SmartWe vs. Scratchpad: Comparing Best CRM Solutions 2026

Overview: SmartWe and Scratchpad as CRM Category solutions.

SmartWe: CAS PIA is a web-based mobile CRM system offering efficiency, flexibility, and cost savings. Contact them now for a non-binding CRM consultation.

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 SmartWe vs. Scratchpad draws on 1172 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

SmartWe supports Centralized donor and patient data management, Stakeholder and project management for energy transition, Contact management for partner relations, Global member management automation, etc.

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

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

SmartWe also covers Customer relationship management, Project management, CRM for non-profits, Contact management, etc.

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

Top use cases: SmartWe vs Scratchpad

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

SmartWe Scratchpad

Top Capabilities: SmartWe vs Scratchpad

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

SmartWe
Shared
Scratchpad
Shared by both · Topics
SmartWe only
Scratchpad only

Deployed Market Segments: SmartWe vs Scratchpad

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

SmartWe 100%
Scratchpad 100%

SmartWe and Scratchpad: Best activities based on customer satisfaction

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.
"...My forecast is more accurate now, I'm able to stay on top of long term opportunities, and keep track of my various meetings more effectively...." Peer review by Corey A.
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's been critical to driving compliance with certain workflows and helping the reps stay on top of their pipeline...." Peer review by Mark R.
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.
"...It is infinitely easier to manage pipeline and review pipeline for my reps...." Peer review by Administrator
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.
"...Easy to create a task to ensure I was following up with deals in a timely fashion...." Peer review by Jonathan R., Enterprise AE - Acquisitions, Pluralsight