST) in the United Kingdom

Nanox Imaging Ltd's subsidiary, Nanox AI, has entered into an exclusive sales reseller agreement with Vertec Scientific Ltd to market and resell the Nanox.AI bone solution, HealthOST, in the UK. This agreement, which includes minimum annual license commitments, aims to expand the reach of AI-driven bone health assessments in the UK healthcare market.

17/08/2026 - source